--- title: "两只银行股在财报发布后表现迥异" description: "高盛和富国银行均报告了超出预期的收益,但它们的股价走势却出现分歧。尽管高盛(GS)报告的调整后每股收益为 12.25 美元,但其股价仍下跌 4.9%,至 748.86 美元;而富国银行(WFC)在发布调整后每股收益为 1.66 美元后,股价上涨 3.9%,至 82.00 美元。高盛在 2025 年股价上涨了 32%,而富国银行年初至今上涨了 16%。两只股票的期权交易活跃,均出现了显著的看涨期权交" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/261098855.md" published_at: "2025-10-14T14:31:03.000Z" --- # 两只银行股在财报发布后表现迥异 > 高盛和富国银行均报告了超出预期的收益,但它们的股价走势却出现分歧。尽管高盛(GS)报告的调整后每股收益为 12.25 美元,但其股价仍下跌 4.9%,至 748.86 美元;而富国银行(WFC)在发布调整后每股收益为 1.66 美元后,股价上涨 3.9%,至 82.00 美元。高盛在 2025 年股价上涨了 32%,而富国银行年初至今上涨了 16%。两只股票的期权交易活跃,均出现了显著的看涨期权交易量 **Earnings season** is officially here when there's a flurry of bank earnings to unpack. This morning, investors are weighing **Goldman Sachs Group Inc (NYSE:GS)** and **Wells Fargo & Co (NYSE:WFC)**, with the stocks making very different moves on the charts. GS is down 4.9% to trade at $748.86, even though the blue-chip banker reported adjusted third-quarter earnings of $12.25 per share on $15.2 billion in revenue, both of which topped analyst estimates. The shares are still 32% higher in 2025, and today's drawdown has support in place at their 80-day moving average. Call traders remain undeterred. At last check, over 18,000 calls have changed hands already today, volume that's quadruple the intraday amount and almost double the number of puts exchanged. The October 800 call is the most popular, followed closely by the 790 call in the same standard series. WFC is bucking the broader market, last seen up 3.9% to trade at $82.00. The company's third-quarter adjusted earnings of $1.66 per share on $21.44 billion in revenue handily beat estimates, with the shares trading as high as $82.79 out of the gate. The company also posted a 9% rise in profit for Q3. The stock has staged a nice bounce off its 126-day moving average, and is now up 16% year to date. At last check, over 56,000 options have crossed the tape, volume that's 4 times the average intraday amount. The October 84 call leads the way, while the December 67.60 put is also popular. With respective **Schaeffer's Volatility Scorecards (SVS)** at 91 and 85, both Goldman and Wells Fargo have a history of exceeding option trader's volatility expectations during the past year. ### Related Stocks - [GS.US - 高盛](https://longbridge.com/zh-CN/quote/GS.US.md) - [WFC.US - 富国银行](https://longbridge.com/zh-CN/quote/WFC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 【比特日報】美聯儲降息押注又變了!比特幣處關鍵轉折點,回踩 6.5 萬還是突破 7 萬? | 比特幣在突破 7 萬美元失敗後,當前交投在 6.84 萬美元附近。美國 1 月 CPI 同比上漲 2.4%,低於預期,市場押注美聯儲將開啟降息周期。交易員預計美聯儲將在 2026 年降息超過兩次,首次降息可能在 6 月或 7 月。高盛表示, | [Link](https://longbridge.com/zh-CN/news/276100203.md) | | Skandinaviska Enskilda Banken AB publ 出售了穆迪公司 2,741 股股票 $MCO | 斯堪的納維亞銀行(Skandinaviska Enskilda Banken AB publ)在第三季度減少了對穆迪公司(Moody's Corporation,NYSE:MCO)7.8% 的持股,出售了 2,741 股,剩餘 32,381 | [Link](https://longbridge.com/zh-CN/news/276228644.md) | | 滙豐中銀連股息賺七成不輸黃金 港美傳統股當旺 林本利:可趁機減磅 | 林本利預測恆指今年將在 23000 至 30000 點間波動,建議持有傳統金融和地產股的投資者可趁機減持,轉向大型科技股。他指出,儘管金價上漲,但持有滙豐和中銀的收益與黃金相當,過去一年收益超過七成。林本利分析了港股和美股的表現,認為傳統股 | [Link](https://longbridge.com/zh-CN/news/275987801.md) | | 富國銀行希望通過大規模招聘頂尖交易員,將其曾經被忽視的投資銀行提升至前五名 | 富國銀行希望通過對精英交易員的大規模招聘,將其曾被遺忘的投資銀行提升至前五名 | [Link](https://longbridge.com/zh-CN/news/275590682.md) | | 首個利潤負增長的銀行股業績快報出現了 | 華夏銀行發佈 2025 年度業績快報 | [Link](https://longbridge.com/zh-CN/news/275831842.md) | --- > **免责声明**:本文内容仅供参考,不构成任何投资建议。