借2025年交易热潮东风高盛与摩根士丹利利润大幅飙升

环球市场播报01-16

专题：聚焦美股2025年第四季度财报　　2025 年四季度，华尔街的交易热潮丝毫未冲淡高盛（GS）与摩根士丹利（MS）的业务增长势头，两家投行均为投行业务自疫情以来表现最强劲的年份之一收官。　　高盛公布，四季度净利润达 46 亿美元，摊薄后每股收益为 14.01 美元，同比增长 12%。摩根士丹利四季度净利润同比增长 18%，达到 44 亿美元，这一增长得益于其交易业务收入飙升 47%。　　...

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年四季度，华尔街的交易热潮丝毫未冲淡高盛（GS）与摩根士丹利（MS）的业务增长势头，两家投行均为投行业务自疫情以来表现最强劲的年份之一收官。\n　　高盛公布，四季度净利润达 46 亿美元，摊薄后每股收益为 14.01 美元，同比增长 12%。摩根士丹利四季度净利润同比增长 18%，达到 44 亿美元，这一增长得益于其交易业务收入飙升 47%。\n　　...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhmhtr4584288.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":"LU2471134879.HKD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhmhtr4584288.shtml","article_id":"2603984018","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603984018","pubTimestamp":1768496280,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　2025 年四季度，华尔街的交易热潮丝毫未冲淡高盛与摩根士丹利的业务增长势头，两家投行均为投行业务自疫情以来表现最强劲的年份之一收官。　　高盛公布，四季度净利润达 46 亿美元，摊薄后每股收益为 14.01 美元，同比增长 12%。摩根士丹利四季度净利润同比增长 18%，达到 44 亿美元，这一增长得益于其交易业务收入飙升 47%。　　摩根士丹利全年净营收与净利润均刷新历史纪录，股票交易部门手续费收入也突破以往所有水平。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial 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“终将被超越，甚至有可能在 2026 年就实现超越”。\n　　摩根士丹利全年净营收与净利润均刷新历史纪录，股票交易部门手续费收入也突破以往所有水平。该部门四季度股票交易手续费同比增长 10%，全年同比增幅达 28%。\n　　高盛四季度交易手续费收入同比增长 25%，达到 25.7 亿美元，与分析师预期持平。\n　　2025 年大部分时间里，华尔街都被交易热潮席卷，但到了四季度，部分投行竞争对手的交易业务活跃度有所回落。\n　　周四美股开盘后，高盛股价上涨逾 2%，摩根士丹利股价涨幅超 4%。\n　　高盛首席执行官戴维・所罗门在一份声明中表示：“目前，我们全业务条线的客户参与度持续处于高位，预计 2026 年业务增长势头将进一步加快，进而带动整个公司形成业务联动增长的良性循环。”\n　　摩根士丹利首席执行官泰德・皮克在评述公司 2025 年业绩时称：“随着投行业务活跃度回升、全球市场保持稳健运行，我们的机构证券业务充分发挥了作为客户信赖顾问的作用。”\n　　本周二，摩根大通披露，投行业务手续费收入同比下滑 4%，未达分析师预期及该行 12 月初设定的目标。摩根大通首席财务官杰里米・巴纳姆表示，交易业务表现疲软，部分原因是 “部分交易的推进时间被推迟至 2026 年”。\n　　巴纳姆在周二的分析师会议上称：“显然，我们对整体投行业务手续费收入的前景持乐观态度。” 该行首席执行官杰米・戴蒙则补充道，当前交易业务领域的竞争 “如同堑壕战一般激烈”。\n　　美国银行（BAC）四季度投行业务手续费收入同比微增 1%，这家总部位于北卡罗来纳州夏洛特市的银行，股票承销及并购咨询业务收入均出现下滑，但整体手续费收入仍超出市场预期。\n　　富国银行（WFC）四季度投行业务手续费收入同比下降 1%，不过这家规模虽小但正稳步扩张的投行，全年交易业务收入仍创下历史新高。\n　　花旗集团（C）四季度同样收获一项纪录。该集团首席执行官简・弗雷泽于周三表示，公司并购咨询业务收入同比飙升 84%，这一业务不仅创下季度最佳业绩，全年表现也刷新历史纪录。受此带动，花旗集团四季度总交易手续费收入同比增长 35%，达到 12.9 亿美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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借2025年交易热潮东风 高盛与摩根士丹利利润大幅飙升

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借2025年交易热潮东风高盛与摩根士丹利利润大幅飙升