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22.06.2023 03:11 PM
損失了 1500 億美元

根据JPMorgan Chase & Co.的分析师估计,Credit Suisse Group AG被UBS Group AG收购后,UBS客户的资产可能会减少高达1500亿美元。在两家银行进行复杂的重组计划时,由于Credit Suisse Group可能感染UBS,导致新客户的急剧流失。分析师表示,整合过程可能会引起股价波动,原因包括重组、折价和诉讼等因素。

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提醒一下,本月早些时候,瑞银(UBS)在政府介入的情况下完成了对信贷瑞银(Credit Suisse)的收购交易。瑞银表示打算大幅缩减信贷瑞银的投资银行,并且这次合并可能导致数千个工作岗位的流失。

但也有好处:收购信贷瑞银将使瑞银的客户资产增长约为5万亿美元,而原来只有3.9万亿美元。

盘前交易

特斯拉股价在摩根士丹利将其评级从“买入”下调为“持有”后,在盘前交易中下跌了逾3%。摩根士丹利认为最近的涨势被人工智能高估。

Darden公司的股价在盘前交易中下跌了近4%。Darden在第四个财季的利润超过了分析师的预期,而销售额符合预期。然而,该公司的全年利润预估并未吸引到投资者和市场参与者。

Overstock的股票在数字资产和知识产权拍卖中获胜后,在盘前交易中上涨了近10%。

铝制品公司Alcoa的股票在摩根士丹利将其评级从“持有”下调至“卖出”后,盘前交易中下跌了3.5%。投资公司在客户备忘录中表示,Alcoa在未来几个季度内可能无法实现关键利润目标。

咨询公司Accenture的股票下跌了近4%,尽管公司的利润和收益均超出了市场预期。Accenture还表示,预计2023财年的收入将比之前的8%-10%范围内的8%至9%。

就 S&P500 的技术图形而言,该指数的需求正在下降。买家有机会继续上升趋势,但公牛需要全力恢复 $4383 和 $4416,从中可能出现 $4447 的突破。而公牛的另一项优先任务将是控制 $4488,以加强整个牛市市场。如果需求降低,价格下跌,而买家在 $4350 附近没有亮相,则会出现向下运动。突破将快速将交易工具击回 $4320,并打开通往 $4290 的道路。

Jakub Novak,
Analytical expert of InstaForex
© 2007-2025
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