Morgan Stanley: The recent market turbulence is not the beginning of a sell-off, but rather nearing its end.

金色财经2026/03/18 07:03

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Jinse Finance reported that on March 18, Mike Wilson of Morgan Stanley, who for years has maintained that a "rolling recession" lurks in plain sight while Wall Street celebrated the so-called economic boom, has now returned with another counterintuitive assessment: half of the stocks in the market are already in a bear market, with the correction lasting for six months, and investors who only began to panic this week are clearly late. As Morgan Stanley's Chief U.S. Equity Strategist, Wilson argued in a report released on Monday that the recent intense market volatility is not the beginning of a sell-off, but rather nearing its end. He wrote, "This correction has matured both in terms of time and price." He supported this view with a striking data point: 50% of the stocks in the Russell 3000 Index are currently down at least 20% from their 52-week highs; in the S&P 500 Index constituents, this proportion also exceeds 40%. Wilson has often stood alone over the years, believing that the economic conditions of many companies and consumers are much weaker than what core economic statistics such as nominal GDP or employment growth indicate. He stated that weakness does not manifest as a single collapse, but moves sequentially by industry—first technology, then consumer goods, and finally broader economic sectors.

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October 9 - ** Shares of Australian Maas Group (MGH.AX) have fallen more than 27% so far this week and are set for their worst weekly performance if the downward trend continues. ** On Thursday, media reported that Firmus, backed by Nvidia, might reduce the size of its AUD 5 billion Australian IPO (link), sparking investor concerns and leading to a 30% plunge in shares of construction services provider MGH. ** MGH holds a 3.2% stake in this AI data center operator. ** MGH suspended trading on Friday (link), pending an announcement related to Firmus. Firmus has shelved its AUD 5 billion listing plan due to market volatility and conditions. ** Before the suspension, MGH's shares had already fallen over 8% this year. (For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. This automated translation may contain inaccuracies or omit the desired context; Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters accepts no liability for any harm or loss caused by the use of automated translations.)

路透社•2026/10/09 01:26

Apple to launch dual products in October: First touch-screen MacBook and new iPad mini to debut simultaneously

Apple is planning to hold its second product launch event of the month around October 27, where it will introduce its first-ever touchscreen MacBook Pro (featuring an OLED display and the “Dynamic Island” interface), a new iPad mini (also upgraded with OLED and a repositioned camera), as well as a 14-inch MacBook Pro and iMac powered by the M6 chip. These are the first major products overseen by the new CEO, John Ternus.

华尔街见闻•2026/10/09 01:01

BUZZ - Driven by active trading, the Australian Securities Exchange (ASX) is on track for its best week in two months

October 9 – The stock price of ASX ASX.AX, the operator of the Australian Securities Exchange, has risen more than 3.8% so far this week, on track for its best weekly performance since early August. On Thursday, Citi raised its annual earnings per share (EPS) forecast for ASX by 2%, citing continued strong trading activity. On Friday, the stock was up as much as 0.3% to 60.79 AUD. Citi also holds a positive view of ASX’s new CEO, Anthony Attia, agreeing with his approach of bringing in external talent and modernizing technology. Including the latest gain, the stock is up 18% year-to-date. (For the convenience of non-English speakers, Reuters provides automated translations of its reports into several other languages. Since automated translations may contain errors or lack context, Reuters does not guarantee the accuracy of the translation. The automated translation is provided solely for the convenience of readers, and Reuters accepts no liability for any damage or loss arising from the use of the automated translation.)

路透社•2026/10/09 00:56

Goldman Sachs upgrades Palantir (PLTR.US) to "Buy" with a price target of $230, optimistic about AI growth continuing through 2027.

Goldman Sachs has upgraded enterprise software company Palantir from "Neutral" to "Buy," citing the company's recent underperformance in stock price and increased valuation attractiveness.

智通财经•2026/10/09 00:46