高盛、美林等外资机构增仓A股均超过20% 【深圳商报讯】（记者 钟国斌）最新披露的美国13F文件显示，外资机构三季度大举加仓中国资产。其 中，中国海外互联网ETF（KWEB）获得美国银行、瑞银集团、摩根士丹利、千禧管理等外资机构的大 幅增持。同时，包括阿里巴巴、拼多多、百度在内的中概股获得外资机构显著加仓。据数据统计，在A 股市场，摩根士丹利、高盛、美林等外资机构增仓A股增幅均超过20%。 外资机构加码增持中国股票，标志着全球资金对中国资产的配置态度正发生积极转变。 美国13F文件显示，今年三季度，外资机构对中国海外互联网ETF进行了大手笔加仓，该ETF规模由上 半年末的63.73亿美元攀升至97.93亿美元。截至今年三季度末，美国银行、瑞银集团、摩根士丹利和顶 级对冲基金千禧管理对中国海外互联网ETF分别持有3024万股、1963万股、889万股和741万股，持股数 量较二季度末分别增长215.89%、35.29%、24.76%和307.44%。 在A股市场，外资机构主要包括北向资金、QFII和RQFII。据数据统计，截至三季度末，3554家A股公司 获外资机构持股，合计持股市值约2.73万亿元，较二季度末 ...

Key Takeaways JPMorgan is expanding in Dubai to boost business with venture-capital-backed midcap firms.JPM shifted veteran banker Tushar Arora from London to lead its new Dubai midcap team.The move adds to JPM's broader global push into midcaps, including efforts in Austria and Poland.In an effort to do more business with medium-sized companies, JPMorgan (JPM) is expanding in Dubai, as reported by Reuters. The move by JPM comes at a time when various global financial firms are launching operations in the M ...

格隆汇11月20日｜摩根大通交易部门表示，美股自8月以来最长连跌走势为逢低买入者创造了机会。由 于投资者担心人工智能概念行情的持续性以及美联储的货币政策路径，标普500指数连续四天下跌，截 至周二收盘累计下挫3.4%。摩根大通全球市场情报主管Andrew Tyler表示，这轮回调代表着股市一 次"技术性洗盘"，可能调整期已经结束。 "鉴于基本面没有任何变化，而我们的投资假设也不依赖于美 联储放松政策，现在可以逢低买入，"Tyler在周三给客户的报告中写道。 ...

JPMorgan Chase & Co and Deutsche Bank have been asked to share the financial records of Jeffrey Epstein amid a Congressional committee’s investigation into the late financier and convicted sex trafficker https://t.co/tps0XQKKzj ...

Key Takeaways JPMorgan is closing VW Pay after determining the mobility payments unit lacked a path to profitability.Higher transaction volumes at VW Pay failed to stem widening annual losses despite a capital injection.The move affects staff in Luxembourg and Munich as JPMorgan reallocates resources to profitable regions.JPMorgan (JPM) has decided to close its Mobility Payments Solution platform, VW Pay, which it acquired from Volkswagen AG in 2021, due to concerns over profitability. This was reported by ...

证券研究报告 | 2025年11月19日 全球资管深研系列（二) 组合个性化，税务效率化 策略研究 · 策略专题 证券分析师：王开 证券分析师：陈凯畅 021-60933132 021-60375429 wangkai8@guosen.com.cn chenkaichang@guosen.com.cn S0980521030001 S0980523090002 请务必阅读正文之后的免责声明及其项下所有内容 核心观点 请务必阅读正文之后的免责声明及其项下所有内容 n 单独管理账户（SMA）是面向高净值及机构客户的定制化投资工具，指投资者以个人名义在券商或托管机构开立独立账户，由专业投资 经理集中管理交易，核心特征在于投资者直接拥有账户内每只证券的所有权，而非持有基金份额或ETF单位，兼具"基金化专业管理" 与"个人资产直接掌控"双重优势，目前已在美国、澳大利亚等成熟市场广泛应用，国内合格投资者渠道也逐步出现该业务形态。与模 型投资组合（Model Portfolio）相比，SMA在定制化程度、所有权属性及税务管理上存在显著差异：模型投资组合多为预设标准化策略 模板，所有选择同一模型的投资者共享相似组合，难以满足 ...

For all the talk of a turf war between banks and private credit, JPMorgan is dominating on the field — with giant checks that only the biggest US bank can write https://t.co/yUNxEdgW44 ...

​JPMorgan Chase & Co. (NYSE:JPM) is one of the Most Profitable Stocks to Buy Now. On November 13, Mike Mayo from Wells Fargo reiterated a Buy rating on JPMorgan Chase & Co. (NYSE:JPM) with a price target of $13. Earlier on November 12, Erika Najarian from UBS raised the price target on the stock from $350 to $357 and maintained a Buy rating. ​Analyst Erika Najarian of UBS praised the company’s use of artificial intelligence to enhance its revenue streams. She noted that the company is focusing on creating ...

(Bloomberg) — For all the talk of a turf war between banks and private credit, JPMorgan Chase (JPM) & Co. is dominating on the field — with giant checks that only the biggest US bank can write. Time and again, the firm has overwhelmed private credit managers and Wall Street rivals with substantial financing packages to win coveted debt deals. First it led an $8 billion effort for 3G Capital’s acquisition of Skechers. Then it stepped up $17.5 billion to help Warner Bros. Discovery Inc. (WBD) split itself i ...

香港联交所最新资料显示，11月14日，摩根大通减持福莱特（601865）玻璃(06865)112.7万股，每股作 价12.6837港元，总金额约为1429.45万港元。减持后最新持股数目约为6131.87万股，最新持股比例为 13.88%。 ...