$CME CME Group Inc. Class A Common Stock

The Acquirers Podcast发布 2026-09-16

《The S&P 500 Is a Momentum Trade — and Nobody Noticed》

$CME看涨

CME 是一项优质持仓，凭借其持有的 S&P Global 股份、高利润率、低资本密集度，以及来自各类资产对冲活动的多元化收入。

我们持有 CME，也持有 ICE，也就是洲际交易所。此外我还持有 OTC markets，也就是那家小型交易所。

we own CME, we own ICE, which is Intercontinental Exchange. And then I own as well the OTC markets, which is the the small exchange.

那么 CME 稍微更贵一些，但 CME 还拥有一种隐藏资产。它持有 S&P 指数业务，也就是 S&P Global 的 27% 股权。

then uh CME is slightly more expensive, but CME also owns kind of this hidden asset. Uh they own a 27% stake in the S&P uh index business uh S&P Global.

看原视频05:25

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The Acquirers Podcast发布 2026-09-09

《From Motley Fool Writer to $110M Hedge Fund (Then Back Again)》

$CME看涨

CME是一个强劲的持仓，因其高利润率、标普指数持股的价值，以及来自交易量和对冲活动的收入。

我们持有 CME、ICE（即洲际交易所），此外我还持有场外交易市场，即那个小交易所。

We own CME, we own ICE, uh which is Intercontinental Exchange, and then I own as well the OTC markets, which is the the small exchange.

CME 则稍贵一些，但 CME 也拥有某种隐藏资产。他们持有标普全球旗下标普指数业务 27% 的股份。因此，你基本上拥有一个标普 500 指数的看涨期权，这是一个相当不错的版税来源。

我认为这是一种版税和看涨期权的结合，因为如果托比，你刚才谈到的动态持续下去，即人们继续将资金投入标普 500 指数，那么这对 CME 也有利。

Um and then CME is slightly more expensive, but CME also owns kind of this hidden asset. uh they own a 27% stake in the S&P uh index business of S&P Global. So, you essentially own a call option on the S&P 500 um you know index which is a pretty good royalty to own.

Um, I would say it's a royalty and a call option because if if the dynamic that you just talked about, Toby, continues, which is people just continue to plow their money in the S&P 500, um, then, you know, that that benefits CME as well.

看原视频25:13

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