---
title: "《大行》大摩：摩通上季每股盈利胜预期  评级「与大市同步」"
description: "摩根士丹利发布报告称，摩根大通去年第四季每股盈利 4.63 美元，超出预期。尽管表现跑输大市，预计未来两年每股盈利复合年增长率将超过 10%。大摩将摩通今年每股盈测下调 0.5% 至 21.51 美元，维持目标价 331 美元及「与大市同步」评级。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/272487212.md"
published_at: "2026-01-14T02:29:28.000Z"
---

# 《大行》大摩：摩通上季每股盈利胜预期  评级「与大市同步」

> 摩根士丹利发布报告称，摩根大通去年第四季每股盈利 4.63 美元，超出预期。尽管表现跑输大市，预计未来两年每股盈利复合年增长率将超过 10%。大摩将摩通今年每股盈测下调 0.5% 至 21.51 美元，维持目标价 331 美元及「与大市同步」评级。

摩根士丹利发表研究报告指，摩根大通 (JPM.US) 去年第四季每股盈利 4.63 美元，高於该行及市场预测。不过，摩通绩后表现跑输大市，反映市场预期公司为了投资增长，将於今年面临营运杠杆收缩。

大摩认为，摩通上季表现稳固，预示未来两年每股盈利复合年增长率将达 10% 以上。大摩下调摩通今年每股盈测 0.5% 至 21.51 美元，续予目标价 331 美元及「与大市同步」评级。

### Related Stocks

- [JPM.US - 摩根大通](https://longbridge.com/zh-CN/quote/JPM.US.md)

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。
