摩根士丹利：美国股票策略-股市走强是否合理
2025-07-04 01:35
June 30, 2025 04:01 AM GMT US Equity Strategy | North America Weekly Warm-up: Is the Equity Market Strength Justified? Equity markets have been resilient since bottoming in April, and the rally has been more fundamentally-driven than many appreciate. While there could be some consolidation during 3Q, we remain bullish on a 6-12 month horizon as EPS tailwinds expand, and the market has line of sight to Fed cuts. | M Weekly Warm-up: Is the Equity Market Strength Justified? Equity markets have been resilient s ...