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...

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