【小摩：欧元区及法国银行股下跌源于情绪而非基本面，可逢低布局】摩根大通策略师表示，欧元区与法国银行股遭遇回调主要受市场情绪驱动，并非基本面恶化，该板块迎来再度入场机会。戴维德・西尔维斯特里尼牵头的团队称，基准情景下债券收益率不会从此处继续大幅上行；近期下跌属于情绪与调仓引发的降杠杆行为，并非基本面驱动抛售行情的开端。
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