EPISODE · Sep 16, 2025 · 4 MIN
摩根士丹利：能源的未来，四大主题正在重塑格局
from 左兜进右兜
今天和大家聊一份最新的研报。9月14日，摩根士丹利发布了《Future of Energy: Four Themes》，研报共计39页。提炼出能源行业未来十年的四个关键词：炼油黄金时代、中国的“反内卷”、天然气的十年、AI驱动的用电需求。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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摩根士丹利：能源的未来，四大主题正在重塑格局
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