摩根士丹利：預計美股將在2026年迎來牛市行情

Blockbeats

12/08

BlockBeats 消息，12 月 8 日，摩根士丹利分析師 Michael Wilson 表示，隨着市場領升板塊範圍擴大、企業盈利改善以及勞動力市場僅呈溫和疲軟，美國股市已為 2026 年的牛市行情做好準備。

他預計，非必需消費品板塊和小盤股（兩者近期均被上調至超配評級）將繼續跑贏大盤，這主要得益於價格企穩、商品需求增強、盈利預期上修以及利率下調。

Wilson 認為聯儲局仍是關鍵驅動力，但他同時指出，自 10 月下旬以來納斯達克 100 指數的盈利趨勢已有所增強。在勞動力市場逐漸而非急劇走弱的背景下，他認為股市將獲得支撐性環境。（彭博社）

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2589309355"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2589309355\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2589309355?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-12-08 21:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2589309355","market":"us","top_or_hot":-1,"title":"摩根士丹利：預計美股將在2026年迎來牛市行情","media":"Blockbeats","content":"<html><body><div><p>BlockBeats 消息，12 月 8 日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析師 Michael Wilson 表示，隨着市場領升板塊範圍擴大、企業盈利改善以及勞動力市場僅呈溫和疲軟，美國股市已為 2026 年的牛市行情做好準備。</p><p>他預計，非必需消費品板塊和小盤股（兩者近期均被上調至超配評級）將繼續跑贏大盤，這主要得益於價格企穩、商品需求增強、盈利預期上修以及利率下調。</p><p>Wilson 認為聯儲局仍是關鍵驅動力，但他同時指出，自 10 月下旬以來納斯達克 100 指數的盈利趨勢已有所增強。在勞動力市場逐漸而非急劇走弱的背景下，他認為股市將獲得支撐性環境。（彭博社）</p></div></body></html>","source":"theblockbeats_zh_live","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：預計美股將在2026年迎來牛市行情</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：預計美股將在2026年迎來牛市行情\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Blockbeats</strong><span class=\"h-time small\">2025-12-08 21:22</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div><p>BlockBeats 消息，12 月 8 日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析師 Michael Wilson 表示，隨着市場領升板塊範圍擴大、企業盈利改善以及勞動力市場僅呈溫和疲軟，美國股市已為 2026 年的牛市行情做好準備。</p><p>他預計，非必需消費品板塊和小盤股（兩者近期均被上調至超配評級）將繼續跑贏大盤，這主要得益於價格企穩、商品需求增強、盈利預期上修以及利率下調。</p><p>Wilson 認為聯儲局仍是關鍵驅動力，但他同時指出，自 10 月下旬以來納斯達克 100 指數的盈利趨勢已有所增強。在勞動力市場逐漸而非急劇走弱的背景下，他認為股市將獲得支撐性環境。（彭博社）</p></div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.theblockbeats.info//flash/323512\">Blockbeats</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772840.SGD","symbol_name":"CPR Invest - Climate Action A2 Acc SGD-H","start_time":0,"source_url":"https://www.theblockbeats.info//flash/323512","article_id":"2589309355","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589309355","pubTimestamp":1765200120,"columns":[],"sourceInfo":{"source_id":"theblockbeats_zh_live","name":"blockbeat"},"weMediaInfo":null,"summary":"BlockBeats 消息，12 月 8 日，摩根士丹利分析師 Michael Wilson 表示，隨着市場領升板塊範圍擴大、企業盈利改善以及勞動力市場僅呈温和疲軟，美國股市已為 2026 年的牛市行","collect":0,"end_time":0,"defaultTopTitle":"theblockbeats.info","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","MS":"摩根士丹利","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4581":"高盛持仓","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4504":"桥水持仓","BK4127":"投资银行业与经纪业","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4516":"特朗普概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"translate_title":"Morgan Stanley: US stocks are expected to usher in a bull market in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MS":1.5},"content_text":"BlockBeats 消息，12 月 8 日，摩根士丹利分析師 Michael Wilson 表示，隨着市場領升板塊範圍擴大、企業盈利改善以及勞動力市場僅呈温和疲軟，美國股市已為 2026 年的牛市行情做好準備。他預計，非必需消費品板塊和小盤股（兩者近期均被上調至超配評級）將繼續跑贏大盤，這主要得益於價格企穩、商品需求增強、盈利預期上修以及利率下調。Wilson 認為聯儲局仍是關鍵驅動力，但他同時指出，自 10 月下旬以來納斯達克 100 指數的盈利趨勢已有所增強。在勞動力市場逐漸而非急劇走弱的背景下，他認為股市將獲得支撐性環境。（彭博社）","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}