【摩根士丹利策略师Wilson：盈利稳定的公司料推动美股轮动】摩根士丹利策略师认为，美国股市的领头羊应该转向那些盈利稳定、利润率高、运营效率强的公司。Michael Wilson领导的团队称，高质量股票占标普500指数的42%，而低质量股票仅占28%。他认为，随着盈利预期上调范围扩大，标普500指数成份股中位数公司的盈利增速将达到14%。他在报告中写道，“这一格局应有助于增强指数韧性、扩大市场参与度，并推动标普500指数在年底前升至8000点。”
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