CHARLOTTE, N.C., Feb. 3, 2026 /PRNewswire/ -- Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on Bank of America common stock of $0.28 per share, payable on March 27, 2026 to shareholders of record as of March 6, 2026. The Board also declared a regular quarterly cash dividend of $1.75 per share on the 7% Cumulative Redeemable Preferred Stock, Series B. The dividend is payable on April 24, 2026 to shareholders of record as of April 10, 2026. Bank ...

Core Viewpoint - Bank of America has raised its expectations for U.S. equities, indicating a potential 12% price gain for the S&P 500 over the next year, suggesting a constructive outlook for stocks despite strong sentiment [1]. Group 1: Sell Side Indicator - The Sell Side Indicator, which reflects the average equity allocation recommended by Wall Street strategists, has increased slightly in January, reaching its most optimistic level since March 2025 [2]. - The indicator continues to signal bullishness under Bank of America's contrarian approach, which is most positive when strategists are cautious and most negative during extreme optimism [3]. Group 2: Market Conditions - Although strategist positioning is approaching caution levels, it remains below historical thresholds associated with major market peaks, indicating resilience in January's market performance [4]. - The S&P 500 finished January higher despite a mid-month pullback due to geopolitical concerns, reflecting the market's resilience [4]. Group 3: Fundamentals and Earnings - Supportive fundamentals are noted, with steady equity exposure from strategists indicating confidence in corporate earnings [5]. - Early results from the current reporting season show no downward revisions to 2026 profit expectations, with consensus forecasts predicting double-digit earnings growth for the next year [5]. - Corporate commentary suggests robust confidence, with signs of weakening demand becoming less frequent [5].

Bank of America Corporation (NYSE:BAC) ranks among the biggest publicly traded asset managers. On January 15, Truist Securities cut its price target for Bank of America Corporation (NYSE:BAC) from from $62 to $60, retaining a Buy rating on the banking giant. The drop reflects minor adjustments in the firm’s provision estimates, as well as plans for BofA to halt its share buybacks. Pixabay/Public Domain In contrast to Bank of America’s medium-term goal of 200–300+ basis points, the firm’s model now predi ...

机构认为，市场短期动量衰减后将进入中长期震荡整理。 ►►中共中央、国务院批复同意《现代化首都都市圈空间协同规划（2023－2035年）》。其中提出，着力优化京津冀城市体系。构建"一核两翼、双城多 点、双廊多圈"的首都都市圈空间格局。要充分发挥北京"一核"的辐射带动作用，加强"四个中心"功能建设，提升"四个服务"水平，营造一流的中央政务环 境。高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极，推动"两翼"比翼齐飞。高质量谱写京津"双城记"，天津加强北方国 际航运核心区建设，共同打造区域发展高地。发挥河北节点城市支撑作用，形成优势互促、联动发展的功能格局。 ►►市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》，重点围绕低空航空器、低空基础设施、 低空空中交通管理、安全监管和应用场景五大核心领域，建立技术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、基础标 准与场景标准融合的"四维融合"标准供给体系。到2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标 准超过30 ...

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更糟糕的是，2月2日，现货黄金再次一度暴跌约10%，逼近4400美元/关口。传统的避险资产表现得却 像股票等风险资产。 由于暴涨暴跌，一些业内人士甚至已认为，黄金已不再具备避险资产特性，上周SPDR Gold Shares的隐 含波动率相对于标普500指数创下历史新高。 在过度投机热潮过后，黄金的暴跌或许并不是一件坏事。华尔街正在思索：这轮历史性暴跌是牛市回调 还是熊市开端？ 黄金缘何暴跌？ 事实上，在此前的非理性暴涨后，黄金的回调只是时间问题，此前只差一个触发点。 嘉盛集团资深分析师 Fawad Razaqzada对记者表示，由于美联储的独立性受到质疑，此前投资者纷纷涌 入贵金属市场，其中最主要的原因是担心货币贬值。美国总统特朗普不断要求降息，并试图任命一位鸽 派人士担任美联储主席。最终，他选择了立场更为鹰派的凯文·沃什接替鲍威尔，这引发了美元的大幅 反弹。 与此同时，贸易战和地缘政治紧张局势也一度促使投资者涌向金属避险资产。但最终，金属价格上涨过 高过快，引发了大规模抛售。 Susquehanna国际集团衍生品市场情报联席主管Chris Murphy表示，沃什提名打击了市场，这显然是贵金 属遭抛售的原因。 ...

智通财经APP获悉，最新统计数据显示，金融市场波动率层面惊现里程碑式超越动态——长期以来有着"避险之王"称号的传统 稳健避险资产黄金的波动率已经超越长期以"剧烈波动"而著称的全球最大市值加密货币比特币，凸显出黄金在经历了无比猛烈 的涨势后，价格波动愈发剧烈，达到了过去二十年最动荡时刻的水平。 与此同时，华尔街金融巨头们在黄金陷入暴跌轨迹以及剧烈波动之际，仍然在美元贬值趋势、发达市场债务无序扩张以及地缘 政治局势持续动荡的大背景之下坚持看好黄金长期投资前景。即使黄金价格在沃什获提名美联储主席导致的"鹰派冲击"导火索 之下于上周五经历40年来最惨烈跌势，且周一继续大幅下跌——周一现货黄金价格跌幅一度接近10%，摩根大通与美国银行坚 持认为黄金在2026年年底之前有望冲高至6000美元。 根据机构汇编的最新数据，黄金价格的"30天期限波动指标"已大幅升至44%以上，一举创下2008年全球金融危机以来的最高水 平，超过了比特币大约39%的波动指标。比特币通常被称为"数字黄金"且长期以来波动率非常剧烈，长期位列全球波动率最高 的资产。 从另一方面偏向多头的角度来看，大宗商品的波动率飙升态势更常见于历史牛市阶段，这也意味 ...

Core Viewpoint - Warren Buffett, the long-time CEO of Berkshire Hathaway, has officially stepped down, passing leadership to Greg Abel, while continuing to influence the company's strategic positioning before retirement [2]. Group 1: Leadership Transition - Warren Buffett has retired as CEO of Berkshire Hathaway at the end of 2025, transitioning leadership to Greg Abel [2]. - Despite stepping down from day-to-day operations, Buffett remains involved in strategic decisions to ensure the company's future success [2]. Group 2: Investment Moves - Prior to his retirement, Buffett was actively managing Berkshire's investment portfolio, as evidenced by Form 13F filings, which disclose the buying and selling activities of institutional investors [3]. - A notable action was Buffett's significant reduction of Berkshire's stake in Bank of America (BofA), a core holding for nearly a decade [4][5]. - Concurrently, Buffett was building a position in a popular consumer brand for five consecutive quarters leading up to his retirement [4]. Group 3: Bank of America Insights - Bank of America has been one of the top three holdings in Berkshire's portfolio, reflecting Buffett's comfort and understanding of the financial sector [5]. - Bank stocks, including BofA, benefit from the nonlinearity of economic cycles, allowing them to grow loan portfolios during periods of economic expansion [6]. - BofA's sensitivity to interest rate changes has been advantageous, particularly during the Federal Reserve's rate-hiking cycle from March 2022 to July 2023, which increased BofA's net interest income significantly [7].

在刚刚过去不久的周五交易日，市场经历了一场足以载入史册的剧烈波动。 从股票的突然滑坡，到美元的猛烈反弹，再到前美联储"超级鹰派"凯文·沃什（Kevin Warsh）可能取代鲍威尔的重磅传闻，这一系列事件最终引发了黄金、白 银创纪录的单日暴跌。 面对市场在周五上演了过山车般的行情，美国银行首席投资策略师Michael Hartnett重申："货币贬值是基本情境（Debasement is Da Base Case）"。 对于投资者而言，这意味着尽管短期波动剧烈，但 驱动黄金和实物资产上涨的宏观逻辑依然牢固。除非发生比当前宏观叙事更具破坏力的"更大事件"，否则这 场由货币贬值驱动的牛市难以轻易终结。 然而，投资者必须警惕上半年可能出现的流动性去杠杆风险，这将是对"贪婪"情绪的一次剧烈清洗。 高盛交易部门负责人Mark Wilson也表示，尽管市场近期出现剧烈波动，但 投资者不应过度解读这场"持仓清洗"，因为年初至今推动市场的核心驱动因素—— 美元走势延续、AI投资热情不减、美国经济增长势头强劲以及地缘政治重塑等关键变量均未改变。 弱势美元与"铁锈地带"的政治经济学 尽管周五美元汇率出现了反弹，但Hartnett指 ...

There’s no doubt about it: big U.S. banks enjoyed a banner year in 2025, with the six largest financial institutions up an average 42% last year, mostly thanks to continued high interest rates, robust merger and acquisition activity, and a friendlier White House, regulatory-wise, than the previous four years.In fact, the average return of the Big Six banks last year was 45.51%, with a median of 41.22%. Compare that to the much vaunted Magnificent Seven tech stocks, which averaged only 22.74%, with a median ...