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EXCLUSIVE: Financials 'Looking Favorable' After JPMorgan Earnings — Market Strategist Jay Woods Says Sector 'Just Joining The Party'

EXCLUSIVE: Financials 'Looking Favorable' After JPMorgan Earnings — Market Strategist Jay Woods Says Sector 'Just Joining The Party'

独家报道:摩根大通业绩出色后,金融板块'前景看好'——市场策略师杰伊·伍兹表示,该板块'刚刚加入派对'
Benzinga ·  16:04

The financial sector looks favorable after a recent earnings report from JPMorgan Chase (NYSE:JPM) and other factors, a market strategist told Benzinga.

一位市场策略师对Benzinga表示,在摩根大通(NYSE:JPM)的最新财报和其他因素的推动下,金融板块前景看好。

What Happened: An earnings report from JPMorgan was strong and could lead the financial sector going forward, Freedom Capital Markets Chief Global Strategist Jay Woods told Benzinga.

发生了什么:自由资本市场首席全球策略师杰伊·伍兹(Jay Woods)在接受Benzinga采访时表示,摩根大通的财报强劲,可能会推动金融板块的发展。

"JPMorgan is the poster child of the financials," Woods said.

“摩根大通是金融股的典范,”伍兹说。

Woods said the bank's results were "solid," but investors don't always get a warm fuzzy feeling listening to the earnings call.

伍兹说,这家银行的业绩“扎实”,但投资者并不总是在听了业绩会后感觉良好。

JPMorgan CEO Jamie Dimon looks to the future, and uses analogies to provide cautious outlooks and worst case scenarios, Woods added.

伍兹补充说,摩根大通的首席执行官杰米·戴蒙(Jamie Dimon)展望未来,并使用类比提供谨慎的前景和最坏的情况。

"Jamie Dimon, he's the ultimate trader."

“杰米·戴蒙是终极交易员,”伍兹说。

Woods said JPMorgan never spikes the football, even after solid results.

伍兹说,即使业绩表现扎实,摩根大通也不会沾沾自喜。

JPMorgan is hitting new all-time highs and is back according to Woods. The stock is leading the way along with Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) in the financials sector.

摩根大通正创历史新高,根据伍兹的说法,该股与伯克希尔哈撒韦公司(NYSE:BRK)(NYSE:BRK)一道引领着金融板块的发展。

Woods told Benzinga that of the 10 largest stocks by market capitalization, Berkshire Hathaway is the one trading positive and outperforming in recent weeks.

伍兹告诉Benzinga,以市值计算排名前10的股票中,伯克希尔哈撒韦是近期唯一表现积极、表现优异的股票。

The financial sector "is just joining the party," Woods added.

伍兹补充说,金融板块“正在加入派对”。

Read Also: Market Could Take Normal, Routine Pause After Record Highs, Strategist Says: 'Now's The Time If You Have Profits To Book Them'

阅读更多:市场可能在创下历史新高后,普通的、常规的暂停:投资者应该及时纳得赚到的利润


What's Next: Woods said that financials look strong going forward after the recent earnings reports and given past trends.


接下来怎么办:伍兹表示,在过去的趋势和最近的财报之后,金融板块未来看好。

"The trends tend to continue for a long time."

“这种趋势往往持续很久,”伍兹说。

A fun fact shared by Woods with Benzinga is the SPDR Select Fund – Financial (NYSE:XLF) has only traded higher in 15 of its 25 years in existence.

伍兹与Benzinga分享的一个有趣的事实是,SPDR Select Fund – Financial(纽交所:XLF)在其25年的历史中,仅有15年上涨。

While it has been down in 10 of the years, Woods shared that the outperformance in the up years is strong.

虽然它在10年中一度下跌,但伍兹分享了上涨年份的表现良好。

"When it's up, an average of 21.5% a year."

“当它上涨时,平均每年上涨21.5%。”

The Financial Select Sector ETF is up 15.9% year-to-date, though it remains below its average. "I think financials are looking favorable," Woods said.

金融选择板块ETF今年以来上涨了15.9%,尽管它仍低于其平均水平。伍兹说:“我认为金融板块看好。”

Another potential positive for the financials going forward is a return of Donald Trump to the White House, Woods said.

金融板块未来还有另一个潜在的利好,那就是唐纳德·特朗普回到白宫,伍兹说。

Woods said Trump is good for financials, as regulations could wane under the former president.

伍兹说,特朗普对金融板块有利,因为前总统可能会放松监管。

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Photo: Benzinga and Midjourney

照片:Benzinga和Midjourney

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