金吾财讯 | 摩根士丹利表示，得益于更强劲的企业盈利、持续推进的改革以及适度的财政支持，2026 年日本股市表现可能优于新兴市场同行；而随着美元汇率趋稳，新兴市场的增长势头预计将有所减弱。在具体市场配置上，该机构对印度、巴西、阿联酋及新加坡股市维持 “超配” 评级，对沙特阿拉伯、印度尼西亚市场维持 “低配” 评级。行业配置方面，摩根士丹利继续对金融、非必需消费 / 电子商务及工业板块维持核心 “超配” 评级，对能源及材料板块维持 “低配” 评级。
金吾财讯 | 摩根士丹利表示，得益于更强劲的企业盈利、持续推进的改革以及适度的财政支持，2026 年日本股市表现可能优于新兴市场同行；而随着美元汇率趋稳，新兴市场的增长势头预计将有所减弱。在具体市场配置上，该机构对印度、巴西、阿联酋及新加坡股市维持 “超配” 评级，对沙特阿拉伯、印度尼西亚市场维持 “低配” 评级。行业配置方面，摩根士丹利继续对金融、非必需消费 / 电子商务及工业板块维持核心 “超配” 评级，对能源及材料板块维持 “低配” 评级。
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