<div id="readability-page-1">Banking gains momentum: JPMorgan Chase and Bank of America are set for higher net interest income in 2026, benefiting from elevated rates and strong balance sheets. Space sector surge: Rocket Lab posts record backlog and rapid revenue growth, while SpaceX eyes a massive IPO valuation near $1.75 trillion. ARK's strategic shifts: Cathie Wood’s ARK Invest boosts AI and defense tech exposure, trims semiconductor and space holdings, signaling evolving thematic priorities.</div>

摩根大通

美国银行

RKLB

<p>摩根大通和美国银行预计由于高利率，2026 年净利息收入将增加。Rocket Lab 经历了显著的收入增长，而 SpaceX 的目标是 1750 亿美元的 IPO 估值。由 Cathie Wood 领导的 ARK Invest 将重点转向人工智能和国防科技，减少对半导体和航天的投资</p>

High rates, space race, and AI bets reshape 2026 portfolios

- JPMorgan Chase 和 Bank of America 预计 2026 年净利息收入将增加。  
- Rocket Lab 实现创纪录的订单积压和快速收入增长。  
- Cathie Wood 的 ARK Invest 调整投资，增加 AI 和国防科技的配置。

Rocket Lab

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

高利率、太空竞赛以及人工智能的投资押注正在重塑 2026 年的投资组合