在经历了数月的强劲反弹后,华尔街正面临一个关键问题:这轮新牛市是否需要“中场休息”?据追风交易台,摩根士丹利发布最新报告《新牛市需要暂停了吗?》指出,尽管美股已进入新一轮牛市,但2025年第三季度的季节性逆风和宏观不确定性可能引发一场5-10%的短暂回调。然而,策略师们强调,这并不会动摇市场的长期上行趋势,任何回调都应被视为战略性的买入良机。该行首席美股策略师Michael J Wilson及其...
Source Link在经历了数月的强劲反弹后,华尔街正面临一个关键问题:这轮新牛市是否需要“中场休息”?据追风交易台,摩根士丹利发布最新报告《新牛市需要暂停了吗?》指出,尽管美股已进入新一轮牛市,但2025年第三季度的季节性逆风和宏观不确定性可能引发一场5-10%的短暂回调。然而,策略师们强调,这并不会动摇市场的长期上行趋势,任何回调都应被视为战略性的买入良机。该行首席美股策略师Michael J Wilson及其...
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