share_log

JPMorgan Shares Tumble After COO Throws Cold Water On Analyst Outlook

JPMorgan Shares Tumble After COO Throws Cold Water On Analyst Outlook

摩根大通股價下跌,首席運營官對分析師展望潑冷水
Benzinga ·  09/11 04:27

Did one comment just send JPMorgan Chase & Co. (NYSE:JPM) shares to fall by 7.5%?

剛剛給摩根大通發了一條評論嗎紐約證券交易所代碼:JPM)股價將下跌7.5%?

It appears so. JPMorgan Chief Operating Officer Daniel Pinto tempered analyst forecasts on next year's expenses and net interest income (NII) at an industry event Tuesday.

看起來是這樣。摩根大通首席運營官丹尼爾·平託在週二的行業活動中下調了分析師對明年支出和淨利息收入(NII)的預測。

The current NII consensus of $89.5 billion is "not very reasonable" in the light of interest-rate forecasts, he said according to Bloomberg. NII "will be lower," he added.

據彭博社報道,他表示,鑑於利率預測,目前NII的895億美元共識 「不太合理」。他補充說,NII 「將降低」。

As a result, the stock took its biggest tumble since June 2020.

結果,該股創下了自2020年6月以來的最大跌幅。

But Pinto wasn't the only bank executive who sounded pessimistic this week.

但平託並不是本週唯一一位聽起來很悲觀的銀行高管。

Read Also: M&T Bank To Outperform Peers, Analyst Says: 'Overhang Fears Could Erode Over Next Several Quarters'

另請閱讀:分析師表示,M&T銀行的表現將優於同行:「對懸而未決的擔憂可能會在未來幾個季度中消失」

Goldman Sach Group Inc. (NYSE:GS) CEO David Solomon said Monday the firm's trading revenue is on track to drop 10% in the third quarter. At last check Tuesday, the firm's stock is down more than 4.3%.

高盛集團公司(紐約證券交易所代碼:GS)首席執行官戴維·所羅門週一表示,該公司的交易收入有望在第三季度下降10%。在週二的最後一次檢查中,該公司的股票下跌了4.3%以上。

Ally Financial Inc. (NYSE:ALLY) is also down over 17.6% at last check.

Ally Financial Inc.(紐約證券交易所代碼:ALLY)在上次檢查時也下跌了17.6%以上。

The firm confirmed that auto delinquencies and net charge-offs were higher than forecast, sending the stock to its biggest decline since March 2020 while taking consumer lenders Capital One Financial Corp. and Synchrony Financial down with it.

該公司證實,汽車拖欠和淨扣款高於預期,使該股創下2020年3月以來的最大跌幅,同時使消費者貸款機構Capital One Financial Corp和Synchrony Financial下跌。

The 24-firm KBW Bank Index fell 3.5%, even though the Federal Reserve said that it would cut higher proposed capital requirements for the biggest firms in half after industry pushback.

24家公司的KBW銀行指數下跌了3.5%,儘管聯儲局表示,在行業的阻力下,它將把對最大公司的擬議資本要求削減一半。

JPMorgan reported NII that missed analysts' estimates for the second quarter as well as higher-than-expected costs.

摩根大通公佈的NII未達到分析師對第二季度的預期,成本也高於預期。

Pinto also said Tuesday that expectations for 2025 costs were too balmy, and that third-quarter investment-banking fees could rise 15% while markets revenue increases just 2% to come in below analyst forecasts.

平託週二還表示,對2025年成本的預期過於溫和,第三季度的投資銀行費用可能上漲15%,而市場收入僅增長2%,低於分析師的預期。

Price Action: JPMorgan fell 5.25% to $205.40 into Tuesday's late-afternoon trading.

價格走勢:摩根大通在週二下午晚些時候的交易中下跌5.25%,至205.40美元。

  • IShares U.S. Financial Services ETF (NYSE:IYG) slipped 1.21%
  • Financial Select Sector SPDR Fund (NYSE:XLF) fell 1.06%
  • iShares U.S. Financials ETF (NYSE:IYF) slid 1.13%
  • iShares美國金融服務ETF(紐約證券交易所代碼:IYG)下跌1.21%
  • 金融精選板塊SPDR基金(紐約證券交易所代碼:XLF)下跌1.06%
  • iShares美國金融ETF(紐約證券交易所代碼:IYF)下跌1.13%

Read Now:

立即閱讀:

  • High-Stakes Innovation: Is AI In Banking Worth The Gamble?
  • 高風險創新:銀行業的人工智能值得賭博嗎?

Image: Shutterstock

圖片:Shutterstock

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論