智通财经APP获悉，美股新一轮财报季将于下周拉开帷幕。打头阵的美国六大银行——摩根大通 (JPM.US)、高盛(GS.US)、摩根士丹利(MS.US)、美国银行(BAC.US)、花旗(C.US)以及富国银行 (WFC.US)——将从下周二起陆续公布第三季度业绩。市场目前预计，得益于投行业务的强势复苏，加 上美国经济的韧性令借款人保持良好状态并支撑消费者和商业贷款部门，这六大银行的第三季度业绩将 表现强劲。 与此同时，投资者将密切关注这些银行的经济展望，以及对投行业务和交易业务的预期。Gabelli Funds 投资组合经理Mac Sykes表示："市场将重点关注信贷环境的任何变化、就业数据的影响以及整体经济前 景。消费者信心有所回落，企业信心仍在演变，我们将观察今年早些时候的市场波动是否留下隐患。" 此外，投资者将关注富国银行在监管机构解除1.95万亿美元资产上限后的增长计划。 | Bank | Q3 EPS estimates | | --- | --- | | JPMorgan | 4.83 | | Bank of America | 0.95 | | Citigroup | 1.90 | | Wells ...

Group 1: Trading Revenue Surge - Major banks in Wall Street reported record trading revenues in Q2, driven by market volatility from Trump's tariff policies [1] - JPMorgan's fixed income trading generated $5.69 billion, while equity trading reached $3.25 billion, marking the best Q2 performance ever [1] - Citigroup's equity trading revenue was $1.61 billion, and fixed income trading surged 20% to $4.27 billion, exceeding forecasts [1] Group 2: Investment Banking Recovery - Investment banking fees showed unexpected growth, with JPMorgan's fees increasing by 7%, contrary to analysts' expectations of a 14% decline [2] - Citigroup's investment banking fees rose 13% year-over-year, surpassing $1 billion [2] Group 3: Mixed Performance Among Banks - Wells Fargo did not achieve similar success, with investment banking fees growing about 9% but falling short of analyst expectations [3] - Market volatility has led to cautious behavior among clients regarding borrowing and investment, impacting Wells Fargo's trading revenue [3]