摩根士丹利策略师重申，企业盈利的上修已经开始，他们更倾向于对标普500指数的12个月看涨情景，目标位7200点。

　　由Michael Wilson领导的团队写道，积极的经营杠杆、人工智能的采纳、美元走弱、现金税减免、增长基数较低、多个行业的积压需求，以及美联储在明年第一季度前降息的可能性推动盈利的上修

　　7200点较上周五收盘价高约13%。

　　再加上当前盈利修正广度出现了历史性的急剧转折，也进一步确认了这一进程的启动，且尚未得到市场的充分认识。

　　工业板块仍为首选。

　　摩根士丹利报告于周一发布，此前美国已与欧盟达成贸易协议。

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