格隆汇2月12日｜白宫正加大对摩根大通CEO戴蒙的施压，要求其对信用卡利率设定上限。这是特朗普 在推动解决民众负担能力问题过程中的最新诉求。白宫贸易顾问纳瓦罗周四在接受电台采访时直 言："詹姆斯·戴蒙，把你那该死的信用卡利率降下来。你对美国人民收取22%、25%、30%的利息，这 是强盗行径。总统要求你降息。在你做到之前，请免开尊口评论其他公共政策。"特朗普正推动将信用 卡利率设定为10%上限、为期一年的计划，但已遭到多家大型银行及信用卡发卡机构的强烈反对。戴蒙 上月警告，此举将为美国带来"经济灾难"，迫使众多贷款机构收紧消费者信贷额度。 ...

智通财经APP获悉，白宫正进一步加大对摩根大通(JPM.US)首席执行官戴蒙的施压，要求其下调信用卡 利率。这一表态源于美国总统特朗普在应对生活成本高企问题上的最新立场。 多位银行高管指出，如果实施利率封顶措施，信用记录较差的消费者将最先失去信用卡使用资格，被迫 转向成本更高、风险更大的替代性融资渠道，例如发薪日贷款等高息借贷。 尽管金融机构强烈反对，特朗普近期仍频繁向金融、住房及食品等多个行业提出降价或限价要求，力图 在11月中期选举前向选民展示其正在积极回应生活成本压力。多项民调显示，美国民众普遍将经济视为 当前最重要的议题，但对总统处理经济问题的表现评价不高，这也令共和党维持国会控制权面临更大挑 战。 白宫贸易顾问彼得·纳瓦罗周四在接受采访时公开点名批评称："戴蒙，把信用卡利率降下来。你以 22%、25%甚至30%的利率向美国民众收费，这种做法简直就是在伤害消费者，总统希望你降低这些利 率。"纳瓦罗还表示，在利率问题未得到解决前，戴蒙"最好不要再就其他公共政策发表评论"。 特朗普此前提出，希望将信用卡利率设定为为期一年的10%上限。这一主张已遭到多家大型银行及信用 卡发行机构的反对。戴蒙上月曾警告称，强 ...

Core Viewpoint - The White House is increasing pressure on JPMorgan Chase's CEO Jamie Dimon to lower credit card interest rates, aligning with President Trump's initiative to address affordability issues for consumers [1][2]. Group 1: Pressure from the White House - White House trade adviser Peter Navarro publicly criticized Jamie Dimon, urging him to reduce credit card interest rates, which currently range from 22% to 30% [2]. - Navarro emphasized that Dimon should refrain from commenting on other public policies until he addresses the interest rate issue [2]. Group 2: Industry Response - Trump's proposal for a yearlong 10% cap on interest rates has faced opposition from major banks and credit card issuers, with Dimon warning that such a move could lead to an "economic disaster" by limiting credit access [3]. - Bank executives argue that imposing an interest rate ceiling would restrict credit availability for consumers with poor credit scores, pushing them towards more expensive alternatives like payday lenders [3]. Group 3: Political Context - President Trump is making various demands on the financial, housing, and food sectors to demonstrate his commitment to addressing cost-of-living concerns ahead of the midterm elections [4]. - Polls indicate that the economy is the primary concern for voters, and dissatisfaction with Trump's economic management could jeopardize Republican control of Congress [4].

Core Viewpoint - JPMorgan Chase increased its stake in Innovent Biologics (01801) by acquiring 585,900 shares at a price of approximately HKD 79.23 per share, totaling around HKD 46.42 million, resulting in a new holding of approximately 87.22 million shares, representing a 5.02% ownership stake [1] Group 1 - JPMorgan Chase's acquisition of 585,900 shares indicates a strategic investment in Innovent Biologics [1] - The purchase price of HKD 79.23 per share reflects the current market valuation of Innovent Biologics [1] - The total investment amount of HKD 46.42 million signifies JPMorgan's confidence in the company's future prospects [1] Group 2 - Following the acquisition, JPMorgan's total shareholding in Innovent Biologics reached approximately 87.22 million shares [1] - The updated ownership percentage of 5.02% positions JPMorgan as a significant stakeholder in Innovent Biologics [1]

Group 1 - JPMorgan's long position in ZTE Corporation's H-shares decreased from 8.51% to 8.22% as of February 6, 2026 [1]

Group 1 - Morgan Stanley increased its stake in Goldwind Technology (002202)(02208) by 1.787045 million shares at a price of HKD 13.2694 per share, totaling approximately HKD 23.713 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 47.7826 million, representing a holding percentage of 6.17% [1]

Core Viewpoint - JPMorgan's long position in Weichai Power Co., Ltd. - H shares decreased from 8.41% to 7.98% as of February 6, 2026 [1] Company Summary - JPMorgan's holding in Weichai Power has seen a reduction in percentage, indicating a potential shift in investment strategy or market sentiment towards the company [1]

Group 1 - The core point of the article is that JPMorgan has increased its long position in Bilibili Inc. from 16.67% to 16.83% as of February 6, 2026 [1] Group 2 - The increase in JPMorgan's holdings indicates a growing confidence in Bilibili's market potential [1] - The change in ownership percentage reflects a strategic investment decision by JPMorgan [1] - The data was disclosed by the Hong Kong Stock Exchange, highlighting the transparency in market activities [1]

Group 1 - The core point of the article is that JPMorgan's long position in ZTE Corporation's H-shares decreased from 8.51% to 8.22% as of February 6, 2026 [1] Group 2 - The disclosure was made by the Hong Kong Stock Exchange [1] - The change in holding percentage indicates a reduction in JPMorgan's investment in ZTE Corporation [1]

Core Viewpoint - Morgan Stanley analysts believe that silver prices are establishing a higher bottom for 2026, but the top remains unclear, with global demand surge presenting both upside and downside risks for price predictions [1][7]. Group 1: Price Dynamics - Analysts indicate that silver is attempting to emerge from the shadow of gold in 2026, but its success is uncertain. The gold-to-silver price ratio is currently at its closest level in 15 years, despite silver's practical value in industrial processes [2][4]. - The average price forecast for silver in 2026 is set at $81 per ounce, with the highest expected average price in Q4 reaching $85 [5][10]. Group 2: Market Influences - The recent price fluctuations are significantly influenced by U.S. tariff policies, particularly the review of key minerals under Section 232 of the Trade Expansion Act, which has led to temporary price drops followed by rebounds [2][8]. - The nomination of Kevin Warsh as the next Federal Reserve Chairman caused a sharp decline in silver prices by 27%, while gold prices fell by 10% [2][8]. Group 3: Supply and Demand Factors - Silver is primarily mined as a byproduct of other metals, which limits its production elasticity in response to price increases. Additionally, its role in industrial applications, such as solar panel manufacturing, is crucial [3][9]. - The potential adoption of silver-free technologies in solar manufacturing could pose a long-term risk to silver demand, as industrial applications account for approximately 60% of total silver demand [9][10]. Group 4: Investment Sentiment - The lack of central bank support for silver, unlike gold, makes its price harder to determine, and the gold-to-silver price ratio may have further room to rise [4][10]. - Analysts express caution regarding short-term investments in silver until recent price bubbles are adequately addressed, with Asian investment demand being a significant catalyst for the silver market [10].