格隆汇2月26日｜德意志银行将英伟达目标价从215美元上调至220美元。 ...

占GDP 2%的资金涌入美股 "美国股市在全市场受追捧的程度令人难以置信。净股票流入从未如此强劲。"Tim Baker在报告中直言，"在整个 2025年，净流入资金达到了令人瞠目结舌的占美国GDP 2%的水平。" 这是一个极其庞大的数字。德银指出，仅凭这笔创纪录的股票净流入资金，就足以单枪匹马地为美国三分之二的经 常账户赤字提供融资。 在这场资本盛宴中，不仅他国投资者在疯狂买入美股，美国本土投资者也展现出了极强的"本土偏好"。报告显示， 美国投资者购买外国股票的意愿处于疲软状态。在过去的一年半里，美国在G10国家中显得格格不入。除了英国勉 强接近外，绝大多数G10国家都经历了股票资金的净流出。 美股正遭遇"买得越多，跑得越输"的尴尬境地，德意志银行警告称，一旦美股创纪录的外资流入发生逆转，美元将 面临严峻的下行风险。 据追风交易台，2月25日，德意志银行宏观策略师Tim Baker发布报告显示，尽管全球资金正在以史无前例的速度涌 入美国股市，但美股的相对表现却令人大跌眼镜。"美国市场却落后了——表现更好的是更便宜、更具周期性的市 场。" 在德银看来，关键不只是股市排名变化，而是它可能触发一个更大的链条：海外投 ...

德意志银行将Blue Owl Capital的目标价从15美元下调至10美元，评级从"买入"下调至"持有"。(格隆汇) ...

这是德意志银行利率策略师分析得出的结论，并指出10年期美债似乎对其他地缘政治冲击漠不关心。 想知道美国10年期国债收益率的走势，就盯紧石油价格。 这是德意志银行利率策略师分析得出的结论，并指出10年期美债似乎对其他地缘政治冲击漠不关心。 "结果表明，油价上涨和经济数据意外走强会显著推高收益率，政策不确定性加剧会降低收益率，而地 缘政治冲击则没有直接影响，"德意志银行美国利率主管Matthew Raskin周二在报告中指出。 根据德意志银行的这份报告，研究结果表明，就美债收益率而言，油价是需要追踪的"主要变量"。 "结果表明，油价上涨和经济数据意外走强会显著推高收益率，政策不确定性加剧会降低收益率，而地 缘政治冲击则没有直接影响，"德意志银行美国利率主管Matthew Raskin周二在报告中指出。 根据德意志银行的这份报告，研究结果表明，就美债收益率而言，油价是需要追踪的"主要变量"。 美国和伊朗之间的紧张局势加剧之际，市场关注地缘政治冲击。美国总统特朗普周五表示，如果两国未 能达成外交解决方案，他"考虑"对伊朗发动打击。 特朗普要求伊朗同意限制其核能力和军事能力的协议。美国军方可能已在该地区部署了自2003 ...

Neither Deutsche Bank nor Ripple has issued a formal press release confirming the partnership's scope or terms. Der Aktionär's reporting is based on the bank's activity within the Ripple ecosystem, so the development should be treated as unconfirmed until both companies issue formal statements. What is clear from the reporting is that Deutsche Bank is building on Ripple's software—its messaging, routing, and liquidity tools—not using XRP tokens to settle transactions.Deutsche Bank is also reportedly using R ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsi ...

Evy Hambro, head of fundamental equities thematic and sector investing at BlackRock, and Jim Reid, head of macro and thematic research at Deutsche Bank, speak on Bloomberg Television about the price of gold and whey there is an inherent demand for the precious metal. "There's an element of speculation there, and there's an element of store of value against inflation," Reid says. ...

Core Insights - Deutsche Bank Research Institute utilized its AI tool, dbLumina, to analyze the impact of AI on various industries, predicting a significant "great rebalancing" in the global economy [1] - The report titled "What AI Says About AI Eating Itself and the World" highlights that data-rich industries with repetitive tasks are at high risk of disruption, while sectors requiring human empathy or manual dexterity are currently safer [2] Technology Sector - The information technology and software sector is identified as highly susceptible to disruption, as software development relies on logic and patterns that AI can automate [3] - Over 85% of developers are using AI coding assistants, achieving productivity gains of up to 60%, which raises concerns about the sustainability of traditional software licensing models [4] Financial Sector - The financial sector, particularly wealth management, is projected to experience a shift towards "robo-advisors," with AI-driven tools expected to provide advice to nearly 80% of retail investors by 2027 [5] Customer Service - Customer service is anticipated to undergo rapid transformation, with AI predicted to handle up to 75% of all interactions by 2026, relegating human agents to more complex cases [6] Media and Entertainment - The media and entertainment industry is also flagged for potential disruption as generative AI evolves from content analysis to content production, competing directly with human creatives [6]

Key Takeaways DB will add up to 50 relationship managers in emerging markets this year, with hires continuing through 2028.Expansion targets Asia and Gulf UHNW clients amid rising demand for cross-border wealth management.Lombard lending capabilities will be scaled to meet growing client interest in borrowing against portfolios.Deutsche Bank AG (DB) is set to expand its emerging markets private banking operations, according to a Reuters report, which was published in Yahoo Finance. The German bank intends t ...

Deutsche Bank is planning to increase its number of relationship managers in its emerging markets private banking division, reported Reuters. The German-based bank is preparing to add up to 50 more staff this year and aimed at strengthening its activities in the Gulf region and North Asia. Deutsche Bank Private Bank emerging markets unit lead Marco Pagliara said in comments to Reuters that additional hiring would continue into 2027 and 2028, though no specific regional figures were provided. This recru ...