JP MORGAN CHASE(JPM)
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盘前必读丨美股收涨存储板块爆发;白银基金将进行资产重估
Di Yi Cai Jing· 2026-02-03 00:01
Group 1 - The market is expected to enter a medium to long-term consolidation phase after a short-term momentum decline [10] - The Shanghai government has initiated a program to purchase second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [5] - The Ministry of Industry and Information Technology has approved a new national standard for automotive door handles, set to be implemented in 2027, addressing safety and usability issues [5] Group 2 - The National Development and Reform Commission and other departments have released guidelines for the construction of a low-altitude economy standard system, aiming for over 300 standards by 2030 [3] - The Ministry of Finance has introduced a temporary method for long-term asset input tax deduction, allowing full deduction for mixed-use assets upon purchase [4] - The stock of Guokai Military Industry has experienced significant price fluctuations, with a recent announcement clarifying that its commercial aerospace projects are still in the R&D phase and have minimal impact on revenue [7]
外资开年狂扫美国公司债 单月净买入速度创近三年新高
Xin Lang Cai Jing· 2026-02-02 23:09
格隆汇2月3日|摩根大通数据显示,由于收益率稳定且对冲成本下降提升了美国信用资产的吸引力,外 国投资者在今年1月以近三年来最快的速度买入美国公司债券。摩根大通策略师Nathaniel Rosenbaum和 Silvi Mantri等在报告中指出,当月最后一周的买盘有所放缓,日均净流入降至2.4亿美元,较前一周下 降59%。但1月份日均净买入额仍达到3.32亿美元,创下自2023年2月以来的最高水平。华尔街一直密切 关注美元走弱是否可能引发外资更广泛撤离美国资产的迹象。然而截至目前,外资对公司债券的配置仍 保持韧性,表明美元疲软尚未导致大规模资金轮动。 ...
Family offices shun crypto despite hype, with 89% holding no digital assets: JPMorgan Private Bank
Yahoo Finance· 2026-02-02 20:42
Core Insights - The majority of global family offices do not invest in cryptocurrency, with 89% having no exposure to it, as per JPMorgan Private Bank's 2026 Global Family Office Report [1][3] - Traditional hedges like gold are also largely avoided, with 72% of family offices reporting no gold exposure [1] - Despite the current geopolitical risks, family offices are opting for other investment strategies to hedge their portfolios [2] Investment Trends - A small percentage, 17%, of wealthy families indicated that they would prioritize cryptocurrency and digital assets in the future, but this is significantly overshadowed by the 65% who plan to invest in AI [3] - On average, family offices allocate about 75% of their assets to public equities and alternative investments, with a focus on U.S. large-cap equities and drawdown funds in private investments [4] Research Methodology - The report is based on interviews with 333 family offices across 30 countries, with an average net worth of participants being $1.6 billion [4] - The findings reflect a collaboration with sophisticated family offices, emphasizing the depth of the research conducted [5]
JPMorgan forecasts gold to hit $6,300 in 2026 despite sharpest fall since 1980s
New York Post· 2026-02-02 18:18
JPMorgan expects gold prices to hit $6,300 per ounce by the end of 2026 – despite bullion suffering its sharpest one-day drop since 1983 on Friday.Gold futures fell 0.9% Monday, continuing its descent following news that President Trump plans to nominate former Fed governor Kevin Warsh to lead the Federal Reserve – an expected pick that calmed investor nerves.But JPMorgan expects gold prices to hit $6,300 per ounce by the end of 2026 as investors and central banks continue to buy up the safe-haven asset. JP ...
JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee ‘Trump Accounts’
Yahoo Finance· 2026-02-02 14:09
JPMorgan Chase & Co. (NYSE:JPM) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. JPMorgan Chase and Bank of America Will Match $1,000 US Contributions to Employee 'Trump Accounts' JPMorgan Chase & Co. (NYSE:JPM), Bank of America, and Wells Fargo stated on January 28, 2026, that they would match the $1,000 one-time contribution made by the US government to children’s retirement savings accounts for qualified employees, as reported by CNBC. As part of a pilot initiative, eligible children bo ...
ChatGPT Thinks JPMorgan Stock Will Close At This Price In The Next 60 Days
Yahoo Finance· 2026-02-02 14:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks JPMorgan stock could trade lower over the next 60 days, projecting an average price around $295 by mid-April. Investors looking to express a view can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail accou ...
摩根大通减持信义光能约2671.26万股 每股作价约3.37港元
Zhi Tong Cai Jing· 2026-02-02 13:10
香港联交所最新数据显示,1月27日,摩根大通减持信义光能(00968)2671.262万股,每股作价3.3735港 元,总金额约为9011.5万港元。减持后最新持股数目约为6.25亿股,持股比例为6.82%。 ...
摩根大通减持信义光能(00968)约2671.26万股 每股作价约3.37港元
智通财经网· 2026-02-02 13:09
智通财经APP获悉,香港联交所最新数据显示,1月27日,摩根大通减持信义光能(00968)2671.262万 股,每股作价3.3735港元,总金额约为9011.5万港元。减持后最新持股数目约为6.25亿股,持股比例为 6.82%。 ...
摩根大通:2026年,就业市场开局不利
财富FORTUNE· 2026-02-02 13:05
2025年11月13日,在美国加利福尼亚州萨克拉门托的一场招聘会上,求职者与招聘人员展开交流。图片来源:David Paul Morris— Bloomberg via Getty Images 转机或出现在下半年。摩根大通认为,随着关税政策逐步企稳、特朗普《大而美法案》的减税措施落地 以及美联储进一步降息,美国劳动力市场有望在下半年扭转颓势。 摩根大通预测, 2026 年美国 GDP 增长 1.8% ,通胀率则维持在 2.7% 的高位,美国经济陷入衰退的概 率为三分之一。值得注意的是,美国银行首席执行官布莱恩 · 莫伊尼汉预计特朗普将于 2026 年缓和贸 易紧张局势, 他在哥伦比亚广播公司 《面对国家》 节目中称 , 对多个国家普遍征收 15% 的关税 " 影 响有限 " 。 人工智能也成为影响就业市场的关键变量,并且有望为 2026 年的经济增长提供助力。 摩根大通指出,尽管人工智能尚未引发大规模失业,但部分受冲击较大的行业已明显放缓招聘步伐。当 前,企业正向人工智能设备、软件及数据中心领域投入巨额资金,但这些投资尚未转化为就业增长。 摩根大通最新预测认为, 2026 年美国就业市场或将以疲软态势开局, ...
黄金遭遇历史性暴跌 牛市回调还是熊市开端?
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-02 11:55
Core Viewpoint - Gold prices experienced significant volatility, with a historic drop following a period of irrational exuberance, raising questions about its status as a safe-haven asset [1][2][3] Group 1: Market Dynamics - Gold surged to historical highs at the beginning of the year but faced a drastic decline, with a drop of approximately 10% on February 2, nearing the $4400 mark [1] - The implied volatility of SPDR Gold Shares reached an all-time high relative to the S&P 500 index, indicating increased market uncertainty [1] - Analysts suggest that the recent sell-off may not be entirely negative, as it could represent a necessary correction after excessive speculation [1] Group 2: Influencing Factors - The nomination of Kevin Warsh as the new Federal Reserve Chair, perceived as more hawkish, contributed to a rebound in the dollar and subsequent sell-off in gold [2] - Geopolitical tensions and trade wars initially drove investors towards gold, but the rapid price increase led to significant profit-taking [1][2] - The current bull market in gold is primarily driven by massive capital inflows, estimated at around $1 trillion, rather than central bank purchases [2] Group 3: Future Outlook - Despite recent volatility, some analysts maintain a bullish outlook on gold, viewing it as a hedge against currency devaluation [3][4] - Geopolitical risks remain elevated, which could continue to support gold prices in the short term [3] - Morgan Stanley predicts that gold could reach $6300 per ounce by the end of 2026, driven by sustained demand from central banks and investors [4]