硅谷国家银行(Valley National Bank,股票代码VLY)于2024年10月24日上午出现股价大涨,涨幅高达5.04%,引发市场关注。
此前,该银行公布了2024年第三季度业绩,净收入同比大幅下降,主要原因是信贷损失准备金飙升至7500万美元,较去年同期的910万美元大幅增长。该行还预留了800万美元准备金应对飓风影响,表明其资产质量存在一定隐患。
不过,分析人士认为,市场可能认为此次计提拨备后,该行的风险已获充分释放,未来相关压力减轻。加之该行出售了一笔约8亿美元的商业房地产贷款组合,有助改善资产质量。尽管第三季度利润下滑,但勉强符合市场预期。另外不排除有一些机构投资者在调整仓位或加码该股。
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