---
title: "Foreign Institutions Speak Out: Inflection Point in AI Capital Expenditure Emerges"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295026603.md"
description: "AllianceBernstein, Manulife, and other foreign institutions believe that geopolitical dynamics and AI applications will be the main market themes in 2026. Despite the resilience of the global economy, a K-shaped divergence is evident. Against the backdrop of slowing AI capital expenditure and divergent monetary policies, these institutions hold a cautiously optimistic view on the bond market, equity styles, and Chinese asset allocation for the second half of the year"
datetime: "2026-08-05T22:53:26.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295026603.md)
  - [en](https://longbridge.com/en/news/295026603.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295026603.md)
generator: "portal-rs"
---

# Foreign Institutions Speak Out: Inflection Point in AI Capital Expenditure Emerges

Recently, AllianceBernstein Funds, Manulife Funds, Neuberger Berman Funds, Morgan Stanley, and other foreign institutions published their latest views on the market. These institutions generally agree that geopolitical dynamics and AI applications remain the two main themes throughout 2026. While the global economy maintains overall resilience, characteristics of "K-shaped divergence" are becoming apparent in both the Chinese and U.S. markets. Against the backdrop of an expected slowdown in the growth rate of AI capital expenditure and divergent global monetary policies, foreign institutions have offered cautiously optimistic judgments on the trajectory of the bond market, shifts in equity styles, and Chinese asset allocation for the second half of the year. (China Securities Journal)

### Related Stocks

- [AB.US](https://longbridge.com/en/quote/AB.US.md)
- [MFC.US](https://longbridge.com/en/quote/MFC.US.md)
- [00945.HK](https://longbridge.com/en/quote/00945.HK.md)
- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md)
- [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md)
- [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

## Related News & Research

- [Analyst Raises Price Target to C$4.25 and Reiterates Buy Rating on Omai Gold Project’s Enhanced 18-Year Production Profile](https://longbridge.com/en/news/296636529.md)
- [Inside Coca-Cola’s secretive innovation labs: How the beverage giant wants to automate dirty soda and refreshers](https://longbridge.com/en/news/296681725.md)
- [Southern Copper (NYSE:SCCO) Shares Up 8.3%  - Still a Buy?](https://longbridge.com/en/news/296638179.md)
- [Bank of America Corp DE Acquires 173,486 Shares of Trustmark Corporation $TRMK](https://longbridge.com/en/news/296675221.md)
- [Bank of America Corp DE Raises Holdings in McGrath RentCorp $MGRC](https://longbridge.com/en/news/296675165.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**