Morgan Stanley recommends buying U.S. assets, but excluding the dollar

華爾街見聞
2025.05.21 03:22

摩根士丹利已將美國股票和國債評級從中性上調至超配，指出全球經濟雖增速放緩但仍保持擴張，並且市場對美聯儲降息的預期不足。其預測，鑑於企業盈利修正即將見底以及美元走弱，標普 500 指數有望在 2026 年第二季度達到 6500 點，同期 10 年期美債收益率預計將降至 3.45%。報告補充稱，由於 “美國利率和經濟增長與其他國家趨於一致”，美元料將繼續走弱。

Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.