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摩根士丹利策略师Wilson:美股今年上半年不会再创新高了

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2025-03-20 22:51:46

摩根士丹利首席策略师预警:美股剧烈波动将持续至2025年下半年


摩根士丹利首席美股策略师Michael Wilson近日发布重磅市场预测,指出困扰华尔街的美股剧烈波动将持续至2025年下半年。这一预测基于当前企业和经济增长前景的不确定性,预计股价将维持在近期高点下方运行。



市场展望:滚动式复苏成主旋律


Wilson在接受采访时强调,任何近期的市场上涨都将是暂时性的,且主要由低质量公司引领。他特别指出:"我们的最佳预测是市场将呈现滚动式复苏态势,预计2025年上半年难以突破前期高点。"



投资机会:2025年下半年或现转机


不过,Wilson也给出了积极信号:随着投资者将投资视野转向2026年,2025年下半年美股有望重拾升势,并可能再创历史新高。这一预测为长期投资者提供了重要的市场参考。



对投资者的影响:


1. 短期投资需谨慎:建议投资者在2025年上半年保持审慎态度,避免追高


2. 关注优质标的:在市场波动中寻找基本面扎实的优质公司


3. 布局长期机会:可提前布局2025年下半年可能出现的市场转机


4. 风险管理:建议投资者做好资产配置,控制投资组合波动

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