摩根士丹利策略师称，美股可能因资金轮动至周期性、对经济更敏感的行业而获得额外提振。
据 Bloomberg 报道，这些行业在伊朗战争期间表现落后。
股票市场 | 摩根士丹利：美股或受益周期股轮动
2026-06-15 10:27:35
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