大摩首席繼續唱空：反通脹將變成通縮，企業盈利和股市將遭受暴擊

智通財經
2023.07.19 23:39
摩根士丹利首席股票策略師邁克·威爾遜表示，反通脹即將轉變為通縮，這是企業盈利的主要阻力，進而影響股價。威爾遜指出，加息的全部影響要在實體經濟中顯現出來大約需要 12 個月的時間。這可能意味着通脹降温的速度將比預期快得多，直至價格實際開始下跌。其結果可能不僅是反通脹，而且是徹底的通縮。通縮將剝奪企業的定價權，“這對盈利增長和股票估值來説是一個滑坡，而目前的估值已經相當高了。”
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