Ishfaaq Peerally发布 2026-09-17
《I'm not worried about interest rates》
$WISE看涨
Wise 是核心持仓（约占组合的 50%）；利率上升带来的超额收益充当安全边际/额外加成，而非主要投资逻辑。
这里我说的是 Wise 和 Booking Holdings，因为这两家公司为客户持有现金。就 Wise 而言，人们使用 Wise 账户，但并不是每个人都能获得利息。所以他们资产负债表上有很多现金——并不真正是他们的现金，而是客户的——但他们从中赚取利息。
And here I'm talking about Wise and Booking Holdings because these companies hold cash for their customers. In the case of Wise, people use the Wise account, but not everyone can be paid interest.
So they have a lot of cash on the balance sheet—not really their cash, for the customers—but they earn interest on that.