券商观点快讯:世界杯的欢呼声、人工智能的智慧以及稳定币推动Visa股价上涨

路透中文
Jul 29
BUZZ-券商观点快讯:世界杯的欢呼声、人工智能的智慧以及稳定币推动<a href="https://laohu8.com/S/V">Visa</a>股价上涨

7月29日 - ** 维萨公司(V.N)周二公布的季度利润超出市场预期 (link),这得益于稳定的消费支出以及受国际足联世界杯推动的出行需求带动了支付交易量,表明公司在中东冲突引发的不确定性中展现出韧性

** 盘前交易中股价小幅下跌

不仅仅是一张卡的故事

** 摩根士丹利(维持“增持”评级,目标价:416美元) 表示,Visa的增长模式仍是业内最具吸引力且最具韧性的之一

** 萨斯奎汉纳证券(评级“看多”,目标价:427美元) 表示,世界杯带来的利好应能在2026财年剩余时间内支撑Visa的营销服务业务;从长期来看,其作为“主动型商业协调者”和“稳定币支付通道”的双重战略正日益显现成效

** 派珀·桑德勒(Piper Sandler)(评级为“增持”,目标价:430美元) 表示,“代理式商业和稳定币正在拓展Visa的战略视野”

** 摩根大通(“增持”,目标价:450美元) 仍对该公司前景持乐观态度,并认为尽管公司规模庞大,但得益于多重增长引擎和提价能力,仍能持续实现强劲增长

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