(本文来自第一财经) 来源：第一财经 高盛集团和摩根士丹利发布的财报显示，两家公司的股票交易部门去年营收均创下历史新高。现在的悬 念在于，该行业是否已处于巅峰。数据显示，美国银行在股票市场赚到的钱多得令人咋舌。仅高盛一 家，其股票业务的营收就达到165亿美元，比2024年增加了30亿美元。这一数字仅略低于2024年欧洲四 大银行股票业务的总和（171亿美元）。去年，摩根士丹利的股票业务增长了28%，达到156亿美元，同 样刷新了纪录。摩根大通报告的营收增幅最为强劲，较2024年增长了29%，而美国银行和花旗集团也实 现了稳健增长。 ...

David Solomon, Goldman Sachs’s chief executive, has said a team of people at the bank are spending time looking into Kalshi and Polymarket - Giuliano Berti/Bloomberg Goldman Sachs traders are eyeing a push into the world of gambling on prediction markets. David Solomon, the bank’s chief executive, said he had met with the bosses of major prediction markets in recent weeks and wanted to understand the opportunities on offer. Traders are eyeing a push into the space after an explosion in their popularity ...

Core Insights - Goldman Sachs reported a decline in fourth-quarter net revenues, but earnings exceeded analyst expectations, with shares down over 1% in pre-market trading [1] - The decline in revenues was attributed to a markdown related to the transfer of Apple's credit-card program to JPMorgan Chase, which was offset by a $2.48 billion reduction in provisions for credit losses, contributing a net $2.12 billion boost to earnings [1] Financial Performance - The global banking and markets division showed strength, with trading activity boosted by volatile market conditions in 2025, influenced by U.S. trade policy shifts and concerns over AI-related equity valuations [2] - Equities trading revenue increased by 25% year over year to $4.31 billion, while fixed income, currencies, and commodities revenue rose by 12% to $3.11 billion, driven by demand for interest rate and commodities products [2] - Investment banking fees grew by 25% to $2.58 billion, reflecting stronger advisory activity amid high merger and acquisition volumes despite ongoing market uncertainty [3] - Overall group-wide net revenues decreased by 3% to $13.45 billion, with earnings per share reported at $14.01, significantly above analyst expectations of $11.48 [3]

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 ...

Capital-light platforms and financing businesses are emerging as core engines for durable, technology-enabled growth.The firm has signed an agreement to transition the Apple Card, clarifying the future of Apple Savings and Marcus-linked deposits.Goldman Sachs is using AI and automation to raise productivity, free capital and sharpen its platform-driven operating model.The latest earnings from Goldman Sachs, released Thursday (Jan. 15), highlight a firm increasingly defined by digital engagement, artificial ...

Goldman Sachs CEO David Solomon speaks during an interview at the Economic Club of Washington in Washington, D.C., U.S., Oct. 30, 2025.Goldman Sachs CEO David Solomon said Thursday the giant Wall Street investment bank is actively exploring opportunities in prediction markets, signaling growing institutional interest in a corner of finance that has gained increased traction among traders."The prediction markets are also super interesting," Solomon said on Goldman's fourth-quarter earnings call, according to ...

Goldman Sachs is ramping up its research and internal discussions around crypto-adjacent technologies, including tokenization and prediction markets, according to CEO David Solomon. Solomon, speaking during the firm’s fourth quarter earnings call, said the firm is closely watching how tokenized assets and CFTC-regulated prediction markets could fit within Goldman’s trading and advisory operations. “They’re both things that we have an enormous number of people at the firm extremely focused on: tokenizati ...

Solomon said that while the modern prediction markets are in their early days, some of the activities that are regulated by the Commodity Futures Trading Commission "look like derivative contract activities.†Goldman Sachs Chief Executive David Solomon said he thinks prediction markets are "super interesting†and that his firm is considering the possibility of opportunities in the space. "I personally met with the two big prediction companies and their leadership in the last two weeks, and spent a couple of ...

来源：环球市场播报 华尔街主流公司进军预测市场可能会提升这个监管宽松但蓬勃发展的金融领域的合法性和交易量。一些 做市商公司已经加入混战。 高盛已经与预测市场存在关联。领英资料显示，该行业最大的公司之一Kalshi的首席执行官兼联合创始 人Tarek Mansour曾在大学期间在高盛担任过几个月的分析师。 所罗门表示："我当然能预见这与我们业务的交汇点。"他指的是受美国商品期货交易委员会监管的预测 市场合约。不过，他也提醒称其接纳速度可能不会像一些观察人士预测的那样快。 该公司首席执行官大卫·所罗门称预测市场"极为有趣"，并表示在过去两周内，他亲自会见了两家最大 预测市场公司的领导人。 所罗门周四在该银行公布第四季度财报后与分析师的通话中说："我们这有一个团队会花时间与他们沟 通并研究此事。" 高盛集团正在关注预测市场的机会，这将使这家投资银行能够从快速增长的、针对现实世界事件进行投 注的领域中获益。 ...

Key Takeaways GS beat Q4 EPS estimates as Equities, FICC trading and investment banking fees posted double-digit growth.Goldman saw IB fees jump 25% y/y, with advisory revenues up 41% on a rise in deal-making activity.Goldman's expenses rose and Platform Solutions swung to a loss on Apple Card loan transfer.The Goldman Sachs Group, Inc.’s (GS) fourth-quarter 2025 earnings per share of $14.01 surpassed the Zacks Consensus Estimate of $11.77 per share. This compares favorably with $11.95 in the year-ago quart ...