Visa业绩预期概要：小摩对第一季度营收/每股收益的预期与华尔街的预期基本一致，但对2026财年营 收/每股收益预期比华尔街预期高出约1个百分点，这可能得益于汇率波动(小摩的模型显示，与之前的 预期相比，额外收益约为50个基点)。小摩认为，基本运营趋势在短期内应保持积极态势，包括1月初的 交易量增长预示着增速加快，以及下半年的增长预期。根据核查，代币化服务定价似乎至少部分支撑了 这一趋势。加上其颇具吸引力的估值(相对于市场和Visa的历史表现)，小摩认为本季度乃至全年都将呈 现积极的风险回报比。该行重申其为2026年的首选。 小摩认为，即将公布的财报显示风险回报比为正，但也承认仅凭良好的业绩/指引不足以完全消除投资 者近乎生存的担忧。不过，小摩认为，这种市场波动应该被视为买入优质资产的机会。 智通财经APP获悉，万事达(MA.US)将于1月29日(周四)美股盘前公布第四季度业绩，而Visa(V.US)也将 于周四美股盘后(北京时间周五晨间)公布财报。在此之前，摩根大通发布研报指出，尽管存在一些不利 因素，但基本面依然稳健;重申对万事达与Visa的"增持"评级，目标价分别为685美元与430美元。 CCCA问题 ...

Wednesday's unprecedented earnings convergence from Tesla (TSLA), Microsoft (MSFT), Meta (META), ServiceNow (NOW), Lam Research (LRCX), and ASML (ASML), followed by Apple (AAPL) Thursday, represents the week's most critical corporate event cluster. Microsoft's Azure cloud growth, AI monetization through Copilot, and commentary about data center capital expenditure sustainability will be crucial for validating the AI infrastructure investment thesis. Meta's results will test whether massive Reality Labs loss ...

来源：市场资讯 国家知识产权局信息显示，万事达卡国际公司申请一项名为"预测存储在区块链中的数字货币的交易是 否是欺诈性的"的专利，公开号CN121399638A，申请日期为2024年5月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 专利摘要显示，一种计算机实现的使用机器学习处理训练模型以预测存储在区块链中的数字货币的交易 是否是欺诈性的方法包括：获得（202）数字货币的第一资金的第一交易的交易数据，其中所述交易数 据还包括与所述第一交易之前的所述第一资金的第二交易相关的信息。所述方法还包括根据所述第一交 易是否是欺诈性的对所述第一交易的所述交易数据进行标注（204）以及使用（206）所述交易数据和标 注作为训练所述模型的训练数据。 ...

Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) are expected to report earnings results on January 29.JP Morgan analyst Tien-tsin Huang says that the spending data indicate only a slight slowdown in the fourth quarter, and given the tough year-over-year comparison, this suggests that the domestic consumer remains healthy.Last week, President Donald Trump posted on social media encouraging support for the Credit Card Competition Act (CCCA). The analyst writes that headlines around CCCA have fueled c ...

DENVER, Jan. 23, 2026 (GLOBE NEWSWIRE) -- McLaren Racing today announced a partnership that will see ONEflight International become the McLaren Mastercard Formula 1 Team’s Official Private Aviation Partner. The multi-year collaboration brings together two world-class brands defined by precision performance, innovation, and an uncompromising commitment to excellence. Founded in 2010, ONEflight is a global aviation company providing members with seamless access to a worldwide network of private aircraft. As O ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

Key Takeaways MA partners with Agoda to integrate global travel inventory into its Global Redemption Suite.Banks in MA's network can offer instant point redemptions for flights and accommodations worldwide.The deal deepens value-added services using data and merchant partnerships to boost cardholder engagement.Mastercard Incorporated (MA) is modernizing loyalty programs through its recent partnership with digital travel platform Agoda. This collaboration integrates Agoda’s global travel inventory into Maste ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Key Takeaways V appears more attractive, backed by a larger scale, margins and a slightly lower valuation.Visa posted 9% payment volume growth, 10% more transactions and 12% cross-border growth in fiscal Q4.Mastercard saw strong revenue and services growth, but rising expenses and a richer valuation limit upside.The world of payments is increasingly shifting toward digital, cross-border and real-time transactions, reshaping how money moves between consumers, merchants and financial institutions. In this dyn ...

Core Viewpoint - Guy Spier of Aquamarine Capital has made significant sales in his portfolio during the fourth quarter, reflecting a cautious approach amid high market valuations and recent volatility [2][3]. Group 1: Portfolio Adjustments - Aquamarine Capital's fourth-quarter activity consisted entirely of sales, with no new purchases made [3]. - Spier reduced his stake in Berkshire Hathaway by over 30%, which remains the largest holding in his portfolio, now comprising nearly a third of it [3][4]. - The substantial reduction in Berkshire's stake may be more related to overall market valuations rather than a negative outlook on the company itself [4]. Group 2: Specific Stock Sales - American Express saw a significant stake reduction of around 69%, raising concerns about its valuation at a trailing P/E multiple of 23.6 [6][7]. - Mastercard's stake was trimmed by approximately 39%, reflecting a profit-taking strategy, with its trailing P/E at 34 [9]. - Spier cut his stake in Ferrari by 50%, a timely move as the stock has recently declined by nearly 11% [10].