【摩根大通策略师:逢低持续买入股票】摩根大通表示,美国与欧洲企业盈利上调、制造业数据向好,为股市营造有利环境,应当逢市场回调进行买入。由米斯拉夫·马泰伊卡牵头的策略师团队撰文称,区域盈利差距正在收窄,非美股有望连续第二年跑赢美股。预计新兴市场股票将跑赢发达市场股票。未来回报不会由人工智能板块主导,但半导体类股料企稳,对新兴市场相对表现形成支撑。报告指出,当前新兴市场股票仓位偏低,资金流入有望再度回暖,重现年初的资金流入态势。策略师称,只要通胀预期不出现脱锚,债券收益率上行、央行适度收紧政策不太可能破坏股市向好格局。
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