以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
BNP Paribas
20 atoms · 跨 6 天 · 首见 2026-04-29 · 最近 2026-07-01
三色: 🟦 fact 11 · 🟥 take 9 · stance ▲5/▼4/◆2
来源: X 18
时态: fresh:19 · expired:1
标签: 好数字:13 · 好观点:5 · 好思考:1 · 好信源:1
叙事 (narrative) (4)
- 2026-07-01 · 일본 구조적 문제 해결 전망
BNP Paribas는 일본의 구조적 문제가 단기간에 해결되기 어렵다고 했다.
tags: 好观点 · → daily
value: direction=단기간 해결 어려움
- 2026-06-09 · AI推理追踪观点
BNP Paribas' AI inference tracker shows Gemini and Claude gaining share, while ChatGPT cedes incremental share
tags: 好观点 · → daily
- 2026-06-09 · AI资本开支理性观点
BNP says AI CapEx spending remains rational, with hyperscalers and model providers continuing aggressive investment
tags: 好观点 · → daily
- 2026-06-05 · 观点错误
BNP Paribas is wrong on several things
tags: 好观点 · → daily
预测 (forecast) (8)
- 2026-06-05 · 利率预测
BNP Paribas forecasts three Fed rate hikes, with the first in December.
tags: 好思考 · → daily
value: qty=three rate hikes · date=first in December
- 2026-06-05 · Fed rate hikes forecast
BNP PARIBAS FORECASTS THREE FED RATE HIKES, FIRST IN DECEMBER
tags: 好信源 · → daily
value: qty=3 · date=First in December
- 2026-04-30 · 2027年CET1比率预期
Sees 2027 CET1 Ratio: 13%
tags: 好数字 · → daily
value: qty=13% · date=2027
- 2026-04-30 · 2028年ROTE预期
Sees 2028 ROTE Above 13%
tags: 好数字 · → daily
value: qty=Above 13% · date=2028
- 2026-04-30 · 全年ROTE预期
Sees FY ROTE ~12%
tags: 好数字 · → daily
value: qty=~12% · date=FY
- 2026-04-29 · 铜价Q4预测
Q4 drop: $12,650/ton
tags: 好数字 · → daily
value: qty=$12,650/ton · date=2026 Q4
- 2026-04-29 · 铜价涨势下半年消退判断
BNP expects the rally to fade in the second half of 2026
tags: 好观点 · → daily
展开 1 条老旧 / 已过期
- 2026-04-29
[已过期] · 铜价Q2预测
Forecasts: Q2 average: $13,800/ton
tags: 好数字 · → daily
value: qty=$13,800/ton · date=2026 Q2
事实 (fact) (8)
- 2026-04-30 · Q1 26 净收入
Net Revenue: €11.40B (est €11.37B)
tags: 好数字 · → daily
value: qty=€11.40B · date=Q1 2026
- 2026-04-30 · Q1 26 净利润
Net Income: €3.22B (est €2.92B)
tags: 好数字 · → daily
value: qty=€3.22B · date=Q1 2026
- 2026-04-30 · Q1 26 FICC 销售及交易收入
FICC Sales & Trading Revenue: €1.63B (est €1.59B)
tags: 好数字 · → daily
value: qty=€1.63B · date=Q1 2026
- 2026-04-30 · Q1 26 股权及主经纪业务收入
Equity & Prime Services Revenue: €1.26B
tags: 好数字 · → daily
value: qty=€1.26B · date=Q1 2026
- 2026-04-30 · Q1 26 贷款损失拨备
Loan-Loss Provision: €922M (est €888.8M)
tags: 好数字 · → daily
value: qty=€922M · date=Q1 2026
- 2026-04-30 · Q1 26 CET1 比率
CET1 Ratio: 12.8% (est 13.3%)
tags: 好数字 · → daily
value: qty=12.8% · date=Q1 2026
- 2026-04-30 · Q1 26 ROTE
ROTE: 12.8%
tags: 好数字 · → daily
value: qty=12.8% · date=Q1 2026
- 2026-05-15 · AMAT 目标价上调幅度
BNP Paribas 最大上调幅度: 57.14%
tags: 好数字 · → daily
value: qty=57.14%
时间轴 (近 20)
- 2026-07-01 ·
narrative · 일본 구조적 문제 해결 전망 · → daily
- 2026-06-09 ·
narrative · AI推理追踪观点 · → daily
- 2026-06-09 ·
narrative · AI资本开支理性观点 · → daily
- 2026-06-05 ·
narrative · 观点错误 · → daily
- 2026-06-05 ·
forecast · 利率预测 · → daily
- 2026-06-05 ·
forecast · Fed rate hikes forecast · → daily
- 2026-05-15 ·
fact · AMAT 目标价上调幅度 · → daily
- 2026-04-30 ·
fact · Q1 26 净收入 · → daily
- 2026-04-30 ·
fact · Q1 26 净利润 · → daily
- 2026-04-30 ·
fact · Q1 26 FICC 销售及交易收入 · → daily
- 2026-04-30 ·
fact · Q1 26 股权及主经纪业务收入 · → daily
- 2026-04-30 ·
fact · Q1 26 贷款损失拨备 · → daily
- 2026-04-30 ·
fact · Q1 26 CET1 比率 · → daily
- 2026-04-30 ·
fact · Q1 26 ROTE · → daily
- 2026-04-30 ·
forecast · 2027年CET1比率预期 · → daily
- 2026-04-30 ·
forecast · 2028年ROTE预期 · → daily
- 2026-04-30 ·
forecast · 全年ROTE预期 · → daily
- 2026-04-29 ·
forecast · 铜价Q2预测 · → daily
- 2026-04-29 ·
forecast · 铜价Q4预测 · → daily
- 2026-04-29 ·
forecast · 铜价涨势下半年消退判断 · → daily
← 实体目录 · 系统日志