Morgan Stanley: Robotics and Autonomous Vehicles Could Be AI's Next Big Winners

According to Morgan Stanley's asset management unit, on July 7, global market strategist Raisah Rasid suggested that robotics and autonomous vehicle companies may become the next winners in AI trading. She noted that artificial intelligence adoption is accelerating, particularly in generative AI, and that hardware sector profit growth is driving major market returns as AI winners expand beyond mega-cap firms. However, she cautioned that South Korea's KOSPI index is unlikely to repeat its three-digit first-half gains in the second half, as enterprises may struggle to maintain strong pricing power in hardware.
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