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美国五大行将拉开华尔街财报季帷幕,关注这四大看点!
Jin Shi Shu Ju· 2026-01-13 04:24
AI播客:换个方式听新闻 下载mp3 音频由扣子空间生成 华尔街最大型银行将于本周陆续公布第四季度财报,几乎所有业务领域,包括从投行业务、人才争夺到 科技投入,竞争都在加剧。 其中,摩根大通(JPM.N)将于周二美股盘前率先披露业绩,美国银行(BAC.N)与花旗集团(C.N)周三盘前 跟进,高盛(GS.N)和摩根士丹利(MS.N)将在周四盘前公布。 竞争压力正在影响投资者、分析师和高管对新一年的判断。以尖锐提问闻名的富国银行资深分析师迈克 ·梅奥(Mike Mayo)在采访中表示,各大银行正展开近十年来最激烈的争夺,以抢占新业务。 "动物精神已被释放。"梅奥说,并补充称,如今的竞争"是自全球金融危机前以来最猛烈的",银行正积 极进攻财务咨询、投行、资产管理乃至零售业务等多个领域。财报周即将开始,但一些积极信号已开始 浮现,尤其体现在薪酬方面。 薪酬咨询机构Johnson Associates创始人艾伦·约翰逊(Alan Johnson)表示,从已公布薪酬安排的机构内 部反馈来看,今年情况强劲。"银行业务和交易业务,今年奖金最大赢家,这是我感受到的趋势。"他 说。投行业务的薪酬增幅甚至超出他的预测,同比最高增至 ...
Competition is heating up on Wall Street. Here are 4 things to watch as they report earnings.
Business Insider· 2026-01-12 10:15
As Wall Street's biggest banks prepare to report fourth-quarter earnings next week, competition is intensifying across nearly every part of the business — from dealmaking and talent to technology. JPMorgan Chase kicks things off Tuesday, followed by Bank of America and Citi reporting on Wednesday, and Goldman Sachs and Morgan Stanley on Thursday. That competitive pressure is shaping how investors, analysts, and executives are thinking about the coming year. In an interview, Mike Mayo, a longtime Wells Farg ...