美银证券将Visa的评级“中性”上调至“买入”，目标价上调至382美元。美银认为，市场对稳定币冲击以及监管风险的担忧过度放大，实际上稳定币有可能强化Visa的地位，尤其是在跨境B2B支付领域。Visa迄今已促成逾1400亿美元的加密货币相关交易，美银称这是公司布局新支付基础设施的成果。Visa目前远期本益比约为22倍，相当于标普500估值的约113%，接近十年低点，美银形容“市场正把一家优秀企业以折扣出售”。在当前估值与稳健获利能力支撑下，Visa的风险报酬比已转趋具吸引力。
美银证券将Visa的评级“中性”上调至“买入”，目标价上调至382美元。美银认为，市场对稳定币冲击以及监管风险的担忧过度放大，实际上稳定币有可能强化Visa的地位，尤其是在跨境B2B支付领域。Visa迄今已促成逾1400亿美元的加密货币相关交易，美银称这是公司布局新支付基础设施的成果。Visa目前远期本益比约为22倍，相当于标普500估值的约113%，接近十年低点，美银形容“市场正把一家优秀企业以折扣出售”。在当前估值与稳健获利能力支撑下，Visa的风险报酬比已转趋具吸引力。
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