2022年10月15日

美國太平洋時間2022年10月15日上午9:00，路透摩根大通。2021年3月29日，紐約，摩根大通公司辦公室外的廣告牌。摩根大通(JPMorgan Chase & Co.)首席執行官傑米•戴蒙(Jamie Dimon)強調了風險，同時指出美國消費者保持支出，企業保持健康。摩根大通(JPMorgan Chase & Co.) 10月14日周五公布第三季度利潤降幅小於預期，因利息收入上升緩衝了貸款損失準備金增加和經濟前景惡化導致交易減少的衝擊。業績公布後，這家美國最大銀行的股價上漲了近4%，外界密切關注美聯儲為抑製通貨膨脹而大舉加息對美國企業界的實際影響。通常情況下，利率上升對銀行有利，因為它們可以向借款人收取更多利息，但借貸成本上升可能導致的經濟放緩也被視為未來盈利的風險。摩根大通首席執行官傑米•戴蒙(Jamie Dimon)也強調了這些風險，同時指出，美國消費者保持了支出，企業保持了健康。“雖然我們抱著最好的希望，但我們始終保持警惕，並為壞結果做好了準備。”受利率上升的推動，摩根大通不包括市場的淨利息收入在本季度增長了51%。該行還將今年的估值上調了約35億美元，至615億美元。收入增長10%至327.2億美元，固定收益交易收入增長22%。 Overall, markets revenue rose 8%. Dimon did not give any specific forecast for revenue from markets, saying it was difficult to determine, given increased volatility. The bank’s adjusted profit was $3.36 per share, well above analysts’ average estimate of $2.88, according to Refinitiv data. “Simply put, JPMorgan delivered a solid set of results, from top to bottom,” Credit Suisse analyst Susan Roth Katzke said. “At least equally as important is the evidence of preparedness to manage through whatever turn the macro takes.” Net profit, however, fell 17% to $9.74 billion as it set aside $808 million in reserves. By comparison, in the same quarter last year, the bank had released $2.1 billion of reserves. Revenue from investment banking, one of the bank’s biggest businesses, slumped 43% to $1.7 billion as a mix of high inflation and fears of looming recession forced buyers and sellers to hit pause on deals. Dimon said he expects sequentially lower investment banking revenue for the fourth quarter. At Morgan Stanley , revenue from the business more than halved, while Citigroup’s investment banking revenue tumbled 64%. JPMorgan’s stock has fallen 31% so far this year, underperforming the broader S&P 500 index’s 23% drop in the same period. – Rappler.com Add a comment