$ICE

ICE

Intercontinental Exchange, Inc.

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截至 09-26
09-16
The Acquirers Podcast发布 2026-09-16
《The S&P 500 Is a Momentum Trade — and Nobody Noticed》
$ICE看涨
ICE 是一项持仓；其估值低于 20 倍自由现金流，属资本轻资产模式，并受益于市场活动与通胀。

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.

洲际交易所当时的交易价格，我认为现在仍然是，不到自由现金流的 20 倍。

Intercontinental Exchange was trading at and I think it still is trading at less than 20 times free cash flow.

这些业务一直保持轻资产。它们不必在 AI 上花钱，尽管我认为它们未来在某种程度上很可能会受益于 AI，但很难想象它们的利润率还能大幅提高。这些是利润率 60% 的业务。

And these businesses have remained capital light. They have not had to spend money on AI uh even though I think that they will probably be beneficiaries of AI going forward to some extent, but it's hard to imagine their profit margins getting much higher. These are 60% profit margin businesses.

看原视频05:25
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09-14
Adam Khoo发布 2026-09-14
《Will Rising Long Term Rates Crash Stocks?》
$ICE看涨
ICE是利率上升（保证金利息）与能源价格上涨（期货成交量）的受益者，支撑其多头仓位。

像 Intercontinental Exchange 这样的公司。尤其是 Intercontinental Exchange，我持有 ICE，它们受益于利率上升，对吧？为什么？

因为它们赚取保证金利息。所以利率上升，它们从向客户提供的保证金中赚取更多利息。第一。第二，它们在能源期货交易方面规模非常大。所以随着能源价格上涨，人们交易更多能源期货，它们表现非常好。

Uh companies like uh Intercontinental Exchange. Oh, especially Intercontinental Exchange, which I own ICE, they benefit from rising rates, right? Why? Because they earn uh they earn margin interest.

So rates rise, they earn more interest on margins that they extend to customers. Number one. Number two, they are very big in the trading of energy futures. So as energy prices go up, people trade more energy futures, they do very well.

看原视频22:52
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09-09
The Acquirers Podcast发布 2026-09-09
《From Motley Fool Writer to $110M Hedge Fund (Then Back Again)》
$ICE看涨
ICE是一个持仓，因其估值低于20倍自由现金流，以及其内部清算业务的保护性质。

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.

例如，洲际交易所的交易价格，我认为现在仍然低于自由现金流的 20 倍。

So, for example, um Intercontinental Exchange was trading at and I think it still is trading at less than 20 times free cash flow.

因此，另一部分是，当然，CME 和 ICE 不仅从人们承担风险中受益，他们还从人们对冲风险中受益。

And so the other part of it is of course is that you know the CME and the and and IC they don't just benefit from people taking risk they benefit from people hedging risk.

看原视频25:13
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