摩根士丹利策略师重申看好美股前景 因美联储降息预期

环球市场播报12-08

  摩根士丹利策略师认为,鉴于盈利预期改善和美联储降息预期,美国股市面临“看涨格局”。

  “我们预计到2026年,企业盈利强劲,美联储将基于劳动力市场滞后或温和疲软而降息,”Michael Wilson领导的团队在报告中写道。

  注:该策略师团队一直是对美股最乐观的声音之一;标普500指数的12个月目标位为7800点,意味着较当前水平有约14%的上涨空间。

  预计美国非必需消费品板块及小盘股将继续跑赢。

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