德意志银行包括Parag Thatte在内的策略师在研究报告中写道，周四，超大盘股和科技股相对于标普500 指数其余成份股的表现，从长达十年的趋势通道底部回升，并于周五延续了反弹势头。策略师们表示， 过去在盈利持续上升的背景下，该群体在触及通道底部后通常都会出现一轮上涨。报告指出，今年的表 现"完全取决于估值倍数的变化，而非盈利预期的调整，这与去年完全由盈利预期上修驱动的情况形成 了鲜明对比。" 来源：滚动播报 ...

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来源：滚动播报 德意志银行将阿斯利康目标价从11000便士上调至11500便士。 ...

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格隆汇2月5日｜德意志银行首席欧洲经济学家Mark Wall表示，欧洲央行决定维持政策利率不变是正确 之举。"在这样的时刻，央行需要保持良好的平衡感，在利空与利好之间作出权衡。"Wall指出，尽管存 在外部脆弱性，但经济仍具韧性，其中部分得益于德国在国防和基础设施方面的支出。 ...

美国国债收益率在亚洲时段全线小幅走低，市场正忙于消化有关美联储主席提名人凯文·沃什的预期。 德国商业银行的Erik Liem在一份报告中称："特朗普对凯文·沃什的提名强化了一种预期，即美联储未来 使用其资产负债表的力度可能不如过去那么大。"美国财政部决定维持标售规模不变，同时继续评估未 来增加中期国债、长期国债和浮动利率票据标售规模的可能性，此举符合预期。据Tradeweb的数据，两 年期美国国债收益率小幅走低0.6个基点，至3.551%；10年期国债收益率下跌1个基点，至4.267%；30年 期国债收益率下跌0.6个基点，至4.909%。 来源：滚动播报 ...

2026年刚刚过去一个多月，美股却已经反复上演同一种情景：盘中急跌、情绪失控、但收盘前迅速修 复，甚至重返高位。 据追风交易台，德意志银行在最新报告中指出，仅1月以来，标普500指数已经出现至少5次"快速下挫— 迅速反弹"的典型案例。 这些波动往往伴随着地缘政治、关税威胁、科技股恐慌或AI竞争叙事，但几乎都未对大盘造成实质 性、持续性的破坏。 在德银看来，这并非偶然，而可能是当前美股正在形成的一种"新常态"。 五次"假摔"：风险事件频发，但市场拒绝深跌 德银宏观策略师Henry Allen梳理了2026年初以来几次具有代表性的快速回撤： 1月中旬地缘政治风险升温：标普500在1月12日创出新高后，因市场担忧美国可能介入 伊朗局势、叠加有关格陵兰岛的政治表态，指数盘中一度下跌逾1%。但恐慌迅速消 散，当日跌幅明显收窄，随后两天再度反弹。 1月下旬关税威胁引发抛售：美国提出对部分欧洲国家征收关税的可能性，导致标普 500单日大跌逾2%。然而，随着谈判框架浮现，指数在接下来两个交易日连续反弹， 几乎完全修复跌幅。 1月底科技股Capex担忧：微软财报显示资本开支高于预期，引发市场对AI投资回报周 期的担忧，软件板块 ...

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Core Viewpoint - A group of banks led by Deutsche Bank AG is facing challenges in selling approximately $1.2 billion of loans related to the acquisition of a software provider, reflecting investor concerns about potential disruptions from artificial intelligence [1] Group 1: Loan Details and Acquisition - Deutsche Bank plans to fund Conga Corp.'s acquisition of PROS Holdings' B2B unit with a $625 million term loan, while a $540 million loan maturing in 2028 will remain outstanding [2] - The debt offering for Conga included a $1.17 billion loan with an interest rate of 4 percentage points above the benchmark rate and a discount between 97.5 cents to 98 cents on the dollar [5] Group 2: Market Sentiment and AI Disruption - There is a lack of interest in the debt due to increasing anxiety over exposure to sectors affected by AI, particularly among software-as-a-service (SaaS) companies like Conga, which provide document automation software [3] - The risk of AI disruption is impacting credit markets globally, leading to declines in shares of business development companies that are heavily invested in software [7] Group 3: Implications of Hung Debt - If banks cannot sell the committed debt before the acquisition closes, they will retain these borrowings on their balance sheets, which could limit their capacity to underwrite future loans [6]

德意志银行：未来5-7年，美联储可能仍然是短期美国国债的活跃买家。 来源：滚动播报 ...