金吾财讯 | 摩根士丹利策略师Michael Wilson指出，股市仍面临贸易紧张局势和企业盈利修正放缓等未解风险，这些因素将促使投资者在短期内保持谨慎。标普500指数尚未收复本月早些时候贸易关系紧张升级带来的跌幅。与此同时，正当财报季进入高潮之际，盈利修正速度（即分析师上调与下调盈利预测的数量比）正在放缓。两家地区银行贷款暴雷后信贷市场出现的裂痕，进一步加剧了市场不安。
Wilson在报告中写道：“必须看到更明确的贸易局势缓和迹象、每股收益预测趋于稳定、以及更充裕的流动性，才能宣告短期进一步回调风险已彻底解除。”尽管短期持谨慎态度，但Wilson认为其“滚动式经济复苏”理论在未来6-12个月内依然成立。
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