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2月20日从8.99%降至8.89%。 ...

'遗憾的是，我们在 2005、2006、2007 年就见过这种情况，几乎一模一样。'戴蒙周一在纽约出席公司 年度投资者日时表示，'水涨船高，所有人都赚得盆满钵满，人们加杠杆加到极致，仿佛前景无限。' 摩根大通（JPM）首席执行官杰米・戴蒙周一表示，当前金融市场景象与全球金融危机爆发前的鼎盛时 期极为相似。 '我个人认为，大家有点过于安心，觉得当下的高资产价格、高交易量都是真实的，觉得我们不会遇到 任何问题。对此我们保持高度谨慎。'戴蒙补充道。 戴蒙此番言论正值市场动荡之际，投资者因担心人工智能冲击各行业核心业务，纷纷抛售相关股票。在 金融行业，私人信贷市场感受到的冲击最为剧烈。 '我们所有主要竞争对手都回来了。'戴蒙表示，他近期因关节炎接受手术，一只手仍打着石膏。'这对全 球经济等各方面来说是好事，但我不知道这种人人都好的局面能持续多久。我看到有人在做一些愚蠢的 事。' 多年来，戴蒙一直持续警告高资产价格风险，尽管他的担忧并非总会成真。去年秋天，他将自家及其他 银行的一系列不良贷款比作'蟑螂'，引发信贷市场热议。 '我本不该这么说，但当你看到一只蟑螂时，很可能还有更多。'戴蒙在去年 10 月的公司财报电话会议 ...

Core Insights - JPMorgan Chase is proactively addressing the impact of artificial intelligence (AI) on its workforce, indicating a broader societal response to the disruptive potential of AI [1][2] - The bank has implemented a large-scale employee redeployment plan to assist those affected by job losses due to AI, with a focus on providing new job opportunities [1][2] Group 1: Employee Impact and Redeployment - CEO Jamie Dimon highlighted that the bank has developed a comprehensive plan for employee reassignment, acknowledging that some employees have already lost their jobs due to AI [1] - The total number of employees at JPMorgan Chase has remained relatively stable at approximately 318,512, but there have been shifts within departments, with a 4% reduction in operations and a 2% decrease in support roles, while customer service and revenue-related positions increased by 4% [1] Group 2: Technological Advancements and Efficiency - The bank has increased the number of accounts each operations employee can handle by 6%, reduced the unit cost of fraud processing by 11%, and improved software engineers' productivity by 10% [2] - The application of generative AI has doubled this year, primarily focusing on customer service and technical staff [2] Group 3: Concerns and Societal Preparedness - Dimon expressed concerns about the potential for mass unemployment due to rapid AI adoption, citing scenarios such as the sudden deployment of autonomous trucks [2] - He emphasized the need for businesses and governments to prepare for the societal implications of job losses, advocating for support and training for displaced workers [2]

2026年是"十五五"开局之年，中国经济步入新发展阶段。 展望2026年，权益市场整体走向如何？A股突破关键点位后动能是否充足？外资何时回流超配？还有哪 些方向值得投资者去挖掘？ 2026年伊始，6家外资机构做客智通财经"春水向东流——《首席连线》2026年市场展望"专题把脉马年 投资，多家外资机构人士普遍认为，A股已进入"慢牛"阶段，投资逻辑正从"估值修复"转向"盈利主 导"，人工智能成为一致看好的核心赛道。 A股从估值修复转向盈利主导 对于2026年A股市场的整体判断，接受采访的外资机构普遍持乐观态度，认为A股已进入"慢牛"新阶 段，市场驱动逻辑正在发生深刻转变。 摩根士丹利预计2026年沪深300指数盈利增长率将达6%-7%，支撑这一判断的关键因素包括：上市公司 持续加大研发创新与资本开支投入，在 人工智能、高端制造等领域保持全球竞争优势；房地产市场企稳与消费增长加速的拐点有望出现，带动 相关行业盈利改善；财政政策与货币政策的多重支持，将进一步助力盈利增速攀升等。 富达基金股票部负责人周文群则预判，2026年下半年可能出现风格切换，"宏观基本面在经历了过去两 到三年的消化之后，我们可能会看到一些传统板块 ...

JPMorgan Chase CEO Jamie Dimon, asked about fierce competition across the financial industry, said he's starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously. "Unfortunately, we did see this in '05, '06 and '07, almost the same thing the rising tide was lifting all boats, everyone was making a lot of money," Dimon told investors on Monday. While JPMorgan isn't willing to make riskier loans to boost net interest income, he said, "I see a couple p ...

In a bid to justify JPMorgan Chase & Co. (NYSE:JPM)‘s $2 billion weekly expenditure, CEO Jamie Dimon is set to address investors at the annual investor day on Monday. Dimon is expected to make a case for the bank’s substantial spending as a key driver for future growth. This follows his previous call to shareholders to have faith in the potential returns of the investment, reported the Financial Times on Monday. The largest U.S. bank by assets is planning a condensed version of its traditional annual in ...

It's obviously interesting, given what we've been seeing in the market, Right. There's been these sort of scare trades in her coming for almost every industry, you know, each day. And so, you know, I think Jamie obviously was expressing some some caution around the different parts of the sector.But he also did note, you know, Jp morgan is using AI like they're trying to figure out how best they can use it at the banks so that they can make things faster for their clients. And he was even talking about how t ...

PresentationMikael GrubbHead of Investor Relations All right. Good afternoon. It's my pleasure to welcome you to this event and the new and improved 270 Park. I want to send a special thanks to the extremely dedicated folks who brave the elements and joined us in person. I guess, even in the world's dominant ice hockey nation, there is such a thing as too much winter. Please remember to review the disclaimer about forward-looking statements. And before getting started, let me just quickly walk through the a ...

The bank, according to the Justice Department documents, filed a suspicious activity report on more than $1 billion in transactions involving Epstein and other "current, former and non-JPMC customers." While the document is undated, it references wire activity from October 2003 to July 2019 and lists several people and entities, including Black and Shuliak.JPMorgan was, for years, Epstein’s go-to bank. Between the late 1990s and 2013, Epstein moved money through dozens of accounts there. Details of that rel ...

Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the firm’s new headquarters at 270 Park Avenue, in New York City, U.S., October 21, 2025.JPMorgan Chase CEO Jamie Dimon said the bank is taking steps to address the impact of artificial intelligence on its workers, part of what he said should be a broader societal response to the potentially disruptive nature of AI.Dimon described at an investor meeting late Monday his bank's internal plans ...