---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42764216.md"
description: "$高盛(GS.US)财报里交易业务大赚，股价却跌了四五个点——买预期卖事实演得明明白白；$摩根大通(JPM.US)、$Lemonade(LMND.US) 都小跌，$Visa(V.US)反而小涨。银行股财报季的老规律：数字再漂亮，只要指引没超预期，拥挤的仓位就会先兑现。支付网络这种不靠利率吃饭的现金流机器被当成了避风港。财报季剩下的银行股，你还敢持仓进财报吗？"
datetime: "2026-07-17T10:22:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42764216.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42764216.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42764216.md)
author: "[xxy](https://longbridge.com/zh-CN/profiles/27248406.md)"
---

# $高盛(GS.US)财报里交易业务大赚，股价却跌了四五个点——买预期卖事实演得明明白白；$摩根大通(…


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