大摩：就业数据+通胀担忧或为美股回调的诱因

Core Viewpoint - Weak employment data and concerns over tariff-related inflation may trigger a pullback in the U.S. stock market, particularly in the seasonally weak third quarter. The company plans to buy during the pullback [1] Group 1 - Morgan Stanley equity strategist Michael Wilson highlights the potential for a market correction due to economic indicators [1] - The third quarter is typically characterized by weaker performance, which may exacerbate the impact of the current economic concerns [1]