Morgan Stanley: Prefer to super-large cloud computing, maintaining the Standard 500 index target of 8,000 points

The Morgan Stanley strategy team, led by Mike Wilson, has indicated a preference for super-large cloud computing over chip companies in the coming months. Morgan Stanley maintains the target of 8,000 points at the end of the year for the Standard 500 Index and warns that in the event of a reversal of the momentum trade or an escalation of the conflict in the Middle East, the index may fall back to around 7,000 points。