摩根士丹利：美股接近底部，看好周期股

环球市场播报04-06

摩根士丹利表示，美股或已触底，建议开始增配仓位，尤其看好周期性板块及优质成长股。　　以迈克尔・威尔逊为首的策略师在报告中写道：“我们认为标普500指数正在构筑底部，此时开始增配周期性标的与优质成长标的是合理选择——这些领域盈利保持强劲、估值已被压缩，且市场情绪偏空。” 　　其首选板块包括金融、非必需消费品以及超大规模云计算科技企业。海量资讯、精准解读，尽在新浪财经APP 责任编辑：陈钰嘉

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