Visa 被低估，上行空间超过 20%；说话者持有并打算加仓。
逐段跳播
这些是 Amazon、Netflix、Uber、Nvidia、Pinterest、Meta、Visa、Adobe 和 McDonald's。让我解释一下为什么我认为这些股票目前代表着极佳的价值。
These are Amazon, Netflix, Uber, Nvidia, Pinterest, Meta, Visa, Adobe , and McDonald's. Let me explain why I believe these stocks represent excellent value at the moment.
目前有超过 40 亿张 Visa 卡流通在人们的钱包里，如今也在他们的手机里。该股股价为 361 美元，而我计算出的合理价值超过 434 美元。Visa 面临的最大风险之一是来自美国以外地区的敌对监管机构，由于现任美国政府对其所有贸易伙伴设置了贸易壁垒，这些监管机构对美国公司变得不友好，这是可以理解的。
因此，这些贸易伙伴对美国公司变得不那么欢迎，而这对依赖国际业务的 Visa 来说是一个重大风险。
There are more than 4 billion Visa cards currently in circulation in people's wallets , and now in their phones as well. The stock is trading at $361, and I have calculated a fair value for it that exceeds $434.
One of the biggest risks facing Visa is hostile regional regulators outside the United States, who have understandably become unfriendly toward American companies because the current US administration has imposed trade barriers on all of its trading partners.
Consequently, these trading partners have become less welcoming to American companies, and this represents a significant risk for Visa, which relies on its international operations.
我已经提到的一个积极因素是，由于有超过 40 亿张 Visa 卡在流通，商家别无选择，只能接受 Visa 作为支付方式，否则就有可能失去这些持卡人，他们会把购买力转移到别处。我计算出 Visa 股票的潜在涨幅超过 20%。
我的投资组合中持有 Visa 股票，并且有兴趣继续加仓。
One of the positive factors I already mentioned, with more than 4 billion Visa cards in circulation, is that merchants have no choice but to accept Visa as a payment method, otherwise they risk losing these cardholders who will transfer their purchasing power elsewhere .
I have calculated potential gains exceeding 20% for Visa stock. I own Visa shares in my portfolio, and I am interested in adding more of them.
这个频道对 $V 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 4 条判断，这里只列相邻的几条。