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The Goldman Sachs Group, Inc.

GSleader

Goldman Sachs is the world's premier investment bank, renowned for its M&A advisory franchise, trading operations, and alternative investment platform. Its pivot toward asset and wealth management aims to create more durable, fee-based revenue streams alongside its cyclical trading and banking businesses.

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ผลิตภัณฑ์และรายได้

สัดส่วนรายได้ผลิตภัณฑ์

โครงสร้างรายได้ ($53.5B)

ข้อมูลคงที่ (กำลังโหลดข้อมูลการเงิน…)

Global Banking & Markets (60%)
Asset & Wealth Management (30%)
Platform Solutions (10%)

โครงสร้างส่วนงานและลูกค้าหลัก

รายละเอียดผลิตภัณฑ์

Global Banking & Markets60%

M&A advisory, equity/debt underwriting, FICC and equities trading

Asset & Wealth Management30%

Alternative investments, private wealth, and public market asset management

Platform Solutions10%

Transaction banking, credit card partnerships (Apple Card), and GreenSky lending

ความสัมพันธ์ซัพพลายเชน

คู่แข่ง

JPMorgan Chase & Co.

Investment banking and trading

ผลกระทบ: Primary IB rival

Morgan Stanley

M&A advisory and wealth management

ผลกระทบ: Direct IB/wealth competitor

พาร์ทเนอร์

BlackRock, Inc.

Prime brokerage and fund administration

ผลกระทบ: Major asset manager client

บริบทมหภาคและตลาด

금융ข่าวภาคส่วน

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

ตัวเร่งปฏิกิริยาที่จะมาถึง

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

สัญญาณสถาบัน

สถาบันการดำเนินการมูลค่าไตรมาสวันยื่นรายงาน
BlackRockaccumulating$279M2024.062024-08-13↑
BlackRockreducing$110M2024.062024-08-13↓
BlackRockreducing$132M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$21M2024.062024-08-13↓
BlackRockaccumulating$321M2024.062024-08-13↑
BlackRockaccumulating$232M2024.062024-08-13↑
BlackRockaccumulating$3.7B2024.062024-08-13↑
BlackRockaccumulating$3.1B2024.062024-08-13↑
BlackRockreducing$179M2024.062024-08-13↓
BlackRockaccumulating$422M2024.062024-08-13↑
BlackRockreducing$201M2024.062024-08-13↓
BlackRockaccumulating$263M2024.062024-08-13↑
BlackRockreducing$186K2024.062024-08-13↓
BlackRockaccumulating$990M2024.062024-08-13↑
BlackRockreducing$34M2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
BlackRockreducing$148M2024.062024-08-13↓
BlackRockreducing$32M2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$191K2024.062024-08-13↓
BlackRockaccumulating$217M2024.062024-08-13↑
Vanguard Groupaccumulating$130M2025.122026-01-29↑
Vanguard Groupaccumulating$1.3B2025.122026-01-29↑
Vanguard Groupaccumulating$576M2025.122026-01-29↑
Vanguard Groupaccumulating$155K2025.122026-01-29↑
Vanguard Groupaccumulating$484M2025.122026-01-29↑
Vanguard Groupaccumulating$23.0B2025.122026-01-29↑
State Streetaccumulating$17.2B2025.122026-02-13↑
Wellington Managementaccumulating$885M2025.122026-02-17↑
Wellington Managementreducing$33M2025.122026-02-17↓
Wellington Managementreducing$34M2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$20M2025.122026-02-17↓
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementaccumulating$116M2025.122026-02-17↑
Wellington Managementreducing$91M2025.122026-02-17↓
FMR (Fidelity)accumulating$2.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$548M2025.122026-02-17↑
FMR (Fidelity)accumulating$625M2025.122026-02-17↑
FMR (Fidelity)accumulating$32M2025.122026-02-17↑
FMR (Fidelity)accumulating$131M2025.122026-02-17↑
FMR (Fidelity)accumulating$15M2025.122026-02-17↑
FMR (Fidelity)reducing$4K2025.122026-02-17↓

ข่าวล่าสุด

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การวิเคราะห์ AI

คลิก "รับการวิเคราะห์ AI" เพื่อรับการวิเคราะห์ซัพพลายเชนของ The Goldman Sachs Group, Inc.

หัวข้อมหภาคที่เกี่ยวข้อง

ดูหัวข้อทั้งหมด

Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Dark Pools & HFT

Institutional investors trade in shadow markets invisible to retail. HFT extracts value in microseconds. The game is rigged by design — and 13F filings are one of the few windows into their moves.

Dark poolHigh-frequency tradingInformation asymmetry

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Macro Information Asymmetry

Beyond insider trading — knowing the direction of policy, resource flows, and macro turning points before the market prices them in. Flowvium's news gap score quantifies this edge.

News gap13F signalInstitutional front-running

Crisis as Wealth Transfer Mechanism

Financial crises, pandemics, and wars are not just disasters — they are the moments when capital concentrates most rapidly. Those with access to cheap credit during the lows acquire assets that compound for decades.

Distressed assetsHelicopter moneyAsset seizure at the lows

ข้อมูลบริษัท

สำนักงานใหญ่

New York, New York, USA

ก่อตั้ง

1869

พนักงาน

46,000+

เว็บไซต์

goldmansachs.com

ภาพรวมภาคส่วน — 금융

ข่าวภาคส่วน

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

ธีมหลัก

  • •금리 인하 → 모기지·기업대출 수요 회복 기대
  • •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

ตัวเร่งปฏิกิริยาที่จะมาถึง

  • ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • ◆Fed FOMC 회의 (2026.05, 06)