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高颖丰辞任德银(DB.US)私人银行北亚区投资经理主管
Zhi Tong Cai Jing· 2025-10-10 06:44
德银的私人银行业务分为财富管理和零售银行两部分,摩根士丹利此前发布研报称,德银的私人银行业 务是当前市场低估的核心增长点,其盈利潜力有望超越市场共识,并预测到2027年私人银行业务对集团 利润的贡献将从2024年的26%上升至30%。 智通财经APP获悉,据媒体报道,德意志银行(DB.US)私人银行北亚区投资经理主管高颖丰(Ko, Cedric John Wing Fung)在任职超过15年后,已辞去其职务。 据悉,高颖丰常驻香港,过去4年多来一直领导该地区的投资经理团队。德银拒绝对此次人事变动发表 进一步评论。 ...
德银预测:到2030年全球央行可能会持有大量比特币和黄金储备
Hua Er Jie Jian Wen· 2025-10-10 02:25
作者:龙玥,华尔街见闻 推动这一趋势的核心动力之一是"去美元化"。报告数据显示,美元在全球储备中的份额已从2000年的 60%下滑至2025年的41%。这一变化不仅提振了黄金,也为比特币带来了利好,推动黄金和比特币ETF 在6月份分别录得创纪录的50亿美元和47亿美元的净流入。 黄金的回归与去美元化浪潮 黄金作为传统避险资产的地位正在被重新巩固。德意志银行的研究人员指出,自2008年金融危机后,市 场对黄金的需求开始在央行的资产负债表上占据更重要的位置。机构投资者的"避险"行为推动各国央行 在2010年成为黄金的净买家。 如今,随着贸易不确定性和市场波动性加剧,"黄金又回来了",德银资深经济学家Marion Laboure在报 告中写道。一个显著的迹象是,全球央行储备中持有的黄金总量已超过36000吨。这一趋势与"去美元 化"浪潮紧密相关,美元地位的相对下降为黄金等替代性储备资产创造了空间。 比特币:21世纪的"数字黄金"? 随着去美元化趋势加速和避险需求激增,传统央行储备配置或将迎来重大转变。 10月10日,根据德意志银行的一份最新报告,随着机构投资者兴趣日增以及美元主导地位的削弱,比特 币和黄金有望在20 ...
与黄金共舞!德银重磅预测:2030年央行将大举增持比特币
智通财经网· 2025-10-10 00:58
智通财经APP获悉,德意志银行最新研究指出,得益于机构认可度上升与美元走弱,预计到2030年各大央行可能大幅增持比特币与黄金资产。该机构驻伦敦 高级经济学家玛丽安·劳布雷及分析师卡米拉·西亚松在近期报告中强调,对央行而言比特币配置或将成为新型"金融安全基石",其战略地位堪比20世纪黄金 所扮演的角色。 这一论断正值全球对比特币与黄金需求正双双创历史新高之际——美国关税政策引发的经济不确定性及地缘政治风险促使投资者加速对冲通胀风险,并为传 统法定货币体系演变未雨绸缪。 作为传统避险资产的黄金当前已突破每盎司4000美元关口,而比特币交易价虽略低于本周历史峰值,但其作为机构"避险工具"的属性正日益凸显。研究显 示,自2008年金融危机后,黄金在央行资产负债表中所占比重开始显著上升。 正是机构投资者的这股避险潮,迫使央行自2010年起转为黄金净买家,如今贸易不确定性与市场波动加剧更促使黄金重获青睐——全球央行黄金储备已超 36000吨,印证了"黄金回归"趋势。 德意志银行分析指出,黄金价格上扬与去美元化进程密切相关。数据显示,美元在全球储备中的占比已从2000年的60%降至2025年的41%,这一趋势同时利 好黄金 ...
X @Watcher.Guru
Watcher.Guru· 2025-10-09 18:14
Market Trends & Predictions - Deutsche Bank predicts central banks may hold significant amounts of Bitcoin and gold by 2030 [1] - The predicted holdings are valued at $1.5 trillion [1]
NineDot Energy Announces $175 Million Corporate Debt Facility from Deutsche Bank
Businesswire· 2025-10-09 14:35
NEW YORK--(BUSINESS WIRE)-- #batterystorage--NineDot Energy ®, the leading developer of community-scale battery energy storage systems (BESS) in the New York City metro area, today announced the company has completed a $175 million revolving debt financing from Deutsche Bank (NYSE:DB), a global leader in energy infrastructure finance. This transaction reflects the importance of battery energy storage in making the New York electric grid cleaner and more sustainable, while also affirming NineDot's leadership ...
近五分之一Z世代“非常担心”AI会抢走饭碗
财富FORTUNE· 2025-10-09 13:05
Core Insights - A recent survey by Deutsche Bank Research indicates that nearly one-fifth of Generation Z workers are concerned that artificial intelligence (AI) will take their jobs within the next two years, highlighting a significant generational divide in job security anxiety [2][3] - The survey, conducted across six countries, found that 24% of respondents aged 18-34 rated their job loss concerns at 8 or above on a scale of 0-10, compared to only 10% of those aged 55 and above [2][3] - The overall concern about job loss due to AI increases from 18% for the next two years to 22% when considering a five-year timeline, indicating a growing perception of AI as a long-term threat to job security [2][3] Generational and Regional Differences - The survey results reveal generational and regional disparities in AI application and trust, reflecting a strong demand for AI training and self-improvement among workers [3] - Younger individuals feel a higher risk of job loss due to AI, particularly in sectors like software engineering and customer service, where entry-level job openings have sharply decreased [3][4] - In contrast, only 10% of respondents aged 55 and above believe AI will significantly threaten their employment in the next two years, likely due to their experience and adaptability [4] Regional AI Usage and Employment Trends - The usage rate of AI in the workplace is higher in the U.S. (56%) compared to Europe (average of 52%), with notable differences in AI application across countries [5] - The youth unemployment rate in the U.S. has surged, contrasting with declining rates in the Eurozone and the UK, suggesting that the impact of AI on youth employment may not be uniform globally [5] - The analysis indicates that the U.S. labor market is characterized by low turnover rates, which have increased the time it takes for young job seekers to find new employment [5] Training and Trust Issues - The research highlights a lack of adequate corporate training, with only about 25% of respondents in Europe and nearly one-third in the U.S. having received AI-related training [6] - There is a trend of self-directed learning among employees to bridge skill gaps, although trust in AI remains low, with about one-third of frequent users expressing skepticism about AI-generated information, especially in sensitive areas like healthcare and personal finance [7]
Deutsche Bank and Jeffrey Epstein’s ghost
Yahoo Finance· 2025-10-08 14:44
From 2013 to 2018, Deutsche Bank opened more than 40 accounts for the financier—after JPMorgan Chase had severed its ties with Epstein, New York Department of Financial Services investigators found and the two civil complaints claim. For the next five years, the bank processed millions in allegedly suspicious transactions tied to Epstein’s web of trusts, including payments to women described as “tuition fees” and large cash withdrawals structured to avoid reporting requirements. When New York regulators fin ...
Top Stock Pick Report: A Q3 For the Record Books
Schaeffers Investment Research· 2025-10-07 16:25
Core Insights - The third quarter performance of the selected stocks was strong, with 14 out of 18 stocks finishing in positive territory, and 12 of those achieving double-digit gains [2][3] - Notably, four stocks have doubled in value year-to-date, while 13 stocks have recorded double-digit gains [2] - The report provides a ranking of the 18 stocks based on their year-to-date returns and offers insights into their outlook for the fourth quarter [2] Stock Performance Summary - **Beam Therapeutics (BEAM)**: Q3 gain of 42.68%, YTD return of 4.03% [3] - **Bloom Energy (BE)**: Exceptional Q3 gain of 253.55%, YTD return of 309.14% [3] - **Boeing (BA)**: Q3 gain of 3.01%, YTD return of 23.12% [3] - **Carvana (CVNA)**: Q3 gain of 11.95%, YTD return of 90.70% [3] - **CF Industries (CF)**: Q3 loss of 2.50%, YTD return of 6.03% [3] - **Coinbase Global (COIN)**: Q3 loss of 3.71%, YTD return of 50.98% [3] - **Dell Technologies (DELL)**: Q3 gain of 15.64%, YTD return of 26.09% [3] - **Deutsche Bank (DB)**: Q3 gain of 20.94%, YTD return of 108.91% [3] - **Ezcorp (EZPW)**: Q3 gain of 37.18%, YTD return of 49.39% [3] - **LendingClub (LC)**: Q3 gain of 26.27%, YTD return of -6.38% [3] - **Nebius Group (NBIS)**: Q3 gain of 102.91%, YTD return of 356.10% [3] - **Opera (OPRA)**: Q3 gain of 9.21%, YTD return of -2.85% [3] - **Rocket Lab (RKLB)**: Q3 gain of 33.94%, YTD return of 108.99% [3] - **Roku (ROKU)**: Q3 gain of 13.93%, YTD return of 39.22% [3] - **Sea (SE)**: Q3 gain of 11.75%, YTD return of 73.99% [3] - **SEI Investments (SEIC)**: Q3 loss of 5.58%, YTD return of 3.18% [3] - **SoFi Technologies (SOFI)**: Q3 gain of 45.09%, YTD return of 65.62% [3] - **STMicroelectronics NV (STM)**: Q3 loss of 7.07%, YTD return of 16.54% [3] - **Total Gain**: Cumulative YTD return of 1322.80% across all stocks [3] Notable Stock Insights - **Nebius Group NV (NBIS)**: Strong performance in the AI sector, with 10% of the stock's float sold short [3] - **Bloom Energy Inc (BE)**: Benefiting from the data center boom, with a significant Q3 gain [4] - **Rocket Lab Corp (RKLB)**: Showing bullish potential despite a recent stock sale [5] - **Deutsche Bank AG (DB)**: A solid performer in the banking sector, demonstrating value investing characteristics [5] - **Carvana Co (CVNA)**: Positive momentum following earnings, with decreasing short interest [6] - **Sea Limited (SE)**: Consistent performance with three consecutive profitable quarters [6] - **SoFi Technologies (SOFI)**: Testing support levels, with potential for further gains [7] - **Coinbase Global Inc (COIN)**: Continues to face skepticism from analysts despite its crypto focus [8] - **Ezcorp Inc (EZPW)**: Positive bounce off its 200-day moving average, indicating potential growth [8] - **Roku Inc (ROKU)**: Reinventing itself after being oversold [9] - **Dell Technologies Inc (DELL)**: Monitoring external factors like chip imports and tariffs [9] - **Boeing Co (BA)**: Currently in a channel of higher highs, indicating potential for recovery [9] - **STMicroelectronics NV (STM)**: Struggling to recover from a post-earnings gap [10] - **CF Industries (CF)**: Upcoming earnings report to be closely watched [10] - **Beam Therapeutics Inc (BEAM)**: Trading at its highest level since March, showing signs of recovery [10] - **SEI Investments Co (SEIC)**: Facing downward pressure, testing its 200-day moving average [10] - **Opera Ltd (OPRA)**: Struggling to capitalize on previous positive ratings [11] - **LendingClub Corp (LC)**: Despite being the worst performer, still showing resilience with a recent quarterly gain [11] Market Sentiment - Several stocks, including BEAM, COIN, DELL, NBIS, ROKU, and STM, have high Relative Strength Indexes, indicating potential overbought conditions [12] - Despite the strong performance, there are still bullish cases to be made for all 18 stocks listed [12]
德意志银行、美国银行分别将AMD目标价上调至200美元、250美元
Ge Long Hui A P P· 2025-10-07 11:33
格隆汇10月7日|德意志银行将AMD目标价从150美元上调至200美元。美国银行将AMD目标价从200美 元上调至250美元。 ...
Swift, Big Banks Are Building a Blockchain Network That Could Transform Global Money Transfers—And Leave Outdated Systems Behind
Yahoo Finance· 2025-10-06 16:31
Core Insights - Swift, a Belgium-based network, is collaborating with over 30 major banks to develop a blockchain-based infrastructure aimed at making international payments instantaneous and integrating traditional banking with digital currencies [1][2]. Group 1: Initiative Overview - The initiative focuses on creating a shared digital ledger for real-time, 24/7 cross-border payments, enhancing compatibility with stablecoins, tokenized bank deposits, and central bank digital currencies [2]. - The current international money transfer process is slow and costly, with wire transfers taking days and incurring multiple fees [3]. Group 2: Technological Advancements - The blockchain overhaul aims to enable instant cross-border payments, which is expected to reduce costs associated with the current multi-day settlement process [4]. - The consortium includes major banks such as JPMorgan Chase, HSBC, Deutsche Bank, and others from the Middle East and Africa [5]. Group 3: Market Context - The announcement coincides with the rising significance of stablecoins, which are projected to reach up to $4 trillion in circulation by 2030, facilitating $100 trillion in trade annually [5].