投资银行杰富瑞（JEF）今日盘中股价大跌10.32%，引发市场广泛关注。
消息面上，杰富瑞公布的2025年第一季度财报显示业绩远低于市场预期。公司报告期内总收入同比下滑8.4%至15.9亿美元，净利润下滑15%至1.28亿美元。调整后每股收益为57美分，远低于分析师平均预期的94美分。这一疲软的业绩表现成为引发股价大跌的主要原因。
具体来看，杰富瑞各业务线均出现不同程度的下滑。其中，资产管理收入大幅下降30%至1.92亿美元，投资银行业务收入也下降3.6%至7亿美元。公司总裁布赖恩·弗里德曼表示，由于政府政策变化和地缘政治事件带来的不确定性，去年的发展势头有所放缓。杰富瑞的业绩不佳可能预示着整个华尔街投资银行业面临的挑战，这对即将公布财报的摩根士丹利、高盛和摩根大通等大型竞争对手来说是一个不祥之兆，引发了市场对2025年交易活动复苏可能比预期更慢、更不均衡的担忧。
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