Joseph Carlson After Hours 对 $JPM 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-10-12看涨
《The Riskiest Earnings Season So Far》
JPM 是一家顶级公司。以 13.5 倍市盈率和 2.49 倍市净率来看,作为银行它偏贵,但作为数字科技与银行的混合体则便宜。增长、存款、净利息收入和平均贷款均在上升;CCT1 比率为 14%,从未低于 9%,因此较为保守。他看好其财报表现,预期业绩良好,不介意持有。

例如,我们有JP Morgan。明天那是个大事件。

For example, we have JP Morgan. That's a big one tomorrow.

现在,回顾这一周,我们还有像JP Morgan、United Health Group和Domino's这样的公司也都在明天公布财报。我总体上认为这些公司会表现不错。

Now, looking back through the week, we also have companies like JP Morgan, United Health Group, and Domino's reporting earnings all tomorrow as well. I generally think these companies are going to do well.

就JP Morgan而言,这是市场上最好的公司之一。我其实真的很喜欢这一只。我持有JP Morgan有一段时间了。我在接近COVID时买入这一只赚了一些不错的钱。我在我认为是大幅获利时卖掉了它,确实如此,但股价就是继续上涨。所以,卖掉这一只是个错误。

With JP Morgan, this is one of the best companies in the market. I actually really like this one. I own JP Morgan for a while. I made some good money buying this one close to COVID.

I sold it at what I thought was a big gain and it was, but the stock just kept going up. So, this was a mistake to sell this one.