摩根大通(JPM)CEO戴蒙上调26年全年支出预期至1060亿美元 释放大规模并购信号

金吾财讯
May 28

金吾财讯 | 据外媒新近报道,摩根大通(JPM)首席执行官杰米·戴蒙在伯恩斯坦战略决策会议上表示,受业务强劲增长推动,该行将2026年全年支出预期从1050亿美元上调至1060亿美元,新增10亿美元支出或对盈利增速形成压制。戴蒙明确释放大规模并购信号,称未来数年有望动用100亿-200亿美元实施战略收购,当前已在积极寻觅标的。虽未披露具体领域,但市场普遍预判将聚焦金融科技(FinTech)与人工智能(AI)赛道,以此补强技术能力、扩大财富管理与支付等高增长业务规模。作为华尔街并购标杆,摩根大通2023年曾收购第一共和银行,成功化解2008年金融危机后美国最大银行倒闭危机,展现高效整合能力。戴蒙透露,二季度投行费用收入预计同比增长10%以上,大型并购与融资交易洽谈活跃;市场业务(含交易)营收料增11%,实际表现或优于预期。2026年华尔街并购市场持续回暖,美国经济韧性支撑企业信心,融资环境宽松叠加企业并购意愿回升,尽管中东地缘冲突与AI对传统软件行业的冲击引发阶段性谨慎情绪,但头部银行订单储备充足、客户参与度高。戴蒙直言:“今年股权资本市场(ECM)将迎来爆发,企业与投资机构活跃度高涨,市场情绪乐观。”截至本文发稿,摩根大通美股盘前小幅扬升0.17%,最新报299.78美元。

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