2024美国银行业前景如何？

1月12日，摩根大通、美国银行、花旗集团和富国银行四家美国大型银行率先拉开财报序幕。从陆续公布的Q4财报来看，美国大型银行的Q4营业收入整体呈现环比或同比下滑，利润下降态势。

实际上，自2023年年初美国地区性银行倒闭潮之后，美国金融市场出现了一波动乱，银行股在2023年的大部分时间里都处于压力之下。Q4的成绩单，是否能充分反映压力下的公司真实情况？各家银行的痛点在哪里？未来进入降息周期，宏观经济形势发生的转变会不会给银行业的整体盈利带来改善，银行股在这一阶段还值不值得投资？

$美国银行(BAC)$ $花旗(C)$ $富国银行(WFC)$ $摩根大通(JPM)$

4月非农远低预期，美股涨势能否延续？

美股降息概率增加，美国披露4月份非农业人口就业数据，新增人口只有17.5万，低于预期，失业率达到3.9%。市场对美联储降息预期形成了新的共识——首次降息在9月（概率为78%，高于非农前的63%），年内降息两次。【9月降息预期大增，美股涨势能否延续呢？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

轻松一生
01-25
轻松一生
夺目辉煌的未来，全情投身！岁月静好，蓄势待发！2024年，美国银行业必将崛起，翱翔蓝天！
一个人发呆
01-25
一个人发呆
未来几年，美国银行业前景充满希望，尽管面临挑战，但我坚信其长远稳固的投资价值！
超越666888
01-22
超越666888
阅
梓坚
01-20
梓坚
👍👍

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