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大摩:穆迪下调美国评级之际,投资者对美股可以逢低买入

Core Viewpoint - Morgan Stanley's strategist Michael Wilson suggests that investors should consider buying U.S. stocks on dips following the recent downgrade of the U.S. credit rating by Moody's, as the likelihood of an economic recession has decreased due to trade ceasefires with certain countries [1] Group 1 - The downgrade of the U.S. credit rating has led to a drop in the stock market, but Wilson believes this presents a buying opportunity [1] - Wilson notes that the 10-year Treasury yield has surpassed the critical level of 4.5% following the downgrade, indicating a potential for further market pullback [1] - Encouraging signs include the conclusion of the earnings season and the lack of significant impact from tariff uncertainties on corporate earnings [1] Group 2 - Even if trade data weakens in the coming months, recent upward revisions in corporate profits suggest that the stock market is likely to rise further [1]