摩根士丹利Wilson：中期选举回调是买点，标普500有望升至8000点
Election scenarios: Morgan Stanley’s Wilson says buy midterm dip, sees S&P 500 at 8,000 after correction
Mike Wilson, kepala strategi saham AS di Morgan Stanley, percaya bahwa penyelesaian peristiwa seperti pemilu paruh waktu, tekanan belanja AI, dan kendala likuiditas dapat mendorong S&P 500 ke sekitar 7.100 poin, sekitar 9% di bawah rekor tertinggi terakhir, dan kemudian indeks diperkirakan akan naik ke 8.000 poin.
Morgan Stanley's chief U.S. equity strategist gives his view on the U.S. equity path around the midterm elections, believing there will be an allocation window after short-term adjustment and risk clearing triggered by multiple factors, while noting that capital is concentrating in high-quality public companies. This expectation will affect global market risk appetite, and gold and forex traders can monitor the transmission of shifts in risk sentiment around the midterm elections to related instruments.
摩根士丹利Wilson给出中期选举前后的回调与反弹路径，并解释为何资金正转向高质量公司。
来源：ForexLive · investinglive.com