摩根士丹利：美国股票策略- 领先指标显示收益韧性
2025-06-17 06:17
June 16, 2025 04:57 AM GMT US Equity Strategy | North America Weekly Warm-up: Leading Indicators Point to Earnings Resiliency Key gauges we follow are pointing to a better EPS backdrop than many expect. Under the surface, we favor Capital Goods and Software, which are showing relatively strong EPS revisions in level and rate of change terms. These groups are also beneficiaries of a weaker USD and structural tailwinds. M Idea Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wilson@morganstanley. ...