$V

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Visa Inc. Class A Common Stock

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截至 09-26
09-25
Parkev Tatevosian, CFA发布 2026-09-25
《Should Investors Buy Visa Instead of Mastercard? | V Stock vs. MA Stock》
$V看涨
相较 Mastercard,Visa 因利润率更优、且估值相对 DCF 更具吸引力而更受青睐。

Visa 和 Mastercard 是全球最具主导地位的金融服务公司之一。更特别的是,它们彼此之间并不激烈竞争。事实上,它们之间的竞争如此微弱,以至于监管机构指控它们相互串通。

Visa and Mastercard are among the most dominant financial services companies in the world. What makes it even more special is that they do not compete fiercely with each other.

In fact, the competition between them is so weak that regulators have accused them of colluding with each other.

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09-17
Schwab Network发布 2026-09-17
《The Big 3: V, VLO, INTC》
$V看涨
Visa 具备稳健的技术动能,并作为科技标的受益于代币化支付趋势。

今天大盘一片飘绿,这是对市场高度期待的加息作出的反应。

We've got a nice day of green across the big board here. in reaction to the highly anticipated rate hike that we got.

金融板块、至少是银行股这一周过得有点艰难,本周的一些评论也提到了这一点,但 Visa 并不在这个话题之内。是的,Marley,从技术角度看这只股票的动能,在我看来相当稳健。今天它回吐了一点涨幅,我认为过去几天它也回吐了一点涨幅,这是对《Clarity Act》未能通过作出的反应。

been a bit of a rough stretch for the financials, for the banks at least with some of the commentary this week, but Visa left out of that conversation. Well, yeah, Marley, as you look at the momentum in the stock and from a technical standpoint, to me it looks pretty solid.

Giving up a little bit of ground today and I think it's given up a little bit of ground the last few days in reaction to the Clarity Act and not getting through.

09-08
Parkev Tatevosian, CFA发布 2026-09-08
《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》
$V看涨
维萨(Visa)持久的护城河和当前估值支持长期买入并持有的论点。

我将首先重点介绍的公司是Visa。这家公司的竞争优势始于其网络。它花了几十年时间建立了一个双向网络,连接持有Visa卡(无论是数字形式还是实体形式)的消费者,以及接受Visa卡作为支付方式的商户。

The first of these companies that I will highlight is Visa. This company's competitive advantage starts with its network. It has spent decades building a two-way network with consumers who hold Visa cards, both digitally and physically , and merchants who accept Visa cards as a means of payment.

更早的记录
09-02
Parkev Tatevosian, CFA发布 2026-09-02
《My Top 10 Stocks to Buy Right Now in September》
$V看涨
Visa在当前水平是强劲买入标的,鉴于其竞争护城河和估值,超过监管风险。

接下来我要重点介绍的是Visa。这是一个有趣的情况,因为我计算出Visa的上涨空间仅为4%左右,我计算出的公允价值为396美元,而当前市场价格为381美元。

The next stock I'm going to highlight is Visa. And this is an interesting situation because I've only calculated an upside of about 4% for Visa as I calculated a fair value of $396 and the current market price is $381.

但Visa是世界上少数几个“名人堂”级别的企业之一,即使我能以公允价值买入Visa股票,我也会觉得自己捡到了便宜。但能以4%的折扣买入,我认为这是额外的收获,是锦上添花。

But Visa is one of the few Hall of Fame businesses in the world where I would feel like I'm getting a good deal even if I could buy Visa stock at a fair price. But to be able to buy it at a 4% discount, I think is gravy. It's icing on the cake.

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