格隆汇1月21日｜据路透，在奈飞与派拉蒙天舞激烈竞逐华纳兄弟探索之际，市场已浮现明确赢家—— 摩根大通与艾伦公司(Allen & Co)。根据华纳兄弟本周二公布的证券文件，摩根大通与艾伦公司担任华 纳兄弟的交易顾问，无论最终由奈飞或派拉蒙天舞取得公司控制权，两家银行都可各自获得9000万美元 的并购费用。 ...

1月21日，摩根大通首席执行官杰米·戴蒙在达沃斯世界经济论坛上就特朗普总统的信用卡利率上限计划 发出警告，称其可能引发"经济灾难"。 戴蒙指出，若政府强制设定利率上限，银行将被迫大幅削减对多数美国消费者的信贷投放，进而冲击整 体经济。特朗普本月初曾呼吁将信用卡利率上限定为10%，并将1月20日设为截止日期，作为其降低民 众生活成本政策的一部分。由于具体方案尚未公布，银行业正积极评估影响并准备应对。 戴蒙透露，摩根大通已向政府提交了基于实际业务数据的分析意见，但并未深入参与政策讨论。他表 示，尽管摩根大通有能力适应政策变化，但信用卡业务在极端情况下可能被迫大规模收缩，这将直接影 响数百万依赖信用卡的消费者，并对美国消费驱动型经济构成潜在风险。 戴蒙在达沃斯同时评论了欧美关系。针对特朗普近期在格陵兰等问题上激怒欧洲的言行，他表示：欧洲 的变革必须由欧洲自己主导，"美国无法代劳"。他含蓄指出，欧美之间的分歧正使欧洲面临如何应对美 国反复施压的深层难题。 摩根大通将提交政策影响分析 据彭博社报道，摩根大通首席执行官杰米·戴蒙在达沃斯论坛上表示，该行将向特朗普政府提交一份关 于信用卡利率上限影响的详细分析报告。他透露， ...

Core Viewpoint - JPMorgan Chase CEO Jamie Dimon advocates for testing President Trump's proposed 10% cap on credit card interest rates in Vermont and Massachusetts, suggesting it could provide insights into the broader implications of such a policy [1][4]. Group 1: Economic Implications - Dimon warns that implementing a national credit card interest rate cap could lead to an economic disaster, potentially resulting in a drastic reduction of the credit card business for 80% of Americans [3]. - He emphasizes that the consequences of price controls would not primarily affect credit card companies, but rather impact restaurants, retailers, travel companies, schools, and municipalities due to missed payments [5]. Group 2: Government Involvement - Dimon expresses his belief that extensive government involvement in pricing is inappropriate, yet acknowledges the necessity to address the current economic landscape [6]. - He proposes that the U.S. government should impose the pricing controls in just two states to observe the outcomes, indicating a willingness to experiment with the policy on a limited scale [4]. Group 3: Industry Response - Several large credit card lenders have not made changes to their interest rates in response to Trump's proposal, indicating a cautious approach to the suggested cap [2]. - JPMorgan plans to provide the Trump administration with an analysis of the potential impacts of a national credit card rate cap, reflecting the bank's proactive stance on the issue [5].

Core Viewpoint - JPMorgan Chase CEO Jamie Dimon expressed that a proposed 10% cap on credit card interest rates by the Trump administration would lead to an economic disaster [1] Group 1 - The proposed cap on credit card interest rates is seen as detrimental to the economy by JPMorgan Chase [1]

JPMorgan Chase and Citigroup are mulling reductions to fixed pay for their senior executives in the UK, reported Bloomberg citing sources. This follows the recent modifications to local remuneration regulations. JPMorgan is expected to reach a decision in the coming weeks on whether to cut or entirely remove fixed allowances for employees deemed “material risk takers,” a category that includes senior traders, investment bankers, and compliance executives, according to a person privy to the development. ...

摩根大通CEO戴蒙：美联储独立性至关重要。 来源：滚动播报 ...

格隆汇1月21日｜"华尔街一哥"、摩根大通首席执行官杰米·戴蒙在达沃斯论坛上谈及人工智能时表示， 该银行五年后的工作岗位数量将少于当前水平。 ...

Core Viewpoint - JPMorgan Chase & Co. is recognized as a strong investment opportunity, with recent performance indicating robust growth in specific revenue segments despite some investor caution following Q4 results [2][3]. Financial Performance - For Q4 2025, JPMorgan reported an EPS of $5.23, surpassing the consensus estimate of $5.00 [3]. - The company experienced a 17% growth in Markets revenue, driven by a 40% increase in equities trading and a 7% rise in fixed income [2]. - Net interest income rose by 7% to $25.10 billion during the quarter, with management projecting approximately $95.00 billion of interest income for 2026, excluding markets [3]. Analyst Ratings and Price Targets - Truist raised its price target for JPMorgan from $331.00 to $334.00 while maintaining a 'Hold' rating, reflecting updated growth assumptions for Markets' revenues [2]. - The FY2026 EPS estimate was increased by $0.50 to $21.25, indicating confidence in the company's growth trajectory [2]. Market Position - JPMorgan Chase & Co. is a leading global financial services provider, offering a wide range of services including consumer banking, commercial and investment banking, markets, payments, and asset and wealth management [4].

格隆汇1月21日｜摩根大通将通用汽车目标股价从85美元上调至100美元。 ...

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (300748) (06680) by 403,576 shares at a price of HKD 21.4914 per share, totaling approximately HKD 8.6734 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 12,014,400, representing a holding percentage of 5.11% [1]