<p>TradingKey - 隨着美國銀行股第二季度財報季的正式開啓，摩根大通（JPM）、花旗集團（C）、美國銀行（BAC）、高盛（GS）和富國銀行（WFC）將在 7 月 14 日同一天公佈其第二季度業績。</p>
<p>分析師普遍認為，投資銀行和交易業務將是本季度最大的亮點，淨利息收入（NII）以及管理層對下半年展望的看法將決定股價的走勢。</p>
<p>受益於 SpaceX 的巨大 IPO、銷售和交易活動的激增，以及併購諮詢費用的穩定增長，華爾街銀行的第二季度收益有望提升。結合全球企業 IPO 和併購活動的復甦，投資銀行業務正經歷多年來最樂觀的交易環境。</p>
<p>瑞銀最近發佈了一份研究報告，預覽行業趨勢並在 “銀行業繁榮達到頂峯” 的氛圍中提供定位建議。瑞銀預計，銀行股超出預期的第二季度業績主要源於資本市場和交易業務，而下行表現的風險則來自於存款成本意外上升和由於亞洲股市強勁而導致的交易費用增加的成本壓力。</p>
<h2>摩根大通</h2>
<p>作為綜合實力最強的美國銀行，摩根大通將在 7 月 14 日美國市場開盤前發佈其第二季度財報，市場共識預計收入約為 518.05 億美元（同比增長約 5.36%），調整後的每股收益約為 5.84 美元。</p>
<p>在其第一季度財報中，該行的 GAAP 稀釋每股收益為 5.94 美元，超出預期的 5.45 美元；調整後的管理收入達到 505 億美元，同比增長 10%，淨收入為 165 億美元。</p>
<p>本季度市場關注的重點有三個方面：首先，在高利率環境下，全年淨利息收入（NII）指引的變化；作為一個對利率敏感的巨頭，其 NII 表現將反映利率環境對銀行業的影響。其次，零售消費信貸的不良貸款準備金是否在擴大，這將作為美國經濟韌性的一個重要指標。第三，管理層對股票回購和分紅的最新承諾，繼首席執行官傑米·戴蒙之前披露的第二季度投資銀行費用可能增長 10% 或更多之後。</p>
<p>憑藉強大的資產負債表和綜合銀行模式，摩根大通在動盪的環境中展現了出色的防禦能力，其表現將為整個銀行業定下基調。</p>
<h2>花旗集團</h2>
<p>花旗集團正處於其首席執行官主導的 “歷史性重組” 的下半場，其轉型——簡化組織結構和退出非核心海外零售市場——已開始在費用減少中顯現。市場更關注於這一結構性轉型所驅動的長期股本回報率（ROE）改善。</p>
<p>在其第一季度財務結果中，花旗集團的總收入同比增長 14%，達到 246.3 億美元，創下十年來最佳單季度記錄；稀釋每股收益躍升 56%，達到 3.06 美元，遠超預期的 2.63 美元。</p>
<p>市場共識預計第二季度收入為 233 億美元（同比增長 8%），與季節性模式一致，環比略有下降。關鍵關注點是花旗集團是否能夠維持雙位數的同比收入增長，或者增長是否會如預期放緩。核心驅動因素包括服務（TTS、證券服務）、市場（FICC、股票）、投資銀行費用、財富管理和美國消費信用卡業務。</p>
<p>首席財務官岡薩洛·盧切蒂此前表示，第二季度交易收入預計將增長高單位數到低雙位數，投資銀行收入有望增長約 15%。作為一家估值相對較低且改革預期最高的銀行，花旗集團的轉型進展將成為股價的催化劑。</p>
<h2>美國銀行</h2>
<p>作為一家對利率高度敏感的領先零售銀行，美國銀行在過去幾個季度受到低利率時代積累的長期債券未實現損失的困擾。現在，隨着這種壓力逐漸減輕，市場更關注其存款成本是否已達到峯值。</p>
<p>在其第一季度財報中，該行的 GAAP 每股收益達到 1.11 美元，接近 20 年來的最高點，超出預期的 1.01 美元；淨收入（扣除利息支出）為 303 億美元，同比增長約 7.2%，同樣超出預期。</p>
<p>市場預計消費銀行部門將保持韌性，信用卡消費和貸款餘額將保持適度增長。本季度的關鍵關注領域包括：淨利息收入是否已觸底反彈，這將反映銀行從改善的利率環境中受益的程度；消費貸款和信用卡業務的表現，作為美國消費者信心的衡量標準；以及企業貸款需求是否改善和存款成本是否持續上升。</p>
<p>聯席總裁吉姆·德梅爾此前表示，受股票業務推動，第二季度市場收入增長可能超過最初預測的 15%。如果利率環境繼續改善，美國銀行有望成為傳統商業銀行中最大的受益者之一。</p>
<h2>高盛集團</h2>
<p>高盛與資本市場活動密切相關。最近全球企業 IPO 和併購活動的顯著復甦預計將為其股權和債務承銷業務注入動力。</p>
<p>在其第一季度財報中，該行的淨收入達到 172.3 億美元，同比增長 14%；稀釋每股收益為 17.55 美元，遠超去年同期的 14.12 美元，並超出預期的 16.34 美元，創下歷史上第二高的季度利潤。</p>
<p>本季度的重點領域包括：首次公開募股（IPO）、併購（M&amp;A）和資本市場融資業務的復甦，特別是受到如 SpaceX 等大型 IPO 推動的承銷收入；股權和固定收益交易收入是否能夠藉助市場波動的順風；資產管理業務中的資金流動；以及在剝離消費金融業務後，企業迴歸核心高端資產管理和投資銀行業務時的盈利質量。</p>
<p>高盛此前披露，截至 2026 年，它已就超過 1 萬億美元的已宣佈併購交易提供諮詢，創造了在半年內完成併購交易的速度新紀錄。</p>
<h2>富國銀行</h2>
<p>富國銀行的運營重點在於提高內部效率和成本控制，經過多年的重組，非利息支出呈下降趨勢。</p>
<p>在其第一季度財報中，該銀行的總收入為 214.5 億美元，同比增長 6.4%，略低於預期；GAAP 稀釋每股收益為 1.60 美元，同比增長 15%，超出預期的 1.58 美元。</p>
<p>除了本季度對抵押貸款和商業房地產（CRE）貸款質量的常規關注外，市場更關注監管資產上限限制何時解除的信號。市場預計貸款增長將保持相對温和，更加關注管理層對未來盈利能力和資本回報的指導。</p>
<p>首席財務官 Mike Santomassimo 此前表示，第二季度淨利息收入將出現&#34;一定增長&#34;。作為美國零售銀行的風向標，富國銀行的成本控制效果和監管進展將直接影響其估值恢復的空間。</p>
<h2>&#34;高處恐懼症&#34;情緒</h2>
<p>分析師指出，儘管第一季度的利潤引擎表現強勁，且第二季度投資銀行為參與銀行帶來了高達 5 億美元的可觀收入，尤其是在如 SpaceX 等歷史性超級 IPO 之後，但市場普遍對大型銀行股票未來的表現抱有&#34;高處恐懼症&#34;。</p>
<p>目前，支持美國金融部門上行勢頭的核心驅動因素主要來自實體消費支出和資本市場的機構分紅。</p>
<p>美國銀行研究院最新發布的報告顯示，6 月份美國信用卡支出同比激增 6.3%，創下四年來最快增速，非必需支出佔主導，低收入羣體的工資增長也顯示出一定的韌性。</p>
<p>美國銀行首席執行官 Brian Moynihan 此前表示，健康的消費支出表明美國經濟的基本面依然強勁。</p>
<p>與此同時，隨着 OpenAI 和 Anthropic 等人工智能獨角獸計劃在今年和明年追求萬億美元的上市，富國銀行分析師 Mike Mayo 認為，華爾街正進入一個由人工智能應用驅動的多年的&#34;資本市場超級週期&#34;。</p>
<p>然而，這位資深分析師也警告稱，目前看似繁榮的資本盛宴&#34;可能會瞬間戛然而止&#34;。</p>
<p>瞭解更多</p>

SPCX

花旗

GS-A

<p>美國銀行摩根大通、花旗銀行、美國銀行、高盛和富國銀行將於 7 月 14 日公佈第二季度財報。投資銀行和交易是主要亮點，受到 SpaceX IPO 和併購活動的推動。摩根大通預計收入為 518 億美元，重點關注淨利息收入指引和壞賬準備。花旗的重組旨在提高股本回報率。美國銀行關注存款成本和消費者韌性。瑞銀預測資本市場結果強勁，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 - 隨着美國銀行股第二季度財報季的正式開啓，摩根大通（JPM）、花旗集團（C）、美國銀行（BAC）、高盛（GS）和富國銀行（WFC）將在 7 月 14 日同一天公佈其第二季度業績。</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>分析師普遍認為，投資銀行和交易業務將是本季度最大的亮點，淨利息收入（NII）以及管理層對下半年展望的看法將決定股價的走勢。</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>受益於 SpaceX 的巨大 IPO、銷售和交易活動的激增，以及併購諮詢費用的穩定增長，華爾街銀行的第二季度收益有望提升。結合全球企業 IPO 和併購活動的復甦，投資銀行業務正經歷多年來最樂觀的交易環境。</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>瑞銀最近發佈了一份研究報告，預覽行業趨勢並在 “銀行業繁榮達到頂峯” 的氛圍中提供定位建議。瑞銀預計，銀行股超出預期的第二季度業績主要源於資本市場和交易業務，而下行表現的風險則來自於存款成本意外上升和由於亞洲股市強勁而導致的交易費用增加的成本壓力。</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>作為綜合實力最強的美國銀行，摩根大通將在 7 月 14 日美國市場開盤前發佈其第二季度財報，市場共識預計收入約為 518.05 億美元（同比增長約 5.36%），調整後的每股收益約為 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>在其第一季度財報中，該行的 GAAP 稀釋每股收益為 5.94 美元，超出預期的 5.45 美元；調整後的管理收入達到 505 億美元，同比增長 10%，淨收入為 165 億美元。</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>本季度市場關注的重點有三個方面：首先，在高利率環境下，全年淨利息收入（NII）指引的變化；作為一個對利率敏感的巨頭，其 NII 表現將反映利率環境對銀行業的影響。其次，零售消費信貸的不良貸款準備金是否在擴大，這將作為美國經濟韌性的一個重要指標。第三，管理層對股票回購和分紅的最新承諾，繼首席執行官傑米·戴蒙之前披露的第二季度投資銀行費用可能增長 10% 或更多之後。</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>憑藉強大的資產負債表和綜合銀行模式，摩根大通在動盪的環境中展現了出色的防禦能力，其表現將為整個銀行業定下基調。</p>
</div><h2>Citigroup</h2>
<div class="lb-trans"><h2>花旗集團</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>花旗集團正處於其首席執行官主導的 “歷史性重組” 的下半場，其轉型——簡化組織結構和退出非核心海外零售市場——已開始在費用減少中顯現。市場更關注於這一結構性轉型所驅動的長期股本回報率（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>在其第一季度財務結果中，花旗集團的總收入同比增長 14%，達到 246.3 億美元，創下十年來最佳單季度記錄；稀釋每股收益躍升 56%，達到 3.06 美元，遠超預期的 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>市場共識預計第二季度收入為 233 億美元（同比增長 8%），與季節性模式一致，環比略有下降。關鍵關注點是花旗集團是否能夠維持雙位數的同比收入增長，或者增長是否會如預期放緩。核心驅動因素包括服務（TTS、證券服務）、市場（FICC、股票）、投資銀行費用、財富管理和美國消費信用卡業務。</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>首席財務官岡薩洛·盧切蒂此前表示，第二季度交易收入預計將增長高單位數到低雙位數，投資銀行收入有望增長約 15%。作為一家估值相對較低且改革預期最高的銀行，花旗集團的轉型進展將成為股價的催化劑。</p>
</div><h2>Bank of America</h2>
<div class="lb-trans"><h2>美國銀行</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>作為一家對利率高度敏感的領先零售銀行，美國銀行在過去幾個季度受到低利率時代積累的長期債券未實現損失的困擾。現在，隨着這種壓力逐漸減輕，市場更關注其存款成本是否已達到峯值。</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>在其第一季度財報中，該行的 GAAP 每股收益達到 1.11 美元，接近 20 年來的最高點，超出預期的 1.01 美元；淨收入（扣除利息支出）為 303 億美元，同比增長約 7.2%，同樣超出預期。</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>市場預計消費銀行部門將保持韌性，信用卡消費和貸款餘額將保持適度增長。本季度的關鍵關注領域包括：淨利息收入是否已觸底反彈，這將反映銀行從改善的利率環境中受益的程度；消費貸款和信用卡業務的表現，作為美國消費者信心的衡量標準；以及企業貸款需求是否改善和存款成本是否持續上升。</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>聯席總裁吉姆·德梅爾此前表示，受股票業務推動，第二季度市場收入增長可能超過最初預測的 15%。如果利率環境繼續改善，美國銀行有望成為傳統商業銀行中最大的受益者之一。</p>
</div><h2>Goldman Sachs Group</h2>
<div class="lb-trans"><h2>高盛集團</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>高盛與資本市場活動密切相關。最近全球企業 IPO 和併購活動的顯著復甦預計將為其股權和債務承銷業務注入動力。</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>在其第一季度財報中，該行的淨收入達到 172.3 億美元，同比增長 14%；稀釋每股收益為 17.55 美元，遠超去年同期的 14.12 美元，並超出預期的 16.34 美元，創下歷史上第二高的季度利潤。</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>本季度的重點領域包括：首次公開募股（IPO）、併購（M&amp;A）和資本市場融資業務的復甦，特別是受到如 SpaceX 等大型 IPO 推動的承銷收入；股權和固定收益交易收入是否能夠藉助市場波動的順風；資產管理業務中的資金流動；以及在剝離消費金融業務後，企業迴歸核心高端資產管理和投資銀行業務時的盈利質量。</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，它已就超過 1 萬億美元的已宣佈併購交易提供諮詢，創造了在半年內完成併購交易的速度新紀錄。</p>
</div><h2>Wells Fargo</h2>
<div class="lb-trans"><h2>富國銀行</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>富國銀行的運營重點在於提高內部效率和成本控制，經過多年的重組，非利息支出呈下降趨勢。</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>在其第一季度財報中，該銀行的總收入為 214.5 億美元，同比增長 6.4%，略低於預期；GAAP 稀釋每股收益為 1.60 美元，同比增長 15%，超出預期的 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>除了本季度對抵押貸款和商業房地產（CRE）貸款質量的常規關注外，市場更關注監管資產上限限制何時解除的信號。市場預計貸款增長將保持相對温和，更加關注管理層對未來盈利能力和資本回報的指導。</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>首席財務官 Mike Santomassimo 此前表示，第二季度淨利息收入將出現&#34;一定增長&#34;。作為美國零售銀行的風向標，富國銀行的成本控制效果和監管進展將直接影響其估值恢復的空間。</p>
</div><h2>&#34;Fear of Heights&#34; Sentiment</h2>
<div class="lb-trans"><h2>&#34;高處恐懼症&#34;情緒</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>分析師指出，儘管第一季度的利潤引擎表現強勁，且第二季度投資銀行為參與銀行帶來了高達 5 億美元的可觀收入，尤其是在如 SpaceX 等歷史性超級 IPO 之後，但市場普遍對大型銀行股票未來的表現抱有&#34;高處恐懼症&#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，支持美國金融部門上行勢頭的核心驅動因素主要來自實體消費支出和資本市場的機構分紅。</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>美國銀行研究院最新發布的報告顯示，6 月份美國信用卡支出同比激增 6.3%，創下四年來最快增速，非必需支出佔主導，低收入羣體的工資增長也顯示出一定的韌性。</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>美國銀行首席執行官 Brian Moynihan 此前表示，健康的消費支出表明美國經濟的基本面依然強勁。</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>與此同時，隨着 OpenAI 和 Anthropic 等人工智能獨角獸計劃在今年和明年追求萬億美元的上市，富國銀行分析師 Mike Mayo 認為，華爾街正進入一個由人工智能應用驅動的多年的&#34;資本市場超級週期&#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，這位資深分析師也警告稱，目前看似繁榮的資本盛宴&#34;可能會瞬間戛然而止&#34;。</p>
</div><p>Find out more</p>
<div class="lb-trans"><p>瞭解更多</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’?

- 美國銀行股將在 7 月 14 日發佈第二季度財報，重點關注投資銀行和交易業務。  
- 分析師預計，SpaceX IPO 推動了華爾街銀行的業績增長。  
- 銀行業整體將受高利率、壞賬準備及股息回購承諾的影響。

TradingKey

SpaceX

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

美國銀行

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

高盛

富國銀行

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

摩根大通

2 倍做多SpaceX ETF

2倍做多SpaceX ETF - ProShares

2倍做多SpaceX ETF - GraniteShares

2倍做空SpaceX ETF - GraniteShares 

2倍做空SpaceX ETF - Leverage Shares

2倍做多SpaceX ETF - Defiance

Direxion Daily SpaceX Bull 2X ETF

YieldMax JPM Option Income Strategy ETF

Defiance Daily Target 2X Long JPM ETF

瑞銀集團

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

CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

GS Hldg R

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

美國第二季度超級財報周拉開帷幕，五大華爾街巨頭同日發佈財報，投行業務的狂熱未能掩蓋 ‘恐高症’？