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无需理会穆迪?大摩高呼:准备抄底美股!
Jin Shi Shu Ju·2025-05-19 12:18

Group 1 - Morgan Stanley strategist Michael Wilson suggests investors should buy during the stock market pullback triggered by Moody's downgrade of the US sovereign credit rating, as the US-China trade truce has reduced recession probabilities [1] - Following Moody's downgrade of the US credit rating from AAA to AA1, the 10-year Treasury yield surpassed the critical 4.5% level, increasing the likelihood of a market pullback [1] - The S&P 500 index futures fell by 1.2% on Monday due to the impact of the US debt rating downgrade, with Moody's citing the expanding budget deficit as the reason for the downgrade [1] Group 2 - Moody's is the last major rating agency to issue such a downgrade for the US, following Fitch Ratings and S&P Global Ratings, which withdrew the highest rating in 2023 and 2011 respectively [3] - The US benchmark stock index has underperformed compared to international peers this year, recovering only recently due to a temporary trade agreement with China [3] - Wilson notes that a positive sign is that the uncertainty around tariffs did not significantly impact corporate earnings during the earnings season, and recent upward revisions in earnings forecasts indicate potential further stock market gains [3]