美股风雨飘摇？摩根大通力挺：回调就是上车机会，大胆抄底！

Core Viewpoint - In uncertain times, the simplest advice may be the best, which can be summarized as "buying the dip." Morgan Stanley sees investment opportunities despite concerns over the sustainability of AI trading, suggesting to capitalize on any sell-off opportunities before the year ends [1] Group 1: Economic Strength - The U.S. economy is expected to maintain strong growth momentum, with positive signals indicating stabilization in hiring activities despite ongoing government shutdowns [1] - In October, the private sector added 42,000 jobs, exceeding economists' expectations of 25,000 and improving from a loss of 32,000 jobs in the previous month [1][2] - The ISM Services PMI recorded 52.4% in October, indicating continued expansion in the services sector, aligning with a GDP growth rate of 2.5% [2] Group 2: Corporate Earnings - U.S. companies reported strong third-quarter earnings, with 83% of S&P 500 companies exceeding analyst expectations, potentially marking the highest proportion of earnings beats since 2021 [3] - The average earnings surprise for the third quarter ranks among the top ten since 1987, highlighting robust corporate performance [3] Group 3: Diminishing Headwinds - Key factors that have pressured the stock market are beginning to weaken, including uncertainties surrounding tariffs and trade policies [4] - The government shutdown, which is the longest in history, may provide new liquidity to the market once resolved, potentially boosting speculative sectors [5] - Analysts view recent market pullbacks as buying opportunities, reinforcing the bullish sentiment [5]