Morgan Stanley strategist Wilson: Stock market laggards should catch up

華爾街見聞
2024.09.03 15:06
曾準確預測交易員應為 7 月初美股回調做準備、並曾預見到上個月市場調整的摩根士丹利首席美國股票策略師 Mike Wilson 表示，如果週五公佈的美國非農就業報告進一步證明經濟具有韌性，那麼落後於美國股市上漲的股票可能會得到提振。強於預期的就業人數可能會讓投資者 “更加相信增長風險已經消退”。Wilson 重申了他對防禦性股票的偏好，同時警告不要買入小盤股或 “過去幾年表現不佳的其他廉價週期性股票，主要是因為經濟增長正在減速。”
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