+关注
Longliju888
暂无个人介绍
IP属地：未知
284
关注
2
粉丝
2
主题
0
勋章
主贴
热门
Longliju888
2021-08-28
不错
抱歉，原内容已删除
Longliju888
2021-08-20
不错
抱歉，原内容已删除
Longliju888
2021-04-04
不错
抱歉，原内容已删除
Longliju888
2021-01-23
还好
@小虎周报:强者愈强！大波美股银行股演绎炸裂表现！
Longliju888
2021-01-19
还不错，继续努力
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3558425676115406","uuid":"3558425676115406","gmtCreate":1595333811196,"gmtModify":1611714257737,"name":"Longliju888","pinyin":"longliju888","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":284,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":819706401,"gmtCreate":1630105126203,"gmtModify":1704955920998,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819706401","repostId":"1163428031","repostType":2,"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836113393,"gmtCreate":1629464110712,"gmtModify":1629464110712,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836113393","repostId":"1166395848","repostType":2,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349333893,"gmtCreate":1617539096312,"gmtModify":1617539096312,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349333893","repostId":"2121438484","repostType":2,"isVote":1,"tweetType":1,"viewCount":2159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310424908,"gmtCreate":1611359002404,"gmtModify":1703750174747,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"还好","listText":"还好","text":"还好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310424908","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强！大波美股银行股演绎炸裂表现！","htmlText":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视：疫情之下，分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视：疫情之下，分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：《1Q20行财报透视：疫情之下，分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334754165,"gmtCreate":1611014211957,"gmtModify":1703747423447,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"还不错，继续努力","listText":"还不错，继续努力","text":"还不错，继续努力","images":[{"img":"https://static.tigerbbs.com/08d2fc48cfc1dc088560491776ad6f22","width":"1080","height":"2087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334754165","isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":349333893,"gmtCreate":1617539096312,"gmtModify":1617539096312,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349333893","repostId":"2121438484","repostType":2,"isVote":1,"tweetType":1,"viewCount":2159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334754165,"gmtCreate":1611014211957,"gmtModify":1703747423447,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"还不错，继续努力","listText":"还不错，继续努力","text":"还不错，继续努力","images":[{"img":"https://static.tigerbbs.com/08d2fc48cfc1dc088560491776ad6f22","width":"1080","height":"2087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334754165","isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819706401,"gmtCreate":1630105126203,"gmtModify":1704955920998,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819706401","repostId":"1163428031","repostType":2,"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836113393,"gmtCreate":1629464110712,"gmtModify":1629464110712,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836113393","repostId":"1166395848","repostType":2,"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310424908,"gmtCreate":1611359002404,"gmtModify":1703750174747,"author":{"id":"3558425676115406","authorId":"3558425676115406","name":"Longliju888","avatar":"https://static.tigerbbs.com/aa60943a1722eaac9e3d43c5104aa665","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558425676115406","authorIdStr":"3558425676115406"},"themes":[],"htmlText":"还好","listText":"还好","text":"还好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310424908","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强！大波美股银行股演绎炸裂表现！","htmlText":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视：疫情之下，分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视：疫情之下，分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间，去年Q1的时候权益市场还在被绝望裹挟，关注金融股的投资者氛围可能更加暗淡，彼时国内四大行纷纷破净破到怀疑人生；欧洲银行业率先叫停回购、派息；美国银行业贷款损失拨备直逼金融危机时期水平，当场砍掉了一半的净利润。 如今回过头来再看，从最绝望时期算起，美国银行股普遍也已经有50%+的涨幅，甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ，也成为了这轮银行股行情中的领航员，作为一名银行股，不到一年，188%的涨幅（按低点算），可以说是相当炸裂的表现。参考：《1Q20行财报透视：疫情之下，分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报，整体来看，信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上，比较大的变化还在于，银行的坏账拨备普遍进一步下调；其次，在美联储松绑监管后，大型银行的回购也逐渐开启正常化。可以察觉到，市场正从流动性的盛宴中缓缓苏醒，复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏，拨备下降，消费型银行进入顺风期 从四季报来看，银行信贷业务延续着复苏的趋势，各大行年末也已经开始调低贷款损失拨备，拨备调低后（部分坏账准备可以收回来了），会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款，这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
