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瑞信跌倒後的贏家

瑞銀(UBS.US)股價幾乎收復了近期銀行業暴跌期間的全部失地,成爲競爭對手瑞信(CS.US)歷史性救助協議中罕見的贏家。

瑞銀本週領漲歐洲銀行股,在其緊急收購瑞信後,圍繞金融業穩定性的擔憂有所緩解。週三,該股上漲3.6%,至20.12瑞士法郎。

截至發稿,瑞銀股價回吐漲幅,收於19.37瑞士法郎,但自瑞士政府週日達成協議以來,該股已上漲約14%。

分析師稱讚這筆交易爲瑞銀節省成本的好處,瑞銀還以低價獲得有價值的資產,並獲得瑞士信貸的富裕客戶名冊。 

在美國財政部長耶倫(Janet Yellen)保證政府可能進行幹預,以保護更廣泛的美國銀行體系之後,美國銀行股也從地區性銀行問題引發的拋售中企穩。

加拿大皇家銀行財富管理首席投資官David Storm表示,“最大的壓力點或危險在於,市場參與者將這些事件與2008年危機的說法混爲一談,而我們根本不這麼認爲。”

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