近日VISA 股价出现显著波动,我们认为市场担忧大型零售平台发行稳定币可能影响支付生态,对VISA 等传统支付网络构成潜在冲击,是此次股价下行的主要诱因。自6 月13 日《华尔街日报》发布《Walmart 和Amazon 正在探索发行自己的稳定币》以来,市场对大型零售平台可能重构支付生态的担忧迅速升温,支付类股票集体承压。其中,行业龙头VISA 和Mastercard 分别下跌5.4%和4.6%。...
Source Link近日VISA 股价出现显著波动,我们认为市场担忧大型零售平台发行稳定币可能影响支付生态,对VISA 等传统支付网络构成潜在冲击,是此次股价下行的主要诱因。自6 月13 日《华尔街日报》发布《Walmart 和Amazon 正在探索发行自己的稳定币》以来,市场对大型零售平台可能重构支付生态的担忧迅速升温,支付类股票集体承压。其中,行业龙头VISA 和Mastercard 分别下跌5.4%和4.6%。...
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