有没有人注意伯南克今天的讲话?

ctcld

"伯南克预计美国的19家大银行在政府星期四的“压力测试”结束并注入新的资金之后，美国政府将会成为其中一些大银行的最大股东。"

肯定不是C. (已经是大股东了)

估计周4后新一波Nationalization又要开始.

炸弹: BAC的可能性最大, 还有WFC.

freefly

sold bac today, have some c ,

大泡泡

不是WFC当时号称是最没有 问题的银行吗？ 现在是怎么回事？

freefly

one by one

ctcld

不是WFC当时号称是最没有 问题的银行吗？ 现在是怎么回事？
大泡泡 发表于 2009-5-5 22:37

昨天有报道, WFC的一级市场的资金不足.

newgumin

5# ctcld

WFC可能真有麻烦，否则巴菲特不会炮轰压力测试设计不合理。

ctcld

sold bac today, have some c ,
freefly 发表于 2009-5-5 22:36

NICE CALL.

xiaozhu

That's why they delayed the report, and step by step to release bad news so people can hold it, and put money into banks to help raising capital. Now aLL MM are safely out, they are ready.

tico

报道说BAC.WFC都有债转股的可能。C债转股后政府的份额会加大到50%左右。（这该算最大股东的试验田了）

ctcld

That's why they delayed the report, and step by step to release bad news so people can hold it, and put money into banks to help raising capital. Now aLL MM are safely out, they are ready.
xiaozhu 发表于 2009-5-5 22:43

这两天猛拉银行板块, 看来是个牛套.

newgumin

9# tico

花旗改名美国工商。BAC改名美国建行。

freefly

9# tico

花旗改名美国工商。BAC改名美国建行。
newgumin 发表于 2009-5-5 22:54

hahahahahahahahahaha

huaxue09

I didn't see the speech. But the news briefed that it's more likely the banks would raise capital by themselves and the number is less than people thought before.

mtlu2

原来说中国是神奇的土地，现在的美国更神奇

8# xiaozhu

freefly

原来说中国是神奇的土地，现在的美国更神奇

8# xiaozhu
mtlu2 发表于 2009-5-5 23:01

神奇

Maylin

How about JPM?

oldfox

elme

唉，完了。。。

daguai

xiaofengling