摩根士丹利：美联储降息预期将推动标普500指数继续上涨

BlockBeatNews

2025-06-30 11:32:16

BlockBeats 消息，6 月 30 日，摩根士丹利首席股票策略师迈克·威尔逊（Mike Wilson）指出，自 4 月以来的股市上涨主要由基本面推动。尽管短期内可能出现盘整，但随着企业盈利改善及市场对降息的预期升温，他对未来 6-12 个月走势仍持乐观态度。该行认为三大因素将支撑涨势：盈利改善：每股收益（EPS）修正率已从 4 月的-25% 回升至-5%，为股指进一步上行提供支撑；降息预期：市场已开始消化美联储宽松政策，摩根士丹利预计 2026 年将累计降息七次；风险消退：油价回落及政策/地缘政治风险缓和，显著降低经济衰退担忧。威尔逊表示，当前环境有利于市场普涨——行情将从优质大盘股向更广范围扩散，且利率风险目前可控。

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