大摩Wilson:地缘冲击难阻牛市,只要油价不翻倍,标普500仍看高至7800点

华尔街见闻
Mar 02

伊朗冲突引发市场风险偏好回落,股票走弱,黄金、原油走强。大摩认为,若油价未出现75%至100%的大幅上涨并维持,且经济增长处于末期,股票市场更可能是阶段性回撤,而非持续下行。市场避险情绪升温,但美债收益率走高,市场对通胀上升的忧虑盖过了避险买盘,折射出油价是当前核心宏观变量。中东局势推升油价并触发全球市场短线避险,但摩根士丹利首席分析师Mike Wilson认为,这类地缘冲击通常难以把美股拖入持续...

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