华尔街多家巨头的股市预测人士集体发出警告提醒客户为股市回调做好准备指出高企的股票估值与走弱的经济数据发生冲突。周一摩根士

智通财经
Aug 05
华尔街多家巨头的股市预测人士集体发出警告提醒客户为股市回调做好准备指出高企的股票估值与走弱的经济数据发生冲突。周一摩根士丹利、德意志银行和Evercore ISI均警告称标普500指数在未来几周到几个月内可能出现短期回调。此前该指数自4月低点强劲反弹升至纪录高位。摩根士丹利策略师Mike Wilson预计本季度的修正幅度可高达10%关税对消费者和企业资产负债表造成了冲击。Evercore的Julian Emanuel预计标普500指数可下跌多达15%。Parag Thatte牵头的德意志银行团队指出考虑到股市已经连续上涨三个多月早该出现小幅下跌了。Wilson在给客户的报告中表示“过去几周我们注意到投资者应该预计第三季度会出现小幅回调。”。

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