大摩分析师:预计标普500指数短期或至多跌10%,建议趁低吸纳等待牛市

格隆汇
Jul 18, 2025

摩根士丹利美股首席策略师Mike Wilson周四表示,近日美股处于新一轮牛市初段。不过他警告,美国总统特朗普的贸易政策开始反映在企业季绩上,预期标普500指数短期内或首先下跌5%至10%。他表示,新牛市或未能轻易入市,变化速度亦远超预期,美股回调将会短暂且有限,强调若出现调整,绝对值得买入。

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