注：美国银行较2023年组别下降，法农信贷较2023年组别上升。 二、评估与监管 G-SIBs的评估方法由巴塞尔委员会（BCBS）制定，其评估体系目前最新版本包括13个指标，最终评估结果是这些指标的加权评分。评分体系包含五个方 面。一是跨境业务，包含跨境债权和跨境负债2个指标，用于衡量银行在本国之外的国家或地区的业务规模；二是规模，只包含调整后的表内外资产余额这 个指标；三是关联度，包含金融机构间资产、金融机构间负债、发行证券和其他融资工具3个指标；四是可替代性/金融基础设施，包含托管资产、通过支付 系统或代理行结算的支付额、有价证券承销额和交易量4个指标；五是复杂性，包含场外衍生产品名义本金、交易类和可供出售类证券与第三层次资产3个指 标。这套评分指标强调银行倒闭或出现财务困难的系统影响，即关注的是违约损失率，而非强调银行倒闭、财务困难或者违约可能性。G-SIBs监管的核心在 于附加资本要求，附加资本要求根据G-SIBs档位不同而在1%～3.5%之间。 内容提要 全球系统重要性银行正面临关键转型，新兴市场的工业化与中产扩张带来零售、对公及跨境业务新机遇，金融科技助力数字化风控与获客。然而，滞胀风 险、地缘冲 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） 每经AI快讯，密尔克卫（SH 603713，收盘价：63.43元）10月9日晚间发布公告称，截至本公告披露 日，公司及其子公司对外担保余额为人民币约45.47亿元，占公司最近一期经审计的归属于上市公司股 东净资产的比例为105.3%。 2025年1至6月份，密尔克卫的营业收入构成为：物流占比51.39%，交易占比48.08%，其他业务占比 0.53%。 截至发稿，密尔克卫市值为100亿元。 ...

Company Overview - Milkyway's external guarantee balance amounts to approximately RMB 5.135 billion, which represents 118.93% of the company's most recent audited net assets attributable to shareholders [1] - As of the report date, Milkyway's market capitalization stands at RMB 10.4 billion [1] Revenue Composition - For the first half of 2025, Milkyway's revenue composition is as follows: logistics accounts for 51.39%, trading for 48.08%, and other businesses for 0.53% [1]

Group 1 - The core viewpoint of the articles indicates that the major U.S. banks are facing a challenging earnings season, with a projected nearly 10% decline in investment banking revenues for Q2, totaling approximately $7.5 billion, marking the longest period below 25% of Wall Street's business since 2014 [1] - Trading revenues are expected to increase by nearly 10% year-over-year to approximately $31 billion, significantly outpacing investment banking revenues [1] - Overall, the six largest U.S. banks are anticipated to see a net income decline of about 13% compared to the same period last year, with JPMorgan Chase expected to experience the largest drop of around 30% [1] Group 2 - The trading business benefits from market volatility, with analysts noting that the current environment is more typical compared to the low-volatility conditions of the 2010s [2] - Despite a cautious outlook for investment banking in the short term, there is optimism for a potential strong quarter for stock issuances in the fall, which could provide some relief [2] - Analysts highlight that political and economic stability may alleviate market volatility, which is crucial for boosting bank trading revenues [2]