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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'

獨家報道:摩根大通業績出色後,金融板塊'前景看好'——市場策略師傑伊·伍茲表示,該板塊'剛剛加入派對'
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.

一位市場策略師告訴本辛加,在摩根大通(紐約證券交易所代碼:JPM)最近發佈業績和其他因素後,金融板塊看起來不錯。

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.

發生了什麼:自由資本市場首席全球策略師傑伊·伍茲告訴本辛加,摩根大通的收益報告強勁,可能引領金融業向前發展。

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

伍茲說:“摩根大通是金融業的典範。”

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

伍茲說,該銀行的業績 “穩健”,但投資者在聽業績電話會議時並不總是會有一種溫暖的模糊感覺。

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

伍茲補充說,摩根大通首席執行官傑米·戴蒙展望未來,並用類比來提供謹慎的前景和最壞的情況。

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

“傑米·戴蒙,他是終極交易者。”

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

伍茲說,即使取得了穩健的業績,摩根大通也從未大放異彩。

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.

伍茲表示,摩根大通正在創下歷史新高,並且又回來了。該股與伯克希爾·哈撒韋公司(紐約證券交易所代碼:BRK)(紐約證券交易所代碼:BRK)一起在金融領域處於領先地位。

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

伍茲告訴本辛加,在市值最大的10只股票中,伯克希爾·哈撒韋公司是最近幾周表現樂觀且表現跑贏大盤的股票。

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

伍茲補充說,金融部門 “剛剛加入該黨”。

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

另請閱讀:策略師表示,在創紀錄的高點之後,市場可能會出現正常的例行暫停:“如果你有利潤的話,現在是時候了”


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


下一步是什麼:伍茲表示,在最近的業績發佈之後,考慮到過去的趨勢,未來的財務狀況看起來很強勁。

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

“這種趨勢往往會持續很長時間。”

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.

伍茲與本辛加分享的一個有趣事實是,SPDR精選基金——金融(紐約證券交易所代碼:XLF)在其存在的25年中,僅有15年的交易價格上漲。

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

儘管在過去的10年中有所下降,但伍茲分享說,在上漲年份,跑贏大盤的表現非常強勁。

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

“當它上升時,平均每年爲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.

金融精選板塊ETF今年迄今已上漲15.9%,但仍低於平均水平。伍茲說:“我認爲財務狀況良好。”

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

伍茲說,未來財務狀況的另一個潛在積極因素是唐納德·特朗普重返白宮。

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

伍茲說,特朗普對金融業有利,因爲在前總統的領導下,監管可能會減弱。

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Photo: Benzinga and Midjourney

照片:Benzinga 和 Midjourney

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