【盈透睿智】摩根大通CEO戴蒙谈经济减缓与WeWork

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原文发表于美国时间2019-11-6


摩根大通的CEO杰米·戴蒙周二在伦敦接受了CNBC的Wilfred Frost威尔弗雷德·弗罗斯特(WilfredFrost)的采访。以下是他们对话的部分关键要点。

戴蒙称摩根大通第三季度财报的营收按年同比增长了8%,这会让摩根大通在接下来几年获取市场份额变得更困难。

戴蒙表示,贯穿从信用卡到投行业务等各个领域的竞争是“一件好事”。

“我们目前的竞争对手很棒,并且还有部分我们目前尚未知晓的竞争对手。”

经济放缓而非经济衰退


戴蒙认为美国消费者支出约占美国GDP的70%,从消费者信心、收入、薪酬和房屋等各方面看,目前的经济周期仍很强劲。

他同时认为(占GDP)余下30%的部门出现了信心和资本支出的下降。

“这并不意味着我们将面临经济衰退,这可能代表着经济减缓。”

WeWork:470亿美元的估值不准确


戴蒙表示WeWork在此前融资中获得470亿美元的估值,这仅仅因为有投资者愿意支付这样的价钱,但这并不代表着这家公司的真实价值。

摩根大通曾担任WeWork公司和联合创始人兼前首席执行官AdamNeumann的顾问,戴蒙表示摩根大通对客户的私人建议不便公开。

戴蒙表示,当客户遇到问题时,摩根大通提供的服务以及解决方案是一以贯之的。

英国脱欧


戴蒙表示,尽管英国脱欧存在不确定性,但伦敦仍是一个全球性的城市,摩根大通愿意留在这座城市。他认为英国脱欧最终将采取何种形式的决定将取决于英国人。

他同时表示,英国脱欧将导致“金融中心地位衰弱”,这意味着伦敦将不再如过去那么强大。

摩根大通的股价在周二访谈播放时上涨0.3%,升至每股129.21美元。

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这篇文章已被翻译成中文。原英文作者Benzinga的Jayson Derrick。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

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