摩根士丹利- 北美每周展望：由Mag 7引领的回归美国的轮动？

Weekly Warm-up: A Rotation Back to the US Led by Mag 7? Stronger seasonals, lower rates and oversold momentum indicators support our call for a tradeable rally from ~5500. A weaker dollar and stabilizing Mag 7 EPS revisions can drive capital back to the US. Beyond the tactical rally, volatility will likely persist this year. US Equity Strategy | North America M Idea Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wilson@morganstanley.com +1 212 761-2532 Andrew B Pauker Equity Strategist Andrew ...