格隆汇2月5日｜摩根大通将高通目标价从195美元下调至185美元。 ...

摩根大通将高通目标价从195美元下调至185美元。 来源：滚动播报 ...

Core Viewpoint - Morgan Stanley has increased its stake in Qingdao Beer (600600) by acquiring 128,541.2 shares at a price of HKD 50.5129 per share, totaling approximately HKD 64.9299 million, resulting in a new holding of about 33.171 million shares, representing 5.06% of the company [1] Group 1 - Morgan Stanley's acquisition of shares indicates a positive outlook on Qingdao Beer, reflecting confidence in the company's future performance [1] - The total investment made by Morgan Stanley amounts to approximately HKD 64.9299 million, showcasing significant financial commitment [1] - Following the purchase, Morgan Stanley's total shareholding in Qingdao Beer has reached approximately 33.171 million shares [1]

Core Viewpoint - The current decline in gold prices is attributed to market volatility, but major financial institutions like Goldman Sachs and JPMorgan Chase maintain bullish long-term forecasts for gold prices, driven by central bank purchases and investor demand [1][2]. Group 1: Current Market Situation - As of February 5, the spot gold price is $4,855.06 per ounce, down $108.48 or 2.19% from the previous trading day, indicating a downward trend [1]. - The trading range for the day saw a high of $5,023.39 and a low of $4,791.69, reflecting significant market fluctuations [1]. Group 2: Institutional Forecasts - Goldman Sachs projects that gold prices could reach $5,400 per ounce by the end of 2026, driven by continued central bank purchases and increased allocation to gold ETFs by private investors [1]. - JPMorgan Chase has a more optimistic forecast, expecting gold prices to rise to $6,300 per ounce by the end of 2026, supported by dual demand from central banks and investors [2]. Group 3: Market Sentiment - Recent reports indicate a significant outflow of nearly $1 billion from major Chinese gold ETFs, marking the largest single-day net outflow in history, which reflects weakened investor confidence amid falling gold prices [2]. - The rapid reversal in fund flows from Chinese gold ETFs highlights the sensitivity and fragility of market sentiment, especially after a period of strong inflows [2]. Group 4: Technical Analysis - Technical indicators suggest a bearish reversal pattern in gold futures, with a clear signal of a potential top formation after a rapid price drop [3]. - Key resistance levels are identified at $5,000, with a need for a daily close above this level to challenge higher targets, while a failure to maintain above $4,900 could lead to further declines [3].

“I still have an adequate limit for my needs.” (Photo subject is a model.) - Getty Images/iStockphoto Dear Quentin, Chase lowered the credit limit on my Marriott card because I’m not using that credit card as much as I did in the past, since I don’t travel as much anymore. I didn’t find out until after it was done. I still have an adequate limit for my needs, and I understand that if there is any impact on my credit, it should be small and temporary. But I’m wondering whether this could cause a ripple e ...

责任编辑：李桐 大跌过后 摩根士丹利认为部分另类投资公司出现入场良机 大跌过后 摩根士丹利认为部分另类投资公司出现入场良机 华尔街最大的另类投资公司和业务发展公司（BDC）周二股价大跌后，摩根士丹利分析师Michael Cyprys表示，尽管一些投资组合公司"可能面临来自人工智能（AI）颠覆的风险，但也为另一些公司带 来机遇"。 软件股的无差别抛售并无止步迹象 摩根大通称其已被市场"未审先判" 软件制造商、广告公司和投资机构遭遇新一轮抛售，摩根大通分析师Toby Ogg称这个行业不仅是在证 明无罪前被下了有罪推定，甚至已经到了未审先判的程度。 美国参议院银行委员会主席：沃什提名获得确认的可能性为100% 参议院银行委员会主席Tim Scott表示，特朗普提名的美联储主席人选凯文·沃什获得参议院确认的可能 性为100%。 众议院重量级共和党人：调查鲍威尔令沃什更难获确认 众议院金融服务委员会主席、共和党人French Hill对CNBC表示，政府调查杰罗姆·鲍威尔"导致对沃什的 确认程序更加困难"。 华尔街最大的另类投资公司和业务发展公司（BDC）周二股价大跌后，摩根士丹利分析师Michael Cyprys表示 ...

The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investorsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working ...

The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investorsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working ...

Group 1 - The article provides a market analysis focusing on key companies such as S&P 500, FedEx Corporation, JPMorgan Chase & Co, and Xcel Energy Inc [1] Group 2 - The analysis includes insights into the performance and trends of the S&P 500 index, indicating its overall market health and investor sentiment [1] - FedEx Corporation's operational efficiency and recent financial results are highlighted, showcasing its impact on logistics and supply chain sectors [1] - JPMorgan Chase & Co's financial performance is discussed, emphasizing its role in the banking industry and broader economic implications [1] - Xcel Energy Inc's developments in the energy sector are examined, particularly in relation to renewable energy initiatives and regulatory changes [1]

据追风交易台，摩根大通(J.P. Morgan)亚太股票研究团队于2026年2月3日发布《Copper Dashboard》(Lyndon Fagan等)，指出全球可见铜库 存在一年内增长超过一倍，从去年同期的约47万吨飙升至约100万吨，达到五年新高。尽管全球矿山出现供应中断，第四季度库存仍持续 攀升，显示供需格局正在发生转变。 库存一年翻番，且矿山出问题也挡不住堆库 报告指出，截至2026年2月，全球总库存约100万吨，较2025年同期的47万吨增长113%，创5年新高。值得注意的是，这一库存增长发生 在全球矿山出现供应中断的背景下，凸显了需求端的疲软态势。 市场信号：高频指标好坏参半 摩根大通监测的多项高频指标呈现出复杂局面。一方面，铜精矿加工费(TC/RC)持续为负值，表明原料端供应依然紧张，冶炼厂在采购环 节议价能力较弱。 另一方面，伦敦金属交易所(LME)的净投机头寸开始下降，取消仓单数量也在减少。这些信号显示投资者情绪趋于谨慎，市场对短期价 格走势的信心有所动摇。截至2026年2月初，铜价维持在每磅约5.30美元的水平，但技术面和情绪面均显示短期承压。 后市展望：盘整为主，等待需求明朗 综合各项 ...