摩根大通将MSCI新兴市场指数年底目标位上调27%

环球市场播报06-17 09:29

　　摩根大通将新兴市场股票的年底目标位上调27%，称霍尔木兹海峡的重新开放有助于新兴市场交易回暖，同时科技板块仍将是市场主线。

　　“尽管我们认为通胀担忧还会持续一段时间，但霍尔木兹海峡的重新开放为为新兴市场内部表现趋于更加均衡铺平道路，”Rajiv Batra等策略师在报告中写道。

　　摩根大通将MSCI新兴市场指数2026年底目标位从1575点上调至2000点，意味着较周二收盘水平约有13%的上涨空间。

　　他们表示：“需要提醒的是，摩根大通预计年内油价不会大幅下跌。”

　　摩根大通策略师预计，油价走低将利好石油进口国，并预计2026年布伦特原油均价为每桶96美元，2027年将降至每桶75美元。

　　石油进口国或将表现良好，但预计会逊于由韩国和台湾主导的科技板块。

　　在新兴市场中，建议超配IT、能源、材料和金融板块。

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class=\"title\">\n摩根大通将MSCI新兴市场指数年底目标位上调27%\n</h2>\n\n<h4 class=\"meta\">\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></span><span></span>将新兴市场股票的年底目标位上调27%，称霍尔木兹海峡的重新开放有助于新兴市场交易回暖，同时科技板块仍将是市场主线。</p>\n<p>　　“尽管我们认为通胀担忧还会持续一段时间，但霍尔木兹海峡的重新开放为为新兴市场内部表现趋于更加均衡铺平道路，”Rajiv Batra等策略师在报告中写道。</p>\n<p>　　摩根大通将MSCI新兴市场指数2026年底目标位从1575点上调至2000点，意味着较周二收盘水平约有13%的上涨空间。</p>\n<p>　　他们表示：“需要提醒的是，摩根大通预计年内油价不会大幅下跌。”</p>\n<p>　　摩根大通策略师预计，油价走低将利好石油进口国，并预计2026年布伦特原油均价为每桶96美元，2027年将降至每桶75美元。</p>\n<p>　　石油进口国或将表现良好，但预计会逊于由韩国和台湾主导的科技板块。</p>\n<p>　　在新兴市场中，建议超配IT、能源、材料和金融板块。</p>\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：于健 SF069</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/2026-06-17/doc-inicsmhw5775408.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":"LU0390134368.USD","symbol_name":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inicsmhw5775408.shtml","article_id":"2644791221","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2644791221","pubTimestamp":1781659740,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根大通将新兴市场股票的年底目标位上调27%，称霍尔木兹海峡的重新开放有助于新兴市场交易回暖，同时科技板块仍将是市场主线。　　“尽管我们认为通胀担忧还会持续一段时间，但霍尔木兹海峡的重新开放为为新兴市场内部表现趋于更加均衡铺平道路，”Rajiv Batra等策略师在报告中写道。　　摩根大通将MSCI新兴市场指数2026年底目标位从1575点上调至2000点，意味着较周二收盘水平约有13%的上涨空间。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) 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Batra等策略师在报告中写道。\n　　摩根大通将MSCI新兴市场指数2026年底目标位从1575点上调至2000点，意味着较周二收盘水平约有13%的上涨空间。\n　　他们表示：“需要提醒的是，摩根大通预计年内油价不会大幅下跌。”\n　　摩根大通策略师预计，油价走低将利好石油进口国，并预计2026年布伦特原油均价为每桶96美元，2027年将降至每桶75美元。\n　　石油进口国或将表现良好，但预计会逊于由韩国和台湾主导的科技板块。\n　　在新兴市场中，建议超配IT、能源、材料和金融板块。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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