摩根士丹利策略师重申看好美股前景 因美联储降息预期

Group 1 - Morgan Stanley strategists believe that the U.S. stock market is facing a "bullish pattern" due to improved earnings expectations and anticipated interest rate cuts by the Federal Reserve [1][3] - The team, led by Michael Wilson, projects strong corporate earnings by 2026, with the Fed likely to cut rates based on a lagging or moderately weak labor market [1][3] - The strategists maintain an optimistic outlook for U.S. equities, setting a 12-month target for the S&P 500 index at 7800 points, indicating approximately a 14% upside from current levels [1][3] Group 2 - The non-essential consumer goods sector and small-cap stocks are expected to continue outperforming [2][4]