摩根大通策略师预计，企业第三季度靓丽盈利将助力股市从近期下跌中回升；策略师表示，国债收益率飙升行情已接近尾声，企业盈利到2027年仍将保持稳健。
由米斯拉夫·马泰卡领衔的团队预计，标普500成分股盈利同比增长24%，欧洲企业盈利增幅为19%，盈利表现至少将支撑接下来两个财报季的股市。
策略师团队认为，随着债券收益率企稳，股市将在年末前走高；整体看好欧洲股票与新兴市场，对发达市场偏好偏弱，维持美股中性观点。
欧洲半导体企业、银行、化工及工业板块存在明显上行空间；能源与公用事业企业有望交出亮眼业绩，同时提示矿业、奢侈品及面向消费者的企业存在风险。
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