Bank of America(US:BAC) Zhi Tong Cai Jing·2026-01-14 13:08Group 1 - The core viewpoint of the articles highlights that Bank of America (BAC.US) reported strong Q4 performance in 2025, exceeding market expectations due to increased trading activity driven by market volatility and expectations of interest rate cuts by the Federal Reserve [1][2] - Bank of America's Q4 revenue grew by 7% year-over-year to $28.37 billion, surpassing the market expectation of $27.76 billion [1] - The net interest income (NII FTE) for Q4 increased by 10% year-over-year to $15.75 billion, also exceeding the market forecast of $15.48 billion [1] - The net profit for the quarter was $7.65 billion, reflecting a 12% year-over-year increase, with diluted earnings per share at $0.98, which was better than anticipated [1] Group 2 - Investment banking revenue saw a modest year-over-year growth of 0.7%, outperforming analyst expectations amid a recovery in trading activity [2] - Advisory fees for mergers and acquisitions rose by 6.1%, and debt issuance revenue increased by 5.9%, while equity issuance revenue fell significantly by 18% [2] - The performance of Bank of America provides insights into the operational status of major U.S. banks in the first year of Trump's return to the White House [2] - Executives from major banks, including Bank of America, expressed optimism about the U.S. economy in 2026, citing resilience among consumers and businesses, along with clearer regulatory and tax policies [2]