来源：滚动播报 高盛首高盛首席执行官大卫·所罗门：我们可以实现强劲增长，且不会出现过高通胀。 ...

高盛首席执行官大卫·所罗门称小型首次公开募股（IPO）面临阻力。 来源：滚动播报 ...

Group 1 - Anthropic has completed a $30 billion financing round, achieving a post-money valuation of $38 billion [1] - OpenAI has released its first AI model based on Cerebras Systems' semiconductor chip, named GPT-5.3-Codex-Spark [1] - SoftBank's PayPay has filed for an IPO in the U.S., aiming to raise over $2 billion, with a projected profit of ¥103.3 billion (approximately $675 million) and revenue of ¥278.5 billion, showing significant growth [1] Group 2 - The U.S. January CPI data is set to be released, with JPMorgan predicting a month-over-month increase of 0.4% in core CPI, higher than the market consensus of 0.3% [2] - UBS has indicated that the market has not fully absorbed the disruptive risks of AI, particularly in the low-quality credit sector, predicting a slight increase in default rates by the end of 2026 [2] - A significant trend of global capital rebalancing is emerging, with $104 billion flowing into European, Japanese, and other developed market equity funds, compared to $25 billion into U.S. equity funds [3]

Core Insights - Major banks including Goldman Sachs, JPMorgan, and Citigroup experienced significant declines, with Goldman Sachs dropping 5.1%, JPMorgan falling 3.2%, and Citigroup decreasing 5% on a day when the S&P 500 declined only 1.8% [1] Company Performance - **Goldman Sachs**: The stock fell from an opening price of $956.17 to close at $907.99, with a notable spike in trading volume indicating institutional selling during the last hour of trading [1] - **JPMorgan Chase**: The stock decreased from $312.88 to $302.79, with 5.57 million shares traded at the close, reflecting a similar pattern of institutional selling [1] - **Citigroup**: The stock fell from a session high of $119.18 to close at $111.47, indicating ongoing weakness in the stock [1] Market Context - The broader market saw a decline, with the S&P 500 down 1.8%, but the banks underperformed significantly, suggesting sector-specific issues rather than just general market weakness [1] - The regional banking sector also faced declines, with the SPDR S&P Regional Banking ETF dropping 3.8%, marking the third consecutive day of losses [1] Analyst Sentiment - The selloff was triggered by a series of analyst downgrades in the asset management sector, with BMO Capital Markets lowering its price target on T. Rowe Price Group from $110 to $104, alongside downgrades from other major banks [1] - Concerns about fee-based revenue streams and market activity levels were highlighted as key issues affecting investor sentiment towards financial stocks [1]

Core Viewpoint - The resignation of Kathryn Ruemmler, Chief Legal Officer of Goldman Sachs, is directly linked to her previously undisclosed close relationship with Jeffrey Epstein, as revealed by recently released documents from the U.S. Department of Justice [2][3][9]. Group 1: Relationship with Jeffrey Epstein - Ruemmler maintained a relationship with Epstein that extended beyond professional boundaries, characterized by personal interactions and shared advice on legal matters related to Epstein's criminal allegations [3][4]. - The documents indicate that Ruemmler provided Epstein with legal strategies to undermine his accusers and mitigate negative media coverage, contradicting her claims of a purely professional relationship [3][4]. Group 2: Resignation and Company Response - Ruemmler's resignation was prompted by ongoing media scrutiny regarding her communications with Epstein, which she found exhausting [9]. - Despite initial support from Goldman Sachs' leadership, including CEO David Solomon, the company ultimately accepted her resignation after the public and media pressure intensified [7][8][9]. Group 3: Broader Implications - Ruemmler's case is part of a larger trend affecting various sectors, including Wall Street, where individuals have faced consequences for their associations with Epstein [7]. - The ongoing investigation by the U.S. House Oversight Committee into Epstein's case has raised questions about the ethical standards and moral responsibilities of financial institutions and their executives [9].

美股正经历全面抛售之际，周五将公布的1月CPI数据面临超预期风险。华尔街普遍预期核心CPI环比将 从0.2%升至0.3%，同时多家投行警告实际读数可能更高，"鹰派意外"的概率大于"温和意外"，这可能给 脆弱的市场带来新一轮冲击。 北京时间今晚21:30，因政府部门关闭而推迟数日的1月CPI数据将公布，华尔街共识预期显示： 但这一预期可能低估了年初价格压力和季节性扭曲的影响。多家机构的预测更为鹰派，摩根大通预计核 心CPI环比增长0.4%，其认为年初价格压力推升1月CPI，而去年12月的数据因10月和11月初联邦政府停 摆的滞后效应而受到抑制。 本周市场情绪已明显转向防御。围绕人工智能将颠覆多行业商业模式的担忧扩散，叠加美国成屋销售降 幅创四年来最大，触发避险交易，投资者同步抛售股票，大宗商品和加密货币等风险资产。在这样的背 景下，CPI的边际变化被放大。在弱于预期的零售销售数据与强于预期的非农就业报告相互抵消的背景 下，此次公布的CPI数据显得尤为重要。 多重因素指向上行风险 摩根大通首席经济学家Michael Feroli预计，1月CPI环比将上涨0.3%（更精确为0.35%），核心CPI环比 将上涨0.4 ...

CNBC称，鲁姆勒在声明中说，"今天早些时候，我遗憾地告知（高盛集团董事长兼首席执行官）苏德巍（David Solomon），我计划于 2026年6月30日辞去高盛首席律师兼总法律顾问一职。"另一方面，苏德巍在一份声明中称，已接受鲁姆勒的辞呈，并尊重其决定。 【环球网报道】据美国有线电视新闻网（CNN）、消费者新闻与商业频道（CNBC）等媒体报道，美国高盛集团首席律师凯瑟琳·鲁姆勒当 地时间12日晚表示，她将在6月底从高盛离职。此前不久，美国司法部最新公开的一批涉及美国已故富商杰弗里·爱泼斯坦的文件详细披露 了鲁姆勒与爱泼斯坦之间多次颇为亲密的通信往来。而高盛曾为鲁姆勒辩护了数月之久。 美国司法部此前公开的文件显示，鲁姆勒在加入高盛前曾接受爱泼斯坦的贵重礼物，并为后者应对有关其性犯罪的媒体问询"支招"，而爱 泼斯坦则为鲁姆勒谋求脸书等大企业的高级职位出谋划策。 鲁姆勒曾在民主党籍前总统奥巴马时期任白宫法律顾问，2020年加入高盛。据路透社本月3日援引文件内容报道，鲁姆勒在2014年至2019 年7月间与爱泼斯坦有大量交流。2018年，一个名称被司法部隐去的第三方在电子邮件中告诉鲁姆勒，爱泼斯坦想给鲁姆勒的苹果 ...

Core Insights - Bitcoin's price decline has not deterred the launch of new ETFs aimed at capitalizing on a potential rebound in the cryptocurrency market [2] - Regulatory changes, including the SEC's new generic listings standards (GLS) and the upcoming CLARITY Act, are expected to enhance investor interest in crypto ETFs, which raised $47.2 billion last year despite $5 billion in withdrawals in Q4 [3][4] Regulatory Developments - The GLS simplifies the listing process for crypto ETFs, allowing exchanges to list qualifying assets within five days without SEC approval, significantly reducing previous delays [8] - Under GLS, a crypto asset must be traded as a futures asset for at least six months, have a 12-month average liquidity of $700 million, and be part of the Intermarket Surveillance Group to gain approval [9] - The CLARITY Act, currently in Congress, aims to classify digital assets as "Digital Commodities," easing regulatory burdens for banks and encouraging institutional investment in crypto ETFs [15][16] Institutional Adoption - Major U.S. banks and asset managers are increasingly advising clients to include crypto in diversified portfolios, with Bank of America allowing its advisors to recommend spot Bitcoin ETFs [12] - Morgan Stanley has launched a Solana ETF with staking rewards, reflecting a trend where ETF issuers are incorporating proof-of-stake rewards to enhance fund attractiveness [13] - Analysts predict that ETF inflows could double by 2026 as more institutions enter the crypto space [4][19] Market Trends - The derivatives market is also showing growth, with CME Group expanding its crypto derivatives offerings, indicating a robust interest in crypto products [5] - Despite a reported bear market for Bitcoin, with significant holdings reductions in Q4 2025, some analysts remain optimistic about institutional interest and potential price recovery [20][21][22]

Group 1 - The article conveys New Year wishes from Goldman Sachs, emphasizing success and progress in the upcoming year [1] - It highlights the company's core values, including teamwork, customer focus, integrity, and pursuit of excellence [4]

高盛首席执行官David Solomon在声明中表示，他尊重她的辞职决定，而且大家将"想念她"。 Ruemmler将于6月30日离开高盛。她曾在欧巴马执政期间担任白宫法律顾问，之后重返瑞生（Latham & Watkins）事务所。2020年，她被高盛聘用，后来成为法务总管。 在美国司法部文件披露了Kathy Ruemmler与性犯罪者爱泼斯坦之间的联系后，这位高盛集团首席律师即 将离职。 高盛首席执行官David Solomon在声明中表示，他尊重她的辞职决定，而且大家将"想念她"。 Ruemmler将于6月30日离开高盛。她曾在欧巴马执政期间担任白宫法律顾问，之后重返瑞生（Latham & Watkins）事务所。2020年，她被高盛聘用，后来成为法务总管。 高盛已表示，她当时向公司领导层披露了自己曾与爱泼斯坦打过交道，后者提出过利用他的人脉关系帮 助她发展个人业务。她也已表示过自己后悔认识他。 她的名字不断出现在与爱泼斯坦有关的一批批文件中。去年，众议院民主党人公布了爱泼斯坦相关电子 邮件，其中包括Ruemmler与爱泼斯坦的往来邮件，她在信里批评了美国总统唐纳德·特朗普。 推荐阅读："粗俗"、"恶心" ...