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美股早咖啡

【10月16日美股早咖啡】银行股创新高,戴蒙敲响“蟑螂”警钟

16 Oct 2025

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📅 2025年10月16日 【10月16日美股早咖啡】揭秘华尔街的冰火两重天!银行股今日势如破竹,摩根士丹利、富国银行、贝莱德股价纷纷创历史新高,美国银行逼近2007年峰值。是牛市盛宴?摩根大通CEO杰米·戴蒙却敲响“蟑螂”警钟,指出First Brands破产导致银行增加8.1亿美元拨备,警告信贷风险或将蔓延。KBW Stifel CEO汤姆·米肖强调银行基本面强劲,预计明年EPS增长13%,但也提示私募信贷潜在风险。这波银行股是价值重估还是过度狂欢?立即收听,洞悉市场先机! 🎧 每日美股精华 欢迎商务联系[email protected] ,加群:alteri

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