BUZZ-券商观点：美国银行净利息收入将长期改善

Reuters07-17

((自动化翻译由路透提供，请见免责声明 ))

7月17日 - ** 美国银行第二季度利润下降 (link)，原因是存款成本上升导致利息收入减少，但在投资银行和交易业务的推动下，其业绩超出分析师预期。

** 覆盖该股的 25 家券商的 PT 中值为 44 美元，一个月前为 39.98 美元 - LSEG 数据

通过信贷趋势进行管理

** Piper Sandler("中性"，PT：44美元) 认为第二季度表现出色，净利息收入有望改善(NII) 应有助于暂时维持看好情绪

** 补充道，"一段时间以来，对 BAC 净利息收入轨迹的担忧一直是该股的悬而未决的问题；但现在这些不利因素正转变为重要的有利因素"。

** RBC("跑赢大盘"，目标价：46 美元) 预计 BAC 将在未来 12-18 个月内应对信贷趋势的正常化，而不会对 NII 或资本造成任何重大不利影响。

** Morningstar(公允价值：38 美元) 称令人鼓舞的 NII 前景和费用控制应有助于提高盈利能力

** KBW("跑赢大盘"，公允价值：48 美元) 认为短期负债和证券重新定价是 NII 的长期驱动因素

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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