银行股重挫，12月份零售销售跌1.9%，美股涨跌互现

一财网2022-01-15

经济学家预计，美国经济活动将于2月初见底，并在3月迎来全面反弹。银行板块重挫，美股周五收盘涨跌互现料美联储将加速收紧货币政策美国零售销售大逊预期，消费者信心回落银行类股拉开财报大幕，业绩好坏参半周五，随着市场消化吸收企业财报和经济数据，美股收盘涨跌互现。截至收盘，道指下跌201.81点，跌幅0.56%，报35911.81点；标普500指数涨3.82点，涨幅0.08%，报4662.85点；纳指涨...

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Hochul）周五表示，纽约终于在最新这场疫情中迎来拐点，新冠检测阳性率和7天日均新增病例数在飙升至惊人新高后，正在呈现下降趋势。目前，在报告的30多万个检测结果中，16.30%呈阳性，低于上周水平。根据美国疾控中心（CDC）的数据，纽约州是全美疫苗接种率最高的州，近73%的纽约人完全接种疫苗，近86%的人接种了至少一针疫苗。美国零售销售大逊预期 经济数据方面，根据美国商务部周五发布的数据显示，美国去年12月份零售销售环比下滑1.9%，逊于市场预期0.1%的环比降幅，并创10个月来最大降幅，同时前值则修正下调为增长0.2%。此外，扣除汽车销售的去年12月核心零售销售额下跌2.3%，也远逊市场预期增长0.1%的水平。市场观点认为，由于供应链瓶颈令消费者提前在节假日进行购物，导致去年12月的零售销售表现疲软。同时在新冠新增人数激增的背景下，这份数据反映出通胀对消费者正在造成更大的影响。根据美国密歇根大学周五发布的数据显示，受通胀和疫情担忧影响，美国1月密歇根大学消费者信心指数初值68.8，不及预期水平，并较上月水平有所回落。而随着通胀预期的大幅攀升，5年通胀预期为3.1%，创2011年1月以来最高水平。根据外媒一项最新月度预测调查显示，预计美国经济在今年年初将受到奥密克戎毒株的冲击，但该影响应该不会持续到第一季度之后。市场对1~3月美国国内生产总值（GDP）增速的预期从此前月度调查中的3.9%降至3%。经济学家预计，美国经济活动将于2月初见底，并在3月迎来全面反弹。银行类股拉开财报大幕公司方面，银行类股在周五拉开了第四季度财报季大幕。摩根大通周五盘前发布第四财季财报，该行在第四财季实现营收303.5亿美元，好于市场预期；每股盈利3.33美元，市场预期为3.01美元。此外，摩根大通在商业贷款和消费贷款方面均较上年同期有所下滑。摩根大通是首家发布财报的大型银行，市场密切关注其在贷款方面的数据。此前，受美国政府经济刺激政策影响，摩根大通首席执行官杰米·戴蒙（Jamie Dimon）曾表示2021年该行在贷款增长方面面临挑战。股价方面，由于该行首席财务官杰里米·巴纳姆（Jeremy Barnum）警告称在未来两年或无法达到一个关键利润目标，摩根大通股价周五收跌6.15%，收报于每股157.89美元。年初迄今，摩根大通股价累计上涨6.2%，不及KBS银行指数11.6%的涨幅。资管巨头贝莱德（BlackRock）周五盘前发布的财报显示，贝莱德去年四季度利润增长高于预期，资管规模突破10万亿美元，创历史新高。贝莱德在去年第四季度实现营收51.1亿美元，实现盈利16.4亿美元，调整后的每股收益为10.42美元，超市场预期的10.23美元。同时，贝莱德在全年盈利59亿美元，营收193.7亿美元。年初迄今，贝莱德股价下跌了5%，而标普500指数同期上涨了24%。此外，该公司股价在过去12个月中上涨了11%。花旗集团周五发布财报显示，其在第四财季实现营收170亿美元，每股收益1.46美元，皆超市场预期。不过，该公司净收入下降了26%至32亿美元。花旗集团股价周五收跌1.25%，报每股66.93美元。根据富国银行周五发布的财报显示，该行在第四财季营收同比增13%至208.56亿美元，净利润同比增86%至57.5亿美元。该行在2021年全年实现营收784.92亿美元，净利润215.48亿美元，皆超上年同期。富国银行股价周五收涨3.68%，报每股58.06美元。市场将在下周迎来一连串重量级财报，包括高盛、美国银行、宝洁和奈飞等大型企业。市场普遍预计，此次美国企业利润继续强劲复苏。不过，有分析师估计标普500指数成份股公司第四季度利润将同比增长22%，不及过去几个季度的利润增速。根据FactSet数据，在标普500指数的11个行业中，将会有9个行业盈利继续增长，其中能源、工业、材料等周期板块的增长幅度居前，会录得最大盈利增速。医疗保健和科技预计也能实现双位数增长。可选消费和必选消费的业绩表现可能会比较平淡，公共事业的利润会缩水。美联储将加速收紧货币政策总统拜登已提名拉斯金（Sarah Bloom Raskin）担任美联储负责金融监管的副主席。市场预期，这可能会给金融业带来压力，因为拉斯金可能会推动更加严厉的金融监管。纽约联储主席约翰·威廉姆斯（John Williams）周五表示，尽管因奥密克戎毒株导致的感染人数激增可能会在未来数月减缓经济增长并会延长供应链挑战，但在感染风波之后，美国经济应该会回到一个更强劲的轨道。威廉姆斯表示，随着消费者减少面对面的活动，企业可能会在短期承受一些打击，部分公司仍在招聘方面面临困难，但这些干扰因素并不足以破坏美国经济，预计美国经济在今年将实现增长3.5%。他预计就业市场将随着经济增长而继续复苏，今年失业率将降至3.5%。威廉姆斯称“逐步”加息将是取消宽松政策的下一步，但他并未谈及潜在加息时间或速度，他表示这些决定将取决于经济数据。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":9005132185,"gmtCreate":1642205474216,"gmtModify":1676533691582,"author":{"id":"3577190350066570","authorId":"3577190350066570","name":"blueline","avatar":"https://static.tigerbbs.com/4fc6cf22d30c6e8d194acfa93802ff23","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3577190350066570","authorIdStr":"3577190350066570"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005132185","repostId":2203116749,"repostType":2,"repost":{"id":"2203116749","kind":"news","pubTimestamp":1642203745,"share":"https://ttm.financial/m/news/2203116749?lang=en_US&edition=fundamental","pubTime":"2022-01-15 07:42","market":"sh","language":"zh","title":"Bank stocks tumbled, retail sales fell 1.9% in December, U.S. stocks mixed","url":"https://stock-news.laohu8.com/highlight/detail?id=2203116749","media":"一财网","summary":"银行板块重挫，美股周五收盘涨跌互现料美联储将加速收紧货币政策美国零售销售大逊预期，消费者信心回落银行类股拉开财报大幕，业绩好坏参半周五，随着市场消化吸收企业财报和经济数据，美股收盘涨跌互现。目前，在报告的30多万个检测结果中，16.30%呈阳性，低于上周水平。此外，扣除汽车销售的去年12月核心零售销售额下跌2.3%，也远逊市场预期增长0.1%的水平。此外，该公司股价在过去12个月中上涨了11%。","content":"<html><body>Economists expect U.S. economic activity to bottom out in early February and usher in a full rebound in March.U.S. stocks closed mixed on Friday as the banking sector tumbledThe Fed is expected to accelerate monetary policy tighteningU.S. retail sales miss expectations, consumer confidence fallsBank stocks kick off earnings with mixed resultsU.S. stocks closed mixed on Friday as the market digested and absorbed corporate earnings reports and economic data.As of the close, the Dow fell 201.81 points, or 0.56%, to 35,911.81 points; The S&P 500 rose 3.82 points, or 0.08%, to 4,662.85 points; The Nasdaq rose 86.94 points, or 0.59%, to 14,893.75 points. The banking sector was under pressure and plummeted due to the impact of corporate financial reports.In the bond market, as the market focused on hawkish comments from the Federal Reserve and economic data, the yield on the 10-year U.S. Treasury Bond rose slightly to 1.791%, and the yield on the 30-year Treasury Bond rose to 2.129%. In the commodity market, the price of WTI crude oil futures for February delivery rose by US $1.70, or 2.1%, to close at US $83.82 per barrel, a cumulative increase of more than 6% in a single week.New York Gov. Kathy Hochul said on FridayNew York has finally ushered in an inflection point in the latest epidemic. The positive rate of new crown tests and the 7-day average daily number of new cases are showing a downward trend after soaring to an astonishing high.Currently, of the more than 300,000 tests reported, 16.30% are positive, down from last week's levels. According to the Centers for Disease Control and Prevention (CDC), New York has the highest vaccination rate in the nation, with nearly 73% of New Yorkers fully vaccinated and nearly 86% receiving at least one shot.U.S. retail sales worse than expectedIn terms of economic data, according to data released by the U.S. Department of Commerce on Friday, U.S. retail sales fell by 1.9% month-on-month in December last year, which was worse than market expectations for a 0.1% month-on-month decline and the largest decline in 10 months. At the same time, the previous value was revised and lowered to an increase of 0.2%. In addition, core retail sales excluding automobile sales fell by 2.3% in December last year, which was far lower than the market's expectation of 0.1% growth.According to the market view, the retail sales performance in December last year was weak due to supply chain bottlenecks that caused consumers to shop in advance during the holidays. At the same time, against the backdrop of a surge in the number of new COVID-19 cases, this data reflects that inflation is having a greater impact on consumers.According to data released by the University of Michigan on Friday, affected by inflation and epidemic concerns,The initial value of the University of Michigan Consumer Confidence Index in January was 68.8, which was lower than expected and fell from the previous month's level。 With the sharp rise in inflation expectations, the five-year inflation expectation is 3.1%, the highest level since January 2011.According to a latest monthly forecast survey by foreign media, the U.S. economy is expected to be hit by the Omicron strain at the beginning of this year, but the impact should not last beyond the first quarter. The market's expectation of U.S. gross domestic product (GDP) growth from January to March dropped to 3% from 3.9% in the previous monthly survey. Economists expect that,U.S. economic activity will bottom out in early February and usher in a full rebound in March。Bank stocks kick off earningsOn the corporate front, bank stocks kicked off the fourth-quarter earnings season on Friday.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The fourth-quarter financial report was released before the market opened on Friday. The bank achieved revenue of US $30.35 billion in the fourth quarter, which was better than market expectations; Earnings per share were $3.33, compared with market expectations of $3.01. In addition, JPMorgan Chase saw declines in both commercial and consumer loans from a year earlier. JPMorgan Chase is the first large bank to release its earnings report, and the market closely pays close attention to its lending data.Previously, affected by the U.S. government's economic stimulus policy, JPMorgan Chase CEO Jamie Dimon (Jamie Dimon) said that the bank will face challenges in loan growth in 2021. In terms of stock prices, JPMorgan Chase's stock price closed down 6.15% on Friday to close at $157.89 per share as the bank's chief financial officer Jeremy Barnum warned that a key profit target might not be met in the next two years. Year-to-date, JPMorgan Chase's share price has risen by 6.2%, which is less than the 11.6% increase of the KBS Bank Index.Asset management giant<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BlackRock) The financial report released before the market on Friday showed that BlackRock's profit growth in the fourth quarter of last year was higher than expected, and its asset management scale exceeded US $10 trillion, a record high. BlackRock achieved revenue of US $5.11 billion and profit of US $1.64 billion in the fourth quarter of last year. Adjusted earnings per share were US $10.42, exceeding market expectations of US $10.23. At the same time, BlackRock made a profit of US $5.9 billion for the year and revenue of US $19.37 billion. Year-to-date, BlackRock shares are down 5%, while the S&P 500 has risen 24% over the same period. Furthermore, the company's stock price has gained 11% in the past 12 months.Citigroup released its financial report on Friday, showing that it achieved revenue of $17 billion and earnings per share of $1.46 in the fourth fiscal quarter, both exceeding market expectations. However, the company's net revenue fell 26% to $3.2 billion. Citigroup shares closed down 1.25% at $66.93 per share on Friday.according to<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The financial report released on Friday showed that the bank's revenue in the fourth fiscal quarter increased by 13% year-on-year to US $20.856 billion, and its net profit increased by 86% year-on-year to US $5.75 billion. The bank achieved revenue of US $78.492 billion and net profit of US $21.548 billion in 2021, both exceeding the same period last year. Wells Fargo shares closed up 3.68% on Friday at $58.06 per share.The market will usher in a string of heavyweight earnings reports next week, including<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/PG\">Procter Gamble</a>And large enterprises such as Netflix.The market generally expects that U.S. corporate profits will continue to recover strongly this time. However, some analysts estimate that the fourth-quarter profits of S&P 500 companies will increase by 22% year-on-year, which is not as good as the profit growth rate in the past few quarters.According to FactSet data,Of the 11 industries in the S&P 500 index, 9 industries will continue to grow earnings.Among them, cyclical sectors such as energy, industry, and materials have the highest growth rate and will record the largest profit growth rate. Healthcare and tech are also expected to post double-digit growth. The performance of optional consumption and mandatory consumption may be relatively flat, and the profits of public utilities will shrink.Fed to accelerate monetary policy tighteningPresident Joe Biden has nominated Sarah Bloom Raskin to serve as the Federal Reserve's vice chairman for financial supervision. The market expects that this may put pressure on the financial industry, as Raskin may push for tougher financial regulation.<div><img src=\"http://k.sinaimg.cn/n/sinakd20220115s/200/w640h360/20220115/aa2f-f641404fbccc5224ca188005fe173b8a.jpg/w720fin.jpg\"/></div>New York Fed President John M.<a href=\"https://laohu8.com/S/WMB\">Williams</a>(John Williams) said on Friday that while a surge in infections caused by the Omicron strain may slow economic growth and prolong supply chain challenges in the coming months, the U.S. economy should return to a stronger track after the infection storm. Williams said that as consumers reduce face-to-face activities, businesses may take some blows in the short term, and some companies are still facing difficulties in hiring, but these disruptions are not enough to undermine the U.S. economy, which is expected to achieve growth this year. Achieve growth of 3.5%.He expects the job market to continue to recover as the economy grows, with the unemployment rate falling to 3.5% this year. Williams said a \"gradual\" rate hike would be the next step in lifting easing policy, but he did not talk about the timing or speed of a potential rate hike, saying these decisions would depend on economic data.</body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank stocks tumbled, retail sales fell 1.9% in December, U.S. stocks mixed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank stocks tumbled, retail sales fell 1.9% in December, U.S. stocks mixed\n</h2>\n<h4 class=\"meta\">\n\n一财网2022-01-15 07:42\n\n</h4>\n</header>\n<article>\n<html><body>Economists expect U.S. economic activity to bottom out in early February and usher in a full rebound in March.U.S. stocks closed mixed on Friday as the banking sector tumbledThe Fed is expected to accelerate monetary policy tighteningU.S. retail sales miss expectations, consumer confidence fallsBank stocks kick off earnings with mixed resultsU.S. stocks closed mixed on Friday as the market digested and absorbed corporate earnings reports and economic data.As of the close, the Dow fell 201.81 points, or 0.56%, to 35,911.81 points; The S&P 500 rose 3.82 points, or 0.08%, to 4,662.85 points; The Nasdaq rose 86.94 points, or 0.59%, to 14,893.75 points. The banking sector was under pressure and plummeted due to the impact of corporate financial reports.In the bond market, as the market focused on hawkish comments from the Federal Reserve and economic data, the yield on the 10-year U.S. Treasury Bond rose slightly to 1.791%, and the yield on the 30-year Treasury Bond rose to 2.129%. In the commodity market, the price of WTI crude oil futures for February delivery rose by US $1.70, or 2.1%, to close at US $83.82 per barrel, a cumulative increase of more than 6% in a single week.New York Gov. Kathy Hochul said on FridayNew York has finally ushered in an inflection point in the latest epidemic. The positive rate of new crown tests and the 7-day average daily number of new cases are showing a downward trend after soaring to an astonishing high.Currently, of the more than 300,000 tests reported, 16.30% are positive, down from last week's levels. According to the Centers for Disease Control and Prevention (CDC), New York has the highest vaccination rate in the nation, with nearly 73% of New Yorkers fully vaccinated and nearly 86% receiving at least one shot.U.S. retail sales worse than expectedIn terms of economic data, according to data released by the U.S. Department of Commerce on Friday, U.S. retail sales fell by 1.9% month-on-month in December last year, which was worse than market expectations for a 0.1% month-on-month decline and the largest decline in 10 months. At the same time, the previous value was revised and lowered to an increase of 0.2%. In addition, core retail sales excluding automobile sales fell by 2.3% in December last year, which was far lower than the market's expectation of 0.1% growth.According to the market view, the retail sales performance in December last year was weak due to supply chain bottlenecks that caused consumers to shop in advance during the holidays. At the same time, against the backdrop of a surge in the number of new COVID-19 cases, this data reflects that inflation is having a greater impact on consumers.According to data released by the University of Michigan on Friday, affected by inflation and epidemic concerns,The initial value of the University of Michigan Consumer Confidence Index in January was 68.8, which was lower than expected and fell from the previous month's level。 With the sharp rise in inflation expectations, the five-year inflation expectation is 3.1%, the highest level since January 2011.According to a latest monthly forecast survey by foreign media, the U.S. economy is expected to be hit by the Omicron strain at the beginning of this year, but the impact should not last beyond the first quarter. The market's expectation of U.S. gross domestic product (GDP) growth from January to March dropped to 3% from 3.9% in the previous monthly survey. Economists expect that,U.S. economic activity will bottom out in early February and usher in a full rebound in March。Bank stocks kick off earningsOn the corporate front, bank stocks kicked off the fourth-quarter earnings season on Friday.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The fourth-quarter financial report was released before the market opened on Friday. The bank achieved revenue of US $30.35 billion in the fourth quarter, which was better than market expectations; Earnings per share were $3.33, compared with market expectations of $3.01. In addition, JPMorgan Chase saw declines in both commercial and consumer loans from a year earlier. JPMorgan Chase is the first large bank to release its earnings report, and the market closely pays close attention to its lending data.Previously, affected by the U.S. government's economic stimulus policy, JPMorgan Chase CEO Jamie Dimon (Jamie Dimon) said that the bank will face challenges in loan growth in 2021. In terms of stock prices, JPMorgan Chase's stock price closed down 6.15% on Friday to close at $157.89 per share as the bank's chief financial officer Jeremy Barnum warned that a key profit target might not be met in the next two years. Year-to-date, JPMorgan Chase's share price has risen by 6.2%, which is less than the 11.6% increase of the KBS Bank Index.Asset management giant<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BlackRock) The financial report released before the market on Friday showed that BlackRock's profit growth in the fourth quarter of last year was higher than expected, and its asset management scale exceeded US $10 trillion, a record high. BlackRock achieved revenue of US $5.11 billion and profit of US $1.64 billion in the fourth quarter of last year. Adjusted earnings per share were US $10.42, exceeding market expectations of US $10.23. At the same time, BlackRock made a profit of US $5.9 billion for the year and revenue of US $19.37 billion. Year-to-date, BlackRock shares are down 5%, while the S&P 500 has risen 24% over the same period. Furthermore, the company's stock price has gained 11% in the past 12 months.Citigroup released its financial report on Friday, showing that it achieved revenue of $17 billion and earnings per share of $1.46 in the fourth fiscal quarter, both exceeding market expectations. However, the company's net revenue fell 26% to $3.2 billion. Citigroup shares closed down 1.25% at $66.93 per share on Friday.according to<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The financial report released on Friday showed that the bank's revenue in the fourth fiscal quarter increased by 13% year-on-year to US $20.856 billion, and its net profit increased by 86% year-on-year to US $5.75 billion. The bank achieved revenue of US $78.492 billion and net profit of US $21.548 billion in 2021, both exceeding the same period last year. Wells Fargo shares closed up 3.68% on Friday at $58.06 per share.The market will usher in a string of heavyweight earnings reports next week, including<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/PG\">Procter Gamble</a>And large enterprises such as Netflix.The market generally expects that U.S. corporate profits will continue to recover strongly this time. However, some analysts estimate that the fourth-quarter profits of S&P 500 companies will increase by 22% year-on-year, which is not as good as the profit growth rate in the past few quarters.According to FactSet data,Of the 11 industries in the S&P 500 index, 9 industries will continue to grow earnings.Among them, cyclical sectors such as energy, industry, and materials have the highest growth rate and will record the largest profit growth rate. Healthcare and tech are also expected to post double-digit growth. The performance of optional consumption and mandatory consumption may be relatively flat, and the profits of public utilities will shrink.Fed to accelerate monetary policy tighteningPresident Joe Biden has nominated Sarah Bloom Raskin to serve as the Federal Reserve's vice chairman for financial supervision. The market expects that this may put pressure on the financial industry, as Raskin may push for tougher financial regulation.<div><img src=\"http://k.sinaimg.cn/n/sinakd20220115s/200/w640h360/20220115/aa2f-f641404fbccc5224ca188005fe173b8a.jpg/w720fin.jpg\"/></div>New York Fed President John M.<a href=\"https://laohu8.com/S/WMB\">Williams</a>(John Williams) said on Friday that while a surge in infections caused by the Omicron strain may slow economic growth and prolong supply chain challenges in the coming months, the U.S. economy should return to a stronger track after the infection storm. Williams said that as consumers reduce face-to-face activities, businesses may take some blows in the short term, and some companies are still facing difficulties in hiring, but these disruptions are not enough to undermine the U.S. economy, which is expected to achieve growth this year. Achieve growth of 3.5%.He expects the job market to continue to recover as the economy grows, with the unemployment rate falling to 3.5% this year. Williams said a \"gradual\" rate hike would be the next step in lifting easing policy, but he did not talk about the timing or speed of a potential rate hike, saying these decisions would depend on economic data.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc72020010xfq.html\">一财网</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4566":"资本集团","BK4213":"石油与天然气的勘探与生产","BK4535":"淡马锡持仓","CDC":"VictoryShares US EQ Income Enhanced Volatility Wtd ETF","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4135":"资产管理与托管银行","JPM":"摩根大通","BK4550":"红杉资本持仓","GDP":"古德里奇","BAC":"美国银行","C":"花旗","BK4207":"综合性银行",".IXIC":"NASDAQ Composite","BLK":"贝莱德","SPY":"标普500ETF","BK4553":"喜马拉雅资本持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc72020010xfq.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203116749","content_text":"经济学家预计，美国经济活动将于2月初见底，并在3月迎来全面反弹。 银行板块重挫，美股周五收盘涨跌互现料美联储将加速收紧货币政策美国零售销售大逊预期，消费者信心回落银行类股拉开财报大幕，业绩好坏参半周五，随着市场消化吸收企业财报和经济数据，美股收盘涨跌互现。截至收盘，道指下跌201.81点，跌幅0.56%，报35911.81点；标普500指数涨3.82点，涨幅0.08%，报4662.85点；纳指涨86.94点，涨幅0.59%，报14893.75点。银行板块受企业财报影响而承压重挫。债券市场方面，随着市场关注美联储鹰派言论和经济数据，美国10年期国债收益率小幅上涨至1.791%，30年期国债收益率涨至2.129%。大宗商品市场，2月交割的WTI原油期货价格上涨1.70美元，涨幅2.1%，收报每桶83.82美元，单周累计涨幅超6%。纽约州州长霍舒尔（Kathy Hochul）周五表示，纽约终于在最新这场疫情中迎来拐点，新冠检测阳性率和7天日均新增病例数在飙升至惊人新高后，正在呈现下降趋势。目前，在报告的30多万个检测结果中，16.30%呈阳性，低于上周水平。根据美国疾控中心（CDC）的数据，纽约州是全美疫苗接种率最高的州，近73%的纽约人完全接种疫苗，近86%的人接种了至少一针疫苗。美国零售销售大逊预期 经济数据方面，根据美国商务部周五发布的数据显示，美国去年12月份零售销售环比下滑1.9%，逊于市场预期0.1%的环比降幅，并创10个月来最大降幅，同时前值则修正下调为增长0.2%。此外，扣除汽车销售的去年12月核心零售销售额下跌2.3%，也远逊市场预期增长0.1%的水平。市场观点认为，由于供应链瓶颈令消费者提前在节假日进行购物，导致去年12月的零售销售表现疲软。同时在新冠新增人数激增的背景下，这份数据反映出通胀对消费者正在造成更大的影响。根据美国密歇根大学周五发布的数据显示，受通胀和疫情担忧影响，美国1月密歇根大学消费者信心指数初值68.8，不及预期水平，并较上月水平有所回落。而随着通胀预期的大幅攀升，5年通胀预期为3.1%，创2011年1月以来最高水平。根据外媒一项最新月度预测调查显示，预计美国经济在今年年初将受到奥密克戎毒株的冲击，但该影响应该不会持续到第一季度之后。市场对1~3月美国国内生产总值（GDP）增速的预期从此前月度调查中的3.9%降至3%。经济学家预计，美国经济活动将于2月初见底，并在3月迎来全面反弹。银行类股拉开财报大幕公司方面，银行类股在周五拉开了第四季度财报季大幕。摩根大通周五盘前发布第四财季财报，该行在第四财季实现营收303.5亿美元，好于市场预期；每股盈利3.33美元，市场预期为3.01美元。此外，摩根大通在商业贷款和消费贷款方面均较上年同期有所下滑。摩根大通是首家发布财报的大型银行，市场密切关注其在贷款方面的数据。此前，受美国政府经济刺激政策影响，摩根大通首席执行官杰米·戴蒙（Jamie Dimon）曾表示2021年该行在贷款增长方面面临挑战。股价方面，由于该行首席财务官杰里米·巴纳姆（Jeremy Barnum）警告称在未来两年或无法达到一个关键利润目标，摩根大通股价周五收跌6.15%，收报于每股157.89美元。年初迄今，摩根大通股价累计上涨6.2%，不及KBS银行指数11.6%的涨幅。资管巨头贝莱德（BlackRock）周五盘前发布的财报显示，贝莱德去年四季度利润增长高于预期，资管规模突破10万亿美元，创历史新高。贝莱德在去年第四季度实现营收51.1亿美元，实现盈利16.4亿美元，调整后的每股收益为10.42美元，超市场预期的10.23美元。同时，贝莱德在全年盈利59亿美元，营收193.7亿美元。年初迄今，贝莱德股价下跌了5%，而标普500指数同期上涨了24%。此外，该公司股价在过去12个月中上涨了11%。花旗集团周五发布财报显示，其在第四财季实现营收170亿美元，每股收益1.46美元，皆超市场预期。不过，该公司净收入下降了26%至32亿美元。花旗集团股价周五收跌1.25%，报每股66.93美元。根据富国银行周五发布的财报显示，该行在第四财季营收同比增13%至208.56亿美元，净利润同比增86%至57.5亿美元。该行在2021年全年实现营收784.92亿美元，净利润215.48亿美元，皆超上年同期。富国银行股价周五收涨3.68%，报每股58.06美元。市场将在下周迎来一连串重量级财报，包括高盛、美国银行、宝洁和奈飞等大型企业。市场普遍预计，此次美国企业利润继续强劲复苏。不过，有分析师估计标普500指数成份股公司第四季度利润将同比增长22%，不及过去几个季度的利润增速。根据FactSet数据，在标普500指数的11个行业中，将会有9个行业盈利继续增长，其中能源、工业、材料等周期板块的增长幅度居前，会录得最大盈利增速。医疗保健和科技预计也能实现双位数增长。可选消费和必选消费的业绩表现可能会比较平淡，公共事业的利润会缩水。美联储将加速收紧货币政策总统拜登已提名拉斯金（Sarah Bloom Raskin）担任美联储负责金融监管的副主席。市场预期，这可能会给金融业带来压力，因为拉斯金可能会推动更加严厉的金融监管。纽约联储主席约翰·威廉姆斯（John Williams）周五表示，尽管因奥密克戎毒株导致的感染人数激增可能会在未来数月减缓经济增长并会延长供应链挑战，但在感染风波之后，美国经济应该会回到一个更强劲的轨道。威廉姆斯表示，随着消费者减少面对面的活动，企业可能会在短期承受一些打击，部分公司仍在招聘方面面临困难，但这些干扰因素并不足以破坏美国经济，预计美国经济在今年将实现增长3.5%。他预计就业市场将随着经济增长而继续复苏，今年失业率将降至3.5%。威廉姆斯称“逐步”加息将是取消宽松政策的下一步，但他并未谈及潜在加息时间或速度，他表示这些决定将取决于经济数据。","news_type":1,"symbols_score_info":{"C":0.9,"TNmain":0.83,"UBmain":0.83,"CDC":1,".IXIC":0.6,".DJI":0.6,"BLK":0.9,"ZTmain":0.83,"SPY":0.6,"GDP":1,"ZFmain":0.83,"BAC":0.72,"ZBmain":0.83,"ZNmain":0.83,"JPM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2203116749","isCrawlerRequest":true}