摩根士丹利：预计美股将在2026年迎来牛市行情

Blockbeats2025-12-08

BlockBeats 消息，12 月 8 日，摩根士丹利分析师 Michael Wilson 表示，随着市场领涨板块范围扩大、企业盈利改善以及劳动力市场仅呈温和疲软，美国股市已为 2026 年的牛市行情做好准备。他预计，非必需消费品板块和小盘股（两者近期均被上调至超配评级）将继续跑赢大盘，这主要得益于价格企稳、商品需求增强、盈利预期上修以及利率下调。Wilson 认为美联储仍是关键驱动力，但他同时...

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Stanley: US stocks are expected to usher in a bull market in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MS":1.5},"content_text":"BlockBeats 消息，12 月 8 日，摩根士丹利分析师 Michael Wilson 表示，随着市场领涨板块范围扩大、企业盈利改善以及劳动力市场仅呈温和疲软，美国股市已为 2026 年的牛市行情做好准备。他预计，非必需消费品板块和小盘股（两者近期均被上调至超配评级）将继续跑赢大盘，这主要得益于价格企稳、商品需求增强、盈利预期上修以及利率下调。Wilson 认为美联储仍是关键驱动力，但他同时指出，自 10 月下旬以来纳斯达克 100 指数的盈利趋势已有所增强。在劳动力市场逐渐而非急剧走弱的背景下，他认为股市将获得支撑性环境。（彭博社）","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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