摩根士丹利看好美國資產 2024 年的表現

華爾街見聞
2023.11.13 07:38
摩根士丹利策略師在給客户的報告中稱，預計美國的股票和債券明年將跑贏新興市場。我們預計美國盈利增速將在 2024 年初觸底然後反彈，美國相對於其他地區的經濟增長可能會保持強勁，而新興市場的增長可能會令人失望。摩根士丹利預計標普 500 指數到明年年底將達到 4,500 點。
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