Morgan Stanley(US:MS) Di Yi Cai Jing Zi Xun·2025-07-31 00:48Group 1 - The U.S. and EU have agreed on a trade agreement framework, leading to a rise in U.S. stock indices [1][2] - Oppenheimer raised its year-end target for the S&P 500 index to 7100 points, indicating an expected increase of 11.1% for the remainder of the year [2] - Morgan Stanley set a 12-month target for the S&P 500 at 7200 points, based on resilient earnings and cash flow [5] Group 2 - Oppenheimer's strategist noted that the progress in trade negotiations has reduced market uncertainty, leading to a more positive outlook [2] - The upcoming earnings season will see 161 S&P 500 companies reporting this week and 126 next week, with 84% of companies exceeding market expectations in the previous quarter [2] - Morgan Stanley's analysis suggests that the potential for further interest rate cuts by the Federal Reserve will benefit the stock market [5] Group 3 - The S&P 500 index has rebounded nearly 30% since early April, driven by cyclical sectors such as technology, industrials, and communication services [3] - Other financial institutions, including Goldman Sachs and Bank of America, have also raised their S&P 500 targets [4] - Morgan Stanley's strategist highlighted that the industrial sector has been the best-performing sector in the S&P 500 so far in 2025 [5]