Wall Street Firm Abruptly Upgrades JPMorgan and Morgan Stanley, Says Upside Scenario Now Base Case for Big Banks
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最新报道：Wall Street firm KBW has upgraded JPMorgan Chase and Morgan Stanley, shifting its upside scenario to the base case for major banks. Analyst David Konrad cited stronger-than-expected net interest income and capital markets activity as key drivers. The firm raised JPMorgan's price target to $225 (from $210) and Morgan Stanley's to $115 (from $105), noting both banks are well-positioned for sustained earnings growth. KBW also highlighted improving investment banking pipelines and resilient consumer credit quality across the sector. The upgrade comes as big banks prepare to report Q2 earnings, with analysts expecting solid performance despite macroeconomic uncertainties.
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