最新报道:Morgan Stanley's Chief US Equity Strategist Mike Wilson warns that US stocks are poised for a pullback in Q3, citing stretched valuations and weakening earnings growth. The strategist predicts the S&P 500 could drop 10% from current levels during this "quarter of risk," with tech and growth stocks particularly vulnerable. Wilson notes that while the Fed's potential rate cuts may provide some support, macroeconomic headwinds including slowing consumer spending and geopolitical tensions could drive the correction. The strategist advises investors to focus on defensive sectors and high-quality companies with strong balance sheets during this period of expected volatility.