Schwab Network 对 $JPM 的判断变化

频道资料 →本频道有 18 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Daiwa、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 3 条

2026-09-29看涨

《NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility》

JPM是值得持有的良好选择，受益于为AI基础设施热潮提供贷款和融资；在大型银行中，它是最受青睐的一家。

资本充足的机构，总得有人为所有这些人工智能支出提供资金，比如 JPMorgan 和 Bank of America 这样的公司。

Well-capitalized institutions, someone has to fund all this spending on artificial intelligence, companies like JPMorgan and Bank of America.

而这一经济建设的下一阶段的资本融资，将由 JPMorgan 和 Bank of America 等低评级公司提供。

and capital financing for the next phase of this economic construction will be provided by low-rated companies such as JPMorgan and Bank of America.

看原视频02:05

2026-09-28看涨

《Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value》

JPM 是受青睐的持仓，其领导层实力强劲，无论利率如何变化都持续跑赢。

你更看好哪些股票，Berkshire Hathaway 和 JPMorgan？

Which stocks do you prefer, Berkshire Hathaway and JPMorgan?

当然，我是 JPMorgan Chase 的忠实拥趸。管理层非常出色。仅从那张走势图来看，无论利率环境如何，它都持续跑赢大盘。我认为他们会找到成功的办法，就像银行在利率上升时通常能做到的那样。所以，是的，我对这些预测也非常兴奋。

And of course, I am a big fan of JPMorgan Chase. Excellent leadership. Just by looking at that chart, we see that it continues to outperform regardless of the interest rate environment.

I think they will find ways to succeed, just as banks usually do with rising interest rates. So, yes, I'm very excited about these predictions as well.

看原视频05:01

2026-09-02看跌

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