4月3日 -
** 在关税引发贸易战担忧后,券商摩根大通下调美国信托银行的PT值
** 将纽约银行BK.N的评级从94美元下调至87美元,将北方信托NTRS.O的评级从118美元下调至110.5美元,将道富STT.N的评级从108.5美元下调至91.5美元
** 称关税贸易战导致的经济前景不确定性造成的市场动荡将损害其核心业务--服务和资产/财富管理--的收入
** 补充说,短期内外汇交易收入的增加应可抵消部分损失
** 由于 "更多元化的收入组合",券商更青睐纽约银行;称 STT 是信托银行中受市场暴跌影响最大的,因为其服务和资产管理收入占比较高
** 截至上次收盘,纽约银行今年累计上涨约 9.6%,NTRS 下跌约 3.7%,STT 下跌约 8.7
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