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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责任编辑：刘明亮

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