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DeSantis and Scott sound off on Israel, and more campaign trail tidbits_我的网站

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一 |       8月24日晚间,贵阳银行、瑞丰银行同时发布2026年半年报,两家银行营收分别增长(同比,下同)10.87%、减少1.96%,归母净利润分别减少4.61%、微增0.94%。    Florida Gov. Ron DeSantis and South Carolina Sen. Tim Scott, both 2024 Republican candidates, sounded off further on the Israel-Hamas war as President Joe Biden traveled to Israel to support the U.S. ally.Meanwhile, Illinois' Democratic Gov. J.B. Pritzker seized on reproductive rights, one of his party's top rallying cries for voters, amid ongoing speculation that he has future aspirations beyond Springfield.Here are tidbits from the campaign trail from Wednesday.

DeSantis, Scott go after Biden on Israel

DeSantis and Scott appeared to try to burnish their conservative bona fides on Israel on Wednesday, bashing Biden over his handling of the latest conflict as he flew into a war zone to meet directly with leaders there.DeSantis lambasted the $100 million in humanitarian aid the White House supports sending to the Palestinian territories of Gaza and the West Bank, arguing that the funds -- rather than aiding civilians caught up in the fighting -- will go toward helping Hamas extremists."We know Hamas is going to commandeer that money, and Hamas is going to use it to advance terrorism. I say no U.S. tax dollars to the Gaza Strip," the governor said in a statement.Biden has said that the aid will be cut off if there's any evidence that Hamas is siphoning it off, but former U.N. Ambassador Nikki Haley, who has engaged in a back-and-forth with DeSantis, mocked the statement, touting the 2018 move while she was in the Trump administration to eliminate funds to the U.N. agency responsible for humanitarian aid to Palestinians.Meanwhile, Scott accused Biden of not supporting Israel enough, contending that the president needed a "backbone."Biden on Wednesday gave an impassioned speech in which he vowed to back Israel while urging its response to not be driven by "rage.""You can't look at what has happened here ... and not scream out for justice," Biden said. "Justice must be done. But I caution this: While you feel that rage, don't be consumed by it. After 9/11, we were enraged in the United States. While we sought justice and got justice, we also made mistakes."

New push on reproductive rights could produce new presidential chatter

Pritzker, the two-term Illinois governor and billionaire hotel heir, launched Think Big America, which will focus on protecting abortion access across the country and supporting ballot initiatives to enshrine protections for the procedure into state constitutions.The group is already "actively engaged" in the campaign for an Ohio ballot measure that would codify abortion protections in the state as well as in Nevada and Arizona to support their ongoing ballot measure efforts, a spokeswoman for the group said.Pritzker has sometimes been discuSeizing on a top motivator for Democrats is likely to continue to raise Pritzker's profile, though he has played down any chance of immediately running for higher office.

Cadidate redo in Arizona

Arizona Republican Rep. Debbie Lesko's retirement is setting off a new primary with some old names.Lesko's seat, located in a deep red Phoenix-area district, has already drawn a bid from Abe Hamadeh, who still baselessly claims victory in Arizona's race for attorney general last year despite narrowly losing."Our country is in desperate need of courageous fighters, and that's why I'm proud to announce I'm running for Congress in Arizona's 8th District," Hamadeh wrote on X.An aide close to Hamadeh said he will enter the race with support from Donald Trump allies including Kari Lake and former Trump official Ric Grenell, two firebrands with ties to the former president.A source close to the influential Club for Growth confirms to ABC News that David McIntosh, a former congressman and the club's president, also discussed the race with Blake Masters, who failed to unseat Democratic Sen. Mark Kelly last year.A potential matchup would pit two Trump-aligned Republicans against each other in a primary, and a win by either would make them the heavy favorite in the general election next November.

Crow heads West

Independent presidential candidate and philosopher Cornel West received a maximum campaign donation of $3,300 from Republican megadonor Harlan Crow just weeks before West changed his party affiliation from the Green Party to independent, West's latest campaign finance disclosure revealed.The move is the latest by Crow to draw eyebrows, after his close ties to Supreme Court Justice Clarence Thomas, which reportedly included lavish trips and stays at various properties, raised concerns over the influence rich donors could have over the court. Thomas has insisted the hospitality was merely between friends.ABC News' Libby Cathey, Abby Cruz, Hannah Demissie, Will McDuffie and Isabella Murray contributed to this report.。  近期,上市银行迎来了半年度成绩单披露高峰期,从首批公告数据的10家银行(含业绩快报)来看,营收与归母净利润普遍实现正增长,资产质量稳中向好。  监管部门的数据也显示,商业银行净息差迎来近五年首次环比回升。从资产摆布上看,年内信贷投放持续向科技、绿色、普惠等金融“五篇大文章”领域倾斜。  9家银行净利实现正增长  综合首批10家银行2026年半年度数据来看,营收、归母净利润实现正增长的分别有9家,业绩回暖态势明确,部分城商行增速明显领先。  具体来看,宁波银行上半年实现营业收入414.50亿元、归母净利润165.62亿元,分别增长11.54%、12.12%,在上述银行中增速居首;南京银行、江苏银行营收增速亦达10.94%、9.11%,重庆银行营收、净利润更是双双实现两位数增长,分别录得10.8%、10.28%增长;此外,贵阳银行增收不增利,营收保持10.87%增速的同时,归母净利润却下降约4.6%。

二 |   相比之下,全国性银行增速相对温和,浦发银行归母净利润增长4.08%;率先交卷的平安银行营收、净利润分别增长1.78%、3.32%,增速双双转正。上市农商行方面,渝农商行营收、归母净利润分别增长7.81%、6.09%;瑞丰银行上半年营收下跌1.96%,是上述10家机构中唯一营收增速“告负”的银行,但该行净利润微增0.94%。  盈利回暖的同时,上市银行资产质量总体保持稳健。

三 | 截至6月末,宁波银行不良贷款率为0.76%,连续19年保持在1%以下;江苏银行不良率为0.81%,为上市以来最优水平;南京银行不良率较年初再降0.01个百分点至0.82%;江阴银行不良率仅0.81%,较年初下降0.01个百分点。  息差企稳回升  近日,金融监管总局数据显示,2026年二季度商业银行净息差为1.41%,环比一季末回升1个基点,为2021年四季度以来首次。广发证券银行业首席分析师倪军团队判断,一季度为全年息差低点,下半年回升概率较大。  个体层面,息差走势分化明显。贵阳银行上半年净息差达1.67%,回升14个基点;重庆银行上半年净息差1.46%,回升7个基点;瑞丰银行息差回升3个基点至1.49%;平安银行净息差为1.80%,同比持平,较2025年全年抬升2个基点;江阴银行回升3个基点。  而江苏银行、宁波银行、南京银行净息差分别较2025年全年收窄9个、4个、3个基点。  证券时报记者注意到,息差分化背后也存在共性,各机构负债成本显著下行。上述银行计息负债成本率普遍同比下降约30个基点,重庆银行降幅达41个基点;平安银行吸收存款平均付息率降至1.38%,下降38个基点。  存量高息存款集中到期重定价,叠加银行主动优化负债结构,构成息差企稳的主要支撑。光大证券银行业首席分析师王一峰预计,负债成本下行仍将持续显效,但边际空间受限、降幅或趋缓。  除了利息收入的分化,中间业务收入同样冷暖不均。值得一提的是,宁波银行手续费及佣金净收入43.17亿元,大增53.9%;平安银行财富管理手续费收入增长35.6%,代理个人保险、基金收入分别增长51.2%、45.1%,实现中收的大幅回暖。与此同时,南京银行手续费与佣金净收入下降18.5%。  加码科创及绿色贷款  证券时报记者注意到,已披露上半年业绩的首批银行在业绩回暖的同时实现稳健扩表。

四 | 规模扩张的结构特征较为明确,信贷资源加速向金融“五篇大文章”相关贷款为代表的对公领域倾斜。  具体来看,截至6月末,江苏银行总资产达5.61万亿元,较年初增长13.79%,扩表速度居首;宁波银行总资产为3.95万亿元,较年初增长8.81%;浦发银行总资产站上10.4万亿元关口。  细分来看,科技金融方面,江苏银行科技企业贷款超3200亿元,高质量客户数居省内第一;平安银行科技贷款余额2935.42亿元,较年初增长8.7%,显著高于整体贷款增速。

五 |   绿色金融方面,江苏银行集团绿色融资规模突破9200亿元,较年初增长24.3%;重庆银行绿色金融规模迈入千亿级,达1069亿元;江阴银行绿色信贷较年初增长27.01%。  普惠金融方面,江苏银行普惠型小微贷款余额超2700亿元,余额、增量均居城商行首位;平安银行普惠型小微贷款余额4768.64亿元,贷款户数达85.76万户。  整体来看,随着息差企稳信号确立、财富管理动能修复,上市银行的经营韧性正逐步转化为业绩弹性。(文章来源:券商中国)。

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Published on:16:37:05


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