摩根士丹利:美股正在接近底部 更廣泛的裁員將是牛市的信號 看好工業、金融和大宗商品板塊
格隆匯11月8日丨正確預測了今年股票暴跌的華爾街大空頭、摩根士丹利首席股票策略師Michael Wilson表示,企業需要先積極減少開支,然後他才會對美國股市保有更樂觀的看法。裁員週期的真正開始將是我們看漲的關鍵之一,因為這意味高經營槓桿導致的出血將停止。科技公司在疫情期間發展得太迅猛,因為全世界的人都更加依賴它們的服務來維持生產力或避免無聊。但是,隨着通貨膨脹繼續上升、經濟衰退風險的逼近,人們的行為恢復到疫情前的模式,越來越多的開支已經難以管理。現在的情況是科技公司太多了,而且它們被給予過高的估值。儘管如此,很多優秀的科技公司是沒有問題的,個股方面有很多很好的機會。他非常看好對科技產品和服務的消費趨勢,所以不認為該行業增長已停滯。他認為美國股市正接近熊市的底部。他此前10月時預計,美股最終將在標普500指數3000-3200點左右觸底。而且在最後一輪下跌中表現更好的公司,在下一輪上漲中會表現得更好,如工業、金融和部分大宗商品公司。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.