大摩：美股并未充分定价特朗普胜选

华尔街见闻10-29

大摩策略师表示，美股并未充分定价特朗普胜选。 10月28日，摩根士丹利美国股市首席策略师Mike Wilson表示，虽然目前确实有一些迹象表明，市场参与者开始定价特朗普胜选，比如比特币价格飙升、墨西哥比索暴跌、美债收益率上升、金融股工业股表现强劲……但涨幅在大多数领域并不显著，除了金融股。在主要行业中，金融股在盈利上超出预期的幅度最大，销售额超出预期的幅度排名第二。Wilson认为，除了特朗普...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2479423221?lang=en_US&edition=fundamental","thumbnail":"https://wpimg-wscn.awtmt.com/6a9d2c61-54e5-49cd-90b8-1421a4d6798b.png","is_english":false,"pubTime":"2024-10-29 15:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2479423221","market":"hk","top_or_hot":-1,"title":"大摩：美股并未充分定价特朗普胜选","media":"华尔街见闻","content":"<div>\n<p>大摩策略师表示，美股并未充分定价特朗普胜选。\n10月28日，摩根士丹利美国股市首席策略师Mike Wilson表示，虽然目前确实有一些迹象表明，市场参与者开始定价特朗普胜选，比如比特币价格飙升、墨西哥比索暴跌、美债收益率上升、金融股工业股表现强劲……但涨幅在大多数领域并不显著，除了金融股。\n\n在主要行业中，金融股在盈利上超出预期的幅度最大，销售额超出预期的幅度排名第二。Wilson认为，除了特朗普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3732081\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：美股并未充分定价特朗普胜选</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：美股并未充分定价特朗普胜选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-29 15:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3732081><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩策略师表示，美股并未充分定价特朗普胜选。\n10月28日，摩根士丹利美国股市首席策略师Mike Wilson表示，虽然目前确实有一些迹象表明，市场参与者开始定价特朗普胜选，比如比特币价格飙升、墨西哥比索暴跌、美债收益率上升、金融股工业股表现强劲……但涨幅在大多数领域并不显著，除了金融股。\n\n在主要行业中，金融股在盈利上超出预期的幅度最大，销售额超出预期的幅度排名第二。Wilson认为，除了特朗普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3732081\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3732081","article_id":"2479423221","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/6a9d2c61-54e5-49cd-90b8-1421a4d6798b.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3732081","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2479423221","pubTimestamp":1730188045,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"大摩表示，虽然目前确实有一些迹象表明，市场参与者开始定价特朗普胜选，但涨幅在大多数领域并不显著，除了金融股。此外，金融股除了特朗普胜选预期的影响，更受益于强劲的财报季。分析师认为，在特朗普胜选没有被完全定价的情况下，如果他胜选，利好的板块也不一定会出现反弹。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0971096721.USD":"富达环球金融服务 A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4588":"碎股","BK4127":"投资银行业与经纪业","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"translate_title":"Morgan Stanley: U.S. stocks are not fully priced in Trump's victory","themeId":"d837090faa384e23f76c880ec86f6846","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"大摩策略师表示，美股并未充分定价特朗普胜选。\n10月28日，摩根士丹利美国股市首席策略师Mike Wilson表示，虽然目前确实有一些迹象表明，市场参与者开始定价特朗普胜选，比如比特币价格飙升、墨西哥比索暴跌、美债收益率上升、金融股工业股表现强劲……但涨幅在大多数领域并不显著，除了金融股。\n\n在主要行业中，金融股在盈利上超出预期的幅度最大，销售额超出预期的幅度排名第二。Wilson认为，除了特朗普胜选预期的影响，金融股也受益于强劲的财报季。\n\n“换句话说，我们认为，基本面驱动因素对金融股的影响更大，并且在未来，对该行业的影响将继续超过选举结果的影响。”\n\n那么，在特朗普胜选没有被完全定价的情况下，如果他胜选，关税敏感型消费股票、可再生能源股票等是否会出现反弹？Wilson对此持怀疑态度。\n2016年，美国的大宗商品、制造业、工业等经历了深度收缩，市场欢迎再通胀的操作策略；而如今，经济周期变得更为成熟，通胀带来的阴影仍然显著。Wilson表示：\n\n“2016年，通胀对消费者的影响与现在截然不同，债市因赤字扩张而上升的风险在当时并没有像现在这样显著。”\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2479423221"}