金吾财讯 | 摩根士丹利近日发布报告表示，标普500指数可能再度走弱，买入时机已至。报告指出，随着和谈陷入停滞、各国央行聚焦通胀风险，该基准指数在本轮调整中或再度试探目标区间下限6300-6500点。而盈利环境正在走强，支撑乐观观点：标普500往绩盈利增速为15%，未来12个月盈利同比增幅将超20%；同时自伊朗冲突爆发以来，盈利修正广度维持在8%，表现具备韧性。报告还指出，自2月末至今，2026年一季度每股收益预期上调1%，二季度预期上调4%。
金吾财讯 | 摩根士丹利近日发布报告表示，标普500指数可能再度走弱，买入时机已至。报告指出，随着和谈陷入停滞、各国央行聚焦通胀风险，该基准指数在本轮调整中或再度试探目标区间下限6300-6500点。而盈利环境正在走强，支撑乐观观点：标普500往绩盈利增速为15%，未来12个月盈利同比增幅将超20%；同时自伊朗冲突爆发以来，盈利修正广度维持在8%，表现具备韧性。报告还指出，自2月末至今，2026年一季度每股收益预期上调1%，二季度预期上调4%。
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