Core Viewpoint - Goldman Sachs is actively raising funds for companies that are strategically important to the United States [1] Group 1 - The firm is focusing on securing capital for companies that play a critical role in the U.S. economy [1] - This initiative reflects a broader trend of prioritizing investments in sectors deemed essential for national interests [1]

Core Viewpoint - Goldman Sachs President John Waldron stated that U.S. economic growth is increasingly driven by investment rather than consumption [1] Group 1 - The emphasis on investment as a key driver of economic growth indicates a shift in the economic landscape [1] - This perspective suggests potential opportunities for sectors related to capital investment and infrastructure development [1]

Core Insights - Goldman Sachs President Waldron stated that the "animal spirits" of American clients remain intact [1] Group 1 - The sentiment among American clients is still strong, indicating a positive outlook for investment activities [1]

Core Viewpoint - Goldman Sachs President Waldron anticipates an increase in large corporate merger and acquisition transactions [1] Group 1 - The expectation of more large-scale M&A activity indicates a potential shift in market dynamics [1]

近期，国际白银价格因历史级"逼空"被推升至45年来新高。 在中国市场，白银衍生品成交量环比大幅增长，赚钱效应下，更多投资者开始追捧这一相对冷门的品种。然而，国际 大行高盛在最新研报中提示白银市场的波动风险，告诫投资者提防可能出现的市场恐慌。 值得注意的是，上期所今日（10月15日）公告，某公司客户因在白银期货上自成交超限，被交易所限制在相应期货品 种上开仓1个月。 高盛在最新研报中指出，从中长期来看，随着美联储降息吸引资金流入，白银价格有望进一步上涨。然而，短期内， 白银价格的波动性和下行风险会大于黄金，这反映了白银市场规模较小且流动性较差。如果没有央行的支撑来稳定白 银价格，即使只是暂时的回调，也可能引发市场恐慌。资金流动可能会引发不成比例的回调，从而消除伦敦市场供应 紧张的局面，而这种紧张局面正是近期白银价格上涨的主要推动力。 实际上，白银市场日前已经发生过剧烈震荡。10月14日，上期所黄金、白银期货早盘走高，午后遭遇大幅调整，黄金 期货一度跳水3%，白银期货波动更是超过6%，显示出市场在高位的脆弱性。 白银市场上演历史级逼空 白银市场最近正在上演一场历史级"逼空"，伦敦现货库存较2019年锐减75%，伦 ...

Core Viewpoint - The international silver price has surged to a 45-year high due to a historical "short squeeze," with significant increases in trading volume in the Chinese silver derivatives market attracting more investors [1][3]. Group 1: Market Dynamics - The London silver spot inventory has decreased by 75% since 2019, leading to a spike in leasing rates for silver, which has forced short sellers to transport silver from New York to London, driving prices higher [3]. - Year-to-date, the price of London silver has increased by 82.29%, significantly outperforming gold, which has risen by 59.41% [4]. - The liquidity in the London silver market has tightened, causing short sellers to face substantial delivery risks and high costs to acquire physical silver [5]. Group 2: Trading Activity and Regulations - On October 15, the Shanghai Futures Exchange announced a one-month trading restriction on a client due to excessive self-trading in silver futures, highlighting regulatory scrutiny in the market [7]. - The trading volume of silver futures on the Shanghai Futures Exchange reached 27.51 million contracts in September, a 125.59% increase month-on-month, indicating growing investor interest [7]. Group 3: Risk Assessment - Goldman Sachs has warned of short-term volatility and downside risks in the silver market, suggesting that without central bank support, even minor corrections could trigger market panic [6]. - The volatility in the silver market was evident on October 14, when silver futures experienced fluctuations exceeding 6%, reflecting the market's fragility at high price levels [6].

受较高已发行股数、较高非补偿及补偿费用，以及较低股票交易营收影响，大摩对高盛明后两年每股盈 测各下调3%，至分别53.82美元及63.72美元，部分被较高资产及财富管理营收、货币及大宗商品营收、 平台解决方案营收及投资银行营收抵销。 格隆汇10月15日｜摩根士丹利发表研报指，市场乐观者原本期待高盛每股盈利将大幅超出预期，但较严 格的补充杠杆率(SLR)限制了高盛在2025年第四季度至2026年第四季度的回购，导致大摩对高盛2027年 每股盈测下调3%。 大摩将高盛目标价从854美元下调至828美元，基于大摩对高盛略微下调的2027年每股盈测，目标市盈率 维持在13倍不变，评级"与大市同步"。 ...

每经AI快讯，10月15日，摩根士丹利股价触及历史新高，上涨6.7%。 ...

摩根士丹利今日发布的财报显示，其第三季度股票交易收入大增35%，达到41.16亿美元，超过高盛同 期的37.4亿美元。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 法国总理勒科尔尼暂停一项备受争议的养老金改革的决定，在周三为市场带来了一些可喜的喘息之机， 此举似乎至少暂时避免了又一次政府垮台。 据勒科尔尼称，暂停不受欢迎的养老金改革预计将在2026年耗资4亿欧元（4.65亿美元），在2027年耗 资18亿欧元。他说，这些成本"将需要通过储蓄来抵消"，并且"不能以增加赤字为代价"。 2023年的改革是马克龙总统政治遗产的关键部分，本会将退休年龄从62岁提高到64岁。 勒科尔尼周二在国民议会向议员们介绍其政府的政策路线图时表示，"从现在到2028年1月，退休年龄将 不会提高。" 勒科尔尼提出了这一让步，并承诺不会强行在议会通过预算，以在周四针对政府的不信任投票前，获得 社会党的支持。中右翼的法国共和党也表示，他们不会支持由极左翼和极右翼集团提出的动议。 随着勒科尔尼政府的存续现在看起来很有可能，这重新点燃了通过旨在解决法国赤字和债务问题的2026 年削减成本预算的希望。 投资者对法国不到两年内的第五位总理避免被罢免的前景反应积极，法国CAC 40指数上涨2.5%，创下 自4月以来的最大单日涨幅。 让步的代价 拟议中取 ...