金十数据7月2日讯，美国银行的客户以10周来最快的速度从美国股市撤资，减少了风险敞口。截至6月 底，标普500指数500指数创下了自2023年以来的最佳季度表现。包括吉尔·凯里·霍尔在内的美银量化策 略师在周二发布的一份报告中写道，上周，包括机构、散户和对冲基金在内的所有主要客户群体总计从 美国股市撤出了13亿美元。在市场出现避险情绪之际，围绕本轮反弹能否持续的不确定性越来越大。本 轮反弹已帮助标普500指数从4月份与关税相关的低点反弹，目前徘徊在2024年7月以来的最高超买水平 附近。 美国银行客户以10周内最快速度抛售美国股票 ...

Group 1 - Major Wall Street banks, including JPMorgan, Goldman Sachs, and Bank of America, have increased their dividends following the Federal Reserve's stress tests [1][2] - All 22 banks that underwent the stress tests demonstrated sufficient capital to withstand hypothetical economic downturns, with the ability to absorb over $550 billion in losses [2][6] - The Federal Reserve's stress tests, a response to the 2008 financial crisis, set the framework for how banks return capital to shareholders through dividends and buybacks [2][6] Group 2 - Specific dividend increases include Bank of America raising its dividend from 26 cents to 28 cents, Citigroup from 56 cents to 60 cents, and Goldman Sachs from $3.00 to $4.00 [2] - JPMorgan's board approved a $50 billion stock buyback plan, while Morgan Stanley reauthorized a $20 billion buyback plan without a set expiration date [1][2] - The Federal Reserve announced plans to reform its processes, including averaging results over two years for capital requirements, aimed at reducing volatility in stress test outcomes [6]

Group 1: Federal Reserve and Economic Policy - Federal Reserve Chairman Powell acknowledged that without the tariff policy, the Fed would have already lowered interest rates [3] - Powell indicated that the majority of Fed members expect another rate cut later this year, depending on economic data [3] - Goldman Sachs has moved its forecast for Fed rate cuts to September, predicting three cuts this year, with the final rate forecast adjusted from 3.5%-3.75% to 3%-3.25% [3] Group 2: Stock Market Performance - The Dow Jones increased by 0.91% to close at 44,494.94 points, while the S&P 500 and Nasdaq fell by 0.11% and 0.82%, respectively [1] - Bank stocks generally rose, with JPMorgan up 0.15%, Citigroup up over 1%, and Bank of America up over 1% following stress tests that allowed several banks to increase dividends [5][6] - Large tech stocks mostly declined, with Tesla dropping over 5%, Nvidia nearly 3%, and Facebook over 2% [3] Group 3: Oil Market - International crude oil prices saw a slight increase, with Brent crude rising by $0.20 (0.30%) to $66.94 per barrel and WTI rising by $0.34 (0.52%) to $65.44 per barrel [8] - Market concerns are focused on OPEC+ potentially announcing an increase in production by 411,000 barrels per day at their upcoming meeting [8] Group 4: Legislative Developments - The U.S. Senate passed a comprehensive tax and spending bill, referred to as the "big and beautiful" bill, with a vote of 51-50 [10] - The bill will now be debated and voted on in the House of Representatives [10]

华尔街大行通过宽松压力测试后宣布大额分红 金十数据7月2日讯，周二，华尔街多家大型银行在通过监管机构的"压力测试"后，宣布了一系列大规模 股东分红计划，而此次压力测试的条件较往年更为宽松。摩根大通、高盛、美国银行、摩根士丹利等银 行均表示，将提高向股东支付的季度股息，其中摩根大通和摩根士丹利还宣布将回购价值数十亿美元的 自家股票。今年的压力测试是美联储调整测试场景后的首次尝试，其设定的理论衰退程度较去年有所减 轻。尽管新测试方案在特朗普总统重新就职前就已制定，但这与特朗普政府所倡导的放宽银行监管政策 不谋而合。 ...

美国银行：计划将季度股息提高8%，至每股0.28美元。 ...

CHARLOTTE, N.C., July 1, 2025 /PRNewswire/ -- Bank of America today commented on the results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review (CCAR) and announced plans to increase its quarterly common stock dividend to $0.28 per share beginning in the third quarter of 2025.The 2025 stress test results indicated that Bank of America's modeled capital depletion improved 100 bps to 170 bps. Capital depletion measures the difference between a firm's CET1 capital ratios at the beginning a ...

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

Bank of America Corporation BAC is trading higher on Tuesday. The shares appear to be breaking out. This can be a bullish dynamic and it would suggest the stock will continue to trade higher.This is why Bank of America is our Stock of the Day.With the market at all-time highs, it isn't a surprise that there are many stocks breaking out. Bank of America is one of them.If a stock is in an uptrend, it is because the market for it is out of equilibrium. There are more shares to be bought than to be sold. Buyers ...

Bank of America clients withdrew money from US equities at the fastest pace in 10 weeks, reducing exposure as the S&P 500 capped its best quarter since 2023 to end June at a record https://t.co/RPXjIK4phN ...

智通财经APP注意到，美国银行股涨势如虹，对冲基金正以疯狂速度抢购其股票，凸显华尔街日益确信 这轮破纪录的涨势仍有上行空间。 高盛集团大宗经纪业务数据显示，上周短线资金的净买入量创下近十年新高。这种乐观情绪，叠加可能 刺激经济增长和贷款业务的降息预期升温，以及美联储宣布所有大型银行均通过年度压力测试，推动标 普500指数金融板块周一创下历史新高。 追踪金融股的分析师和交易员对该行业热情高涨。瑞银集团将大型银行股组合作为交易部门参与本轮股 市上涨的首选工具。富国银行明星分析师迈克·梅奥预测银行股将继续上涨，美国银行分析师团队也持 相同观点。 美银以埃布拉希姆·普纳瓦拉为首的分析师写道，美联储压力测试结果将"为整个行业注入强心针"。这 是许多投资者自特朗普去年11月连任以来期待已久的反弹——当时市场普遍预期将迎来银行业放松监管 和亲商政策浪潮。 不过在4月特朗普发动全球贸易战前，该行业曾短暂受挫。追踪美国大型银行的KBW银行指数已从4月 低点反弹逾30%，但较2022年峰值仍低5.4%。 更多利好 未来还有更多利好因素，包括可能放宽资本和杠杆要求的银行业监管改革。 "这可能是重大变革——如果降低账面资本要求，银行 ...