财报季银行股打头阵，这两只股值得重点关注

金融界01-17

本周，大银行将公布季报，拉开第四季度企业财报季的序幕。大型金融机构通常是每季度最早发布财报的公司之一。由于银行业与市场和客户财务状况的密切关联，这类公司常被用作观察整体经济状况的风向标。“银行财报通常是了解经济和消费者状况的有效方式，尤其是涉及信贷使用和还款情况时，”Landsberg Bennett私人财富管理公司的首席投资官Michael Landsberg表示。“大银行常能为我们提供有关更多...

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/2504844061?lang=zh_CN&edition=full","thumbnail":"http://imgcloud.jrjimg.cn/2025/01/weixin/one_20250117152924431.png","is_english":false,"pubTime":"2025-01-17 15:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2504844061","market":"hk","top_or_hot":-1,"title":"财报季银行股打头阵，这两只股值得重点关注","media":"金融界","content":"<div>\n<p>本周，大银行将公布季报，拉开第四季度企业财报季的序幕。大型金融机构通常是每季度最早发布财报的公司之一。由于银行业与市场和客户财务状况的密切关联，这类公司常被用作观察整体经济状况的风向标。“银行财报通常是了解经济和消费者状况的有效方式，尤其是涉及信贷使用和还款情况时，”Landsberg Bennett私人财富管理公司的首席投资官Michael Landsberg表示。“大银行常能为我们提供有关更多...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/01/17152947547889.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_highlight","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>财报季银行股打头阵，这两只股值得重点关注</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财报季银行股打头阵，这两只股值得重点关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 15:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/01/17152947547889.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，大银行将公布季报，拉开第四季度企业财报季的序幕。大型金融机构通常是每季度最早发布财报的公司之一。由于银行业与市场和客户财务状况的密切关联，这类公司常被用作观察整体经济状况的风向标。“银行财报通常是了解经济和消费者状况的有效方式，尤其是涉及信贷使用和还款情况时，”Landsberg Bennett私人财富管理公司的首席投资官Michael Landsberg表示。“大银行常能为我们提供有关更多...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/01/17152947547889.shtml\">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":"USB","symbol_name":"美国合众银行","start_time":0,"source_url":"https://usstock.jrj.com.cn/2025/01/17152947547889.shtml","article_id":"2504844061","we_media_id":null,"thumbnails":["http://imgcloud.jrjimg.cn/2025/01/weixin/one_20250117152924431.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2504844061","pubTimestamp":1737098946,"columns":[],"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"本周，大银行将公布季报，拉开第四季度企业财报季的序幕。大型金融机构通常是每季度最早发布财报的公司之一。由于银行业与市场和客户财务状况的密切关联，这类公司常被用作观察整体经济状况的风向标。Graseck预测投资银行收入将同比增长37%，高于银行自身的预期。该行将在周四开盘前公布财报。Siefers称US Bancorp为“一个将在本财报季重拾信心的价值型股票”。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"USB":"美国合众银行","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4207":"综合性银行","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","KBE":"银行指数ETF-SPDR KBW","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4534":"瑞士信贷持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4585":"ETF&股票定投概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4566":"资本集团","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4504":"桥水持仓","BK4559":"巴菲特持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4588":"碎股"},"translate_title":"Bank Stocks Lead the Path in Earnings Season, These Two Stocks Worth Keeping an Eye on","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USB":1,"KBE":1},"content_text":"本周，大银行将公布季报，拉开第四季度企业财报季的序幕。大型金融机构通常是每季度最早发布财报的公司之一。由于银行业与市场和客户财务状况的密切关联，这类公司常被用作观察整体经济状况的风向标。“银行财报通常是了解经济和消费者状况的有效方式，尤其是涉及信贷使用和还款情况时，”Landsberg Bennett私人财富管理公司的首席投资官Michael Landsberg表示。“大银行常能为我们提供有关更多面向消费者的公司（这些公司会在财报季稍后报告业绩）的良好预期。如果信用卡使用量增加，通常预示着那些直接向消费者销售产品的公司将表现良好。”鉴于此，CNBC Pro从华尔街研究中筛选出在金融行业报告发布前的投资股票建议。其中，花旗集团得到了越来越多的支持。花旗集团（C）富国银行分析师Mike Mayo在一份报告中将花旗集团列为首选股票。他表示，Jane Fraser领导下的花旗正迈入“新时代”。他说，花旗集团的净利息收入有望从近期国债收益率的上升中受益。净利息收入是银行资产获得的利息收入与支付给存款的利息之间的差额。Mayo提到“新时代”是对Fraser自2021年初接任CEO以来对银行进行四年改革的致敬。他表示，随着投资者逐渐认识到这些变革对业务的影响，花旗集团的股价在未来三年内可能翻倍。“花旗集团的变革才刚刚揭幕，”Mayo周一在CNBC的“Closing Bell”节目中说道。摩根士丹利分析师Betsy Graseck同样将花旗列为其首选股，并称该股是资本市场反弹的投资机会。Graseck预测投资银行收入将同比增长37%，高于银行自身的预期。Graseck预计，净利息收入和服务费用的增长将推动花旗第四季度每股收益达到1.24美元，略高于华尔街共识。此外，她预计花旗将在2025年加快股票回购的步伐。在2024年已表现强劲的基础上，这两位分析师继续看好花旗集团。去年花旗股价上涨近37%，跑赢了标普500指数和SPDR标普银行ETF（KBE）。市场预期花旗集团未来仍有上涨空间。据LSEG调查的分析师显示，大多数给予花旗“买入”评级，目标价预示该股在未来12个月内可能上涨约20%。区域银行除了大银行外，华尔街还看好总部位于明尼阿波利斯的US Bancorp（USB）。该行将在周四开盘前公布财报。摩根士丹利的Graseck将其列为“最受青睐”的股票之一。而Piper Sandler的分析师R. Scott Siefers在周一将其评级从“中性”上调至“增持”。Siefers称US Bancorp为“一个将在本财报季重拾信心的价值型股票”。尽管近年来US Bancorp逐渐失宠，但他认为该银行正处于拐点，能够提供持续的正向经营杠杆。与花旗不同，US Bancorp在2024年的表现不如标普500指数和SPDR银行ETF，全年股价仅上涨10.5%（不包括4.2%的股息收益）。不过，这标志着自2023年区域银行危机的1%跌幅和2022年美联储开始收紧信贷时的22%下跌以来的强劲复苏。华尔街对其未来也持乐观态度。根据LSEG的调查数据，分析师平均给予US Bancorp“买入”评级，并预测其股价在未来一年可能上涨近20%。\n\n\r\n            责任编辑：安东","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.35.9","shortVersion":"4.35.9","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/2504844061","isCrawlerRequest":true}