摩根士丹利:由地缘政治引发的股市抛售往往是短暂或温和的

金融界
23 Jun

摩根士丹利策略师根据历史走势分析表明,大多数由地缘政治引发的股市抛售往往是短暂的或温和的。

Michael Wilson牵头的团队表示,之前的地缘政治事件在非常短期内引发了波动,但标普500指数在接下来的一个月、三个月和12个月内分别平均上涨了2%、3%和9%。

指出中东紧张局势引发的悲观情景将是油价大幅上涨。

他们还预计,积极的营运杠杆将推动明年每股收益增幅走高,建议继续做多标普500指数相比罗素2000指数,尤其是在后端利率持续高企的情况下。

责任编辑:山上

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