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摩根士丹利:為美股回調做好準備,恐慌情緒是買入良機

2026-04-29 20:20:43

ChainCatcher 消息,据金十報導,摩根士丹利投資管理公司高級投資組合經理安德魯·斯利蒙表示,投資者應為美國股市回調做好準備,並在恐懼情緒達到頂峰時果斷出擊。

他認為,目前企業的強勁盈利與累積風險相互碰撞,股市,尤其是"科技七巨頭",已大幅上漲,增加了股價繼續上漲的風險。斯利蒙建議投資者保持耐心,認為現在不是部署新資金的最佳時機,但從長期來看,他仍持建設性態度。

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