As investors worldwide are waiting for the new quarterly earnings report from the technology behemoth Nvidia (NASDAQ: NVDA), analysts from Goldman Sachs (NYSE: GS) believe the report could trigger a $300 billion swing in its market value – in either direction.Specifically, the finance experts have observed that Nvidia stocks could witness a significant $298 billion swing in market value upon publishing the earnings results on August 28, according to a recent note from Goldman Sachs’ trading desk, Business I ...

文章核心观点 - 公司最近一个交易日收盘价为507.26美元,较前一交易日下跌0.12% [1] - 公司股价在过去一个月内上涨3.07%,超过了金融行业2.12%和标普500指数2.97%的涨幅 [2] - 公司即将公布的季度财报预计每股收益为8.46美元,同比增长54.66%;预计收入为126.8亿美元,同比增长7.29% [3] - 全年来看,公司预计每股收益为35.49美元,同比增长55.18%;收入为515.3亿美元,同比增长11.4% [4] 根据相关目录分别进行总结 公司表现 - 公司最近一个交易日收盘价为507.26美元,较前一交易日下跌0.12% [1] - 公司股价在过去一个月内上涨3.07%,超过了金融行业2.12%和标普500指数2.97%的涨幅 [2] 财务预测 - 公司即将公布的季度财报预计每股收益为8.46美元,同比增长54.66%;预计收入为126.8亿美元,同比增长7.29% [3] - 全年来看,公司预计每股收益为35.49美元,同比增长55.18%;收入为515.3亿美元,同比增长11.4% [4] 行业地位 - 公司所属的金融-投资银行行业目前在250多个行业中排名第103位,位于前41%梯队 [10] - 研究显示,排名前50%的行业相比排名后50%的行业,业绩表现要好2倍 [11]

文章核心观点 - 尽管高盛投资银行巨头曾有一些失误,但仍有坚实的理由支持投资高盛 [1] - 高盛(GS 0.27%)被广泛认为是领先的投资银行,这是有原因的 [2] 行业总结 - 高盛是领先的投资银行 [2] 公司总结 - 高盛曾有一些失误,但仍有坚实的理由支持投资 [1] - 高盛被广泛认为是领先的投资银行,这是有原因的 [2]

Shares of The Goldman Sachs Group, Inc. (GS) — a well-known global investment bank — have witnessed a remarkable run on the bourses, with its stock skyrocketing 60.2% in a year. This meteoric rise has outpaced the S&P 500 and also left its peers — JPMorgan & Chase (JPM) and Morgan Stanley (MS) — behind.1-Year Price PerformanceImage Source: Zacks Investment ResearchThe year has been favorable for this global investment bank as capital markets are showing signs of rebound. Investment banking (IB) business see ...

The narrative around Bitcoin is evolving from a speculative asset to a strategic investment.Imagine telling someone in 2009, when Bitcoin (BTC 2.98%) was trading for just a few pennies, that one day, one of the most prolific companies on Wall Street would be buying the cryptocurrency. Well, that day has come as Goldman Sachs Group (GS -0.18%) recently disclosed a multimillion-dollar stash of Bitcoin in its quarterly filing.Bitcoin and cryptocurrencies in general have been primarily regarded as extremely spe ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a me ...

文章核心观点 - 美国国会议员迈克尔·麦考尔在过去三年内卖出了约1.3亿美元的高盛(Goldman Sachs)股票,引发了关于是否存在内幕交易的质疑[1][2][3][4][5] - 麦考尔作为外交事务委员会主席,可能掌握了一些可能影响美国金融行业的信息,例如国际贸易政策或对俄罗斯、伊朗等国家的潜在制裁[5] - 高盛股价在过去一周上涨2.93%,过去一个月上涨3.62%,今年以来上涨29.97%[6] 行业总结 - 美国政客的股票交易行为一直受到关注,引发了是否存在不公平优势的质疑[1] - 高盛作为美国最大的跨国投资银行和金融服务公司之一,其股价走势可能受到政治因素的影响[4][5] - 投资者在投资时应该独立进行研究,而不应过度依赖政客的交易行为,尤其是涉及大额资金的情况[7] 公司总结 - 高盛股价在过去一段时间内保持上涨态势,反映了公司整体业绩的良好表现[6] - 高盛作为美国金融行业的重要参与者,其股价可能受到政治因素的影响,需要投资者谨慎关注[4][5]

文章核心观点 - 高盛下调未来12个月美国陷入衰退的概率,从25%降至20% [1][2][3] - 高盛此前曾将美国衰退概率上调至25%,主要因7月失业率上升至2021年10月以来最高水平 [4] - 高盛预计9月联储将进行25个基点的降息,但如果8月就业数据表现不佳,可能会进行50个基点的降息 [6][7] 根据相关目录分别进行总结 经济数据 - 7月零售销售数据和每周失业金申请数据令人鼓舞,缓解了对经济衰退的担忧 [2][5] - 7月失业率上升至4.3%,为2021年10月以来最高水平 [5] 经济预测 - 高盛将美国经济衰退概率从25%下调至20% [1][2][3] - 如果8月就业数据表现良好,高盛将将衰退概率进一步下调至15% [6] - 高盛预计9月联储将进行25个基点的降息,但如果8月就业数据表现不佳,可能会进行50个基点的降息 [6][7]

文章核心观点 - 高盛银行认为Alphabet(谷歌母公司)和Eli Lilly(制药公司)股票具有较大的上涨潜力,有望在2025年将100美元的投资变为1000美元 [2] - Alphabet的核心搜索业务、YouTube、云计算服务以及自动驾驶和医疗等新兴业务是其长期成功的关键因素 [3][4][5] - Eli Lilly在糖尿病和肥胖症治疗领域取得突破性进展,新药Zepbound有望与诺和诺德的Wegovy竞争 [7][8][9][10][11] 关于Alphabet - 谷歌母公司Alphabet在科技行业保持强大地位 [3] - Alphabet的多元化业务组合和战略投资为其长期发展提供动力 [3][4] - Alphabet在人工智能和云计算技术方面的投入有助于提升其广告能力和云服务收入 [4][5] 关于Eli Lilly - Eli Lilly在制药行业处于领先地位,尤其在糖尿病和肥胖症治疗方面取得进展 [7] - Eli Lilly新药Zepbound有望与诺和诺德的Wegovy形成竞争,在价格和疗效方面具有优势 [8][9] - Eli Lilly的创新能力和成功的临床试验巩固了其在市场上的地位 [9][10] - Eli Lilly业务多元化和不断拓展新治疗领域支撑其长期增长前景 [10][11]

A month has gone by since the last earnings report for Goldman Sachs (GS) . Shares have lost about 2.2% in that time frame, outperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Goldman due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Goldman Q2 Earnings Beat Estimates, IB Revenues Rise Y/YGo ...