继续前请同意我们的使用条款、隐私说明及 YouTube 服务条款。

Schwab Network 对 $GS 的判断变化

频道资料 →频道引用的来源:BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 2 条

Schwab Network 自 2026-10-13 起在 2 个视频里谈过 $GS,最近一次(2026-11-04)为看跌。

2026-11-04看跌
《The Big 3: TLT, GS, AAPL》
AI 摘要 · 对高盛持看空判断:今日逾2%的上涨看起来相对偏弱,被视为轮动/避险需求而非创新驱动,预计未来几周随着金融板块回落将出现下跌——但并非急跌;技术面没有令人信服的突破。

但我们继续看你这里的下一件事。你有高盛。我们看金融板块,今天我们看到资金良好地流向金融股。我们目前上涨2又3/4个百分点。最近一条关于高盛的头条也让我印象深刻,他们不再允许银行家和交易员使用人工智能,这与我们一直广泛看到的AI趋势相比是一个重大转变。

他们现在限制许多员工使用它。但我认为你在这里过于悲观了,因为我知道你不喜欢其中许多走势,你认为它们会是短暂的。那么,这也是我们对高盛的看法吗?

But let's move on to the next thing you have here. You have Goldman Sachs. We are looking at the financial sector and we see a good move towards financial stocks today. We are currently up 2 and 3/4 percent.

I was also impressed by a recent headline about Goldman Sachs that they are no longer allowing their bankers and traders to use artificial intelligence, a significant shift from the AI trend we have been seeing so widely.

They are now restricting its use to many of their employees. But I think you're being pessimistic here because I know you don't like many of these moves and you think they'll be short-lived. So, is this our view of Goldman as well?

2026-10-13看涨
《"Watch Chips Today" as AI Stocks Slide, JPM Double Miss Begins Earnings Season》
AI 摘要 · 高盛本季度全面超出预期:每股收益17.01美元,高于预期的13美元以上;营收186.8亿美元,高于预期的167.1亿美元;股票业务收入同比增长72%至64.4亿美元;交易收入下降1%至34.7亿美元,降幅小于市场担忧。该股此前较高点已下跌23%,说话者对股价上涨并不感到意外。

这要归因于UNH和Goldman Sachs的股价。两者在业绩公布后都上涨了。

This is due to the shares of UNH and Goldman Sachs. Both rise after the earnings results are announced .

我们接着来看巨头“Goldman Sachs”。其股价目前在盘前交易中上涨。CEO表示:“在复杂的经营环境中,客户继续选择Goldman Sachs。”他们还补充道:“尽管当前世界充满复杂性和不确定性,我们依然处于有利位置,能够继续为客户交付成果。”

Let's move on to the giant "Goldman Sachs ". Their shares are currently rising in pre-market trading. The CEO says: "In a complex operating environment , clients continue to turn to Goldman Sachs."

They added: "Despite the current complexity and uncertainty in the world, we remain well-positioned to continue delivering results for our clients."