对冲基金十大最爱金融股揭晓，“华尔街一哥”摩根大通位居榜首

智通财经07-19

智通财经APP获悉，美国投资信息网站Insider Monkey最近编制了对冲基金最青睐的十大金融股榜单，“华尔街一哥”摩根大通(JPM.US)位列榜首。跻身该榜单的其他股票包括：标普全球(SPGI.US)、花旗 (C.US)、 KKR & Co L.P. (KKR.US)、美国前进保险公司 (PGR.US)、美国银行 (BAC.US)、阿波罗全球管理(APO.US)、富国银行(WFC.US...

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(KKR.US)、 美国前进保险公司 (PGR.US)、 美国银行 (BAC.US)、阿波罗全球管理(APO.US)、富国银行(WFC.US...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1153026.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0211326839.USD","symbol_name":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1153026.html","article_id":"2452490941","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2452490941","pubTimestamp":1721363123,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，美国投资信息网站Insider Monkey最近编制了对冲基金最青睐的十大金融股榜单，“华尔街一哥”摩根大通位列榜首。根据Insider Monkey追踪920家对冲基金的数据库，在2024年第一季度，持有摩根大通头寸的对冲基金数量从103家上升至112家。今年以来，摩根大通股价上涨近26%。根据TipRanks的数据，华尔街分析师予摩根大通“适度买入”评级，平均目标价为220.49美元，较当前水平高出5%。这些宏观经济状况预计将对金融机构的运营和盈利能力产生重大影响。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4516":"特朗普概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","C":"花旗","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","GS":"高盛","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","WFC":"富国银行","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU":"陆金所","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4566":"资本集团","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BAC":"美国银行","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","JPM":"摩根大通","LU0106831901.USD":"贝莱德世界金融基金A2","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0971096721.USD":"富达环球金融服务 A","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4207":"综合性银行","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1"},"translate_title":"The top ten favorite financial stocks of hedge funds are revealed, and \"Wall Street's first brother\" JPMorgan Chase tops the list","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f9188f046925fe948b535857e5cca1fb","symbols_score_info":{"JPM":1,"WFC":0.7,"BAC":0.7,"GS":0.7,"C":0.7,"LU":0.6},"content_text":"智通财经APP获悉，美国投资信息网站Insider Monkey最近编制了对冲基金最青睐的十大金融股榜单，“华尔街一哥”摩根大通(JPM.US)位列榜首。跻身该榜单的其他股票包括：标普全球(SPGI.US)、 花旗 (C.US)、 KKR & Co L.P. (KKR.US)、 美国前进保险公司 (PGR.US)、 美国银行 (BAC.US)、阿波罗全球管理(APO.US)、富国银行(WFC.US)、高盛(GS.US)、发现金融(DFS.US)。根据Insider Monkey追踪920家对冲基金的数据库，在2024年第一季度，持有摩根大通头寸的对冲基金数量从103家上升至112家。这些持股的总价值约为84.1亿美元。在此期间，Ken Fisher的Fisher Asset Management是持有摩根大通股票最多的对冲基金。Carillon Eagle Growth & Income Fund在2024年第一季度投资者信中表示：“凭借稳健的财务业绩和对2024年剩余时间的积极指引，摩根大通对基金业绩做出了积极贡献。此外，围绕资本市场活动不断增加的讨论日益增多，可能是该股相对于其他银行表现强劲的原因。回想一下，摩根大通拥有强大的资本市场业务。”今年以来，摩根大通股价上涨近26%。财报显示，该银行Q2营收为502亿美元，同比增长21.5%，较市场预期高45.4亿美元;非GAAP每股收益为4.4美元，高于市场预期;净利润181亿美元，同比增长25%，创下历史记录，超出预期的173亿美元。根据TipRanks的数据，华尔街分析师予摩根大通“适度买入”评级，平均目标价为220.49美元，较当前水平高出5%。美国金融业危与机并存Insider Monkey在报告中指出，受经济、技术和监管因素的影响，美国的金融服务业迎来充满活力和挑战的一年。全球经济预计将温和增长，美国等发达经济体预计增长约 1.4%。这受到地缘政治紧张局势、气候相关干扰以及高通胀持续的影响。这些宏观经济状况预计将对金融机构的运营和盈利能力产生重大影响。高利率对这个行业来说是一把双刃剑。尽管高利率导致净利息收入(尤其是大型银行)大幅增加，但也推高了融资成本(尤其是小型银行和地区性银行)，挤压了金融机构的利润率。经济不确定性和增长放缓的可能性促使银行增加贷款损失拨备，以应对潜在的违约。这一趋势预计将持续下去，反映出在经济波动和监管审查加强的情况下，金融机构对管理信贷风险采取谨慎的态度。与此同时，金融服务业正在经历重大的技术变革。人工智能和生成式人工智能的进步将改变行业的各个方面，从零售投资、欺诈检测到保险产品。然而，这些进步也带来了新的风险，例如欺诈可能性增加以及需要采取强有力的网络安全措施。监管也变得越来越严格，特别是在与气候相关的信息披露和可持续性方面。这些监管变化，加上技术进步，迫使金融机构创新和发展其商业模式和战略。不过，美国主要银行最近在美联储年度测试中经受住了假定商业房地产价值下跌40%的考验，这缓解了人们在高利率背景下对银行业的担忧。Janney Montgomery Scott的研究主管Chris Marinac评论道:“从很多方面来看，银行能够经受住严重的危机应该让人松一口气。然而，这并不意味着美联储认为商业房地产市场是安全的。我们仍处于本轮信贷周期的早期阶段。”展望未来，Insider Monkey表示，快速的技术进步——包括生成式人工智能、云迁移、欺诈和网络风险加剧，以及通过嵌入式金融实现的行业融合——将要求金融服务领导者具备前所未有的敏捷性。纵观历史，金融服务部门经常通过帮助组织和个人应对经济和社会变革来推动进步。现在投资于能够促进积极成果的创新产品和服务，可以让企业在未来几年获得持续的竞争优势。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2452490941"}