LI

Li Lu (李录)

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@Li_Lu_Value

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himalayacapital.com/@Li_Lu_Value

Bio

喜马拉雅资本创始人,芒格唯一授权管理资金的外部基金经理。深度价值投资者,专注亚洲和美国市场。

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BACBank of AmericaAnalysis2026-02-07

US Banking Sector Outlook 2026

Li Lu shares his perspective on the US banking sector, noting that Bank of America's deposit franchise and improving net interest margins make it well-positioned for the current rate environment.