Core Viewpoint - JPMorgan Chase & Co. shares experienced a 3.2% increase, closing at $310.11, following a period of 4.8% decline over the past four weeks, indicating a potential shift in investor sentiment [1][2] Group 1: Financial Performance - The company is projected to report quarterly earnings of $4.90 per share, reflecting a year-over-year increase of 1.9%, with revenues expected to reach $45.39 billion, a 6.1% rise from the previous year [3] - The consensus EPS estimate for JPMorgan has been revised 1.2% higher in the last 30 days, suggesting a positive trend that may lead to price appreciation [4] Group 2: Market Sentiment and Outlook - A 25-basis-point interest rate cut and a dovish Federal Reserve stance have contributed to a bullish outlook among JPMorgan investors [2] - The investment banking and markets revenue outlook for the current quarter is optimistic, despite warnings of a significant increase in expenses next year [2] Group 3: Industry Comparison - JPMorgan Chase & Co. is part of the Zacks Financial - Investment Bank industry, where Wells Fargo also operates, having closed 2% higher at $90.69, with a 3.1% return over the past month [4] - Wells Fargo's consensus EPS estimate remains unchanged at $1.66, indicating a 16.9% increase from the previous year, and it holds a Zacks Rank of 2 (Buy) [5]

特朗普突然释放重磅信号。 美国总统特朗普在最新访谈中明确表示，支持立即大幅降息将成为其选择新任美联储主席的关键标准。有分析指出，这一表态凸显了特朗普对货币政 策的干预意图，可能加剧白宫与美联储之间的紧张关系。 在美联储公布利率决议前夕，隔夜美股市场窄幅震荡，三大指数收盘涨跌不一。其中，华尔街巨头摩根大通股价盘中大幅跳水，暴跌超4%，拖累道 指走低、由涨转跌。消息面上，摩根大通高管警告2026年支出将大幅增加，投资者担忧其业绩增速或将放缓。 特朗普最新发声 当地时间12月9日，美国政治新闻网站Politico报道，特朗普明确表示，支持大幅降息将成为他挑选下一任美联储主席的决定性因素。 在最新的采访中，当被问及是否将支持大幅降息作为美联储主席提名人选的考察标准时，特朗普明确回应称："是的。" 报道称，这一表态打破了历届总统在美联储人事任命上保持相对克制的传统，可能对美联储的独立性构成挑战。 美联储主席的任命将直接影响未来数年的货币政策走向。特朗普对降息的明确偏好，可能促使其选择倾向于宽松货币政策的候选人，这与市场对通胀 压力的担忧形成对比。 | 最高:318.80 | 今开:314.95 | 成交量：1790.5 ...

Core Viewpoint - JPMorgan Chase & Co. is expanding its presence in India by opening a new branch in Pune, marking its first new branch in nearly a decade, reflecting the bank's commitment to tapping into India's rapidly growing economy [1][2]. Group 1: Branch Expansion - JPMorgan has received in-principle approval from the Reserve Bank of India to establish its fourth branch in Pune, which will focus on corporate clients and offer a comprehensive range of products including transaction banking and term lending [2][3]. - The last time JPMorgan received approval to open branches in India was in 2016, when it was allowed to set up in three locations [4]. Group 2: Market Dynamics - Foreign banks, including JPMorgan, are increasingly attracted to India due to its rapid economic growth, strong credit demand, and increasing corporate activity, alongside a stable macroeconomic environment that enhances its appeal [3]. - JPMorgan has been expanding its commercial banking services in India to cater to domestic mid-cap firms and has also established a new campus in the country [4].

Core Insights - JPMorgan is planning for significantly higher expenses in 2026, with projected costs around $105 billion, representing a 9% increase from 2025, driven by advisor compensation, AI investments, marketing, and inflation [2][3] Company Insights - JPMorgan's Consumer & Community Banking CEO, Marianne Lake, expressed confidence in the company's expense strategy, emphasizing the positive context of business performance [3] - The bank's stock experienced a decline of over 5% following the announcement but has since recovered by about 2%, maintaining a year-to-date increase of 28% [3] Industry Insights - Financial professionals are facing increased competition on fees while being pressured to offer more services, with traditional fee structures of 1% of assets under advisement becoming less common [4][5] - A survey indicated that younger advisors are more interested in defined career paths and training rather than solely incentive compensation [4]

曾被视为"股神"沃伦·巴菲特接班人之一的托德·康姆斯（Todd Combs），其职业生涯正迎来一次重大转折。他将离开效力十余年的伯克希尔·哈撒 韦，转投华尔街巨头摩根大通，执掌一个规模达100亿美元的全新战略投资基金。 这一变动不仅标志着康姆斯个人角色的重塑，也凸显了在后巴菲特时代，伯克希尔内部投资权力的微妙变化，以及摩根大通在战略投资领域的勃 勃雄心。 据摩根大通本周宣布，康姆斯将于明年1月正式履新，负责该行新成立的安全与韧性投资基金（Security and Resiliency investment fund）。 此举正值其在伯克希尔的未来角色变得"不明朗"之际。随着格雷格·阿贝尔（Greg Abel）即将于明年1月1日接任巴菲特成为首席执行官，以及巴菲 特本人表示未来公司的投资组合将由新任CEO最终拍板，康姆斯的离开被市场视为一次合乎逻辑的职业选择。 对于此次人事变动，摩根大通首席执行官杰米·戴蒙（Jamie Dimon）表示了热烈欢迎，他向英国《金融时报》透露，当康姆斯对这个新职位表现 出兴趣时，他便回应称："如果你对此有丝毫兴趣，我们便全力以赴。"戴蒙认为摩根大通对康姆斯而言是"一个天然的归宿"。 ...

格隆汇12月11日｜据路透援引一份内部备忘录称，摩根大通将向全球年薪低于8万美元的员工发放最高 1000美元的特别奖励。摩根大通CEO杰米·戴蒙在备忘录中表示，员工必须在2025年12月31日之前至少 工作满一年才有资格获得该奖励，奖励将于2026年初发放。对于美国员工，该奖励将以401(k)退休储蓄 计划缴款的形式发放。美国以外的员工将以现金形式获得奖励。就在一天前，摩根大通消费者和社区银 行业务主管Marianne Lake表示，该行2026年的支出将攀升至约1050亿美元。 ...

Tuesday was not just the day before the Federal Reserve announced its latest rate cut. It was also the day that the leader of U.S. bank stocks dropped like a rock. JPMorgan (JPM) fell by 4.66% on the day, after the CEO of its Consumer & Community Banking unit startled traders by explaining that its expenses are likely to rise next year. The culprits: inflation and competition. The result? A lot of lost market cap. More News from Barchart One has to wonder if the concerns about the broader economy and ...

Core Viewpoint - The article highlights significant market movements following the Federal Reserve's interest rate cut, with a focus on the performance of various sectors, particularly technology and e-commerce, indicating a shift in investor sentiment towards growth and defensive assets [4][10][17]. Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.67%, and Nasdaq up 0.33% [8]. - Notable gainers included Nike (+3.91%), Caterpillar (+3.56%), and Johnson & Johnson (+3.32%), leading the Dow components [9][10]. Federal Reserve Actions - The Federal Reserve cut interest rates by 25 basis points, bringing the target range to 3.50%–3.75%, marking the third cut of the year [17]. - Fed Chair Jerome Powell indicated that the economic outlook remains stable, with moderate expansion and a cooling labor market, while inflation remains above the 2% target [19]. Technology Sector - The Philadelphia Semiconductor Index rose 1.29%, reaching a historical high, driven by strong performances from companies like Micron Technology (+4.47%) and Qualcomm (+3.53%) [22][25]. - The rise in semiconductor stocks reflects growing investor confidence in the technology sector amid broader market gains [23]. E-commerce Trends - Morgan Stanley forecasts that by 2030, smart agent shopping could account for 10%–20% of the e-commerce market, representing a potential $190 billion to $385 billion in U.S. e-commerce spending [27][28]. - Approximately 23% of Americans have used AI for shopping in the past month, indicating significant adoption potential for AI-driven shopping experiences [28].

一份内部备忘录显示，摩根大通将向全球年收入低于8万美元的员工提供最高1000美元的特别津贴。 摩根大通首席执行官杰米·戴蒙在备忘录中表示，截至2025年12月31日，员工必须在摩根大通至少工作 一年才有资格获得这笔津贴，津贴将于2026年初发放。 这笔钱将作为美国员工的401（k）储蓄计划的一部分。美国以外的员工将获得现金补贴。 此前一天，摩根大通的消费者和社区银行业务主管玛丽安·莱克（Marianne Lake）表示，预计2026年该 行的支出将攀升至1050亿美元左右。 此前一天，摩根大通的消费者和社区银行业务主管玛丽安·莱克（Marianne Lake）表示，预计2026年该 行的支出将攀升至1050亿美元左右。 责任编辑：于健 SF069 一份内部备忘录显示，摩根大通将向全球年收入低于8万美元的员工提供最高1000美元的特别津贴。 摩根大通首席执行官杰米·戴蒙在备忘录中表示，截至2025年12月31日，员工必须在摩根大通至少工作 一年才有资格获得这笔津贴，津贴将于2026年初发放。 这笔钱将作为美国员工的401（k）储蓄计划的一部分。美国以外的员工将获得现金补贴。 责任编辑：于健 SF069 ...

格隆汇12月11日丨根据联交所最新权益披露资料显示，2025年12月5日，ASMPT(00522.HK)获JPMorgan Chase & Co.以每股均价77.4431港元增持好仓75.9万 股，涉资约5876.96万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为29,360,898股，持好仓比例由6.86%上升至7.05%。 | 股份代號: | | --- | | - 上市法國名稱: | | 日期(日 / 月 / 年): | | 2000 1000 | 大股東/董事/最高行政人員名稱 作出披露的 眉入 / 南出或涉及的股 每股的平均價 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 有投票權股 (日 / ) | | | CS20251210E00342 | JPMorgan Chase & Co. | 1101(L) | 758,875(L | HKD 77.4431 | 29,360,898(L | 7.05(L)05/12/ | | | | | | | | | | 3, ...