JP Morgan

18 atoms · 跨 12 天 · 首见 2026-04-28 · 最近 2026-06-26

三色: 🟦 fact 9 · 🟥 take 9 · stance ▲7/▼3/◆5

来源: X 18

时态: fresh:14 · aging:3 · stale:1

标签: 好观点:11 · 好数字:6 · 好信源:6

叙事 (narrative) (6)

• 2026-05-18 · 2026 年均金价预测
  JP MORGAN LOWERS 2026 AVERAGE GOLD PRICE FORECAST TO $5,243/OZ FROM $5,708/OZ
  tags: 好数字·好信源 · → daily
  value: qty=$5,243/OZ · date=2026
• 2026-05-29 · 目标价调整
  JP Morgan lifted its target on NextPower Inc to $174 from $155, signaling stronger confidence in the company’s growth outlook.
  tags: 好观点 · → daily
  value: qty=$174 · direction=上调 · previous=$155
• 2026-04-28 [老化中] · price target reduced
  reduced its price target for Domino's Pizza from $440 to $430
  tags: 好数字 · → daily
  value: from=$440 · to=$430
• 2026-06-05 · Sivers ownership threshold reached via swaps
  what retail holder has access to equity swaps and synthetic instruments of a Swedish traded company. It’s definitely prime brokerage execution to hit that threshold
  tags: 好观点 · → daily
  value: qty=5%+
• 2026-05-03 [老化中] · 丑闻损害
  This JP Morgan scandal has done irreparable damage
  tags: 好观点 · → daily
• 2026-04-28 [老化中] · splits up research recently
  JP Morgan really likes splitting up research recently
  tags: 好观点 · → daily

预测 (forecast) (6)

• 2026-06-18 · Nikkei 225 2026年末目标价
  JP MORGAN RAISES 2026 YEAR END TARGET FOR JAPAN'S NIKKEI INDEX TO 75,000 VS PRIOR TARGET OF 70,000
  tags: 好数字·好观点 · → daily
  value: qty=75,000 · date=2026年末
• 2026-05-27 · 布伦特原油年末价格预期
  JP Morgan expected that number to remain above $100 through the end of the year
  tags: 好数字·好信源 · → daily
  value: qty=$100/桶以上 · date=2026年末
• 2026-05-18 · 年底金价预测
  BASE CASE STILL TARGETS GOLD TOWARD $6,000/OZ BY YEAR-END AS DEMAND RE-ACCELERATES IN 2H26
  tags: 好观点·好信源 · → daily
  value: qty=$6,000/OZ · date=2026年底
• 2026-06-03 · 预测冲突结局取决于三大 M
  JP Morgan on how Operation Epic Fury would end: "Resource risk will begin to outweigh increasingly marginal military gains and the conclusion to the conflict will come down to the three M’s : Munitions, Markets and Midterms."
  tags: 好观点 · → daily
  value: date=2026-03-09
• 2026-05-12 · 预测霍尔木兹海峡重新开放的基准时间
  Our base case envisions the Strait reopens in June—anchored on June 1 for simplicity—following a clear and credible announcement ratified and confirmed by both sides
  tags: 好观点 · → daily
  value: date=June 2026
• 2026-05-12 · 认为加速的石油库存消耗将最终迫使霍尔木兹海峡重新开放
  A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another
  tags: 好观点 · → daily

立场 (position) (1)

事实 (fact) (5)

• 2026-05-19 · world's largest bank by market cap
  JP Morgan is the world's largest bank by market cap
  tags: 好数字 · → daily
• 2026-06-26 · iPhone 18 型号预测
  JP Morgan did not say iPhone 18 Pro, they said iPhone 18. I said iPhone 18.
  tags: 好信源 · → daily
• 2026-06-08 · 买入 SIVE 股份超过 5%
  JP Morgan (institutional) bought 5%+ ownership of Sivers Semiconductors
  tags: 好信源 · → daily
• 2026-06-05 · Sivers ownership change
  JP Morgan went from .4% ownership last month to 5%+ ownership this month
  tags: 好数字 · → daily
  value: qty=from 0.4% to 5%+ · date=last month to this month
• 2026-05-27 · 美国国库券投资者乐观情绪
  JP MORGAN: US TRSY INVESTOR OPTIMISM INCREASES THIS WEEK
  tags: 好观点 · → daily
  value: direction=上升

时间轴 (近 20)

• 2026-06-26 · fact · iPhone 18 型号预测 · → daily
• 2026-06-18 · forecast · Nikkei 225 2026年末目标价 · → daily
• 2026-06-08 · fact · 买入 SIVE 股份超过 5% · → daily
• 2026-06-05 · fact · Sivers ownership change · → daily
• 2026-06-05 · narrative · Sivers ownership threshold reached via swaps · → daily
• 2026-06-03 · forecast · 预测冲突结局取决于三大 M · → daily
• 2026-05-29 · narrative · 目标价调整 · → daily
• 2026-05-27 · fact · 美国国库券投资者乐观情绪 · → daily
• 2026-05-27 · forecast · 布伦特原油年末价格预期 · → daily
• 2026-05-19 · fact · world's largest bank by market cap · → daily
• 2026-05-18 · narrative · 2026 年均金价预测 · → daily
• 2026-05-18 · forecast · 年底金价预测 · → daily
• 2026-05-12 · position · EMEA co-head Wiltz 表态 · → daily
• 2026-05-12 · forecast · 预测霍尔木兹海峡重新开放的基准时间 · → daily
• 2026-05-12 · forecast · 认为加速的石油库存消耗将最终迫使霍尔木兹海峡重新开放 · → daily
• 2026-05-03 · narrative · 丑闻损害 · → daily
• 2026-04-28 · narrative · price target reduced · → daily
• 2026-04-28 · narrative · splits up research recently · → daily

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