Wall Street analysts expect JPMorgan Chase & Co. (JPM) to post quarterly earnings of $4.83 per share in its upcoming report, which indicates a year-over-year increase of 10.5%. Revenues are expected to be $44.86 billion, up 5.2% from the year-ago quarter.The current level reflects an upward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before ...

JPMorgan Chase CEO Jamie Dimon says he's more worried about a stock market correction than most investors. - Getty Images/MarketWatch Dip buyers showed their teeth again on Wednesday, scooping up sold-off tech stocks in particular after Nvidia CEO Jensen Huang gave the AI story and tech names a boost by talking of a big jump in computing demand. But simmering doubts over how much AI can keep pushing the market has been beating down on investors’ heads. Weighing in on bubble talk is our call of the day, f ...

Core Insights - Morgan Stanley's report indicates that even if the spot Solana ETF is approved this week, it is unlikely to attract significant investor capital inflow [1] - The estimated capital inflow for the first year of the Solana ETF is projected to be around $1.5 billion, which is approximately one-seventh of the inflow for the Ethereum ETF [1] - Factors contributing to this lower expectation include reduced on-chain activity, active meme coin trading, investor fatigue from multiple product launches, and competition from diversified cryptocurrency index products like the S&P Dow Jones Digital Market 50 Index [1]

戴蒙对人工智能持总体乐观的态度，人工智能是近期股市上涨的主要推动力之一。他说："在我看来， 人工智能是真实存在的，总体而言，它终将带来回报。" 自年初以来，标普500指数上涨了 14.8%，道琼斯指数上涨了 9.5%，纳斯达克综合指数上涨了 19.3%。 周三，科技股的上涨推动纳斯达克综合指数再创历史新高，而投资者则期待鲍威尔在社区银行会议上发 表积极讲话。 然而，戴蒙强调，美联储应当保持独立性。此言论发表之际，正值美国总统特朗普对美联储主席鲍威尔 提出强烈批评，以及人们对美联储独立性产生担忧的背景下。戴蒙认为，有很多因素导致了当前这种充 满不确定性的局面，其中包括地缘政治风险、财政支出以及世界局势的重新军事化。 他在采访中说道："所有这些因素导致了一系列我们无法解决的问题。所以我说，在大多数人的观念 中，这种不确定性程度应该比通常所说的要高得多。" 来源：智通财经网 摩根大通首席执行官杰米·戴蒙表示，美国股市在未来六个月内至两年内可能面临严重的回调风险。戴 蒙在接受采访时还表示，美国在全球舞台上已不再是一个"那么可靠的"合作伙伴，而且他仍对美国的通 货膨胀问题感到有些担忧。 ...

Group 1 - Major financial institutions such as JPMorgan Chase & Co., Wells Fargo & Company, Goldman Sachs Group Inc., BlackRock Inc., and Citigroup Inc. are set to report earnings next Tuesday pre-market [1] - Following the major financials, Bank of America Corporation and Morgan Stanley will report earnings next Wednesday [1] - Taiwan Semiconductor Manufacturing Company Ltd., a key player in the tech sector, will report earnings next Thursday pre-market [1] Group 2 - Significant earnings reports earlier in the week include PepsiCo Inc. on Thursday before the market opens and Johnson & Johnson next Tuesday pre-market [1] - ASML Holding N.V. is also expected to release important technology earnings next Wednesday pre-market, alongside healthcare leader Abbott Laboratories [1]

摩根大通策略师们补充称，美国股指期货的投机性持仓目前相对接近其长期中位水平，此前在2024年和2025年第一季度曾显著高于中位水平。这表明，总体 敞口目前仅接近历史平均水平，而非处于过度扩张区间，即便股市正处于历史高位。 此外，尽管纳斯达克100指数ETF(QQQ)的空头仓位仍处于自2024年初以来的相对低区间，但标普500指数ETF(SPY)的空头仓位仅部分回吐了4月初所谓"解放 日"关税公告前后大幅上升的部分，显示市场上仍存在一定的谨慎情绪。策略师们指出："这表明投机性投资者在美国股市中的敞口并未特别高，原则上仍有 进一步上升的空间。" 自4月低点以来，全球股市持续飙升，投资者追赶强劲的经济数据、减弱的衰退担忧以及美联储更为鸽派的立场。投资者对与人工智能热潮相关股票的需求 依旧旺盛，美国大型科技股推动主要股指多次刷新纪录高位。 智通财经APP获悉，尽管全球股市已创下历史新高，但摩根大通的持仓数据显示，包括部分对冲基金在内的投资者仍在保持观望态度。由Nikolaos Panigirtzoglou领导的摩根大通策略师团队在一份报告中指出："有一类投资者似乎仍然持相对谨慎的仓位，那就是宏观对冲基金。"他们表示， ...

香港联交所最新数据显示，10月3日，摩根大通减持香港交易所(00388)22.8812万股，每股作价450.0918 港元，总金额约为1.03亿港元。减持后最新持股数目约为8852.21万股，持股比例为6.98%。 ...

格隆汇10月9日｜全球股市处于历史高位，但摩根大通的持仓数据显示，包括对冲基金在内的一些投资 者态度仍然有所保留。"持仓仍显得相对谨慎的一类投资者是宏观对冲基金，"由Nikolaos Panigirtzoglou 带领的团队在报告中写道。他们表示，按月披露的宏观对冲基金的股票贝塔值 —— 反映股票敞口的指 标 —— 近几个月虽略有回升，但整体仍为温和的负值。 ...

Core Viewpoint - The likelihood of a significant correction in the US stock market is higher than many financiers believe, with predictions of a potential crash within the next six months to two years [1][2]. Group 1: Market Concerns - Jamie Dimon estimates the probability of a market correction to be around 30%, significantly higher than the market's implied 10% [2]. - Dimon highlights various uncertainties affecting the market, including geopolitical tensions, fiscal spending, and global remilitarization [2][3]. - The level of uncertainty in the market should be considered higher than normal, according to Dimon [3]. Group 2: Global Economic Outlook - Kristalina Georgieva, head of the International Monetary Fund, acknowledges the resilience of the global economy but warns of mounting risks and uncertainty being the new normal [4]. - Georgieva cautions that the global economy has not yet faced its full test, indicating potential challenges ahead [4]. Group 3: AI Market Valuations - Concerns are rising regarding a stock market bubble driven by high valuations of AI companies, with the Bank of England noting a growing risk of a sudden correction in global markets [5]. - Dimon acknowledges that some investments in AI may result in losses, but believes that AI as a whole will ultimately yield positive returns [6].

来源：滚动播报 全球股市处于历史高位，但摩根大通的持仓数据显示，包括对冲基金在内的一些投资者态度仍然有所保 留。"持仓仍显得相对谨慎的一类投资者是宏观对冲基金，"由Nikolaos Panigirtzoglou带领的团队在报告 中写道。他们表示，按月披露的宏观对冲基金的股票贝塔值 —— 反映股票敞口的指标 —— 近几个月虽 略有回升，但整体仍为温和的负值。自4月份"解放日"后触底以来，全球股市一路走高。投资者正追赶 强劲的经济数据、减弱的衰退担忧以及更趋鸽派的美联储所带来的涨势。与人工智能热潮相关的股票买 兴不减，美国超大盘股推动主要基准指数多次刷新纪录高位。 ...