摩根士丹利重申对标普500指数的看涨情景正在得到巩固目标位7200点

环球市场播报

07-28

　　摩根士丹利策略师重申，企业盈利的上修已经开始，他们更倾向于对标普500指数的12个月看涨情景，目标位7200点。

　　由Michael Wilson领导的团队写道，积极的经营杠杆、人工智能的采纳、美元走弱、现金税减免、增长基数较低、多个行业的积压需求，以及美联储在明年第一季度前降息的可能性推动盈利的上修

　　7200点较上周五收盘价高约13%。

　　再加上当前盈利修正广度出现了历史性的急剧转折，也进一步确认了这一进程的启动，且尚未得到市场的充分认识。

　　工业板块仍为首选。

　　摩根士丹利报告于周一发布，此前美国已与欧盟达成贸易协议。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：刘明亮

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href=https://finance.sina.com.cn/world/2025-07-28/doc-infhzpnq4820104.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利策略师重申，企业盈利的上修已经开始，他们更倾向于对标普500指数的12个月看涨情景，目标位7200点。\n　　由Michael Wilson领导的团队写道，积极的经营杠杆、人工智能的采纳、美元走弱、现金税减免、增长基数较低、多个行业的积压需求，以及美联储在明年第一季度前降息的可能性推动盈利的上修\n　　7200点较上周五收盘价高约13%。\n　　再加上当前盈利修正广度出现了历史性的急剧转折，也...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-07-28/doc-infhzpnq4820104.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".SPX","symbol_name":"S&P 500 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