摩根士丹利警告：标普 500 指数年底前或下跌逾 10%

Zhitong
2021.08.18 01:00
摩根士丹利首席美股策略师麦克 - 威尔森认为，2021 年剩余时间，标普 500 指数不会有太多上行空间。从现在到年底，该指数甚至可能出现超过 10% 的回调。威尔森认为，明年的企业盈利可能低于市场预期，在华盛顿通过基础设施法案后，企业税率将会提高。此外，美联储可能缩减资产购买计划规模，这可能会打压股票估值。
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