摩根士丹利发布2026年全球战略展望,预计政策三重刺激与AI投资周期共振,将推动风险资产迎来强势年份,叠加强劲的企业盈利增长,美股有望领跑全球市场。 11月17日,据追风交易台消息,大摩在最新发布的全球经济展望报告中将2026年定义为“风险重启之年”(The Year of Risk Reboot),认为市场焦点将从宏观不确定性转向微观基本面,为风险资产创造了强劲的上涨环境。 大摩认为,财政政策、...
Source Link摩根士丹利发布2026年全球战略展望,预计政策三重刺激与AI投资周期共振,将推动风险资产迎来强势年份,叠加强劲的企业盈利增长,美股有望领跑全球市场。 11月17日,据追风交易台消息,大摩在最新发布的全球经济展望报告中将2026年定义为“风险重启之年”(The Year of Risk Reboot),认为市场焦点将从宏观不确定性转向微观基本面,为风险资产创造了强劲的上涨环境。 大摩认为,财政政策、...
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