[Morgan Stanley adjusts the list of European core overweight stocks and adds 15 new targets] On September 15th, Morgan Stanley’s strategist team made an larger-than-normal adjustment to its high-confidence stock pool. It is recommended that investors broaden their layout in European investment portfolios and not just limit themselves to popular main lines in the market such as AI capital expenditures and national defense. The research team led by Marina Zavorok recommends adopting a diversified allocation strategy rather than abandoning AI investment logic. Since the end of August, the team has added 15 overweight preferred stocks, while the list usually only adds 3 to 4 stocks each month; there are currently 43 overweighted preferred stocks, 60% of which were included in the past three months. The newly added targets cover the banking and financial sectors, including ABN AMRO, Lloyds Bank, Arden, and EQT; Accor, Shell, Scout24 and other companies with independent logic for individual stocks; as well as companies that benefit from the development of artificial intelligence and data centers, such as Legrand, Kingston, and Merlin Real Estate.