摩根大通策略师称在近期表现不佳后欧元区股票在未来1-2个月将迎来另一个买入机会。然而在此之前滞胀风险需要“得到解决”由Mislav Matejka领导的团队在报告中写道。德国的财政扩张是“明确的支撑”贸易谈判已取得进展且天然气价格仍维持在低位策略师们表示。“国防板块可能出现获利回吐但我们建议结构性地看多该板块。过去几个月我们对欧元区相对于美国保持战术中性但从1-2年视角来看应利用SX5E的回调机会增持仓位”。
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