share_log

EXCLUSIVE: Financials 'Looking Favorable' After JPMorgan Earnings — Market Strategist Jay Woods Says Sector 'Just Joining The Party'

EXCLUSIVE: Financials 'Looking Favorable' After JPMorgan Earnings — Market Strategist Jay Woods Says Sector 'Just Joining The Party'

獨家報道:摩根大通業績出色後,金融板塊'前景看好'——市場策略師傑伊·伍茲表示,該板塊'剛剛加入派對'
Benzinga ·  04:04

The financial sector looks favorable after a recent earnings report from JPMorgan Chase (NYSE:JPM) and other factors, a market strategist told Benzinga.

一位市場策略師對Benzinga表示,在摩根大通(NYSE:JPM)的最新業績和其他因素的推動下,金融板塊前景看好。

What Happened: An earnings report from JPMorgan was strong and could lead the financial sector going forward, Freedom Capital Markets Chief Global Strategist Jay Woods told Benzinga.

發生了什麼:自由資本市場首席全球策略師傑伊·伍茲(Jay Woods)在接受Benzinga採訪時表示,摩根大通的業績強勁,可能會推動金融板塊的發展。

"JPMorgan is the poster child of the financials," Woods said.

“摩根大通是金融股的典範,”伍茲說。

Woods said the bank's results were "solid," but investors don't always get a warm fuzzy feeling listening to the earnings call.

伍茲說,這家銀行的業績“紮實”,但投資者並不總是在聽了業績會後感覺良好。

JPMorgan CEO Jamie Dimon looks to the future, and uses analogies to provide cautious outlooks and worst case scenarios, Woods added.

伍茲補充說,摩根大通的首席執行官傑米·戴蒙(Jamie Dimon)展望未來,並使用類比提供謹慎的前景和最壞的情況。

"Jamie Dimon, he's the ultimate trader."

“傑米·戴蒙是終極交易員,”伍茲說。

Woods said JPMorgan never spikes the football, even after solid results.

伍茲說,即使業績表現紮實,摩根大通也不會沾沾自喜。

JPMorgan is hitting new all-time highs and is back according to Woods. The stock is leading the way along with Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) in the financials sector.

摩根大通正創歷史新高,根據伍茲的說法,該股與伯克希爾哈撒韋公司(NYSE:BRK)(NYSE:BRK)一道引領着金融板塊的發展。

Woods told Benzinga that of the 10 largest stocks by market capitalization, Berkshire Hathaway is the one trading positive and outperforming in recent weeks.

伍茲告訴Benzinga,以市值計算排名前10的股票中,伯克希爾哈撒韋是近期唯一表現積極、表現優異的股票。

The financial sector "is just joining the party," Woods added.

伍茲補充說,金融板塊“正在加入派對”。

Read Also: Market Could Take Normal, Routine Pause After Record Highs, Strategist Says: 'Now's The Time If You Have Profits To Book Them'

閱讀更多:市場可能在創下歷史新高後,普通的、常規的暫停:投資者應該及時納得賺到的利潤


What's Next: Woods said that financials look strong going forward after the recent earnings reports and given past trends.


接下來怎麼辦:伍茲表示,在過去的趨勢和最近的業績之後,金融板塊未來看好。

"The trends tend to continue for a long time."

“這種趨勢往往持續很久,”伍茲說。

A fun fact shared by Woods with Benzinga is the SPDR Select Fund – Financial (NYSE:XLF) has only traded higher in 15 of its 25 years in existence.

伍茲與Benzinga分享的一個有趣的事實是,SPDR Select Fund – Financial(紐交所:XLF)在其25年的歷史中,僅有15年上漲。

While it has been down in 10 of the years, Woods shared that the outperformance in the up years is strong.

雖然它在10年中一度下跌,但伍茲分享了上漲年份的表現良好。

"When it's up, an average of 21.5% a year."

“當它上漲時,平均每年上漲21.5%。”

The Financial Select Sector ETF is up 15.9% year-to-date, though it remains below its average. "I think financials are looking favorable," Woods said.

金融選擇板塊ETF今年以來上漲了15.9%,儘管它仍低於其平均水平。伍茲說:“我認爲金融板塊看好。”

Another potential positive for the financials going forward is a return of Donald Trump to the White House, Woods said.

金融板塊未來還有另一個潛在的利好,那就是唐納德·特朗普回到白宮,伍茲說。

Woods said Trump is good for financials, as regulations could wane under the former president.

伍茲說,特朗普對金融板塊有利,因爲前總統可能會放鬆監管。

  • EXCLUSIVE: Nvidia Dow Jones Inclusion 'A Matter Of When' — Will It Replace Intel?
  • 獨家:英偉達道瓊斯指數入選“只是時間問題”--能否取代英特爾?

Photo: Benzinga and Midjourney

照片:Benzinga和Midjourney

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