摩根士丹利（Morgan Stanley，股票代码：MS）今日盘前股价大跌5.97%，引发市场广泛关注。
根据最新消息，摩根士丹利发布警告称，虽然全球衰退并非其基准预期，但已成为日益现实的悲观情景。这一警告可能是导致该公司股价下跌的主要原因。摩根士丹利分析师强调，资产价格的大幅恶化仍然是美国消费支出前景面临的重要风险。
摩根士丹利进一步指出，如果已宣布的关税长期存在，经济增长面临的下行风险将显著增加，而通胀面临的上行风险也将加剧。该行预计，关税导致的通胀可能使美联储在2025年保持观望，不会有降息。此外，摩根士丹利认为，虽然风险市场的强烈负面反应反映了对经济增长的日益担忧，但市场尚未完全定价即将到来的衰退。这些悲观的经济前景可能导致投资者对金融股，特别是摩根士丹利的股票，采取谨慎态度。
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