Core Insights - JPMorgan Chase & Co. reported core earnings per share of $5.23, exceeding the Street consensus of $4.86 and TD Cowen's forecast of $5.02, with revenue reaching $46.77 billion against an estimate of $46.25 billion, driven by reduced costs and lower core provision charge [1] - Despite strong earnings, JPMorgan's shares fell 4% post-announcement due to investment banking revenues falling short of estimates, with analyst Steven Alexopoulos describing the decline as "unwarranted" given a positive outlook for investment banking activity and loan growth in 2026 [2] Company Overview - JPMorgan Chase & Co. is a multinational financial services company that provides investment banking, consumer and small-business financial services, commercial banking, asset management, and financial transaction processing [3]

The corridors of Davos recently witnessed more than just economic forecasts; they became the battleground for a fundamental struggle over the future of money and crypto market regulations. A heated exchange between Coinbase CEO Brian Armstrong and JPMorgan Chase boss Jamie Dimon has underscored a growing divide: a “market structure” war that will ultimately determine who controls our wealth. Coinbase CEO Brian Armstrong reportedly clashed with JPMorgan boss Jamie Dimon at Davos after accusing big banks o ...

据香港交易所披露，摩根大通（JPMorgan）对哔哩哔哩股份有限公司 - W的多头持仓比例于2026年1月 28日从17.01%降至16.67%。 ...

据香港交易所披露，摩根大通（JPMorgan）对洛阳栾川钼业集团股份有限公司 - H股的多头持仓比例于 2026年1月28日从6.9%增至7.1%。 来源：滚动播报 ...

据香港交易所披露，摩根大通（JPMorgan）对洛阳栾川钼业集团股份有限公司 - H股的多头持仓比例于 2026年1月28日从6.9%增至7.1%。 来源：滚动播报 ...

据香港交易所披露，摩根大通（JPMorgan）对宁德时代新能源科技股份有限公司 - H股的多头持仓比例 于2026年1月28日从7.79%增至8.09%。 ...

据香港交易所披露，摩根大通（JPMorgan）对中兴通讯股份有限公司 - H股的多头持仓比例于2026年1 月28日从9.63%增至9.67%。 ...

然而，这一预期的实现并非板上钉钉，委员会的最终决策将高度依赖于"2026 年代理机构薪酬调查"的 结果，劳动力市场的薪资压力依然是制约通胀回归目标的核心变量 。 鸽派倾向下的暂时按兵不动 小摩预测，英国央行在2月会议上将把基准利率维持在3.75%的水平，投票结果预计为7-2，丁格拉和泰 勒两位委员可能持鸽派异议。前瞻指引的措辞大概率保持不变，延续12月会议以来的谨慎基调。 然而，央行将通过评论和短期预测修订，明确传递3月可能降息的信号。这种谨慎乐观的态度源于近期 数据的矛盾信号：劳动力市场数据与12月通胀数据指向不一，使货币政策委员会内部存在分歧。但值得 注意的是，在3月会议前还将有两组劳动力市场数据和1月通胀数据公布，这为央行留出了观察空间。 市场定价反映了这一预期。MPC OIS显示，市场预计3月会议有5个基点的宽松，而完整的25个基点降息 要到7月会议才会被完全定价。 薪酬调查成为风向标 尽管 2 月份可能"按兵不动"，但小摩强调英国央行会刻意"保持宽松的大门敞开" 。这种策略性平衡体 现在其前瞻性指引和近期预测的修订中，旨在为 3 月份的潜在降息留出余地 。 智通财经APP获悉，小摩预计，尽管英国央行 ...

文章来源：金十数据 上周暴跌后的黄金走势图或许看起来很吓人，但摩根大通表示，投资者不应抛售黄金。 在特朗普提名凯文·沃什（Kevin Warsh）执掌美联储后，金价上周五出现暴跌。周一持续大幅波动、周 二有所反弹，摩根大通认为，这只是金价在迈向更高年底目标途中的一次踉跄。 这家投行将其2026年金价目标更新为每盎司6300美元，较周一晚间约4700美元的价格上涨约34%。鉴于 上周五发生的情况，这一预测可能显得过于乐观，但该行的格雷戈里·希勒（Gregory Shearer）坚持认 为，反弹即将到来。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 在沃什的提名促使市场重新评估所谓的"货币贬值交易"后，黄金和白银应声下挫。这一交易是过去12个 月推动黄金创下历史新高的主要力量。 然而，根据希勒的说法，投资者无需担忧金价会进一步回调。在报告中，他强调黄金需求依然强劲，超 出了其团队的预期。 "即使近期出现短期波动，我们相信长期上涨势头将保持不变，"希勒写道，并补充说持续的多元化配置 趋势将推动黄金跑赢。 希勒指的是各国央行的需求，他表示这一需求在2026年将继续保持上升轨迹。他还预测，即使经历 ...

Group 1 - In January, foreign investors purchased U.S. corporate bonds at the fastest monthly rate in nearly three years, driven by stable yields and lower hedging costs, according to JPMorgan [1] - Despite a slowdown in buying during the last week of January, the average net purchases remained high at $332 million per night, marking the highest level since February 2023 [1] - The dollar index fell by 1.3% in January, its worst monthly performance since last summer, yet foreign demand for U.S. corporate bonds remained strong, indicating that the weaker dollar has not led to a broader capital outflow [1] Group 2 - Strategists predict that corporate bond issuance could reach a historic high in February due to Wall Street's rush to finance artificial intelligence projects, with a forecast of $400 billion in high-quality bond issuance from the technology, media, and telecommunications sectors by 2026 [2] - The global syndicated bond issuance reached a record $1 trillion, as borrowers capitalized on soaring demand to lock in relatively low costs, with Oracle completing the largest corporate bond issuance of the year at $25 billion [2] - Over 40% of this year's bond issuance has been government bonds, followed by financial companies at nearly 35%, including Goldman Sachs' record $16 billion transaction [2] Group 3 - As companies exit their earnings silence period, especially in the technology sector, a significant increase in bond issuance is expected, with AT&T and IBM recently completing large bond transactions [3] - February and March have historically been among the months with the highest issuance in the technology, media, and telecommunications sectors, despite a general complacency in the market [3] - January saw record highs in euro-denominated bonds and U.S. investment-grade corporate bond issuance, with European single-day issuance reaching a historical peak [3]