大摩认为,盈利改善、降息预期、地缘政治和政策风险的缓解为市场提供了坚实的基本面支撑,因此对美股6-12个月的前景保持乐观,尤其看好大盘优质股。美股自今年4月触底以来持续反弹,尽管面临贸易不确定性和地缘政治紧张局势,市场表现依然坚韧。摩根士丹利分析师Michael J Wilson及其团队的最新研报指出,美股这轮上涨比市场普遍认知的更具基本面支撑,三大关键驱动因素正在改善:盈利预期修正、美联储政策...
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