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价值投资践行者

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价值投资践行者

10-17

❤️

价值投资践行者

10-17

❤️

@小虎财报:华尔街六大行的共同信号：降息临近，银行业回到增长轨道

价值投资践行者

10-17

[微笑]

价值投资践行者

07-24

$特斯拉(TSLA)$ 融资加仓干，赌一把。

价值投资践行者

07-23

坚定看多，因为特斯拉的灵魂人物是马斯克，现在他把重心转移在公司上来，特斯拉就有翻盘的可能性。

价值投资践行者

05-12

$D-Wave Quantum Inc.(QBTS)$ 这次能不能到15啊？

价值投资践行者

01-29

新春到啦[庆祝][庆祝][庆祝] 感谢一直以来的支持与关注！新的一年已经开启愿您及全家2025万事顺利，福气满满！此刻、以后，都幸福安康！[福][玫瑰]

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年第三季度，美国六大银行几乎同时交出了亮眼的成绩单。营收、利润、资本回报率全面提升，管理层语气也从上季度的谨慎防守，明显转向对未来的乐观。六大行在财报电话会上传递出一个共同主题：降息在即，增长回归。降息成为共识，但谨慎仍是主调在银行股财报后的电话会议里里，从高盛到美国银行，几乎所有高层都在谈论同一件事——利率可能要降了。过去两年，美国维持高利率来压抑通胀。高利率意味着贷款更贵、融资成本更高，也让部分借款人吃不消。对银行而言，高利率的好处是可以赚取更多利差（也就是贷款利息减去存款利息的差额），但当经济活动放缓，贷款需求减少时，银行的业务增长就会遇到瓶颈。因此，当市场开始预期美联储降息时，银行反而松了一口气。降息意味着融资与交易活动将重新活跃，企业会更愿意发债、上市或并购，这些都是银行的主要收入来源。高盛最为积极。CEO David Solomon 认为，利率下行将重振并购与融资市场，公司在 FICC 利率业务上已经看到领先优势，并预计今年另类资产募资将突破 1,000 亿美元。摩根大通则显得更为务实。CFO Jeremy Barnum 承认，资产负债表的扩张推动了净利息收入（NII）的增长，但利率下滑正在部分抵消这项利好。他提醒市场，降息的节奏比幅度更关键。花旗集团预期全年 NII 将增长约 5.5%，得益于美元利差与汇率变化。相较之下，富国银行显然更保守。管理层认为，2025 年 NII 将与今年大致持平，息差压力依然存在。摩根士丹利的表态中性，认为利率影响有限，真正的驱动力来自资产管理规模的扩大与业务结构的优化。而美国银行是六大行中最乐观的一个，明确指出第四季度 NII 将达到预期区间的高端，预计 2026 年仍能保持 5%–7% 的增长。总体来看，银行界对利率的共识十分清晰：降息几乎已成定局，但在决策者眼中，“慢降息”比“快转向”更现实。经济比想象更强，银行信","text":"2025 年第三季度，美国六大银行几乎同时交出了亮眼的成绩单。营收、利润、资本回报率全面提升，管理层语气也从上季度的谨慎防守，明显转向对未来的乐观。六大行在财报电话会上传递出一个共同主题：降息在即，增长回归。降息成为共识，但谨慎仍是主调在银行股财报后的电话会议里里，从高盛到美国银行，几乎所有高层都在谈论同一件事——利率可能要降了。过去两年，美国维持高利率来压抑通胀。高利率意味着贷款更贵、融资成本更高，也让部分借款人吃不消。对银行而言，高利率的好处是可以赚取更多利差（也就是贷款利息减去存款利息的差额），但当经济活动放缓，贷款需求减少时，银行的业务增长就会遇到瓶颈。因此，当市场开始预期美联储降息时，银行反而松了一口气。降息意味着融资与交易活动将重新活跃，企业会更愿意发债、上市或并购，这些都是银行的主要收入来源。高盛最为积极。CEO David Solomon 认为，利率下行将重振并购与融资市场，公司在 FICC 利率业务上已经看到领先优势，并预计今年另类资产募资将突破 1,000 亿美元。摩根大通则显得更为务实。CFO Jeremy Barnum 承认，资产负债表的扩张推动了净利息收入（NII）的增长，但利率下滑正在部分抵消这项利好。他提醒市场，降息的节奏比幅度更关键。花旗集团预期全年 NII 将增长约 5.5%，得益于美元利差与汇率变化。相较之下，富国银行显然更保守。管理层认为，2025 年 NII 将与今年大致持平，息差压力依然存在。摩根士丹利的表态中性，认为利率影响有限，真正的驱动力来自资产管理规模的扩大与业务结构的优化。而美国银行是六大行中最乐观的一个，明确指出第四季度 NII 将达到预期区间的高端，预计 2026 年仍能保持 5%–7% 的增长。总体来看，银行界对利率的共识十分清晰：降息几乎已成定局，但在决策者眼中，“慢降息”比“快转向”更现实。经济比想象更强，银行信","images":[{"img":"https://static.tigerbbs.com/450e10e66c1b4f47687354b9afa5793d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489863828951288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490218121036248,"gmtCreate":1760648974997,"gmtModify":1760648977211,"author":{"id":"3442244407787568","authorId":"3442244407787568","name":"价值投资践行者","avatar":"https://static.tigerbbs.com/095144612aebe02d96768b83444f9962","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442244407787568","authorIdStr":"3442244407787568"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490218121036248","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397762841837960,"gmtCreate":1738132452747,"gmtModify":1738133849466,"author":{"id":"3442244407787568","authorId":"3442244407787568","name":"价值投资践行者","avatar":"https://static.tigerbbs.com/095144612aebe02d96768b83444f9962","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3442244407787568","authorIdStr":"3442244407787568"},"themes":[],"htmlText":"新春到啦[庆祝][庆祝][庆祝] 感谢一直以来的支持与关注！&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 新的一年已经开启 愿您及全家2025万事顺利，福气满满！ 此刻、以后，都幸福安康！[福][玫瑰]","listText":"新春到啦[庆祝][庆祝][庆祝] 感谢一直以来的支持与关注！&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 新的一年已经开启 愿您及全家2025万事顺利，福气满满！ 此刻、以后，都幸福安康！[福][玫瑰]","text":"新春到啦[庆祝][庆祝][庆祝] 感谢一直以来的支持与关注！ 新的一年已经开启 愿您及全家2025万事顺利，福气满满！ 此刻、以后，都幸福安康！[福][玫瑰]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397762841837960","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}