从华尔街大行的一季报看，俄乌冲突的影响有多大？

华尔街见闻2022-04-15

华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润同比下降42%。财报发布后，摩根大通股价下跌3.2%至127.30美元。该股今年已下跌约20%，远超标准普尔500指数下跌的7%。摩根大通首席执行官Jamie Dimon在该行第一季度业绩电话会上表示...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

北纬1度线
2022-04-19
北纬1度线
這篇文章不錯，轉發給大家看
Liaw_0430
2022-04-19
Liaw_0430
閱
kw777
2022-04-17
kw777
Ok
淋淼淼
2022-04-16
淋淼淼
好的
北纬1度线
2022-04-16
北纬1度线
美賺別人陪
Youn7276
2022-04-16
Youn7276
Ok

Leave a comment

116

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2227605494?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","is_english":false,"pubTime":"2022-04-15 16:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2227605494","market":"us","top_or_hot":-1,"title":"从华尔街大行的一季报看，俄乌冲突的影响有多大？","media":"华尔街见闻","content":"<div>\n<p>华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润同比下降42%。财报发布后，摩根大通股价下跌3.2%至127.30美元。该股今年已下跌约20%，远超标准普尔500指数下跌的7%。摩根大通首席执行官Jamie Dimon在该行第一季度业绩电话会上表示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657036\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","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>从华尔街大行的一季报看，俄乌冲突的影响有多大？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n从华尔街大行的一季报看，俄乌冲突的影响有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 16:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3657036><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润同比下降42%。财报发布后，摩根大通股价下跌3.2%至127.30美元。该股今年已下跌约20%，远超标准普尔500指数下跌的7%。摩根大通首席执行官Jamie Dimon在该行第一季度业绩电话会上表示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657036\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JPM","symbol_name":"摩根大通","start_time":0,"source_url":"https://wallstreetcn.com/articles/3657036","article_id":"2227605494","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3657036","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2227605494","pubTimestamp":1650010545,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"JPM":"摩根大通","BK4534":"瑞士信贷持仓","GS":"高盛","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","MS":"摩根士丹利","BK4552":"Archegos爆仓风波概念","BK4207":"综合性银行","C":"花旗","BK4127":"投资银行业与经纪业"},"translate_title":"From the quarterly report of Wall Street, how big is the impact of Russia-Ukraine conflict?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6214cf48087129cb55a9cb93cc249725","symbols_score_info":{"C":0.9,"GS":0.9,"JPM":0.9,"MS":0.78},"content_text":"华尔街各大行本周详细列出了俄乌冲突造成的数十亿美元潜在损失，同时警告称，他们认为冲突所引发的市场动荡看不到尽头。最先公布财报数据的是摩根大通，由于俄乌冲突、高通胀和供应链问题，该行2022第一季度利润同比下降42%。财报发布后，摩根大通股价下跌3.2%至127.30美元。该股今年已下跌约20%，远超标准普尔500指数下跌的7%。摩根大通首席执行官Jamie Dimon在该行第一季度业绩电话会上表示：“随着美国通货膨胀的居高不下和俄乌冲突影响，人们应该警惕美国经济衰退。任何情况下我都无法预测市场不会出现大幅波动。”摩根大通表示，已拨备约3亿美元以弥补与俄罗斯有关的贷款的计提减值，其中一次性计提损失5.24亿美元。该公司还表示其中的1.2亿美元，是前段时间伦镍多空大战中所造成的损失。高盛表示，其与俄罗斯和乌克兰相关的投资出现了约3亿美元的净亏损。根据今年2月高盛的披露，其在俄罗斯的敞口为6.5亿美元。据金融时报，高盛首席执行官David Solomon表示：“交易员将不得不在新的政治环境中做出决策，俄乌冲突使地缘政治格局进一步复杂化，并造成了额外的不确定性，我预计这种不确定性将持续到冲突结束之后。”花旗集团一直试图出售其在俄罗斯的零售业务。该行表示，其潜在损失可能高达25亿至30亿美元，花旗银行将拨出10亿美元贷款损失准备金，以应对冲击。花旗首席财务官Mark Mason对金融时报表示：“这是一个不稳定的形势，退出这些业务的能力实际上将取决于环境的发展。”摩根士丹利表示，该公司对俄罗斯的直接敞口“有限”。因为在俄乌冲突之前，该公司就放弃了在俄罗斯的银行牌照。除了银行业务，投资业务也感受到了俄乌冲突的影响，尤其是股票承销业务，目前正在放缓。花旗、摩根士丹利、高盛和摩根大通的投行业务收入分别下降43%、37%、36%和32%。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9088879359,"gmtCreate":1650333644368,"gmtModify":1676534698928,"author":{"id":"3577005617035851","authorId":"3577005617035851","name":"北纬1度线","avatar":"https://static.tigerbbs.com/c4e2bd60feda0f7eb2d2f34c6b4dc130","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3577005617035851","idStr":"3577005617035851"},"htmlText":"這篇文章不錯，轉發給大家看","listText":"這篇文章不錯，轉發給大家看","text":"這篇文章不錯，轉發給大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088879359","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9088180244,"gmtCreate":1650325410777,"gmtModify":1676534695234,"author":{"id":"3581752785253752","authorId":"3581752785253752","name":"Liaw_0430","avatar":"https://community-static.tradeup.com/news/0889751322f35b96585b219fe357656f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581752785253752","idStr":"3581752785253752"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088180244","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9083250374,"gmtCreate":1650125663797,"gmtModify":1676534652336,"author":{"id":"4098657552523320","authorId":"4098657552523320","name":"kw777","avatar":"https://static.tigerbbs.com/87338ed1afcb09374de9e3da5b3f82d5","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4098657552523320","idStr":"4098657552523320"},"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/9083250374","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9083618272,"gmtCreate":1650106639550,"gmtModify":1676534648845,"author":{"id":"3560232049258248","authorId":"3560232049258248","name":"淋淼淼","avatar":"https://community-static.tradeup.com/news/9a362c5f48704c94736ac2049248cb09","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3560232049258248","idStr":"3560232049258248"},"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083618272","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9083972247,"gmtCreate":1650070245000,"gmtModify":1676534639672,"author":{"id":"3577005617035851","authorId":"3577005617035851","name":"北纬1度线","avatar":"https://static.tigerbbs.com/c4e2bd60feda0f7eb2d2f34c6b4dc130","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3577005617035851","idStr":"3577005617035851"},"htmlText":"美賺別人陪","listText":"美賺別人陪","text":"美賺別人陪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083972247","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9083914919,"gmtCreate":1650067375028,"gmtModify":1676534638208,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083914919","repostId":2227605494,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":116,"commentSize":11,"repostSize":0,"favoriteSize":5,"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":"4.29.3","shortVersion":"4.29.3","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/2227605494"}