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 本报记者 孟 珂 进入2026年，外资机构调研A股热情不减。Wind资讯数据显示，截至2月9日，年内已有224家外资机构 合计调研A股上市公司569次，其中包括摩根士丹利、贝莱德、高盛、花旗等知名外资机构。 此外，多家外资机构近日发布研报看好中国股市。例如，高盛维持中国股票"高配"评级，并预测中国指 数与沪深300指数将分别上涨20%和12%。瑞银表示，对中国股票持"具吸引力"观点，今年MSCI中国指 数的盈利增速预期将由去年的2.5%大幅反弹至13.6%，主要由科技股带动。 从外资调研标的来看，华明装备、影石创新和汇川技术位于外资调研榜前三位。此外，奥普特、怡合 达、安集科技、华润微、思特威等公司均吸引了超过20家外资机构前来调研。由此可见，外资调研主要 聚焦半导体、机器人等领域。 责任编辑：赵思远 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 本报记者 孟 珂 进入2026年，外资机构调研A股热情不减。Wind资讯数据显示，截至2月9日，年内已有224家外资机构 合计调研A股上市公司569次，其中包括摩根士丹利、贝莱德、 ...

Question-and-Answer Session[Operator Instructions] So first, Sergio, let's start with what happened in 2025. We reported last Wednesday. So maybe a good way to start is now talk a little bit about our full year results and our key accomplishments from 2025.Sergio ErmottiGroup CEO & President of the Group Executive Board Well, first of all, I think that for us, it was very, very important last year to get traction again in staying close to clients, helping them navigating a very complex environment and growi ...

UBS Group 2026 Conference Summary Company Overview - **Company**: UBS Group (NYSE: UBS) - **Event**: 2026 Conference - **Date**: February 09, 2026 Key Points Financial Performance and Integration - UBS surpassed **$7 trillion** in invested assets, marking a significant achievement in 2025 [4] - Financial results showed substantial year-on-year growth, with all regions and businesses contributing to profit before tax (PBT) growth [5] - The integration of **950,000 clients** from Credit Suisse's platform is nearly complete, with **$11 billion** in cost savings identified since the integration began [6] - A **22% increase** in dividends and **$3 billion** in share buybacks were delivered to shareholders [7] Client Engagement and Market Outlook - Clients remain broadly constructive in asset allocation, with no major shifts observed despite market volatility [12] - There is a growing focus on diversification and hedging among clients, indicating a cautious approach to investments [13] - The company anticipates a positive momentum in net new asset growth in the second half of the year, projecting over **$200 billion** in net new assets by 2028 [32] U.S. Strategy and Market Position - UBS has been profitable in the U.S. for the last **10 years**, but profitability levels are not competitive compared to peers [20] - The company manages **$2.3-$2.4 trillion** in assets in the U.S., but lacks comprehensive banking capabilities compared to competitors [21] - Conditional approval from the OCC for a national charter is expected to enhance deposit penetration and net interest income (NII) [24] Regulatory Environment and Capital Allocation - The regulatory landscape in Switzerland is evolving, with UBS facing the highest minimum capital requirements among global systemically important banks (G-SIBs) [41] - UBS is focused on maintaining growth and capital return policies despite potential new regulations [45] - The company emphasizes the importance of a sustainable business model to remain competitive in the long term [47] Investment Banking and Market Activity - UBS is experiencing strong momentum in the capital markets pipeline, with increased interest from corporates and institutional clients [49] - The company acknowledges the need for caution due to geopolitical and macroeconomic uncertainties that may affect transaction execution [51] Alternatives and AI Integration - UBS has merged its alternatives capabilities, becoming the fifth largest limited partner in the industry with **$330 billion** in assets [61] - The company aims to increase its allocation to alternatives from **5%** to around **10%** over time [62] - AI is expected to enhance operational efficiencies, particularly in back-end processes, with a focus on client benefits [78] Conclusion - UBS is committed to completing its integration and enhancing its capabilities while navigating a complex regulatory environment and competitive landscape [15][17] - The company is focused on long-term growth, client engagement, and leveraging technology to improve service delivery and operational efficiency [80]

Switzerland had an emotional reaction to the 2023 Credit Suisse crisis, UBS CEO Sergio Ermotti said on Monday at a financial services conference in Florida, adding that current regulatory proposals to... ...

The managed office facility, located at Tech Park One on Airport Road, spans about 165,290 sq ft and is designed to house around 1,520 seats. The lease covers the ground floor to the seventh floor of the building and commenced on January 15.Under the enterprise office services agreement, the Zurich-headquartered group’s subsidiary UBS The company has also paid a security deposit equivalent to six months’ rent, amounting to around Rs 23.8 crore. As part of the sub-lease agreement, UBS will also get external ...

Core Insights - UBS analysts anticipate that artificial intelligence (AI) will significantly benefit the aviation sector, with airlines already leveraging the technology for pricing, operations, and maintenance despite regulatory and cyber risks [1][6]. Group 1: AI Applications in Airlines - AI is enhancing the customer journey through targeted marketing, fare discovery, and revenue management, while "agentic" tools are expected to transform distribution and discovery processes [1]. - AI-led network design is optimizing flight paths and managing disruptions, with predictive maintenance being highlighted as a key area, utilizing sensors on aircraft like the A380 to identify patterns and reduce maintenance-related cancellations [2][4]. Group 2: Historical Context and Future Expectations - European airlines are not starting from scratch, as they have been employing machine learning for over a decade to aid decision-making, with expected benefits emerging in the medium term [3]. - Lufthansa Group plans to utilize AI and automation to eliminate approximately 4,000 finance and administration roles by 2030, while IAG and easyJet are also implementing AI to enhance operational efficiency and marketing strategies [4]. Group 3: Strategic Implications of AI - The rise of agentic AI presents a strategic dynamic, where AI agents could facilitate direct bookings, but concerns exist regarding potential monetization of booking flows by dominant agents, as noted by Ryanair's CEO [5]. - Larger airlines are positioned to capitalize on AI advancements due to their scale, resources, and established barriers such as fleets, brands, loyalty programs, and airport slots, leading UBS to maintain a Buy rating on Lufthansa ahead of European flag carrier results [5].

Core Viewpoint - Standard Chartered has appointed Raza Jafree as the global head of private client sales to enhance its service offerings for single-family offices and ultra-high net worth clients through a new partnership between its corporate and investment bank and wealth unit [1] Group 1 - The appointment of Raza Jafree signifies a strategic move by Standard Chartered to strengthen its focus on private client services [1] - The new partnership aims to better serve the needs of single-family offices and ultra-high net worth clients, indicating a targeted approach in wealth management [1]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv UBS banked Ghislaine Maxwell for years, moving her money after Epstein's arrest February 8, 20265:04 AM UTCUpdated ago By Elisa Martinuzzi, Nivedita Balu and John O'Donnell Item 1 of 2 Ghislaine Maxwell and Jeffrey Epstein are seen in this image released by the Department of Justice in Washington, D.C., U.S., on December 19, 2025 as part of a new trove of documents from its investigations into ...

在全球金融市场仍处于高波动与结构性调整并存的背景下，瑞银集团最新披露的第四季度业绩，为国际 银行业提供了一个相对稳健的样本。财报显示，瑞银第四季度实现总营收121.5亿美元，同比增长 4.4%，每股收益达到0.37美元，核心指标均超出市场此前预期。同时，公司明确提出计划在2026年实施 规模达30亿美元的股票回购安排。这一业绩组合与资本动作，在当前全球银行业估值承压、投资者信心 分化的环境中，具有较强的风向标意义。 从收入结构看，瑞银第四季度的增长并非单一业务驱动，而是多条业务线协同改善的结果。财富管理业 务在全球范围内维持了相对稳定的资产规模和收入贡献，交易与投资相关业务在市场活跃度回升的带动 下表现好于此前几个季度，净利息收入也在利率环境相对平稳的背景下实现边际改善。和众汇富研究发 现，在当前国际银行业整体面临息差收窄和合规成本上升压力的情况下，收入端能够实现同比正增长， 本身就反映出机构在客户结构、资产配置和风险管理方面具备一定韧性。 利润端的改善同样值得关注。虽然第四季度每股收益绝对值并不算高，但其显著高于市场一致预期，叠 加成本控制和业务整合持续推进，使市场重新评估瑞银中期盈利能力的稳定性。和众汇富 ...

瑞银集团2月6日遭两位分析师下调评级，该股本周表现料创近十个月来最差，此前其美国财富管理业务 遭遇资金外流，令财报黯然失色。 2月6日，高盛将其对瑞银的评级从买入降至中性，而Vontobel则将对瑞银的评级从买入降至持有。彭博 汇编的数据显示，这使分析师对瑞银的整体看法降至2017年以来最低。瑞银本周下跌8%。 过去12个月，瑞银的股价表现落后于欧洲同类股票，该行正面临瑞士政府的改革措施，相关措施最终可 能令其额外面临高达260亿美元的资本要求。同期，瑞银股价上涨11%，而斯托克600银行指数上涨 55%。 瑞士政府表示，瑞士信贷倒闭事件表明，该国的银行监管规则必须收紧。瑞士信贷三年前由瑞银出手相 救。瑞银称，可以从监管角度汲取教训，但并不认同拟议中的改革方案。 "瑞士未来的监管制度仍不确定，"Vontobel分析师Andreas Venditti在调降该股评级的报告中写道，并称 他认为该股上行空间不足，难以支撑更高评级。 高盛分析师Chris Hallam也表示，关于瑞士资本监管制度即将到来的调整，风险依然存在，而且目前该 股的风险回报状况"更加均衡"。 彭博汇编的数据显示，在2月6日的评级下调之后，目前有 ...