摩根士丹利:标普500指数的最大上行空间只能到4250-4300点附近
摩根士丹利表示,美股的熊市反弹最多上涨5%,很难建立更大幅度反弹的情景。通胀仍然过高,令美联储不满意,因此,无论投资者希望美联储的转向为何,都太不重要,无法改变下降趋势。这并不是说美联储政策不能在短期内提高“动物精神”。我认为标准普尔500指数在4250-4300点位附近将达到最大上行空间,纳指和小盘股可能会相较此类反弹期间的典型情况多涨1%。
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