利率上升损害了 JPM 和所有银行一样必须留在资产负债表上的国债持仓，其图表也已恶化；Genius Power Index 为 50，既不算出色也不算最差，在其区间下半部震荡，目前没有充分理由买入银行股。
逐段跳播
事实上，年初我以为大交易之一会是银行板块的交易，但我没想到利率会涨那么多。利率，如果你知道它们怎么运作的话，当它们上升时，国债和生息工具的价值就会下跌。因此，国债下跌了。而如果国债在下跌，而你又像摩根大通和所有银行那样被要求把它们持有在资产负债表上，那么你的资产负债表就会越来越难看。
因此，图表也越来越难看。现在，这还不是世界末日。她的天才力量指数是50，所以不算好，也不算最差，但她一直处于来回震荡的区域，所以你处于该区间的下半部分。目前没有充分理由买入银行股。
In fact, at the beginning of the year I thought one of the big deals would be the banks deal, but I didn't think interest rates would rise as much as they did . Interest rates, if you know how they work, when they rise, the value of Treasury bonds and interest-bearing instruments falls.
Thus , Treasury bonds fell . And if Treasury bonds are falling and you're holding them on your balance sheet, as JPMorgan is required to do like all banks, well, your balance sheet is looking worse and worse.
Thus, the graph also looks worse and worse. Now, this is not the end of the world here. She has a genius power index of 50, so it's not great, and it's not the worst, but she's been in a back-and-forth oscillation zone , so you're in the lower half of that range.
There is no good reason to buy bank stocks at the moment.
这个频道对 $JPM 的历次判断
Cash Flow Machine | Mark Yegge | Wealth Architect 在这只股票上共 2 条判断，这里只列相邻的几条。