大摩料美股第三季略回調 籲趁低吸納
摩根士丹利周一重申看好美股的立場,稱美國盈利勢頭強勁,並表示預計第三季度美國股市將出現小幅回調,從而創造趁低買入的機會。
報告指出,預計到今年年中,標普500指數將達到7,200點。該行預計,與關稅相關的成本壓力將在今年稍後顯現,或會影響企業利潤率並推高通脹,從而導致聯儲局改變減息預期,估計季節性趨勢可能會在7 月中旬至8月對股市產生影響。
不過,該行認為可趁低吸納,相信風險可能是暫時,只會導致溫和的盤固。
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