摩根士丹利策略师:盈利韧性将推动美股普涨行情扩散

智通财经
Jul 13
【摩根士丹利策略师:盈利韧性将推动美股普涨行情扩散】摩根士丹利表示,美股上涨行情将进一步扩散,核心驱动力是多数个股盈利表现具备韧性。由迈克・威尔逊领衔的策略团队撰文称,受全板块盈利修复带动,等权重标普500指数自5月中旬以来跑赢市值加权指数。团队看好的可选消费与交运板块,在盈利上调覆盖面上展现出相对优势。研报指出,企业财报文字分析显示人工智能落地进程动能持续增强,同样助力市场行情全面扩散。2026年第二季度,40%被认定为AI应用企业的公司提到人工智能落地带来至少一项可量化效益,高于2026年一季度的37%以及2025年二季度的21%。约25%的标普500企业披露至少一项可衡量的AI赋能收益,同比去年14%大幅提升。

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