全球支付巨头Visa（V）今日盘前股价大涨5.01%，成为市场关注的焦点。
此次股价异动主要源于公司盘后发布的第二财季财报表现异常强劲，核心指标全面超出市场预期。财报显示，Visa第二财季净营收达到112.3亿美元，同比增长17%，显著高于市场预估的107.4亿美元；调整后每股收益为3.31美元，远超市场预期的3.10美元。作为衡量消费者和企业支出的关键指标，公司支付交易量在该季度跃升9%，显示出在宏观不确定性背景下，消费者支出仍保持强大韧性，有力支撑了业绩增长。此外，Visa董事会批准了一项新的200亿美元多年期股票回购计划，并将2026财年全年每股收益增长指引上调至11%-14%的区间。同时，公司稳定币结算业务年化运行率已达70亿美元，较上一季度增长超过50%，为未来增长开辟了新叙事，共同推动了投资者的乐观情绪。
Visa的商业模式依赖全球数字支付交易量而非信用风险，使其在高收入消费者支出保持韧性的情况下，能够有效抵御经济下行压力。第二财季跨境交易量按固定汇率计算增长12%，数据处理营收同比增长18%，均展现了其业务的广泛活力与防御能力。
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