高盛和摩根士丹利報(bào)告利潤創(chuàng)四年來最低

FT/content/56a44080-7c7b-416a-849f-00695c4d6f55JoshuaFranklinandStephenGandelinNewYorkyesterday約書亞·富蘭克林和斯蒂芬·甘德爾昨天在紐約2024年1月16日GoldmanSachsandMorganStanleyhavereportedtheirlowestannualprofitsinfouryears,astheWallStreetrivalssufferedfromslowdownsintheirinvestmentbankingandbondtradingbusinesses.高盛和摩根士丹利公布的年度利潤為四年來最低，這兩家華爾街競(jìng)爭(zhēng)對(duì)手的投資銀行和債券交易業(yè)務(wù)放緩。Theresultscappedachallengingyearforthetwobanks,asadearthofdealsandpubliclistingsweighedontheirfeeincome.這一結(jié)果給兩家銀行帶來了充滿挑戰(zhàn)的一年，因?yàn)榻灰缀凸_上市的缺乏影響了它們的費(fèi)用收入。AtGoldman,thedeclineininvestmentbankingwascompoundedbylossescausedbyitspullbackfromretailbanking,includingthesaleofitsGreenSkyonlinelendingbusiness.Netincomeatthebankfell24高盛因退出零售銀行業(yè)務(wù)（包括出售GreenSky在線貸款業(yè)務(wù)）而造成的損失進(jìn)一步加劇了投資銀行業(yè)務(wù)的下MorganStanleyreportedan18percentdropinfull-yearnetincometo$9.1bninitsfinalresultsunderlongtimechiefexecutiveJamesGorman,whohasbeensucceededbyformerinvestmentbankingbossTedPick.Profitsatthebank’sinvestmentbankingandtradingdivisionfellaboutathird.摩根士丹利公布的最終業(yè)績顯示，在長期擔(dān)任首席執(zhí)行官的詹姆斯·戈?duì)柭↗amesGorman）的領(lǐng)導(dǎo)下，全年凈利潤下降了18%，至91億美元，而詹姆斯·戈?duì)柭睦^任者是前投資銀行業(yè)務(wù)總裁特德·皮克(TedP銀行投資銀行和交易部門的利潤下降了約三分之一。Despiteitslacklustreannualprofits,Goldman’sfourth-quarterresultswerestillbetterthananalystshadexpected.盡管年度利潤黯淡，高盛第四季度業(yè)績?nèi)院糜诜治鰩燁A(yù)SharesinGoldmanrose0.7percentonTuesday,whilethoseofMorganStanleyfell4.2percent.高盛股價(jià)周二上漲0.7%，摩根士丹利股價(jià)下跌4.2%。Goldman’snetincomeforthequarterrose51percentfromayearearlierto$2bn,withthebank’sassetandwealthmanagementandequitiestradingbusinessesdrivingthegains.AnalystspolledbyBloomberghadforecastquarterlynetincomeofabout$1.5bn.高盛本季度凈利潤同比增長51%至20億美元，該行的資產(chǎn)和財(cái)富管理以及股票交易業(yè)務(wù)推動(dòng)了收益的增長。彭博社調(diào)查的分析師此前預(yù)測(cè)季度凈利潤約為15億美However,thedrop-offindealmakingactivitycontinuedtoweighonitsinvestmentbank,whererevenuesinthequarterwere12percentlowerthanayearearlier.然而，交易活動(dòng)的減少繼續(xù)對(duì)其投資銀行業(yè)務(wù)造成壓力，該銀行本季度的收入比去年同期下降了12%。DavidSolomon,Goldmanchiefexecutive,describedtheoperatingconditionsin2023as“notaB+oranAenvironment”butexpressedoptimismforthisyear.高盛首席執(zhí)行官戴維·所羅門(DavidSolomon)將2023年的經(jīng)營狀況描述為“不是B+或A環(huán)境”，但對(duì)今年表示樂觀。“Asweenter2024,thepotentialforratecutsinthefirsthalfofthisyearhasrenewedoptimismforasoftlanding,”Solomontoldanalysts.“Wearealreadyseeingsignsofpotentialresurgenceinstrategicactivity,whichisreflectedinourbacklog”ofinvestmentbankingbusiness.所羅門對(duì)分析師表示：“隨著我們進(jìn)入2024年，今年上半年降息的可能性重新燃起了對(duì)軟著陸的樂觀情緒?！薄拔覀円呀?jīng)看到戰(zhàn)略活動(dòng)可能復(fù)蘇的跡象，這反映在我們投資銀行業(yè)務(wù)的積壓中”。PicksaidthatgeopoliticaltensionsandthetrajectoryoftheUSeconomyrepresentedthetwobiggestrisksbutthatMorganStanleywasstarting2024“withconfidence”.皮克表示，地緣政治緊張局勢(shì)和美國經(jīng)濟(jì)軌跡是兩個(gè)最大的風(fēng)險(xiǎn)，但摩根士丹利“充滿信心”地開始了2024“Basedontheevidencewesee—ourbuildingM&AandIPOpipelines,improvingboardroomconfidence,andanincreasinglypositivetonefromourretailandinstitutionalclients—weremainconstructiveontheyearahead,”Picktoldanalysts.皮克對(duì)分析師表示：“根據(jù)我們看到的證據(jù)——我們建立的并購和首次公開募股渠道、董事會(huì)信心的提高以及零售和機(jī)構(gòu)客戶日益積極的基調(diào)——我們對(duì)未來一年仍然持建設(shè)性態(tài)度?！盡organStanley’spowerhousewealthmanagementbusinesshastransformeditsfortunesoverthepastdecade,butprofitsatthedivisionfellslightlyin2023.摩根士丹利強(qiáng)大的財(cái)富管理業(yè)務(wù)在過去十年中改變了其命運(yùn)，但該部門的利潤在2023年略有下降。Thebank’sfourth-quarterprofitsfellalmostathird,aswealthmanagementcostsclimbedanditreacheda$249mndealwithregulatorstosettleablock-tradingprobe.由于財(cái)富管理成本上升以及與監(jiān)管機(jī)構(gòu)達(dá)成2.49億美元的協(xié)議以解決大宗交易調(diào)查，該銀行第四季度利潤下降了近三分之一。UnderSolomon,GoldmanhassoughttoemulateMorganStanley’sdiversification,buildingupitsassetandwealthmanagementdivisiontobalanceoutthelumpierinvestmentbankingbusiness.在所羅門的領(lǐng)導(dǎo)下，高盛試圖效仿摩根士丹利的多元化，建立資產(chǎn)和財(cái)富管理部門，以平衡不穩(wěn)定的投資銀GoldmanonTuesdaysaidithadsurpassedafundraisingtargetof$225bnatitsso-calledalternativesbusiness,avitalplankofthatstrategythatincludesprivateequity,privatecreditandrealestate.高盛周二表示，其所謂的另類業(yè)務(wù)業(yè)務(wù)已超過2250億美元的融資目標(biāo)，該業(yè)務(wù)是該戰(zhàn)略的重要組成部分，其中包括私募股權(quán)、私人信貸和房地產(chǎn)。Thebankhadpreviouslysaiditwouldhitthegoalbytheendof2024;ithasnowraised$251bn.該銀行此前曾表示將在2024年底前