---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42764216.md"
description: "$高盛(GS.US)財報裏交易業務大賺，股價卻跌了四五個點——買預期賣事實演得明明白白；$摩根大通(JPM.US)、$Lemonade(LMND.US) 都小跌，$Visa(V.US)反而小漲。銀行股財報季的老規律：數字再漂亮，只要指引沒超預期，擁擠的倉位就會先兑現。支付網絡這種不靠利率吃飯的現金流機器被當成了避風港。財報季剩下的銀行股，你還敢持倉進財報嗎？"
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-HK/profiles/27248406.md)"
---

# $高盛(GS.US)財報裏交易業務大賺，股價卻跌了四五個點——買預期賣事實演得明明白白；$摩根大通(…


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