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总结
TipRanks引述摩根士丹利对2026年市场的看法并称其基调偏多；CNN、Business Insider、彭博与《经济学人》等也集中讨论投资者在步入2026年前的乐观预期。相关分析把通胀回落与货币政策取向、债券收益率与美元波动、企业盈利与估值水平作为关键变量，认为情绪改善可能支撑股市，但在预期一致性较高时，回撤风险和宏观意外仍可能放大波动。
正文
Morgan Stanley (MS) Sets Bullish Tone for 2026 TipRanks What to expect from stocks in 2026 CNN Oracles of Wall Street: The top calls for 2026 from last year's most accurate market forecasters Business Insider Here's (Almost) Everything Wall Street Expects in 2026 Bloomberg.com Investors head into 2026 remarkably optimistic The Economist
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