摩根士丹利策略师重申看好美股前景因美联储降息预期

环球市场播报12-08

　　摩根士丹利策略师认为，鉴于盈利预期改善和美联储降息预期，美国股市面临“看涨格局”。

　　“我们预计到2026年，企业盈利强劲，美联储将基于劳动力市场滞后或温和疲软而降息，”Michael Wilson领导的团队在报告中写道。

　　注：该策略师团队一直是对美股最乐观的声音之一；标普500指数的12个月目标位为7800点，意味着较当前水平有约14%的上涨空间。

　　预计美国非必需消费品板块及小盘股将继续跑赢。

新浪合作大平台期货开户安全快捷有保障

海量资讯、精准解读，尽在新浪财经APP

责任编辑：郭明煜

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class=\"h-time small\">2025-12-08 17:19</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>策略师认为，鉴于盈利预期改善和美联储降息预期，美国股市面临“看涨格局”。</p>\n<p>　　“我们预计到2026年，企业盈利强劲，美联储将基于劳动力市场滞后或温和疲软而降息，”Michael Wilson领导的团队在报告中写道。</p>\n<p>　　注：该策略师团队一直是对美股最乐观的声音之一；<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的12个月目标位为7800点，意味着较当前水平有约14%的上涨空间。</p>\n<p>　　预计美国非必需消费品板块及小盘股将继续跑赢。</p>\n<div>\n<span>新浪合作大平台期货开户 安全快捷有保障</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭明煜 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-08/doc-inhaarpc3922497.shtml\">环球市场播报</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1162221912.USD","symbol_name":"FRANKLIN INCOME \"A\" (USD) 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摩根士丹利策略师重申看好美股前景 因美联储降息预期

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摩根士丹利策略师重申看好美股前景因美联储降息预期