Morgan Stanley Research released a report titled "Thematic Investing: 15 Ways to Play Artificial Intelligence". The report was written by several equity strategists at Morgan Stanley, who explored the theme of technology diffusion from different angles and regions, especially the widespread application of artificial intelligence (AI).

The report mentioned that as the AI ​​theme continues to expand, more developments are expected to be seen in the rest of 2024 and 2025. Several key sub-topics are also mentioned in the report, including smartphones and edge AI, data centers supporting general AI, and companies adopting AI.