摩根士丹利首席投资官：美联储政策企稳+立法支持打开市场上升空间，10%回调是买点不是逃顶

2026-01-09 10:40:10

【币界】摩根士丹利首席投资官Mike Wilson最近在CNBC节目中分享了对行情的看法，用了「无比清晰」这样的措辞。他的逻辑是这样的：美联储政策企稳+立法支持，这两股力量叠加会激活消费板块。

他特别强调了流动性这个角度——美联储在主动处理流动性问题，这直接降低了市场的不确定性，投资者心里会踏实不少。

但这哥们也没有全盘乐观。他坦言中期选举年往往伴随回调压力，建议大家心理预案要充分，至少要做好碰到10%左右回调的打算。不过这里关键是怎么看待——他的意思很明确，跌就是机会，不必惊慌失措。换个角度想，这种观点其实是在说：短期波动是正常的，但长期方向还是向上的。

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TopBuyerForever

· 01-09 17:04

10% pullback buy point? Damn, I got trapped like that last time haha

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BridgeNomad

· 01-09 11:06

tbh the liquidity flow angle is solid... reminds me of the cascading failures during the bridge exploit season. when certainty dries up, everything fragments. but 10% dips? nah that's just noise if your risk parameters are tight. watched too many get liquidated overthinking volatility swings.

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GrayscaleArbitrageur

· 01-09 10:55

I'll buy the dip if it drops 10%. I've heard this line too many times, but I just don't know how low it will go this time.

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MetaverseLandlord

· 01-09 10:41

Morgan Stanley's rhetoric sounds good, but when it really hits a 10% correction, how many people will dare to buy the dip? Once liquidity stabilizes, will people's confidence truly be restored? Why do I find it so hard to believe?

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