新一轮财报季即将开启，大型银行股涨势面临考验

智通财经04-12

4月12日，过去六个月，美国最大几家银行的股价均出现大幅上涨，且跑赢标普500指数。在新一轮财报季到来之际，这些大型银行能否保持这种势头是一个问题。眼下美联储降息前景尚未明朗，投资者将在未来几天密切关注摩根大通(JPM.US)、美国银行(BAC.US)、富国银行(WFC.US)和花旗(C.US)等银行的第一季度业绩。自去年10月触底之后，这些大型银行的股价涨幅已经超过了大盘涨幅。不过，Piper ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2426242723?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4","is_english":false,"pubTime":"2024-04-12 10:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2426242723","market":"us","top_or_hot":-1,"title":"新一轮财报季即将开启，大型银行股涨势面临考验","media":"智通财经","content":"<div>\n<p>4月12日，过去六个月，美国最大几家银行的股价均出现大幅上涨，且跑赢标普500指数。在新一轮财报季到来之际，这些大型银行能否保持这种势头是一个问题。眼下美联储降息前景尚未明朗，投资者将在未来几天密切关注摩根大通(JPM.US)、美国银行(BAC.US)、富国银行(WFC.US)和花旗(C.US)等银行的第一季度业绩。自去年10月触底之后，这些大型银行的股价涨幅已经超过了大盘涨幅。不过，Piper ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1101487.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>新一轮财报季即将开启，大型银行股涨势面临考验</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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新一轮财报季即将开启，大型银行股涨势面临考验\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-12 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1101487.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月12日，过去六个月，美国最大几家银行的股价均出现大幅上涨，且跑赢标普500指数。在新一轮财报季到来之际，这些大型银行能否保持这种势头是一个问题。眼下美联储降息前景尚未明朗，投资者将在未来几天密切关注摩根大通(JPM.US)、美国银行(BAC.US)、富国银行(WFC.US)和花旗(C.US)等银行的第一季度业绩。自去年10月触底之后，这些大型银行的股价涨幅已经超过了大盘涨幅。不过，Piper ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1101487.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670628061.USD","symbol_name":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1101487.html","article_id":"2426242723","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2426242723","pubTimestamp":1712889952,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，过去六个月，美国最大几家银行的股价均出现大幅上涨，且跑赢标普500指数。在新一轮财报季到来之际，这些大型银行能否保持这种势头是一个问题。自去年10月触底之后，这些大型银行的股价涨幅已经超过了大盘涨幅。摩根士丹利分析师Betsy Graseck表示，美联储降息幅度减少可能会提振许多大型银行的净利息收入前景，并导致财务预测的上调。与此同时，自去年3月的美国地区性银行危机以后，小型银行的股价一直承压。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4566":"资本集团","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BAC":"美国银行","BK4581":"高盛持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4504":"桥水持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD"},"translate_title":"Big bank stock rally faces test as new earnings season kicks off","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6e789dba2b4ec9682c62b7acd86eaf04","symbols_score_info":{"BAC":1.1},"content_text":"4月12日，过去六个月，美国最大几家银行的股价均出现大幅上涨，且跑赢标普500指数。在新一轮财报季到来之际，这些大型银行能否保持这种势头是一个问题。眼下美联储降息前景尚未明朗，投资者将在未来几天密切关注摩根大通(JPM.US)、美国银行(BAC.US)、富国银行(WFC.US)和花旗(C.US)等银行的第一季度业绩。自去年10月触底之后，这些大型银行的股价涨幅已经超过了大盘涨幅。不过，Piper Sandler分析师R. Scott Siefers表示：“这些天，你通常不会看到银行股跑赢大盘。毫无疑问，门槛更高了。”投资者将密切关注银行的展望和对净利息收入、投资银行业务等关键利润驱动因素的指引。摩根士丹利分析师Betsy Graseck表示，美联储降息幅度减少可能会提振许多大型银行的净利息收入前景，并导致财务预测的上调。美国银行分析师Ebrahim Poonawala预计，业绩将“证实”今年的优异表现，并表示，大型银行“已做好准备，应对不确定的(利率在更长时间内维持高位)宏观背景”。摩根大通首席执行官杰米·戴蒙则在最近的年度股东信中警告称，他认为经济软着陆的可能性“远低于”市场预期。摩根大通、富国银行和花旗将于周五公布财报，美国银行、高盛(GS.US)和摩根士丹利(MS.US)将于下周公布财报。与此同时，自去年3月的美国地区性银行危机以后，小型银行的股价一直承压。尽管小型银行的股价在去年10月触及低点之后有所反弹，但纽约社区银行(NYCB.US)在2月初业绩暴雷令小型银行股价再度受拖累。对此，Keefe, Bruyette & Woods分析师表示，对纽约受租金管制的多户住宅的担忧为一些当地银行的股票创造了买入机会。更广泛地说，这让投资者对资产质量(尤其是商业房地产)的担忧再次成为焦点。Bloomberg Intelligence分析师Herman Chan表示，地区性银行的表现最终将取决于纽约社区银行如何处理有关其信贷和资本的问题。纽约社区银行将在本季度晚些时候公布业绩，资产质量是该行的一个关键不确定因素，而净利息收入似乎将“不温不火”。他表示：“健康的交易和不断改善的资本市场提振了美国大型银行的利润，而地区性银行则面临着对信贷质量和资产负债表增长疲弱的担忧。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426242723"}