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@大叔观点时间：摩根大通股价大跌，但是我们依旧看好|附Q4财报解读

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The economy continues to do quite well despite headwinds related to the Omicron variant, inflation and supply chain bottlenecks. Credit continues to be healthy with exceptionally low net charge-offs, and we remain optimistic on U.S. economic growth as business sentiment is upbeat and consumers are benefiting from job and wage growth.”\n</blockquote><p>资本市场的强劲、信贷量的健康增长，导致银行各个部门表现都不错。</p><p><strong>一句话，美国经济整体向好，尽管有Omicron变种、通胀、和供应链的种种问题。</strong></p><p><strong>【业绩要点】</strong></p><p>§&nbsp;本季度，营收303.5亿美元，略超市场预期的299亿，与2021年同期的301.6亿基本持平</p><p>§&nbsp;每股收益3.33美元，超出市场预期的3.01美元 </p><p><strong>【费用】</strong></p><p>§&nbsp;非利息支出猛增 11%至 178.9亿美元，高于分析师估计的 176.3亿美元，较去年同期的160.5亿增长11.5%</p><p>§&nbsp;支出增长主要驱动来自于薪酬成本上升，银行要吸引并留住最优秀的人才</p><p><strong>【盈利及其它】</strong></p><p>§&nbsp;高于预期的支出导致第四季度利润下降 14%至 104亿美元，而收入303.5亿几乎没有变化；</p><p>§&nbsp;从未实现的贷款损失准备金中，释放出了 18亿美元，贡献给净收益；如果没有这个每股 47美分的贡献，每股收益只有 2.86美元（而不是3.33美元）；</p><p>§&nbsp;来自交易的收入，四季度下降 11%至 53亿美元，这主要是由于债券交易部门放缓所致；而投资银行业务收入帮助佣金收入增加了 37%。</p><p><strong>【2022年预期】</strong></p><p>§&nbsp;摩根大通的支出将在 2022年增长 8%至约 770亿美元，主要是由于通胀压力和 35亿美元的投资；</p><p>§&nbsp;银行将受益于近几个月来利率上升和贷款增长。 2022年的净利息收入可能达到约 500亿美元，比 2021年增加 55亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e433a5a0a43e8261776dbfed50f3319b\" tg-width=\"632\" tg-height=\"215\"></p><p><strong>【大叔操作】</strong></p><p>趁季报后的下跌，1月14日在157.9的价位买入一部分股票。</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4fb0c123c1c0055ba698d519f78ac97\" tg-width=\"632\" tg-height=\"269\"></p><p><strong>【工资通胀的“逆风”下，小摩下调业绩预期，股价大跌 6.2%】</strong></p><p>银行股第一支摩根大通于1月14日发布四季度财报，也正式拉开美股四季报的序幕。</p><p>虽然收益和营收都超预期，可是银行预计支出的增加、华尔街收入的放缓，将导致回报率较近几年有所下降。银行很可能无法实现该公司 17%的资本回报率目标。</p><p>股价应声大跌6.2%，收盘157.89，抹去了2022年开年来的所有涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a408aea7b9c2b89b829857bfa97220\" tg-width=\"632\" tg-height=\"206\"></p><p><strong>【CEO Jamie Dimon乐视美国经济】</strong></p><p>银行是经济的晴雨表，小摩CEO Jamie Dimon对本季度公司业绩的总结及美国整体经济持乐观态度：</p><blockquote>\n “JPMorgan Chase reported solid results across our businesses benefiting from elevated capital markets activity and a pick up in lending activity as firmwide average loans were up 6%. The economy continues to do quite well despite headwinds related to the Omicron variant, inflation and supply chain bottlenecks. Credit continues to be healthy with exceptionally low net charge-offs, and we remain optimistic on U.S. economic growth as business sentiment is upbeat and consumers are benefiting from job and wage growth.”\n</blockquote><p>资本市场的强劲、信贷量的健康增长，导致银行各个部门表现都不错。</p><p><strong>一句话，美国经济整体向好，尽管有Omicron变种、通胀、和供应链的种种问题。</strong></p><p><strong>【业绩要点】</strong></p><p>§&nbsp;本季度，营收303.5亿美元，略超市场预期的299亿，与2021年同期的301.6亿基本持平</p><p>§&nbsp;每股收益3.33美元，超出市场预期的3.01美元 </p><p><strong>【费用】</strong></p><p>§&nbsp;非利息支出猛增 11%至 178.9亿美元，高于分析师估计的 176.3亿美元，较去年同期的160.5亿增长11.5%</p><p>§&nbsp;支出增长主要驱动来自于薪酬成本上升，银行要吸引并留住最优秀的人才</p><p><strong>【盈利及其它】</strong></p><p>§&nbsp;高于预期的支出导致第四季度利润下降 14%至 104亿美元，而收入303.5亿几乎没有变化；</p><p>§&nbsp;从未实现的贷款损失准备金中，释放出了 18亿美元，贡献给净收益；如果没有这个每股 47美分的贡献，每股收益只有 2.86美元（而不是3.33美元）；</p><p>§&nbsp;来自交易的收入，四季度下降 11%至 53亿美元，这主要是由于债券交易部门放缓所致；而投资银行业务收入帮助佣金收入增加了 37%。</p><p><strong>【2022年预期】</strong></p><p>§&nbsp;摩根大通的支出将在 2022年增长 8%至约 770亿美元，主要是由于通胀压力和 35亿美元的投资；</p><p>§&nbsp;银行将受益于近几个月来利率上升和贷款增长。 2022年的净利息收入可能达到约 500亿美元，比 2021年增加 55亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e433a5a0a43e8261776dbfed50f3319b\" tg-width=\"632\" tg-height=\"215\"></p><p><strong>【大叔操作】</strong></p><p>趁季报后的下跌，1月14日在157.9的价位买入一部分股票。</p></body></html>","text":"【工资通胀的“逆风”下，小摩下调业绩预期，股价大跌 6.2%】 银行股第一支摩根大通于1月14日发布四季度财报，也正式拉开美股四季报的序幕。 虽然收益和营收都超预期，可是银行预计支出的增加、华尔街收入的放缓，将导致回报率较近几年有所下降。银行很可能无法实现该公司 17%的资本回报率目标。 股价应声大跌6.2%，收盘157.89，抹去了2022年开年来的所有涨幅。 【CEO Jamie Dimon乐视美国经济】 银行是经济的晴雨表，小摩CEO Jamie Dimon对本季度公司业绩的总结及美国整体经济持乐观态度： “JPMorgan Chase reported solid results across our businesses benefiting from elevated capital markets activity and a pick up in lending activity as firmwide average loans were up 6%. The economy continues to do quite well despite headwinds related to the Omicron variant, inflation and supply chain bottlenecks. Credit continues to be healthy with exceptionally low net charge-offs, and we remain optimistic on U.S. economic growth as business sentiment is upbeat and consumers are benefiting from job and wage growth.” 资本市场的强劲、信贷量的健康增长，导致银行各个部门表现都不错。 一句话，美国经济整体向好，尽管有Omicron变种、通胀、和供应链的种种问题。 【业绩要点】 § 本季度，营收303.5亿美元，略超市场预期的299亿，与2021年同期的301.6亿基本持平 § 每股收益3.33美元，超出市场预期的3.01美元 【费用】 § 非利息支出猛增 11%至 178.9亿美元，高于分析师估计的 176.3亿美元，较去年同期的160.5亿增长11.5% § 支出增长主要驱动来自于薪酬成本上升，银行要吸引并留住最优秀的人才 【盈利及其它】 § 高于预期的支出导致第四季度利润下降 14%至 104亿美元，而收入303.5亿几乎没有变化； § 从未实现的贷款损失准备金中，释放出了 18亿美元，贡献给净收益；如果没有这个每股 47美分的贡献，每股收益只有 2.86美元（而不是3.33美元）； § 来自交易的收入，四季度下降 11%至 53亿美元，这主要是由于债券交易部门放缓所致；而投资银行业务收入帮助佣金收入增加了 37%。 【2022年预期】 § 摩根大通的支出将在 2022年增长 8%至约 770亿美元，主要是由于通胀压力和 35亿美元的投资； § 银行将受益于近几个月来利率上升和贷款增长。 2022年的净利息收入可能达到约 500亿美元，比 2021年增加 55亿美元。 【大叔操作】 趁季报后的下跌，1月14日在157.9的价位买入一部分股票。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/697302812","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JPM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1849,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1627,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/697798251"}