大摩:若大選導致美股暴跌 投資人應逢低買 - 股票
By David
at 2020-10-22T16:29
at 2020-10-22T16:29
Table of Contents
1.原文連結:
https://ec.ltn.com.tw/article/breakingnews/3329091
2.原文內容:
大摩:若大選導致美股暴跌 投資人應逢低買進
〔財經頻道/綜合報導〕美國總統大選即將到來,摩根士丹利(Morgan Stanley)指出,
若選舉帶來的政治擔憂導致美股暴跌,對投資者來說會是1個極佳的買入機會。
《彭博》報導,摩根士丹利首席美股策略師威爾森(Mike Wilson)指出,股市很有可能
會在大選前下跌,對於川普與拜登之間的拉鋸戰風險,投資人近期似乎表現得越來越自滿
。
威爾森指出,若標普500指數在大選結果尚未出爐的情況下跌就至3100點,那麼無論如何
都應該要增持風險資產,因為無論最終是誰贏得大選,幾乎都會釋放更多經濟刺激措施,
進而帶動資產價格上漲。
摩根士丹利預計,美國大選將在11月26日的感恩節假期前確定,代表在那之前,仍會有3
個星期的不確定性將動搖市場。此外,武漢肺炎(新型冠狀病毒病,COVID-19)案例激增
、疫苗時程不確定,以及美國紓困案陷入僵局,都將困擾投資人信心。
威爾森指出,在宣佈下任美國總統前,市場可能會更具防禦性,但等到結果公佈時,股價
可能早已處在更低的位置。對於拜登調高公司稅的擔憂,威爾森則認為有些被誇大了,並
稱任何上調可能都要到2022年才會生效,且政府會目前優先考慮財政刺激措施。
3.心得/評論:
摩根士丹利(Morgan Stanley)指出,若選舉帶來的政治擔憂導致美股暴跌,對投資者來
說會是1個極佳的買入機會。
--
https://ec.ltn.com.tw/article/breakingnews/3329091
2.原文內容:
大摩:若大選導致美股暴跌 投資人應逢低買進
〔財經頻道/綜合報導〕美國總統大選即將到來,摩根士丹利(Morgan Stanley)指出,
若選舉帶來的政治擔憂導致美股暴跌,對投資者來說會是1個極佳的買入機會。
《彭博》報導,摩根士丹利首席美股策略師威爾森(Mike Wilson)指出,股市很有可能
會在大選前下跌,對於川普與拜登之間的拉鋸戰風險,投資人近期似乎表現得越來越自滿
。
威爾森指出,若標普500指數在大選結果尚未出爐的情況下跌就至3100點,那麼無論如何
都應該要增持風險資產,因為無論最終是誰贏得大選,幾乎都會釋放更多經濟刺激措施,
進而帶動資產價格上漲。
摩根士丹利預計,美國大選將在11月26日的感恩節假期前確定,代表在那之前,仍會有3
個星期的不確定性將動搖市場。此外,武漢肺炎(新型冠狀病毒病,COVID-19)案例激增
、疫苗時程不確定,以及美國紓困案陷入僵局,都將困擾投資人信心。
威爾森指出,在宣佈下任美國總統前,市場可能會更具防禦性,但等到結果公佈時,股價
可能早已處在更低的位置。對於拜登調高公司稅的擔憂,威爾森則認為有些被誇大了,並
稱任何上調可能都要到2022年才會生效,且政府會目前優先考慮財政刺激措施。
3.心得/評論:
摩根士丹利(Morgan Stanley)指出,若選舉帶來的政治擔憂導致美股暴跌,對投資者來
說會是1個極佳的買入機會。
--
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