王亚军预计，2026年中国AI及AI相关企业集中上市 。 除了核心AI公司，2026年与AI产业链 相关的企业也将陆续登陆香港资本市场，涉及通讯、数据中心、设备、半导体等领域。这 表 明 中国科技发展到了一定 的 阶段，也体现了中国在国际市场的地位提升。 资本市场已经用实际行动表达了对中国科技企业的认可。公开信息显示，MiniMax 的IPO 获 欧洲、美国、加拿大、南非、中东及东南亚等地的顶级长线机构与主权基金参与，更成为近 年来AI大模型企业中募资规模较为突出的IPO项目之一，备受市场瞩目。在不少机构看来， 【 导读 】高盛王亚军最新发声：中国AI还不存在泡沫 中国基金报记者 吴娟娟 1月15日，高盛亚洲（日本除外）股票资本市场联席主管王亚军在线上媒体会上表示，2026 年香港资本市场将保持活跃态势。IPO和再融资市场的业务量都将维持在较高的水平，整体融 资规模将高于历史平均水平。相比2025年较2024年增长170%的爆发式增长，2026年的增 速预计会有所放缓，但仍将保持在高位运行。 谈及火 热 的AI赛道，王亚军说，中国的AI还不存在泡沫。 中国AI企业迎来爆发期 2026年年初，中国市场已展现出强 ...

Wall Street's biggest banks just delivered some of their strongest trading quarters ever, yet investors remain hesitant, leaving bank stocks struggling to gain traction despite headline-beating results.Goldman Smashes Trading RecordsGoldman Sachs Group Inc. (NYSE:GS) blew past expectations for equities trading revenue, setting an all-time Wall Street record.The bank reported $4.31 billion in equities trading revenue for the final quarter of last year. That marked the highest such figure ever posted by any b ...

高盛集团(GS.US)于美东时间1月15日盘前公布第四季度财报，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。 财报显示，公司季度营收为134.5亿美元，同比下降3%，较市场预期低4亿美元;Non-GAAP每股收益为 14.01美元，远超市场预期2.25美元。 营收同比下滑主要反映了平台解决方案业务净营收录得亏损。该结果源于与苹果信用卡贷款组合转移至 待出售类别相关的资产减记，以及向另一发行方过渡该项目的协议产生的合同终止义务，共造成22.6亿 美元的净营收减少。 不过，相关的信贷损失拨备减少了24.8亿美元，完全抵消了上述负面影响。全球银行与市场业务净营收 大幅增长，在很大程度上抵消了平台解决方案业务的拖累。 高盛2025年净营收为583亿美元，为有记录以来第二高年份。若不计其将苹果信用卡组合出售给摩根大 通产生的数十亿美元影响，该年营收本将创下历史纪录。 2025年全年，高盛平均普通股股本回报率为15.0%，第四季度年化ROE为16.0%。2025年全年，普通股 每股账面价值增长6.2%，第四季度增长1.1%，截至季度末达到357 ...

Goldman Sachs Group Inc. ended 2025 on a high, posting a record-breaking performance in one of its most closely watched businesses. In the final three months of last year, the bank generated $4.31 bil... ...

Goldman Sachs released results for its fourth quarter of 2025 on Thursday, plus its full-year 2025 results — and what the numbers show is a theme with big banks’ earnings generally. When wealth has places to go, wealth tends to compound, especially for those who already have it. Here's what to know. Riches beget riches For the full year, the Wall Street giant reported net revenue of $58.3 billion and net earnings of $17.2 billion. Earnings per share clocked in at $51.32. Much of that momentum flowed fro ...

Core Insights - Goldman Sachs exceeded fourth-quarter profit expectations significantly, driven by strong performance in investment banking and equities sectors [1] - Despite the profit beat, the stock price declined due to disappointing revenue figures [1] Investment Banking Performance - The investment banking division showed particular strength, contributing positively to the overall profit results [1] Equities Business - The equities business also performed well, further supporting the company's strong profit margins in the fourth quarter [1] Revenue Concerns - Revenue figures fell short of market expectations, which negatively impacted the stock performance despite the profit beat [1]

格隆汇1月15日｜高盛(GS.US)盘前回吐早盘涨幅，现跌1.7%。 ...

分组1 - S&P 500 futures are higher following a negative session, indicating a potential market rebound [2] - Goldman Sachs reported earnings of $14.01 per share on $13.45 billion in revenue, though it is unclear if these figures align with Wall Street estimates [3] - Morgan Stanley exceeded analysts' forecasts for the quarter, resulting in a share price increase of over 2% [3] 分组2 - Netflix is likely to modify its acquisition offer for Warner Bros. Discovery's assets to an all-cash deal, which could expedite shareholder voting [8][9] - The anticipated vote on the acquisition could be moved up to late February or early March, compared to the previous expectation of spring or early summer [9] 分组3 - The U.S. government will approve sales of Nvidia's H200 AI chip to China, despite a 25% cut for the government, although it remains uncertain if China will accept these chips [10]

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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]