据报道,摩根大通股价今日盘中大跌5.02%,引发市场广泛关注。
分析人士指出,这一跌幅可能源于投资者对美国经济前景的担忧。摩根大通分析师警告称,市场可能低估了"经济活动普遍放缓"的风险。一些经济指标如消费者信心、零售销售和服务业采购经理人指数等出现转弱,加上周期性股相对防御股的表现不佳,都显示出经济正在降温。
此外,分析师们认为,更激进的贸易、移民和财政紧缩政策,可能会带来进一步的不确定性,从而令经济面临下行风险。美股估值过高、家庭持有股票资产占比接近历史高位等也是令人担忧的因素。如果美元在下一季度再次走强,可能会对风险资产产生不利影响。
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