财报季拉开序幕,美股暂陷整理,银行股成“重灾区”

证券市场周刊
Jan 16

美股财报季正式开启,摩根大通(JPM.US)和纽约梅隆银行(BK.US)率先公布业绩。两家公司业绩均达到了市场设定的较高预期门槛,但并未明显超预期。各界并未料到,银行股会在没有太多基本面变化的背景下大幅下挫。一来可能是前期市场对周期性板块的押注较为集中,而另一个直接诱因是特朗普总统隔夜在Truth Social上发文,表示“所有人都应该支持《信用卡竞争法案》(Credit Card ...

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