According to PandoraTech News, a recent Morgan Stanley report indicates that AI technology has the potential to significantly increase the value of US stocks, projecting an increase of $13-16 trillion in the S&P 500's market capitalization, with gains of up to 29%. Autonomous AI and humanoid robots will be key drivers of productivity growth. However, the report also warns that the widespread adoption of AI will impact approximately 90% of existing jobs, forcing widespread retraining and transformation of skills in the labor market. Morgan Stanley predicts that the consumer goods, retail, real estate, and transportation sectors will be the primary beneficiaries of AI's dividend.

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Morgan Stanley's forecast highlights the dual impact of AI on both capital and labor markets: on the one hand, AI can significantly improve corporate efficiency and valuations; on the other hand, the spread of technology may trigger structural changes in employment and widen social inequality. For investors, AI-enabled industries will enjoy valuation premiums, while labor-intensive industries that fail to transform may face significant pressure.

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