解读信号:科技股盈利、贸易动向与美联储表态-Navigating Through Signals Tech Earnings, Trade Moves, and Fed Messaging
2025-11-04 09:56
November 3, 2025 10:20 AM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Navigating Through Signals: Tech Earnings, Trade Moves, and Fed Messaging November 3, 2025 Vishwanath Tirupattur, Chief Fixed Income Strategist | Strategist Brian Nowak, Lead Internet Analyst | Equity Analyst Michael Wilson, Chief Investment Officer and Chief US Equity Strategist | Equity Strategist Michael Gapen, Chief US Economist MORGAN STANLEY & CO. LLC Robin Xing, Chief China Economist Laura Wang, Chief China ...