Dividendology 对 $CBOE 的判断变化

2026-08-18看涨
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CBOE是一个高质量的股息增长机会,得益于强劲的期权交易增长和合理的估值。

那么,这到底是什么原因呢?你必须明白,Cboe被认为是那些资本密集型低、高质量金融收费公路业务之一。想想万事达卡、维萨、标普全球这样的公司。显然,这些是不同的业务,但它们确实有一些共同特征。

So, what exactly is the reason for this? Well, you have to understand that Cboe is considered one of those capital-light, high-quality financial toll road businesses. Think about companies like Mastercard, Visa, S&P Global.

Obviously, those are different businesses, but they do share some characteristics.