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MrVtr
MrVtr
·
2021-11-10
赞我
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MrVtr
MrVtr
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2021-11-09
赞我
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MrVtr
MrVtr
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2021-11-08
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MrVtr
MrVtr
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2021-11-05
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MrVtr
MrVtr
·
2021-11-04
赞我啊
开盘:高通大涨15%,特斯拉再创历史新高
道琼斯指数开盘下跌21.76点,跌幅0.06%,报36135.82点。
开盘:高通大涨15%,特斯拉再创历史新高
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MrVtr
MrVtr
·
2021-11-02
说说你对这篇新闻的看法...
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MrVtr
MrVtr
·
2021-10-28
$云顶新加坡(G13.SI)$
赞我的贴
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MrVtr
MrVtr
·
2021-10-23
$10x Genomics, Inc.(TXG)$
未来指日可待
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MrVtr
MrVtr
·
2021-10-16
赞我
银行股财报暗藏哪些信息?美国经济究竟是好是坏?
“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。 近期以来,一直有
银行股财报暗藏哪些信息?美国经济究竟是好是坏?
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MrVtr
MrVtr
·
2021-09-24
每天的任务赞我的贴互相帮忙
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href=\"https://laohu8.com/S/QCOM\">高通</a>大涨15%,公司第四财季智能手机芯片销量激增56%,第四财季净利润同比增长75%,对2022年第一财季的业绩展望好于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/FSLY\">Fastly</a>涨8%,第三季度业绩超市场预期,并观察到部分流失用户回流。</p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>涨2%,口服抗新冠药物Lagevrio获英国药品和医疗产品监管署批准,为市场上首款口服抗新冠病毒药物。</p>\n<p><a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>涨3.1%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>向芝加哥商品交易所投资10亿美元以达成云业务协议。</p>\n<p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌4%,第三季度营收及用户增长不及预期。</p>\n<p>英国央行今日维持利率不变,令许多原本预计加息的投资者措手失措。英国银行股集体下挫。<a href=\"https://laohu8.com/S/LYG\">劳埃德</a>银行跌5.3%,巴克莱、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>跌3%,<a href=\"https://laohu8.com/S/SAN\">桑坦德银行</a>跌近2%。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>跌5%,此前表示将削减投行业务,并预计第四季度出现亏损。</p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>开盘后大跌超16%,公司第三季度业绩不及市场预期,下调全年新冠疫苗交付量预期。</p>\n<p>同时,美股抗疫概念集体走低,Ocugen跌10%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超5%,Inovio制药跌2%,<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跟跌。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘:高通大涨15%,特斯拉再创历史新高</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘:高通大涨15%,特斯拉再创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-04 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月4日(周四),道琼斯指数开盘下跌21.76点,跌幅0.06%,报36135.82点;标普500指数开盘上涨2.16点,涨幅0.05%,报4662.73点;纳斯达克综合指数开盘上涨27.2点,涨幅0.17%,报15838.8点。</p>\n<p><img src=\"https://static.tigerbbs.com/9178ce9eb1d0b906c5252a2855d0666d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>中概股<a href=\"https://laohu8.com/S/PETZ\">天地荟食品</a>暴涨超50%。</b>早前,天地荟宣布已与指定投资者签订了证券购买协议,通过定向增发筹集了990万美元。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>开盘涨超2%,股价续刷历史新高。其他汽车制造商股普涨,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨3.6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、Lucid Group、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/5348d7eeaad92c0fae6e344440fc4244\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QCOM\">高通</a>大涨15%,公司第四财季智能手机芯片销量激增56%,第四财季净利润同比增长75%,对2022年第一财季的业绩展望好于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/FSLY\">Fastly</a>涨8%,第三季度业绩超市场预期,并观察到部分流失用户回流。</p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>涨2%,口服抗新冠药物Lagevrio获英国药品和医疗产品监管署批准,为市场上首款口服抗新冠病毒药物。</p>\n<p><a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>涨3.1%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>向芝加哥商品交易所投资10亿美元以达成云业务协议。</p>\n<p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌4%,第三季度营收及用户增长不及预期。</p>\n<p>英国央行今日维持利率不变,令许多原本预计加息的投资者措手失措。英国银行股集体下挫。<a href=\"https://laohu8.com/S/LYG\">劳埃德</a>银行跌5.3%,巴克莱、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>跌3%,<a href=\"https://laohu8.com/S/SAN\">桑坦德银行</a>跌近2%。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>跌5%,此前表示将削减投行业务,并预计第四季度出现亏损。</p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>开盘后大跌超16%,公司第三季度业绩不及市场预期,下调全年新冠疫苗交付量预期。</p>\n<p>同时,美股抗疫概念集体走低,Ocugen跌10%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超5%,Inovio制药跌2%,<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跟跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183889633","content_text":"11月4日(周四),道琼斯指数开盘下跌21.76点,跌幅0.06%,报36135.82点;标普500指数开盘上涨2.16点,涨幅0.05%,报4662.73点;纳斯达克综合指数开盘上涨27.2点,涨幅0.17%,报15838.8点。\n\n中概股天地荟食品暴涨超50%。早前,天地荟宣布已与指定投资者签订了证券购买协议,通过定向增发筹集了990万美元。\n特斯拉开盘涨超2%,股价续刷历史新高。其他汽车制造商股普涨,蔚来汽车涨3.6%,小鹏汽车、Lucid Group、理想汽车涨超2%。\n\n高通大涨15%,公司第四财季智能手机芯片销量激增56%,第四财季净利润同比增长75%,对2022年第一财季的业绩展望好于市场预期。\nFastly涨8%,第三季度业绩超市场预期,并观察到部分流失用户回流。\n默沙东涨2%,口服抗新冠药物Lagevrio获英国药品和医疗产品监管署批准,为市场上首款口服抗新冠病毒药物。\n芝加哥商品交易所涨3.1%,谷歌向芝加哥商品交易所投资10亿美元以达成云业务协议。\nRoku跌4%,第三季度营收及用户增长不及预期。\n英国央行今日维持利率不变,令许多原本预计加息的投资者措手失措。英国银行股集体下挫。劳埃德银行跌5.3%,巴克莱、汇丰控股跌3%,桑坦德银行跌近2%。\n瑞士信贷跌5%,此前表示将削减投行业务,并预计第四季度出现亏损。\nModerna开盘后大跌超16%,公司第三季度业绩不及市场预期,下调全年新冠疫苗交付量预期。\n同时,美股抗疫概念集体走低,Ocugen跌10%,诺瓦瓦克斯医药、BioNTech SE跌超5%,Inovio制药跌2%,吉利德科学、强生、辉瑞跟跌。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843948658,"gmtCreate":1635805263440,"gmtModify":1635805308603,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092232037508680","authorIdStr":"4092232037508680"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843948658","repostId":"1119454025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855402004,"gmtCreate":1635387055131,"gmtModify":1635387071794,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092232037508680","authorIdStr":"4092232037508680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>赞我的贴","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>赞我的贴","text":"$云顶新加坡(G13.SI)$赞我的贴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855402004","isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858901470,"gmtCreate":1634958337020,"gmtModify":1634958337179,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092232037508680","authorIdStr":"4092232037508680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TXG\">$10x Genomics, Inc.(TXG)$</a>未来指日可待","listText":"<a href=\"https://laohu8.com/S/TXG\">$10x Genomics, Inc.(TXG)$</a>未来指日可待","text":"$10x Genomics, Inc.(TXG)$未来指日可待","images":[{"img":"https://static.tigerbbs.com/f87e27ce81619882be189e5746c99161","width":"1125","height":"2419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858901470","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824778751,"gmtCreate":1634361041570,"gmtModify":1634361041712,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092232037508680","authorIdStr":"4092232037508680"},"themes":[],"htmlText":"赞我","listText":"赞我","text":"赞我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824778751","repostId":"1156852791","repostType":4,"repost":{"id":"1156852791","kind":"news","pubTimestamp":1634351904,"share":"https://www.laohu8.com/m/news/1156852791?lang=&edition=full","pubTime":"2021-10-16 10:38","market":"us","language":"zh","title":"银行股财报暗藏哪些信息?美国经济究竟是好是坏?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156852791","media":"英为财情Invest...","summary":"“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有","content":"<p>“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。</p>\n<p>近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。</p>\n<p><i><b>那么,银行的财报</b></i></p>\n<p><i><b>向我们透露了美国经济怎样的一种状况?</b></i></p>\n<p>从隔夜美股的这几家银行股财报来看,美国的后疫情时代经济复苏似乎进展仍然比较顺利。除了亮眼的业绩以外,美国银行股的高管们还对美国经济的前景做出了乐观的预测。</p>\n<p><i><b>客户支出已超疫情前水平释放贷款损失准备金</b></i></p>\n<p>银行高管表示,客户支出已经超过了疫情前的水平,同时他们认为,这个趋势将会持续到今年的圣诞节假期。</p>\n<p>其中,花旗集团 (NYSE:C)的信用卡支出较去年同期增长了20%,达到创纪录的水平。</p>\n<p>同时,美国银行 (NYSE:BAC)的CFO Paul Donofrio周四在分析师电话会议中表示,“如果你看看经济,就会发现它正在改善,人们正在增加支出,企业将不得不开始投资。</p>\n<p>我们对未来很乐观。”美国银行的CEO Brian Moynihan也表示,“这些巨大的支出,还将继续加速。”</p>\n<p>数据显示,美国银行截至9月的三季度里利润为77亿美元,主要是因为该行受到了客户在信用卡和借记卡上的支出增加,这一部分的数字同比去年增长了58%左右,当时疫情急剧蔓延,银行仍需要拨备贷款损失准备金。</p>\n<p>不过,随着客户继续支付他们的账单,银行的贷款损失准备金率已经降至了50年以来的低点。</p>\n<p>华尔街的大部分银行都得以从贷款损失拨备中释放更多资金,其中富国银行释放高达17亿美元的资金,花旗和美国银行分别释放了12亿和11亿美元,同时,摩根士丹利的贷款损失准备金则出现了小幅的上涨。</p>\n<p><i><b>贷款需求下降证券相关贷款快速增长</b></i></p>\n<p>疫情期间,仍然脆弱的经济降低了市场上对银行贷款的需求。富国银行 (NYSE:WFC)和美国银行的未偿贷款总额较去年同期有所下降,但较第二季度有所上升。</p>\n<p>富国银行的首席财务官Mike Santomassimo在分析师电话会议上表示,“我们都希望看到更快的贷款增长。”</p>\n<p>他指出,“供应链危机对我们最大的影响在于,信贷和贷款需求确实受到了限制。”例如,在商业银行领域,“我们的很多用户都无法让他们的工厂正常运营。”</p>\n<p>而且,还需要关注的是,Mike Santomassimo还指出,通胀使得工资和大宗商品的价格居高不下,这也会限制经济的增长。</p>\n<p>然而,需要关注的是,基于证券的贷款正在迅速增长。美国银行和摩根士丹利的财报显示,其面向客户提供的以股票和债券组合为抵押的贷款均出现了两位数的增长。</p>\n<p><b><i>交易业务仍然火爆</i></b></p>\n<p><b><i>银行交易部门受益颇丰</i></b></p>\n<p>疫情爆发以来,美国二级市场投资者的狂热也推动了大型银行的业绩增长。股票交易量仍在上升,但固定收益交易正在放缓。</p>\n<p>投资机构Neuberger Berman高级分析师Kush Goel指出,第三季的业绩数据显示,美国大型银行的市场营收仍高于此前预期,部分原因是它们从国际竞争对手那里赢得了更多业务。</p>\n<p>数据显示,摩根士丹利的利润增长了37亿美元,其中股票业务的收益增长达到了24%;花旗银行的这部分利润也高达46亿美元,同比去年增长了48%;同时,股票交易业务规模较小的富国银行,其利润也达到了51亿美元,超过分析师预期。</p>\n<p><b><i>全球并购带来滚滚利润企业重新审视自身商业模式</i></b></p>\n<p>从三级的数据来看,全球并购交易也为华尔街的银行股们带来了滚滚利润。摩根大通、摩根士丹利、美国银行、花旗都公布了创纪录的季度并购费用收益增长,其中花旗更是录得了10年以来最佳的季度并购业绩。</p>\n<p>巴克莱的分析师Jason Goldberg表示,企业并购的步伐具有“持久力”,“你会看到很多公司在疫情过后,开始重新审视自己的商业模式,包括他们可能会寻求扩大规模,或者增加数字产品。”</p>\n<p>他指出,从历史上来看,对并购活动最大的潜在干扰是市场波动,所以这肯定是我们密切关注的问题,不过就近期而言,全球经济活动似乎应该会有所增加。</p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>银行股财报暗藏哪些信息?美国经济究竟是好是坏?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n银行股财报暗藏哪些信息?美国经济究竟是好是坏?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-16 10:38 北京时间 <a href=https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。\n那么,银行的财报\n向我们透露了美国经济怎样的一种状况?\n从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"WFC":"富国银行"},"source_url":"https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156852791","content_text":"“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。\n那么,银行的财报\n向我们透露了美国经济怎样的一种状况?\n从隔夜美股的这几家银行股财报来看,美国的后疫情时代经济复苏似乎进展仍然比较顺利。除了亮眼的业绩以外,美国银行股的高管们还对美国经济的前景做出了乐观的预测。\n客户支出已超疫情前水平释放贷款损失准备金\n银行高管表示,客户支出已经超过了疫情前的水平,同时他们认为,这个趋势将会持续到今年的圣诞节假期。\n其中,花旗集团 (NYSE:C)的信用卡支出较去年同期增长了20%,达到创纪录的水平。\n同时,美国银行 (NYSE:BAC)的CFO Paul Donofrio周四在分析师电话会议中表示,“如果你看看经济,就会发现它正在改善,人们正在增加支出,企业将不得不开始投资。\n我们对未来很乐观。”美国银行的CEO Brian Moynihan也表示,“这些巨大的支出,还将继续加速。”\n数据显示,美国银行截至9月的三季度里利润为77亿美元,主要是因为该行受到了客户在信用卡和借记卡上的支出增加,这一部分的数字同比去年增长了58%左右,当时疫情急剧蔓延,银行仍需要拨备贷款损失准备金。\n不过,随着客户继续支付他们的账单,银行的贷款损失准备金率已经降至了50年以来的低点。\n华尔街的大部分银行都得以从贷款损失拨备中释放更多资金,其中富国银行释放高达17亿美元的资金,花旗和美国银行分别释放了12亿和11亿美元,同时,摩根士丹利的贷款损失准备金则出现了小幅的上涨。\n贷款需求下降证券相关贷款快速增长\n疫情期间,仍然脆弱的经济降低了市场上对银行贷款的需求。富国银行 (NYSE:WFC)和美国银行的未偿贷款总额较去年同期有所下降,但较第二季度有所上升。\n富国银行的首席财务官Mike Santomassimo在分析师电话会议上表示,“我们都希望看到更快的贷款增长。”\n他指出,“供应链危机对我们最大的影响在于,信贷和贷款需求确实受到了限制。”例如,在商业银行领域,“我们的很多用户都无法让他们的工厂正常运营。”\n而且,还需要关注的是,Mike Santomassimo还指出,通胀使得工资和大宗商品的价格居高不下,这也会限制经济的增长。\n然而,需要关注的是,基于证券的贷款正在迅速增长。美国银行和摩根士丹利的财报显示,其面向客户提供的以股票和债券组合为抵押的贷款均出现了两位数的增长。\n交易业务仍然火爆\n银行交易部门受益颇丰\n疫情爆发以来,美国二级市场投资者的狂热也推动了大型银行的业绩增长。股票交易量仍在上升,但固定收益交易正在放缓。\n投资机构Neuberger Berman高级分析师Kush Goel指出,第三季的业绩数据显示,美国大型银行的市场营收仍高于此前预期,部分原因是它们从国际竞争对手那里赢得了更多业务。\n数据显示,摩根士丹利的利润增长了37亿美元,其中股票业务的收益增长达到了24%;花旗银行的这部分利润也高达46亿美元,同比去年增长了48%;同时,股票交易业务规模较小的富国银行,其利润也达到了51亿美元,超过分析师预期。\n全球并购带来滚滚利润企业重新审视自身商业模式\n从三级的数据来看,全球并购交易也为华尔街的银行股们带来了滚滚利润。摩根大通、摩根士丹利、美国银行、花旗都公布了创纪录的季度并购费用收益增长,其中花旗更是录得了10年以来最佳的季度并购业绩。\n巴克莱的分析师Jason Goldberg表示,企业并购的步伐具有“持久力”,“你会看到很多公司在疫情过后,开始重新审视自己的商业模式,包括他们可能会寻求扩大规模,或者增加数字产品。”\n他指出,从历史上来看,对并购活动最大的潜在干扰是市场波动,所以这肯定是我们密切关注的问题,不过就近期而言,全球经济活动似乎应该会有所增加。","news_type":1,"symbols_score_info":{"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863750916,"gmtCreate":1632438544235,"gmtModify":1632727055933,"author":{"id":"4092232037508680","authorId":"4092232037508680","name":"MrVtr","avatar":"https://static.tigerbbs.com/80cdd1295abca214cb6be4668fb4bfb4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092232037508680","authorIdStr":"4092232037508680"},"themes":[],"htmlText":"每天的任务赞我的贴互相帮忙","listText":"每天的任务赞我的贴互相帮忙","text":"每天的任务赞我的贴互相帮忙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863750916","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}