-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：美國銀行(BAC)第一季獲利超出預期，每股盈餘為1.11美元，高於市場普遍預期的1.01美元和去年同期的0.91美元。營收年增7.2%至303億美元，主要得益於淨利息收入(NII)成長9.0%以及非利息收入的成長。消費銀行業務營收成長5.0%，其中消費貸款和租賃業務平均達到3,220億美元，較去年同期成長2%。全球市場業務表現突出，營收成長8%至71億美元，連續第16季實現年增；股票業務營收達28億美元，較去年同期成長30.0%。美國銀行第一季透過派發股利和股票回購返還了93億美元。信貸品質指標仍穩健，信貸損失撥備降至13億美元，淨核銷率從0.54%降至0.48%。 11.2%的CET1比率顯示其資本狀況遠高於監管最低要求。我們認為，與資本市場相比，美國銀行在傳統貸款領域面臨更大的風險。儘管消費者需求保持韌性，但如果就業市場出現挑戰，信用卡業務成長可能會放緩。我們認為，地緣政治的不確定性對美國銀行2026年的業績前景構成風險。
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