$摩根大通(JPM)_老虎社区_美港股上老虎

你懂的盼

04-15

$摩根大通(JPM)$ 业绩是真硬，降息预期压着净息收入还能涨9%，交易和投行扛起了大旗。私募信贷这颗雷短期爆不了，银行自己也留了后手。但戴蒙警告的那些东西:地缘冲突、油价、AI冲击——确实都在那摆着。

新财报季来袭！银行股、半导体打头阵，看好哪家表现？

本周将开启公布新一季财报，继续银行股打头阵。银行股财报后，周二花旗涨逾3%，摩根大通跌0.6%，富国银行一度大跌7%。周三、周四ASML、台积电等半导体公司也将发布财报。【大家看好哪家公司表现？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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