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看好富国银行，老巴的选择

@小虎活动：【有奖竞猜】Q4财报季来啦，银行股财报大PK！

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ROE</span>，部分银行转型盈利中枢更高的财富管理，以及调整资产结构等积极的策略，其实都是银行股估值扩张的主要原因。</p> <p>进入<span> 4Q19FY</span>新财季，以上逻辑有的已经发生了变化，比如交易业务环比开始复苏，信贷业务的扩张趋势上有所放缓，中期维度下，“保险式降息”之后美联储的政策走向，也有可能构成对大型银行和中小型银行表现差异的逆转等。</p> <p><b>具体来看各家银行股：</b></p> <p>摩根大通<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$(JPM)$</a></p> <p>摩根大通的业绩将是反映全球银行和资产管理公司四季度增长趋势的关键指标，进而设定该行业<span>2020</span>年的利润预期。本季度看，利率环境已有所改善，管理层指出，<span>12</span>月中旬的净利息收入看上去有所好转，消费者健康和贷款增长应该会支撑这一前景。</p> <p>花旗<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$(C)$</a></p> <p>花旗集团<span>2020</span>年的有形资产回报率目标将是本季度盈利报告的核心，预计<span>2017</span>年设定的<span>13.5%</span>的目标不太可能实现，因为在最近几个季度的疲软环境下，收入预期已经逐步下调。不过，预计花旗将实现削减开支的目标，进一步改善盈利能力，但交易收入较上年同期有所下降。</p> <p><b>最后</b></p> <p>虎友们最看好哪家银行股财报？<span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span>参与投票，成功预测就有虎币奖励吼。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a></p></body></html>","htmlText":"<html><head></head><body><p>虎友们，周一好<span>~</span>新的一周，就从<b>美股财报日历图</b>开始~</p> <p><img src=\"https://static.tigerbbs.com/56e77f8c57b48989c42a73301ec5fb5a\"></p> <p>如您所见，当图中出现密集的银行股，也就是<span style=\"color:rgba(255,139,0,1);\"><b>美股财报季</b></span>正式信号了。So，小虎君本周的竞猜主角，也正是<b>银行股们</b>。</p> <p>大摩小摩花旗富国高盛美银，这些重磅银行股同场竞技，请问你最看好哪家财报后涨幅？<i>（穿越至本文最下方可直接投票）</i></p> <p><b>来自</b><a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a><b> 的分析认为：</b></p> <p>银行股曾在<span> 19</span>年的降息中大幅跑赢市场，看似蒙混过关，缺乏支撑。但核心的逻辑在于低利率下，信贷升温成功对冲了净息差的收窄，削减成本、收缩业务等举措缓解了交易业务下滑的同时，实现了经营杠杆收益，再加上超预期的回购增厚了接近<span> 10%</span>的<span> ROE</span>，部分银行转型盈利中枢更高的财富管理，以及调整资产结构等积极的策略，其实都是银行股估值扩张的主要原因。</p> <p>进入<span> 4Q19FY</span>新财季，以上逻辑有的已经发生了变化，比如交易业务环比开始复苏，信贷业务的扩张趋势上有所放缓，中期维度下，“保险式降息”之后美联储的政策走向，也有可能构成对大型银行和中小型银行表现差异的逆转等。</p> <p><b>具体来看各家银行股：</b></p> <p>摩根大通<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$(JPM)$</a></p> <p>摩根大通的业绩将是反映全球银行和资产管理公司四季度增长趋势的关键指标，进而设定该行业<span>2020</span>年的利润预期。本季度看，利率环境已有所改善，管理层指出，<span>12</span>月中旬的净利息收入看上去有所好转，消费者健康和贷款增长应该会支撑这一前景。</p> <p>花旗<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$(C)$</a></p> <p>花旗集团<span>2020</span>年的有形资产回报率目标将是本季度盈利报告的核心，预计<span>2017</span>年设定的<span>13.5%</span>的目标不太可能实现，因为在最近几个季度的疲软环境下，收入预期已经逐步下调。不过，预计花旗将实现削减开支的目标，进一步改善盈利能力，但交易收入较上年同期有所下降。</p> <p><b>最后</b></p> <p>虎友们最看好哪家银行股财报？<span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span>参与投票，成功预测就有虎币奖励吼。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a></p></body></html>","text":"虎友们，周一好~新的一周，就从美股财报日历图开始~ 如您所见，当图中出现密集的银行股，也就是美股财报季正式信号了。So，小虎君本周的竞猜主角，也正是银行股们。 大摩小摩花旗富国高盛美银，这些重磅银行股同场竞技，请问你最看好哪家财报后涨幅？（穿越至本文最下方可直接投票） 来自@小虎周报 的分析认为： 银行股曾在 19年的降息中大幅跑赢市场，看似蒙混过关，缺乏支撑。但核心的逻辑在于低利率下，信贷升温成功对冲了净息差的收窄，削减成本、收缩业务等举措缓解了交易业务下滑的同时，实现了经营杠杆收益，再加上超预期的回购增厚了接近 10%的 ROE，部分银行转型盈利中枢更高的财富管理，以及调整资产结构等积极的策略，其实都是银行股估值扩张的主要原因。 进入 4Q19FY新财季，以上逻辑有的已经发生了变化，比如交易业务环比开始复苏，信贷业务的扩张趋势上有所放缓，中期维度下，“保险式降息”之后美联储的政策走向，也有可能构成对大型银行和中小型银行表现差异的逆转等。 具体来看各家银行股： 摩根大通$(JPM)$ 摩根大通的业绩将是反映全球银行和资产管理公司四季度增长趋势的关键指标，进而设定该行业2020年的利润预期。本季度看，利率环境已有所改善，管理层指出，12月中旬的净利息收入看上去有所好转，消费者健康和贷款增长应该会支撑这一前景。 花旗$(C)$ 花旗集团2020年的有形资产回报率目标将是本季度盈利报告的核心，预计2017年设定的13.5%的目标不太可能实现，因为在最近几个季度的疲软环境下，收入预期已经逐步下调。不过，预计花旗将实现削减开支的目标，进一步改善盈利能力，但交易收入较上年同期有所下降。 最后 虎友们最看好哪家银行股财报？戳下方参与投票，成功预测就有虎币奖励吼。 $高盛(GS)$ $摩根士丹利(MS)$ $富国银行(WFC)$ 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