美股金融股大涨 美东时间1月15日，美股三大指数集体走强，截至收盘，道指涨0.60%，纳指涨0.25%，标普500指数涨 0.26%。 受业绩利好刺激，美股金融股全线大涨，摩根士丹利大涨近6%，创出历史新高；高盛、花旗大涨超 4%，摩根大通、美国银行小幅收涨。此外，全球最大资产管理公司贝莱德大涨5.9%，其第四季度资产 管理规模攀升至创纪录的14.04万亿美元。 消息面上，周四美股盘前，摩根士丹利公布的2025年第四季度业绩报告显示，去年第四季度，营收录得 178.9亿美元，同比上升10.3%，高于市场预期的177.7亿美元；每股收益2.68美元，亦强于预期的2.44美 元。其中，备受关注的"财富管理"部门净新增资产达到1223亿美元，大幅超出市场预期。 高盛最新披露的财报显示，公司去年第四季度实现营收134.5亿美元，同比下降3%，略低于市场预期； 但Non-GAAP每股收益达14.01美元，远超市场预期2.25美元。该季度股票交易收入远超市场预期，达到 创纪录的43.1亿美元，刷新了由其自身在2025年第二季度创下的华尔街历史最高纪录。 Longbow首席执行官Jake Dollarhide评论称，"投资 ...

Goldman Sachs is predicting a blockbuster 2026 for mega-deals across Wall Street as it and the other US banking giants unveiled a string of bumper financial results this week.Goldman shared Thursday it raked in a company record $9.3 billion in investment banking fees for 2025, up 21% from $7.7 billion a year ago. It and the five other major US lenders — Morgan Stanley, Citi, Wells Fargo, JP Morgan, and Bank of America — picked up a combined revenue of $593 billion in 2025, a 6% increase from the previous ye ...

Financial-sector ETFs rebounded as gains in major Wall Street banks and dealmakers helped blunt the lingering policy noise, underlining the sector’s resilience after a volatile start to the week. • State Street Financial Select Sector SPDR ETF stock is trading near recent highs. Where are XLF shares going?Shares of JPMorgan Chase & Co (NYSE:JPM) , Goldman Sachs Group Inc (NYSE:GS) , Morgan Stanley (NYSE:MS) and Citigroup Inc (NYSE:C) all rose meaningfully on Thursday, bolstering broad financial ETFs despite ...

Key Points The 4 biggest U.S. bank stocks were down 5% to 7% this week after reporting earnings. President Trump's proposed 10% cap on credit card interest rates is a huge negative catalyst for the industry. The topic dominated Q4 conference calls. 10 stocks we like better than JPMorgan Chase › Earnings season began, as it always does, with the four largest U.S. banks posting their results from the last quarter. And this cycle kicked off with bank executives raising big red flags about a politica ...

Core Viewpoint - Citigroup reported mixed fourth-quarter results, with earnings exceeding expectations but revenue falling short of estimates [1] Financial Performance - Fourth-quarter revenue was $19.87 billion, a 2% increase year over year, but below the analyst consensus of $20.53 billion; excluding divestiture impacts from the planned sale of AO Citibank in Russia, revenue increased by 8% [1] - Net income declined by 13% year over year to $2.5 billion, impacted by a $1.1 billion after-tax loss related to the exit from Russia; adjusted net income was $3.6 billion, with adjusted earnings per share at $1.81, surpassing expectations of $1.68 [2] Market Reaction - Citigroup's CFO Mark Mason indicated that the bank is closely monitoring market reactions and has minimal exposure to current geopolitical situations, having sold its operations in Venezuela in 2021; he refrained from commenting on future business plans regarding Venezuela [3] - Following the earnings announcement, Citigroup shares rose by 4.1% to trade at $117.00 [3] Analyst Ratings - Oppenheimer analyst Chris Kotowski maintained an Outperform rating on Citigroup and raised the price target from $141 to $144 [5] - Morgan Stanley analyst Betsy Graseck also maintained an Overweight rating and increased the price target from $134 to $135 [5]

Core Viewpoint - Citigroup reported mixed fourth-quarter results, with earnings exceeding expectations but revenue falling short of estimates [1][2]. Financial Performance - Fourth-quarter revenue was $19.87 billion, a 2% increase year over year, but below the analyst consensus of $20.53 billion; excluding divestiture impacts, revenue increased by 8% [1]. - Net income declined by 13% year over year to $2.5 billion, impacted by a $1.1 billion after-tax loss related to the exit from Russia; adjusted net income was $3.6 billion, with adjusted earnings per share at $1.81, surpassing expectations of $1.68 [2]. Market Reaction - Citigroup's CFO Mark Mason indicated that the bank is closely monitoring market reactions and has minimal exposure to current geopolitical situations, having sold its Venezuelan operations in 2021; he refrained from commenting on future business plans regarding Venezuela [3]. - Following the earnings announcement, Citigroup shares rose by 4.1% to $117.00 [3]. Analyst Ratings - Oppenheimer analyst Chris Kotowski maintained an Outperform rating on Citigroup and raised the price target from $141 to $144 [5]. - Morgan Stanley analyst Betsy Graseck also maintained an Overweight rating, increasing the price target from $134 to $135 [5].

责任编辑：张俊 SF065 花旗集团（C）周四早盘上涨4.8%。该公司本周将裁员约1000人，因为首席执行官范洁恩（Jane Fraser）正在推行一种注重结果的文化，并推进一项最终可能裁员多达20000人的重组计划。 花旗集团（C）周四早盘上涨4.8%。该公司本周将裁员约1000人，因为首席执行官范洁恩（Jane Fraser）正在推行一种注重结果的文化，并推进一项最终可能裁员多达20000人的重组计划。 责任编辑：张俊 SF065 ...

U.S. equities opened Thursday, January 15, 2026, with a mixed but generally positive tone, as robust earnings from the semiconductor sector provided a significant boost, counteracting lingering concerns within the banking industry and easing geopolitical tensions. The market's performance today reflects a complex interplay of corporate results, economic indicators, and global developments, providing investors with a nuanced picture of the current financial landscape.At the open, the S&P 500 Index showed an ...

智通财经APP获悉，美国银行业巨头第四季度利润大幅增长，这主要得益于借款人需求的持续增长，表 明美国经济形势良好，也预示着贷款机构未来的盈利前景乐观。 美国银行(BAC.US)周三公布的数据显示，其平均贷款额同比增长8%，净利息收入(即贷款收入与存款支 出之间的差额)飙升至创纪录的159亿美元。其竞争对手摩根大通(JPM.US)的平均贷款额增长了9%。投 资者普遍认为，贷款增长是银行业务的积极指标，也是经济整体强劲的体现。 美国银行首席财务官Alastair Borthwick在电话会议上告诉记者："我们看到所有消费贷款类别都实现了 增长。这在第四季度对我们有所帮助，但总体而言，2025年的故事更多地围绕商业借贷展开……我们身 处经济增长环境中的客户持续投资以支持其业务发展。" 美国经济展现韧性 Borthwick表示，美国银行预计2026年贷款增长率将达到中等个位数百分比。尽管特朗普实施了大规模 进口关税，但美国经济和美国消费者依然保持韧性，这部分得益于人工智能的蓬勃发展和美联储的降 息。市场预计今年还将有两次降息。 标普全球市场情报公司的分析师在周二发布的一份报告中写道："他们对2026年经济持续增长的势 ...

Group 1 - The fourth quarter earnings season has commenced with reports from Delta Air Lines and JPMorgan Chase, with more bank earnings expected later in the week [1][5] - Wall Street analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if realized [2] - Analysts have increased earnings expectations for tech companies, which have been significant contributors to earnings growth in recent quarters, with a prior estimate of 7.2% for Q4 [3] Group 2 - The earnings season will test the improved stock market breadth observed at the beginning of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration influencing market dynamics [4] - Major financial companies scheduled to report earnings this week include Bank of New York Mellon, Bank of America, Citigroup, Wells Fargo, BlackRock, Goldman Sachs, and Morgan Stanley [5]