智通财经获悉，银行财报季将于周二拉开序幕，摩根大通(JPM.US)和纽约梅隆银行(BK.US)率先发布，随后花旗集团(C.US)、富国银行(WFC.US)和美国银行 (BAC.US)将于周三公布业绩，高盛(GS.US)和摩根士丹利(MS.US)利则定于周四发布。 随着交易活动加速，投资银行业务收入预计将助力推动第四季度业绩。Dealogic数据显示，2025年全年全球投行业务收入同比增长15%至1030亿美元。并购 交易额同比增长42%至5.1万亿美元。 在第四季度每股收益的共识预期中，花旗集团在全球系统重要性银行中以同比增长21%位居前列；在信托银行类别中，纽约梅隆银行预期增长15%；在大型 区域性银行中，Citizens金融集团预期增幅达30%。 过去六个月中，每股收益共识预期上调幅度最大的是：全球系统重要性银行中的摩根士丹利(预期同比增长16%)、信托银行中的纽约梅隆银行(预期同比 7.1%)以及大型区域性银行中的美国合众银行。 尽管第四季度业绩本身很重要，但摩根士丹利分析师贝琪·格拉塞克在给客户的报告中指出："即将发布的业绩指引以及对资本市场复苏范围扩大的进一步确 认将更为重要。" 2025年第四季度 ...

智通财经APP获悉，银行财报季将于周二拉开序幕，摩根大通(JPM.US)和纽约梅隆银行(BK.US)率先发布，随后花旗集团(C.US)、富国银行(WFC.US)和美国 银行(BAC.US)将于周三公布业绩，高盛(GS.US)和摩根士丹利(MS.US)利则定于周四发布。 随着交易活动加速，投资银行业务收入预计将助力推动第四季度业绩。Dealogic数据显示，2025年全年全球投行业务收入同比增长15%至1030亿美元。并购 交易额同比增长42%至5.1万亿美元。 在第四季度每股收益的共识预期中，花旗集团在全球系统重要性银行中以同比增长21%位居前列；在信托银行类别中，纽约梅隆银行预期增长15%；在大型 区域性银行中，Citizens金融集团预期增幅达30%。 过去六个月中，每股收益共识预期上调幅度最大的是：全球系统重要性银行中的摩根士丹利(预期同比增长16%)、信托银行中的纽约梅隆银行(预期同比 7.1%)以及大型区域性银行中的美国合众银行。 尽管第四季度业绩本身很重要，但摩根士丹利分析师贝琪·格拉塞克在给客户的报告中指出："即将发布的业绩指引以及对资本市场复苏范围扩大的进一步确 认将更为重要。" 2025年第 ...

（原标题：?"超级周"重磅来袭 华尔街牛市信仰迎大考! 美股财报季震撼启幕 美国CPI携手PPI重磅登 场） 华尔街金融巨头摩根大通(JPM.US)以及纽约梅隆银行(BK.US)将在周二公布第四季度财报，意味着第四 季度美股财报季正式开幕，而美国银行(BAC.US)、富国银行(WFC.US)以及花旗集团(C.US)等华尔街金 融巨头则将在当地时间周三陆续公布财报。 本周还将有其他知名公司重磅发布财报数据，其中包括华尔街投资银行超级巨头高盛(GS.US)与摩根士 丹利(MS.US)，以及有着全球芯片代工之王称号的芯片制造商台积电(TSM.US)，这些公司将在当地时间 周四陆续发布财报。对于当前主宰美股牛市曲线的"AI牛市叙事"而言，台积电业绩可谓至关重要，该芯 片巨头财报堪称"AI算力产业链风向标"，投资者们将透过该公司财报洞察全球对于"AI芯片霸主"英伟 达、博通等一众AI芯片领军者们的AI算力集群需求是否仍然无比强劲以及对于智能手机、平板、PC等 消费电子端芯片的需求是否健康。 12月非农勾勒出美国劳动力市场放缓轨迹，CPI与PPI会否引爆降息预期升温? 智通财经APP获悉，在关税政策不确定性被暂时搁置，1 ...

Group 1: Market Outlook - Credit quality is expected to remain stable, with no significant credit cycle anticipated without a recession, although specialized exposures may pose risks [1] - Rate stability is deemed more important than rate cuts, with a positively sloped yield curve and lower rate volatility expected to enhance net interest margins [2] - The banking sector is predicted to experience strong mergers and acquisitions and initial public offerings due to strategic investor interest and a smooth approval process [2] Group 2: Bank of America’s Position - Bank of America (BofA) is optimistic about bank stocks, citing multiple fundamental drivers that create a supportive environment for the sector [4] - The focus is on Global Systemically Important Banks (GSIBs) and select regional banks that demonstrate growth potential [5] - BofA's "Year Ahead 2026" report indicates that current conditions resemble those of the late 1990s and early 2000s, rather than the post-global financial crisis period [5] Group 3: Stock Recommendations - Citigroup is highlighted as having the best risk/reward profile among large-cap banks, with a price target raised to $140, implying a 14.3% upside [7] - Wells Fargo is viewed positively due to the removal of the asset cap, which is expected to enhance growth and productivity [14] - Morgan Stanley is considered a strong buy due to its unique business setup and potential for synergies within its integrated franchise [20][21] Group 4: Earnings Projections - BofA forecasts Citigroup's earnings per share (EPS) to grow by about 25% annually from 2026 to 2027, with a projected EPS of $10.57 for 2026 [7][9] - Morgan Stanley's EPS is expected to reach $7.07 in 2026, with an average annual growth of about 15% [18] - Goldman Sachs is projected to have an EPS of $10.95 in 2026, with an implied upside of 12.6% [24] Group 5: Sector Dynamics - The removal of regulatory constraints is expected to allow banks like Wells Fargo to pursue better growth opportunities [14] - BofA believes that the GSIBs will lead the sector as capital markets activity increases, with a multi-year re-rating cycle anticipated [29][31] - The classic drivers of returns in 2026 are expected to remain focused on revenues, costs, capital, and credit, rather than AI, which is not yet a significant profit driver [31]

The week delivers comprehensive assessment of financial sector health through major bank earnings, with JPMorgan (JPM) and Delta Air Lines (DAL) reporting Tuesday, followed by Bank of America (BAC), Wells Fargo (WFC), and Citigroup (C) Wednesday, then Morgan Stanley (MS) and Goldman Sachs (GS) Thursday. These results will provide essential insights into consumer spending patterns, business loan demand, investment banking activity, and credit quality trends that determine economic health. Net interest margin ...

2026《见闻历》企业定制 ⏳现已进入最后征集阶段，名额有限，识别二维码咨询详情 | 时间 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 1月12日 周一 | | | | | | 数据 | | 元 | | | | 待定 | | 美政府月底再度停摆风险上升,相关拨款法案下周提交至 | | | | | | 参议院审议 | | | | 事件 | 待定 | 日本市场因假日休市 | | | | 待定 | | 七国集团(G7)财长会议,将讨论稀土问题 | | | | 1月13日 周二 | | | | | | 数据 | 21:30 | 美国 12月CPl同比 | 2.7% | 2.7% | | 07:00 | | 月底议息会议前，威廉姆斯等多位美联储官员密集发声 | | | | 待定 | | 广期所：铂、把期货合约涨跌停板幅度调整为16% | | | | 事件 | 待定 | 加拿大总理将于13日至17日访华 | | | | 待定 | | 摩根大通拉开美国大型银行季度财报季 | | | | 待定 | | 兆易创新香港IPO,预计股票将于1月13日开始交易 | | | ...

Core Insights - Major banks are transitioning from viewing cryptocurrency as a risk to actively integrating it into their operations, focusing on regulated investment products and blockchain-based payment systems [3][4][5] Group 1: JPMorgan's Initiatives - JPMorgan is extending its US dollar deposit token, JPM Coin, onto the Canton Network, indicating progress towards production-ready blockchain infrastructure [4][6] - JPM Coin is designed as a digital claim on JPMorgan's dollar deposits, facilitating faster and more secure transactions on public blockchains [7] Group 2: Morgan Stanley's ETF Offerings - Morgan Stanley is entering the cryptocurrency ETF market with proposed products that provide exposure to Bitcoin and Solana, potentially reaching over 19 million clients [8][9] - The launch of spot Bitcoin ETFs has been highly successful, attracting significant inflows and demonstrating strong investor demand [10][12] Group 3: Barclays and Stablecoin Investments - Barclays has made its first investment in stablecoin infrastructure by backing Ubyx, a stablecoin clearing platform, reflecting traditional finance's growing interest in digital dollar systems [12][13] - This investment aligns with Barclays' strategy to explore opportunities in new forms of digital money, such as stablecoins [13] Group 4: Bank of America's ETF Recommendations - Bank of America has approved its wealth advisers to recommend Bitcoin ETFs, indicating Bitcoin's increasing integration into traditional finance [15][16] - The bank's chief investment office has suggested that clients allocate 1% to 4% of their portfolios to digital assets, highlighting a shift in investment strategy [16]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Mortgage rates may still be hogging the blame for America's housing slump, but Bank of America CEO Brian Moynihan isn't buying it—not entirely, anyway. While the spotlight's been stuck on homeowners clinging to their 3% rates like vintage baseball cards, Moynihan says the real drag on the market isn't who won't sell. It's who can't afford to buy. "There's 130 odd million households in America," he said du ...

【财报发布】 摩根大 中国2025年12月贸易 美国2025年11月PPI、11月零 周三 1/14 欧佩克公布月度原油市场 EIA公布月度短期能源展 【财报发布】美国银行、花旗集 美联储公布经济状况褐 第二届中国eVTOL创新发展大会（上 周四 1/15 2026 Google Cloud出海峰: 大疆举办新品发布ś 【财报发布】摩根士丹利、高 2026核聚变能科技与产业大会（合I 周五 1/16 【新股申购】恒运[ 周六 1/17 第五届AIGC中国开发者大会 周日 1/18 2025年12月进出口数据将公布；美联储将公布经济状况褐皮书；两只新股将开启申购…… ...

US big banks are set to kick off earnings season next week, and experts are bracing for solid results. According to Ken Leon, a senior CFRA analyst, the outlook for these banking giants is "very posit... ...