研報掘金|中金:下調高盛目標價至605美元 下調2025及2026財年盈測
中金髮表研報指,高盛2025財年首季營收按年及按季分別上升6%及9%;歸屬普通股股東淨利潤45.83億美元,對應每股盈利(攤薄)14.12美元,按年及按季分別上升22%及18%,高於該行及市場一致預期,主要來自市場波動帶來交易收入增長及税率下降 中金表示,由於市場不確定帶來投行客户融資節奏放緩,故分別下調對高盛2025及2026財年歸屬普通股股東淨利潤預測6%及3%。中金將高盛目標價下調10%至605美元,維持“跑贏行業”評級。
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