摩根士丹利调整欧洲核心超配股票名单新增15只标的

同花顺09-15

9月15日，摩根士丹利（MS）(MS.US)策略师团队对其高信心股票池进行了一次规模超出常规的调整，建议投资者在欧洲投资组合中拓宽布局，不要只局限于AI资本开支、国防这类市场热门主线。由玛丽娜.扎沃洛克牵头的研究团队推荐采取分散配置策略，而非放弃AI投资逻辑。自8月末以来，团队新增15只超配首选股，而该名单通常每月仅新增3至4只；当前共有43只超配首选股，其中60%是近三个月纳入。本次新增标的涵盖...

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摩根士丹利调整欧洲核心超配股票名单 新增15只标的

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摩根士丹利调整欧洲核心超配股票名单新增15只标的