$SPGI
这只股票

Joseph Carlson After Hours 对 $SPGI 的判断变化

频道资料 →本频道有 2 位标注的说话人：Michael Burry、Wall Street Journal article共 2 条
2026-09-03看涨
《Something Has Gone Terribly Wrong》
标普全球可能分拆Capital IQ Pro在战略上是合理的，将重心转向高利润的数据所有权而非界面竞争。

有传言称，标普全球可能出售Capital IQ。作为标普全球的主要股东，这意味着什么？

There are rumors that S&P Global may sell Capital IQ. As a major shareholder of S&P Global, what does that mean?

他们表示，标普全球正在考虑分拆其旗舰数据和研究平台Capital IQ Pro，此举可能创建一家价值数十亿美元的独立公司。好吧，这里没有什么是确定的，但这将是标普全球的一大举措，我认为这已经是有道理的。

They say that S&P Global is considering spinning off its flagship data and research platform, Capital IQ Pro, in a move that could create a multi-billion dollar standalone company.

Well, nothing is certain here, but this would be a big move for S&P Global, and I think it's already justified.

看原视频01:07
2026-08-24看涨
《I’m Buying $10,000 Of This Company Next》
标普全球在350美元时是好的买入点，五年内潜在16%的复合回报，但价格可能不会跌至该水平。

接下来是S&P Global。这是我第五大持仓。总规模为127,000美元，浮盈20,000美元。约占投资组合的8.5%。如果S&P Global要获得这额外的1万美元，我的买入目标价是350美元。

看看这里的图表，S&P Global今年全年都没有跌破350美元。所以，这似乎不太可能。也许它不会达到这个买入目标价，那也没关系。我们要对这新资金保持纪律。S&P Global上一次跌破350美元是在2023年底。

所以，我认为它达到这个目标的可能性不大，但我认为仍有机会。再说一次，我们寻找的是真正的好买点，而不仅仅是小幅回调。我希望这额外的1万美元能带来非常高的回报。

Next up, we get to S&P Global. It's my fifth largest position. We're at $127,000 total size, $20,000 in gains. It's about 8.5% of the portfolio. My buyin target for S&B Global, if it's going to get this additional $10,000, is $350.

Now, looking at the chart here, S&B Global has not traded down below 350 this entire year. So, it seems unlikely. Maybe it won't hit this buy in target, and that's fine. We want to be disciplined with this new money.

The last time the S&P Global traded below 350 was back in late 2023. So, I believe it's unlikely for it to hit this target, but I think there's still a chance. And again, we're looking for really good buys here.

We're not just looking for modest dips. I want this additional $10,000 to be a very high returning $10,000.

看原视频12:04
美股听风