华尔街多家巨头的股市预测人士集体发出警告提醒客户为股市回调做好准备指出高企的股票估值与走弱的经济数据发生冲突。周一摩根士

智通财经2025-08-05

华尔街多家巨头的股市预测人士集体发出警告提醒客户为股市回调做好准备指出高企的股票估值与走弱的经济数据发生冲突。周一摩根士丹利、德意志银行和Evercore ISI均警告称标普500指数在未来几周到几个月内可能出现短期回调。此前该指数自4月低点强劲反弹升至纪录高位。摩根士丹利策略师Mike Wilson预计本季度的修正幅度可高达10%关税对消费者和企业资产负债表造成了冲击。Evercore的...

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