金吾财讯 | 美股三大股指期货盘前上扬，标普500指数涨0.15%，纳指涨0.23%，道指涨0.03%。摩根大通策略师表示，随着投资者获利了结，近期股市涨势可能在美联储预期中的降息后停滞。过去几周，政策制定者释放的积极信号推动押注持续升温，助力股市上扬。由Mislav Matejka领导的团队写道：“投资者可能更倾向于在年底前锁定收益，而非进一步增加方向性敞口。降息预期已完全反映在价格中，股市也已重返高点。”摩根大通策略师对中期仍持看涨观点，认为鸽派立场的美联储将支撑股市。同时，油价低迷、薪资增速放缓以及美国关税压力缓解，将使美联储能在不加剧通胀的情况下放松货币政策。其他可能在2026年提振股市的因素包括贸易不确定性降低、欧元区财政支出增加以及美国人工智能技术的快速落地。
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