[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio503d5360":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio503d5360","财报创纪录也没用？杰富瑞(JEF)Q3股票交易大增29%，资管踩雷拖累盘后跳水","\u002Fdoc\u002Fdcio503d5360","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，杰富瑞(JEF)最新财季业绩显著分化股票交易和投资银行业务交出创纪录成绩，但资产管理部门的糟糕押注继续拖累业绩，并令市场对其平台重整前景保持警惕。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至8月31日的第三财季，杰富瑞资产管理业务净收入降至8560万美元，较上年同期的近1.77亿美元下降逾五成;其中费用与投资回报收入从8400万美元骤降至3400万美元。问题主要出在Leucadia Asset Management旗下Point Bonita基金对First Brands Group和Radiant World的敞口。First Brands是一家已破产的汽车零部件供应商，Radiant World则面临欺诈指控。据此前的报道称，杰富瑞对Radiant World的风险敞口低于3亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>管理层在声明中试图安抚投资者，称仍对资产管理业务的长期前景抱有信心，并继续按去年秋天宣布的策略重新定位平台，减少对部分现有基金的资本配置。该策略的核心之一，是收购并资助信用资产管理公司Hildene Holding Co. 50%的权益。杰富瑞已于2025年同意这笔交易。首席执行官Richard Handler和总裁Brian Friedman表示，相关调整将有助于平台恢复活力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>资产管理业务的困境掩盖了杰富瑞股票交易和投资银行业务创纪录的一个季度。杰富瑞股票交易收入同比增长29%，达到6.26亿美元，创下纪录，受现金和电子交易以及服务对冲基金的主经纪业务推动。投资银行收入增长17%至13.3亿美元，其中咨询业务增长25%，股票承销业务大增69%。包含交易台的资本市场业务收入增长11%至8.02亿美元。全球并购交易额今年已突破4万亿美元，企业在监管环境转松的背景下更愿意推进扩张交易，这为杰富瑞等投行提供了重要顺风。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>利润方面，杰富瑞股东应占利润为2.606亿美元，合每股1.08美元，超过市场平均预期的1美元。不过，固定收益交易净收入下降26%，受到市场低迷拖累。Vital Knowledge的Adam Crisafulli评价称，这一季“不算惊艳，也不算糟糕”;他同时指出，股票交易表现强劲，但其可持续性已经开始引发疑问。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>作为首家公布第三季度业绩的主要美国银行，杰富瑞为10月华尔街财报季定下了一个参考基准。美国银行(BAC)首席执行官Brian Moynihan此前表示，截至9月中旬股票交易有所攀升;高盛(GS)首席执行官David Solomon也称股票交易“非常强劲”。但固定收益交易在部分机构明显偏软，美国银行已警告该业务收入下降且波动较大。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于杰富瑞的最新财报，市场反应谨慎，该行股价盘后一度下跌逾4%，该股今年以来累计下跌约24%。管理层强调，对2026年剩余时间和进入2027年的势头“非常乐观”，理由是待执行订单和新业务活动广泛而强劲。但在资产管理部门的伤口真正愈合之前，交易台的亮眼表现仍难以完全消除外界对这家投行的结构性担忧。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]