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摩根士丹利:美聯儲重啟資產購買已消除流動性風險

2026-01-09 18:09:05

ChainCatcher 消息,摩根士丹利首席投資官 Mike Wilson 對美國股市做出了極其樂觀的展望。在接受 CNBC《Squawk Box》採訪時,Mike Wilson 形容未來的市場路徑"無比清晰"。他認為,美聯儲政策的企穩以及立法的順風車將重新點燃消費板塊的活力。Wilson 指出,"美聯儲正在主動解決這些流動性問題,這種支持為投資者消除了個重大的風險層。"

儘管長期前景依然積極,但 Wilson 警告稱,在中期選舉年,市場回調在所難免。他建議投資者做好至少出現一次 10% 回調的準備,但也敦促大家將此類下跌視為買入機會,而非離場信號。(金十)

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