<p>TradingKey - 随着美国银行股第二季度财报季的正式开启，摩根大通（JPM）、花旗集团（C）、美国银行（BAC）、高盛（GS）和富国银行（WFC）将在 7 月 14 日同一天公布其第二季度业绩。</p>
<p>分析师普遍认为，投资银行和交易业务将是本季度最大的亮点，净利息收入（NII）以及管理层对下半年展望的看法将决定股价的走势。</p>
<p>受益于 SpaceX 的巨大 IPO、销售和交易活动的激增，以及并购咨询费用的稳定增长，华尔街银行的第二季度收益有望提升。结合全球企业 IPO 和并购活动的复苏，投资银行业务正经历多年来最乐观的交易环境。</p>
<p>瑞银最近发布了一份研究报告，预览行业趋势并在 “银行业繁荣达到顶峰” 的氛围中提供定位建议。瑞银预计，银行股超出预期的第二季度业绩主要源于资本市场和交易业务，而下行表现的风险则来自于存款成本意外上升和由于亚洲股市强劲而导致的交易费用增加的成本压力。</p>
<h2>摩根大通</h2>
<p>作为综合实力最强的美国银行，摩根大通将在 7 月 14 日美国市场开盘前发布其第二季度财报，市场共识预计收入约为 518.05 亿美元（同比增长约 5.36%），调整后的每股收益约为 5.84 美元。</p>
<p>在其第一季度财报中，该行的 GAAP 稀释每股收益为 5.94 美元，超出预期的 5.45 美元；调整后的管理收入达到 505 亿美元，同比增长 10%，净收入为 165 亿美元。</p>
<p>本季度市场关注的重点有三个方面：首先，在高利率环境下，全年净利息收入（NII）指引的变化；作为一个对利率敏感的巨头，其 NII 表现将反映利率环境对银行业的影响。其次，零售消费信贷的不良贷款准备金是否在扩大，这将作为美国经济韧性的一个重要指标。第三，管理层对股票回购和分红的最新承诺，继首席执行官杰米·戴蒙之前披露的第二季度投资银行费用可能增长 10% 或更多之后。</p>
<p>凭借强大的资产负债表和综合银行模式，摩根大通在动荡的环境中展现了出色的防御能力，其表现将为整个银行业定下基调。</p>
<h2>花旗集团</h2>
<p>花旗集团正处于其首席执行官主导的 “历史性重组” 的下半场，其转型——简化组织结构和退出非核心海外零售市场——已开始在费用减少中显现。市场更关注于这一结构性转型所驱动的长期股本回报率（ROE）改善。</p>
<p>在其第一季度财务结果中，花旗集团的总收入同比增长 14%，达到 246.3 亿美元，创下十年来最佳单季度记录；稀释每股收益跃升 56%，达到 3.06 美元，远超预期的 2.63 美元。</p>
<p>市场共识预计第二季度收入为 233 亿美元（同比增长 8%），与季节性模式一致，环比略有下降。关键关注点是花旗集团是否能够维持双位数的同比收入增长，或者增长是否会如预期放缓。核心驱动因素包括服务（TTS、证券服务）、市场（FICC、股票）、投资银行费用、财富管理和美国消费信用卡业务。</p>
<p>首席财务官冈萨洛·卢切蒂此前表示，第二季度交易收入预计将增长高单位数到低双位数，投资银行收入有望增长约 15%。作为一家估值相对较低且改革预期最高的银行，花旗集团的转型进展将成为股价的催化剂。</p>
<h2>美国银行</h2>
<p>作为一家对利率高度敏感的领先零售银行，美国银行在过去几个季度受到低利率时代积累的长期债券未实现损失的困扰。现在，随着这种压力逐渐减轻，市场更关注其存款成本是否已达到峰值。</p>
<p>在其第一季度财报中，该行的 GAAP 每股收益达到 1.11 美元，接近 20 年来的最高点，超出预期的 1.01 美元；净收入（扣除利息支出）为 303 亿美元，同比增长约 7.2%，同样超出预期。</p>
<p>市场预计消费银行部门将保持韧性，信用卡消费和贷款余额将保持适度增长。本季度的关键关注领域包括：净利息收入是否已触底反弹，这将反映银行从改善的利率环境中受益的程度；消费贷款和信用卡业务的表现，作为美国消费者信心的衡量标准；以及企业贷款需求是否改善和存款成本是否持续上升。</p>
<p>联席总裁吉姆·德梅尔此前表示，受股票业务推动，第二季度市场收入增长可能超过最初预测的 15%。如果利率环境继续改善，美国银行有望成为传统商业银行中最大的受益者之一。</p>
<h2>高盛集团</h2>
<p>高盛与资本市场活动密切相关。最近全球企业 IPO 和并购活动的显著复苏预计将为其股权和债务承销业务注入动力。</p>
<p>在其第一季度财报中，该行的净收入达到 172.3 亿美元，同比增长 14%；稀释每股收益为 17.55 美元，远超去年同期的 14.12 美元，并超出预期的 16.34 美元，创下历史上第二高的季度利润。</p>
<p>本季度的重点领域包括：首次公开募股（IPO）、并购（M&amp;A）和资本市场融资业务的复苏，特别是受到如 SpaceX 等大型 IPO 推动的承销收入；股权和固定收益交易收入是否能够借助市场波动的顺风；资产管理业务中的资金流动；以及在剥离消费金融业务后，企业回归核心高端资产管理和投资银行业务时的盈利质量。</p>
<p>高盛此前披露，截至 2026 年，它已就超过 1 万亿美元的已宣布并购交易提供咨询，创造了在半年内完成并购交易的速度新纪录。</p>
<h2>富国银行</h2>
<p>富国银行的运营重点在于提高内部效率和成本控制，经过多年的重组，非利息支出呈下降趋势。</p>
<p>在其第一季度财报中，该银行的总收入为 214.5 亿美元，同比增长 6.4%，略低于预期；GAAP 稀释每股收益为 1.60 美元，同比增长 15%，超出预期的 1.58 美元。</p>
<p>除了本季度对抵押贷款和商业房地产（CRE）贷款质量的常规关注外，市场更关注监管资产上限限制何时解除的信号。市场预计贷款增长将保持相对温和，更加关注管理层对未来盈利能力和资本回报的指导。</p>
<p>首席财务官 Mike Santomassimo 此前表示，第二季度净利息收入将出现&#34;一定增长&#34;。作为美国零售银行的风向标，富国银行的成本控制效果和监管进展将直接影响其估值恢复的空间。</p>
<h2>&#34;高处恐惧症&#34;情绪</h2>
<p>分析师指出，尽管第一季度的利润引擎表现强劲，且第二季度投资银行为参与银行带来了高达 5 亿美元的可观收入，尤其是在如 SpaceX 等历史性超级 IPO 之后，但市场普遍对大型银行股票未来的表现抱有&#34;高处恐惧症&#34;。</p>
<p>目前，支持美国金融部门上行势头的核心驱动因素主要来自实体消费支出和资本市场的机构分红。</p>
<p>美国银行研究院最新发布的报告显示，6 月份美国信用卡支出同比激增 6.3%，创下四年来最快增速，非必需支出占主导，低收入群体的工资增长也显示出一定的韧性。</p>
<p>美国银行首席执行官 Brian Moynihan 此前表示，健康的消费支出表明美国经济的基本面依然强劲。</p>
<p>与此同时，随着 OpenAI 和 Anthropic 等人工智能独角兽计划在今年和明年追求万亿美元的上市，富国银行分析师 Mike Mayo 认为，华尔街正进入一个由人工智能应用驱动的多年的&#34;资本市场超级周期&#34;。</p>
<p>然而，这位资深分析师也警告称，目前看似繁荣的资本盛宴&#34;可能会瞬间戛然而止&#34;。</p>
<p>了解更多</p>

SPCX

花旗

GS-A

<p>美国银行摩根大通、花旗银行、美国银行、高盛和富国银行将于 7 月 14 日公布第二季度财报。投资银行和交易是主要亮点，受到 SpaceX IPO 和并购活动的推动。摩根大通预计收入为 518 亿美元，重点关注净利息收入指引和坏账准备。花旗的重组旨在提高股本回报率。美国银行关注存款成本和消费者韧性。瑞银预测资本市场结果强劲，但警告存款成本上升</p>

<p>TradingKey - As the US bank stock second-quarter earnings season officially kicks off, JPMorgan ( JPM ), Citigroup ( C ), Bank of America ( BAC ), Goldman Sachs ( GS) and Wells Fargo ( WFC) will report their Q2 results on the same day, July 14.</p>
<div class="lb-trans"><p>TradingKey - 随着美国银行股第二季度财报季的正式开启，摩根大通（JPM）、花旗集团（C）、美国银行（BAC）、高盛（GS）和富国银行（WFC）将在 7 月 14 日同一天公布其第二季度业绩。</p>
</div><p>Analysts generally believe that investment banking and trading businesses will be the biggest highlights of this quarter, and net interest income (NII) along with management's outlook for the second half of the year will determine stock price movements.</p>
<div class="lb-trans"><p>分析师普遍认为，投资银行和交易业务将是本季度最大的亮点，净利息收入（NII）以及管理层对下半年展望的看法将决定股价的走势。</p>
</div><p>Driven by SpaceX's massive IPO, a surge in sales and trading activity, and steady growth in M&amp;A advisory fees are poised to boost Wall Street banks' Q2 earnings. Combined with a recovery in global corporate IPOs and M&amp;A activity, the investment banking business is experiencing its most optimistic dealmaking environment in years.</p>
<div class="lb-trans"><p>受益于 SpaceX 的巨大 IPO、销售和交易活动的激增，以及并购咨询费用的稳定增长，华尔街银行的第二季度收益有望提升。结合全球企业 IPO 和并购活动的复苏，投资银行业务正经历多年来最乐观的交易环境。</p>
</div><p>UBS recently released a research report previewing industry trends and offering positioning recommendations amid an atmosphere of 'peaking banking sector prosperity.' UBS expects that bank stocks' better-than-expected Q2 results will primarily stem from capital markets and trading businesses, whereas the risk of downside performance comes from unexpected rises in deposit costs and cost pressures from increased transaction fees driven by strong Asian stock markets.</p>
<div class="lb-trans"><p>瑞银最近发布了一份研究报告，预览行业趋势并在 “银行业繁荣达到顶峰” 的氛围中提供定位建议。瑞银预计，银行股超出预期的第二季度业绩主要源于资本市场和交易业务，而下行表现的风险则来自于存款成本意外上升和由于亚洲股市强劲而导致的交易费用增加的成本压力。</p>
</div><h2>JPMorgan Chase</h2>
<div class="lb-trans"><h2>摩根大通</h2>
</div><p>As the strongest U.S. bank by comprehensive strength, JPMorgan Chase is set to release its Q2 earnings report before the U.S. market opens on July 14, with market consensus estimating revenue of approximately $51.805 billion (up about 5.36% year-over-year) and adjusted EPS of around $5.84.</p>
<div class="lb-trans"><p>作为综合实力最强的美国银行，摩根大通将在 7 月 14 日美国市场开盘前发布其第二季度财报，市场共识预计收入约为 518.05 亿美元（同比增长约 5.36%），调整后的每股收益约为 5.84 美元。</p>
</div><p>In its Q1 earnings report, the bank's GAAP diluted EPS was $5.94, beating the estimated $5.45; adjusted managed revenue reached $50.5 billion, up 10% year-over-year, with a net income of $16.5 billion.</p>
<div class="lb-trans"><p>在其第一季度财报中，该行的 GAAP 稀释每股收益为 5.94 美元，超出预期的 5.45 美元；调整后的管理收入达到 505 亿美元，同比增长 10%，净收入为 165 亿美元。</p>
</div><p>Market attention this quarter is focused on three areas: First, changes to full-year net interest income (NII) guidance amid high interest rates; as a rate-sensitive giant, its NII performance will reflect the impact of the rate environment on the banking sector. Second, whether provisions for bad debt in retail consumer credit are expanding, which will serve as an important indicator of the resilience of the U.S. economy. Third, the management's latest commitments to share buybacks and dividend payouts, following CEO Jamie Dimon's previous disclosure that Q2 investment banking fees could rise by 10% or more.</p>
<div class="lb-trans"><p>本季度市场关注的重点有三个方面：首先，在高利率环境下，全年净利息收入（NII）指引的变化；作为一个对利率敏感的巨头，其 NII 表现将反映利率环境对银行业的影响。其次，零售消费信贷的不良贷款准备金是否在扩大，这将作为美国经济韧性的一个重要指标。第三，管理层对股票回购和分红的最新承诺，继首席执行官杰米·戴蒙之前披露的第二季度投资银行费用可能增长 10% 或更多之后。</p>
</div><p>With its strong balance sheet and universal banking model, JPMorgan Chase has demonstrated excellent defensiveness in a turbulent environment, and its performance will set the tone for the entire banking sector.</p>
<div class="lb-trans"><p>凭借强大的资产负债表和综合银行模式，摩根大通在动荡的环境中展现了出色的防御能力，其表现将为整个银行业定下基调。</p>
</div><h2>Citigroup</h2>
<div class="lb-trans"><h2>花旗集团</h2>
</div><p>Citigroup is in the second half of its CEO-led &#34;historic restructuring,&#34; where its transformation—streamlining its organizational structure and exiting non-core overseas retail markets—has begun to manifest in expense reductions. The market is more focused on the long-term ROE improvement driven by this structural transformation.</p>
<div class="lb-trans"><p>花旗集团正处于其首席执行官主导的 “历史性重组” 的下半场，其转型——简化组织结构和退出非核心海外零售市场——已开始在费用减少中显现。市场更关注于这一结构性转型所驱动的长期股本回报率（ROE）改善。</p>
</div><p>In its Q1 financial results, Citigroup's total revenue increased by 14% year-on-year to $24.63 billion, marking its best single-quarter record in a decade; diluted EPS jumped 56% to $3.06, far exceeding the expected $2.63.</p>
<div class="lb-trans"><p>在其第一季度财务结果中，花旗集团的总收入同比增长 14%，达到 246.3 亿美元，创下十年来最佳单季度记录；稀释每股收益跃升 56%，达到 3.06 美元，远超预期的 2.63 美元。</p>
</div><p>The market consensus expects Q2 revenue of $23.3 billion (up 8% year-on-year), with a slight quarter-on-quarter decline aligning with seasonal patterns. The key focus is whether Citigroup can sustain double-digit year-on-year revenue growth or if growth will slow as expected. Core drivers include Services (TTS, Securities Services), Markets (FICC, Equities), investment banking fees, Wealth Management, and the US consumer credit card business.</p>
<div class="lb-trans"><p>市场共识预计第二季度收入为 233 亿美元（同比增长 8%），与季节性模式一致，环比略有下降。关键关注点是花旗集团是否能够维持双位数的同比收入增长，或者增长是否会如预期放缓。核心驱动因素包括服务（TTS、证券服务）、市场（FICC、股票）、投资银行费用、财富管理和美国消费信用卡业务。</p>
</div><p>CFO Gonzalo Luchetti previously stated that Q2 trading revenue is expected to grow by high-single to low-double digits, with investment banking revenue poised to increase by around 15%. As a bank with a relatively low valuation and the highest reform expectations, Citigroup's transformation progress will serve as a stock price catalyst.</p>
<div class="lb-trans"><p>首席财务官冈萨洛·卢切蒂此前表示，第二季度交易收入预计将增长高单位数到低双位数，投资银行收入有望增长约 15%。作为一家估值相对较低且改革预期最高的银行，花旗集团的转型进展将成为股价的催化剂。</p>
</div><h2>Bank of America</h2>
<div class="lb-trans"><h2>美国银行</h2>
</div><p>As a leading retail bank highly sensitive to interest rates, Bank of America has been plagued over the past several quarters by unrealized losses on long-duration bonds accumulated during the low-rate era. Now, as this pressure gradually abates, the market is more focused on whether its deposit costs have peaked.</p>
<div class="lb-trans"><p>作为一家对利率高度敏感的领先零售银行，美国银行在过去几个季度受到低利率时代积累的长期债券未实现损失的困扰。现在，随着这种压力逐渐减轻，市场更关注其存款成本是否已达到峰值。</p>
</div><p>In its Q1 earnings report, the bank's GAAP EPS reached $1.11, a nearly 20-year high, beating the expected $1.01; net revenue net of interest expense was $30.3 billion, up approximately 7.2% year-over-year, which also beat expectations.</p>
<div class="lb-trans"><p>在其第一季度财报中，该行的 GAAP 每股收益达到 1.11 美元，接近 20 年来的最高点，超出预期的 1.01 美元；净收入（扣除利息支出）为 303 亿美元，同比增长约 7.2%，同样超出预期。</p>
</div><p>The market expects the consumer banking division to remain resilient, with credit card spending and loan balances maintaining moderate growth. Key focus areas this quarter include: whether net interest income has bottomed out and rebounded, which will reflect the extent to which the bank benefits from the improving interest rate environment; the performance of the consumer lending and credit card businesses, as a gauge of US consumer confidence; and whether corporate loan demand has improved and deposit costs continue to rise.</p>
<div class="lb-trans"><p>市场预计消费银行部门将保持韧性，信用卡消费和贷款余额将保持适度增长。本季度的关键关注领域包括：净利息收入是否已触底反弹，这将反映银行从改善的利率环境中受益的程度；消费贷款和信用卡业务的表现，作为美国消费者信心的衡量标准；以及企业贷款需求是否改善和存款成本是否持续上升。</p>
</div><p>Co-President Jim DeMare previously indicated that, driven by the equities business, Q2 markets revenue growth could exceed the initial forecast of 15%. If the interest rate environment continues to improve, Bank of America is poised to be one of the biggest beneficiaries among traditional commercial banks.</p>
<div class="lb-trans"><p>联席总裁吉姆·德梅尔此前表示，受股票业务推动，第二季度市场收入增长可能超过最初预测的 15%。如果利率环境继续改善，美国银行有望成为传统商业银行中最大的受益者之一。</p>
</div><h2>Goldman Sachs Group</h2>
<div class="lb-trans"><h2>高盛集团</h2>
</div><p>Goldman Sachs is closely tied to capital market activity. The recent significant recovery in global corporate IPO and M&amp;A activities is expected to inject momentum into its equity and debt underwriting businesses.</p>
<div class="lb-trans"><p>高盛与资本市场活动密切相关。最近全球企业 IPO 和并购活动的显著复苏预计将为其股权和债务承销业务注入动力。</p>
</div><p>In its Q1 earnings report, the bank's net revenue reached $17.23 billion, up 14% year-on-year; diluted EPS was $17.55, far exceeding the $14.12 in the same period last year and beating the estimated $16.34, marking the second-highest quarterly profit in its history.</p>
<div class="lb-trans"><p>在其第一季度财报中，该行的净收入达到 172.3 亿美元，同比增长 14%；稀释每股收益为 17.55 美元，远超去年同期的 14.12 美元，并超出预期的 16.34 美元，创下历史上第二高的季度利润。</p>
</div><p>Key areas of focus this quarter include: the recovery of IPO, M&amp;A, and capital market financing businesses, particularly underwriting revenue boosted by massive IPOs such as SpaceX; whether equity and fixed-income trading revenues can ride the tailwind of market volatility; fund flows within the asset management business; and the quality of earnings as the firm returns to its core high-end asset management and investment banking businesses after divesting its consumer finance operations.</p>
<div class="lb-trans"><p>本季度的重点领域包括：首次公开募股（IPO）、并购（M&amp;A）和资本市场融资业务的复苏，特别是受到如 SpaceX 等大型 IPO 推动的承销收入；股权和固定收益交易收入是否能够借助市场波动的顺风；资产管理业务中的资金流动；以及在剥离消费金融业务后，企业回归核心高端资产管理和投资银行业务时的盈利质量。</p>
</div><p>Goldman Sachs previously disclosed that as of 2026, it had advised on over $1 trillion in announced M&amp;A transactions, setting a new record for the speed of completing M&amp;A deals within a half-year period.</p>
<div class="lb-trans"><p>高盛此前披露，截至 2026 年，它已就超过 1 万亿美元的已宣布并购交易提供咨询，创造了在半年内完成并购交易的速度新纪录。</p>
</div><h2>Wells Fargo</h2>
<div class="lb-trans"><h2>富国银行</h2>
</div><p>Wells Fargo's operations focus on improving internal efficiency and cost control, with non-interest expenses showing a downward trend after years of restructuring.</p>
<div class="lb-trans"><p>富国银行的运营重点在于提高内部效率和成本控制，经过多年的重组，非利息支出呈下降趋势。</p>
</div><p>In its Q1 earnings report, the bank's total revenue was $21.45 billion, up 6.4% year-over-year, slightly below expectations; GAAP diluted EPS was $1.60, up 15% year-over-year, beating the expected $1.58.</p>
<div class="lb-trans"><p>在其第一季度财报中，该银行的总收入为 214.5 亿美元，同比增长 6.4%，略低于预期；GAAP 稀释每股收益为 1.60 美元，同比增长 15%，超出预期的 1.58 美元。</p>
</div><p>Beyond the routine focus on mortgage and commercial real estate (CRE) loan quality this quarter, the spotlight is even more on signals regarding when the regulatory asset cap restrictions will be lifted. The market expects loan growth to remain relatively moderate, focusing more on management's guidance for future profitability and capital returns.</p>
<div class="lb-trans"><p>除了本季度对抵押贷款和商业房地产（CRE）贷款质量的常规关注外，市场更关注监管资产上限限制何时解除的信号。市场预计贷款增长将保持相对温和，更加关注管理层对未来盈利能力和资本回报的指导。</p>
</div><p>CFO Mike Santomassimo previously stated that Q2 net interest income would see &#34;some growth.&#34; As a bellwether for US retail banking, Wells Fargo's cost-control effectiveness and regulatory progress will directly impact its scope for valuation recovery.</p>
<div class="lb-trans"><p>首席财务官 Mike Santomassimo 此前表示，第二季度净利息收入将出现&#34;一定增长&#34;。作为美国零售银行的风向标，富国银行的成本控制效果和监管进展将直接影响其估值恢复的空间。</p>
</div><h2>&#34;Fear of Heights&#34; Sentiment</h2>
<div class="lb-trans"><h2>&#34;高处恐惧症&#34;情绪</h2>
</div><p>Analysts noted that despite the strong performance of the first-quarter profit engine, and the fact that second-quarter investment banking brought handsome revenues of up to $500 million to participating banks after historic mega-IPOs like SpaceX, the market generally harbors a &#34;fear of heights&#34; regarding the future performance of big bank stocks.</p>
<div class="lb-trans"><p>分析师指出，尽管第一季度的利润引擎表现强劲，且第二季度投资银行为参与银行带来了高达 5 亿美元的可观收入，尤其是在如 SpaceX 等历史性超级 IPO 之后，但市场普遍对大型银行股票未来的表现抱有&#34;高处恐惧症&#34;。</p>
</div><p>Currently, the core drivers supporting the upward momentum of the US financial sector stem mainly from physical consumer spending and institutional dividends in capital markets.</p>
<div class="lb-trans"><p>目前，支持美国金融部门上行势头的核心驱动因素主要来自实体消费支出和资本市场的机构分红。</p>
</div><p>The latest report released by the Bank of America Institute shows that US card spending surged 6.3% year-on-year in June, marking the fastest pace in over four years, with discretionary spending dominating and wage growth among low-income groups also showing some resilience.</p>
<div class="lb-trans"><p>美国银行研究院最新发布的报告显示，6 月份美国信用卡支出同比激增 6.3%，创下四年来最快增速，非必需支出占主导，低收入群体的工资增长也显示出一定的韧性。</p>
</div><p>Bank of America Chief Executive Officer Brian Moynihan previously stated that healthy consumer spending indicates the underlying US economy remains robust.</p>
<div class="lb-trans"><p>美国银行首席执行官 Brian Moynihan 此前表示，健康的消费支出表明美国经济的基本面依然强劲。</p>
</div><p>Meanwhile, as AI unicorns like OpenAI and Anthropic plan to pursue trillion-dollar listings this year and next, Wells Fargo analyst Mike Mayo believes Wall Street is entering a multi-year &#34;capital market supercycle&#34; driven by AI application.</p>
<div class="lb-trans"><p>与此同时，随着 OpenAI 和 Anthropic 等人工智能独角兽计划在今年和明年追求万亿美元的上市，富国银行分析师 Mike Mayo 认为，华尔街正进入一个由人工智能应用驱动的多年的&#34;资本市场超级周期&#34;。</p>
</div><p>However, the veteran analyst also warned that the current seemingly prosperous capital feast &#34;could grind to a sudden halt in an instant.&#34;</p>
<div class="lb-trans"><p>然而，这位资深分析师也警告称，目前看似繁荣的资本盛宴&#34;可能会瞬间戛然而止&#34;。</p>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

US Q2 Super Earnings Week Begins, Five Wall Street Giants Report on Same Day, Investment Banking Frenzy Fails to Hide ‘Fear of Heights’?

- 美国银行股将在 7 月 14 日发布第二季度财报，重点关注投资银行和交易业务。  
- 分析师预计，SpaceX IPO 推动了华尔街银行的业绩增长。  
- 银行业整体将受高利率、坏账准备及股息回购承诺的影响。

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美国第二季度超级财报周拉开帷幕，五大华尔街巨头同日发布财报，投行业务的狂热未能掩盖 ‘恐高症’？