摩根士丹利:预计美股将在2026年迎来牛市行情

Blockbeats
Dec 08

BlockBeats 消息,12 月 8 日,摩根士丹利分析师 Michael Wilson 表示,随着市场领涨板块范围扩大、企业盈利改善以及劳动力市场仅呈温和疲软,美国股市已为 2026 年的牛市行情做好准备。

他预计,非必需消费品板块和小盘股(两者近期均被上调至超配评级)将继续跑赢大盘,这主要得益于价格企稳、商品需求增强、盈利预期上修以及利率下调。

Wilson 认为美联储仍是关键驱动力,但他同时指出,自 10 月下旬以来纳斯达克 100 指数的盈利趋势已有所增强。在劳动力市场逐渐而非急剧走弱的背景下,他认为股市将获得支撑性环境。(彭博社)

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