大摩Wilson報告稱,美元疲軟將支撐美股跑贏全球其他市場

Yahoo Entertainment - April 28, 2025

大摩Wilson報告稱,美元疲軟將支撐美股跑贏全球其他市場

【財訊快報/劉敏夫】外電報導指出,摩根士丹利的Michael Wilson表示,美元走軟將支撐美國企業盈利,有助於美國股市跑贏全球其他市場。在許多華爾街策略分析師認為美國例外論時代即將結束之際,Wilson特立獨行地認為美國仍是相對較好的投資選擇。他指出,企業盈利成長波動性較小以及美國企業被認為質量更高是支持這一觀點的其他理由。Wilson週一在一份報告中寫到,美國仍處於週期後期階段,此時優質企業與大型股相對表現優異的情況應會持續。Wilson預計,標普500指數將在5,000點至5,500點區間內波動。若要實現…

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