知情人士补充称，相关磋商仍在进行中，发行规模和时间仍可能变化。 【特斯拉官微公开新款Model Y高性能版设计手稿】 凤凰网财经讯 12月30日，美股三大指数小幅低开，道指跌0.04%，标普500指数跌0.03%，纳指跌 0.05%。 美股矿业股普涨，金田、哈莫尼黄金、泛美白银涨超3%。百度高开超4%，其港股今日收涨近9%。 公司消息 【阿里巴巴、阿布扎比投资局等据悉将参投MiniMax的6亿美元IPO】 据知情人士透露，中国人工智能初创企业MiniMax已确定阿里巴巴集团控股和阿布扎比投资局作为其即 将在香港进行的首次公开募股(IPO)的关键支持者。 知情人士透露，MiniMax计划通过此次IPO筹集逾6亿美元资金。公司最早将于周三开始接受投资者认 购，并在1月上市。除了阿布扎比主权财富基金和阿里巴巴外，IDG资本、高毅资产及韩国的未来资产 也将成为此次发行的基石投资者。 12月30日，特斯拉官微宣布Model Y L设计师手稿首度公开，并公开了新款Model Y Performance车型设 计手稿。今年9月，特斯拉宣布新款Model Y高性能版在美国上市，起售价为5.75万美元。目前，新款 Model ...

Market Overview - The S&P 500 Index is projected to achieve another year of double-digit gains, following a 23.3% increase in 2024 and 24.2% in 2023, with a 17.7% gain as of December 29, 2025 [1] - Various factors such as post-election optimism, tariff shocks, persistent inflation, and a weakening job market have influenced market dynamics, but the Federal Reserve's rate cuts and easing trade tensions have positioned Wall Street favorably for 2026 [2] Financial Sector Performance - The Financial Services sector has appreciated 14.5% in 2025, with the S&P 500 Banks Industry Group Index gaining 31.6% due to favorable interest rates and improved market conditions [2][8] - Major banks like Citigroup, BNY Mellon, and Northern Trust have seen their stock prices rise over 35% as a result of improved fundamentals and cost control measures [3][8] Catalysts for Bank Stocks in 2026 - Favorable interest rates, increasing credit demand, and robust capital market activities are expected to contribute to a strong year for banks in 2026 [5] - The Federal Reserve has cut interest rates three times in 2025, currently ranging from 3.50% to 3.75%, with indications of a potential further cut in 2026, which is anticipated to boost loan demand [6] Interest Margin and Income - A risk-on market sentiment could lead to rising long-term bond yields and declining short-term yields, positively impacting banks' net interest margins (NIM) [7] - The combination of rising loan demand and regulatory changes is expected to enhance net interest income (NII) for banks [7] Mergers and Acquisitions Outlook - The capital markets are expected to strengthen, with a rebound in mergers and acquisitions (M&As) anticipated in 2026, focusing on de-conglomeration and buy-and-build strategies [9] - Banks with advisory services are likely to benefit from increased fee income as financing conditions improve [9] Individual Bank Performance - Citigroup has shown significant improvement in its business transformation, with a projected revenue exceeding $84 billion in 2025 and a year-over-year NII growth of 5.5% [10][11] - BNY Mellon, as a leading global custodian, is expected to see a 12% year-over-year increase in NII, supported by lower interest rates and stable funding costs [16][17] - Northern Trust is focusing on organic growth and expects to see a rebound in loan activity, with a projected ROE of 14.8% in Q3 2025, indicating progress towards profitability [21][24][25]

来源：滚动播报 花旗集团将道富银行目标价从136.00美元上调至150.00美元。 ...

Group 1: Institutional Investment Activity - Apollon Wealth Management LLC increased its stake in Citigroup by 9.2% in Q3, now owning 63,319 shares valued at $6.43 million after purchasing an additional 5,348 shares [1] - Oldfather Financial Services LLC acquired a new position in Citigroup valued at $231,000 in Q3 [1] - Carnegie Investment Counsel grew its holdings in Citigroup by 13.8% during Q3, now owning 3,560 shares worth $361,000 after acquiring an additional 431 shares [1] - Institutional investors own 71.72% of Citigroup's stock [1] Group 2: Analyst Ratings and Price Targets - Weiss Ratings restated a "buy" rating on Citigroup shares [2] - Wells Fargo & Company raised their price target on Citigroup from $115.00 to $125.00, giving an "overweight" rating [2] - UBS Group reaffirmed a "neutral" rating with a price objective of $108.00 [2] - Goldman Sachs Group reiterated a "buy" rating with a price objective of $118.00 [2] - TD Cowen increased their target price from $105.00 to $110.00, maintaining a "hold" rating [2] - Thirteen analysts rated the stock as a Buy and six as Hold, with an average rating of "Moderate Buy" and a consensus target price of $114.50 [2] Group 3: Financial Performance - Citigroup reported $2.24 EPS for the quarter, exceeding the consensus estimate of $1.89 by $0.35 [4] - The company had a net margin of 8.73% and a return on equity of 7.91% [4] - Revenue for the quarter was $22.09 billion, surpassing the consensus estimate of $20.92 billion, and up 9.3% year-over-year [4] Group 4: Dividend Announcement - Citigroup announced a quarterly dividend of $0.60, representing an annualized dividend of $2.40 and a yield of 2.0% [5] - The payout ratio is currently 33.71% [5] Group 5: Company Overview - Citigroup is a global financial services company headquartered in New York City, formed through the 1998 merger of Citicorp and Travelers Group [8] - The company provides a wide range of banking and financial products and services to consumers, corporations, governments, and institutions worldwide [8][9]

Core Insights - The financial sector is positioned as a leading investment opportunity as the stock market approaches all-time highs, influenced by policy uncertainty, tariffs, and inflation pressures that maintain higher interest rates for an extended period [1][2] Financial Sector Performance - Big banks have significantly outperformed the broader indexes, with Citigroup achieving a year-to-date return of +68% and JPMorgan at +35% [3] - The Zacks Finance Market has a year-to-date performance of +18%, slightly trailing the S&P 500 and Nasdaq [4] Dividends and Valuations - The average annual dividend yield in the Zacks Finance Market is 2%, compared to 1% for the S&P 500, making finance stocks attractive for dividend-seeking investors [5] - The finance market's forward P/E multiple is 19X, which is lower than the tech sector's inflated valuations and below the benchmark's 26X [9] Industry Rankings - The Securities and Exchanges Industry is currently the top-rated industry within the Zacks Finance Market, ranking in the top 10% of over 240 Zacks industries [11] - Stocks in the Securities and Exchanges Industry, such as Nasdaq and S&P Global, are benefiting from positive EPS revisions and hold a Zacks Rank 2 (Buy) [12] Overall Sector Outlook - The Zacks Finance Market is rated as the second-best sector out of 16, with the Computer and Technology Market being the only sector with higher-rated sub-industries, making finance a preferred choice for investors seeking value and dividends [13]

Piper Sandler将花旗集团的目标价从120美元上调至130美元，维持"增持"评级。另外，该行将花旗2025 年的每股收益预期从7.6美元下调至7.2美元，将2026年的每股收益预期从9.93美元下调至9.83美元。该行 还警告称，美国或全球经济活动长期放缓、信贷质量下降和资本市场交易量低于预期将带来风险。 ...

面对美国及欧盟不断升级制裁，花旗多年来一直在考虑退出俄罗斯市场。其他银行亦已收缩业务，高盛 集团今年早些时候已获准出售其俄罗斯业务。 智通财经APP获悉，花旗集团(C.US)表示，预计因向 Renaissance Capital (简称 RenCap)出售其在俄罗斯 的剩余业务，将产生约 11 亿美元的税后亏损。 根据周一提交的一份监管文件，该行计划在第四季度财报中将这部分剩余业务列为"持有待售"，并预计 在 2026 年上半年完成对 AO Citibank 的出售。 当前，花旗与俄罗斯历史最悠久的投资银行之一 RenCap 达成协议，出售剩余业务。俄罗斯总统普京于 11 月签署命令批准该交易。 声明称，亏损主要与货币折算调整有关;银行提醒，若汇市波动，亏损金额可能进一步变化。 "剩余业务的整体剥离预计将使花旗集团的核心一级资本(CET1)获得正向增益，这一积极影响主要源于 相关风险加权资产的去合并效应。" 早在 2022 年俄乌冲突升级之前，花旗已开始缩减当地业务。当年，该行宣布将逐步关停俄罗斯的消费 及本地商业银行服务，并几乎全面停止机构银行业务。其官网显示，剩余业务仅为履行部分尚未完成的 法律和监管义务 ...

花旗集团表示，董事会已批准将其在俄罗斯的剩余业务 AO Citibank 出售给投资银行Renaissance Capital 的计划，此举将导致本季度税前亏损约 12 亿美元。根据美国证券交易委员会（SEC）的一份文件，该 交易预计将于 2026 年上半年签署并完成。花旗表示，与出售相关的亏损可能会受到未来变动的影响， 包括汇率变动等。2025 年第四季度，花旗将把在俄罗斯的剩余业务归类为 "持有待售"。上个月，俄罗 斯总统普京批准Renaissance Capital收购花旗在俄罗斯的业务。 花旗集团表示，董事会已批准将其在俄罗斯的剩余业务 AO Citibank 出售给投资银行Renaissance Capital 的计划，此举将导致本季度税前亏损约 12 亿美元。根据美国证券交易委员会（SEC）的一份文件，该 交易预计将于 2026 年上半年签署并完成。花旗表示，与出售相关的亏损可能会受到未来变动的影响， 包括汇率变动等。2025 年第四季度，花旗将把在俄罗斯的剩余业务归类为 "持有待售"。上个月，俄罗 斯总统普京批准Renaissance Capital收购花旗在俄罗斯的业务。 责任编辑：王永生 责 ...

花旗集团周一表示，其董事会已批准将其在俄罗斯的剩余业务AO Citibank出售给投资银行文艺复兴资 本公司（Renaissance Capital）的计划，此举将导致当前季度计入税前亏损约12亿美元。 根据花旗提交给美国证券交易委员会（SEC）的一份文件，此项交易预计将于2026年上半年签署并完 成。 花旗表示，与出售相关的损失可能会发生进一步变化，包括外汇变动的结果。 从2025年第四季度开始，花旗将把其在俄罗斯的剩余业务归类为"待售"。 责任编辑：于健 SF069 花旗集团周一表示，其董事会已批准将其在俄罗斯的剩余业务AO Citibank出售给投资银行文艺复兴资 本公司（Renaissance Capital）的计划，此举将导致当前季度计入税前亏损约12亿美元。 根据花旗提交给美国证券交易委员会（SEC）的一份文件，此项交易预计将于2026年上半年签署并完 成。 花旗表示，与出售相关的损失可能会发生进一步变化，包括外汇变动的结果。 从2025年第四季度开始，花旗将把其在俄罗斯的剩余业务归类为"待售"。 上个月，俄罗斯政府批准文艺复兴资本收购花旗银行在俄罗斯的业务。 2022年8月，花旗银行宣布，作为其 ...

受大宗商品巨幅波动引发的紧张情绪推动，昨夜今晨，美股三大指数集体收跌。 截至收盘，标普500指数跌0.35%，报6905.74点；纳斯达克综合指数跌0.5%，报23474.35点；道琼斯工业平均指数跌0.51%，报48461.93点。 （标普500指数日线图，来源：TradingView） 本周也是经济日程相当清淡的一周，投资者将在周二（北京时间周三凌晨）迎来美联储12月会议纪要，下一个重要日程就是迎接元旦假期的到来。 作为日内全球市场的焦点，这一轮金属上涨狂潮的"带头大哥"白银日内巨震，Comex白银期货创出每盎司82美元新高后跳水至71.6美元，黄金、铂金、钯金 等品种也携手下挫。矿业板块集体下跌，First Majestic Silver跌4.13%、纽曼矿业跌5.64%，锂矿巨头美国雅宝也跌3.62%。 | < W | COMEX白银 | | | | | | --- | --- | --- | --- | --- | --- | | | SI.CMX | | | | | | 71.640 | | 昨结 | 77.196 总手 | | | | -5.556 | -7.20% 开盘 | | 80.000 ...