The Motley Fool 对 $MSCI 的判断变化

2026-10-23看涨
《Is the AI Bubble Popping?》
MSCI 是长期赢家:其稳定的指数业务产生现金,随着 AI 发展,其分析/AI 投资应会成为行业标配。30 倍市盈率已计入部分增长,并不便宜,但长期逻辑依然成立。

那么,Dan,我走一个不同的方向。我选的是股票,来看金融数据公司MSCI。股票代码,你猜对了,MSCI。它这周表现很棒。公司营收和利润双双稳健超预期后,股价上涨近10%。

So, Dan, I'm going a different direction. I'm going with shares, taking a look at financial data firm MSCI. Ticker, you guessed it, MSCI had a great week. Shares up nearly 10% after the company delivered a solid top and bottom line beat.

那么,MSCI是做什么的?他们运营着超过30万只股票和固定收益指数。他们把这些指数授权给共同基金、ETF,靠这种类似出版业务的模式赚钱。他们还向风险管理者销售大量分析工具。他们有一套相当不错的面向专业投资者的AI工具,某种程度上是在让业务现代化。

So, what does MCI do? They run more than 300,000 equity and fixed income indexes. They license them to mutual funds, ETFs, make money off of that sort of a publishing business.

They also sell a lot of analytics tools for risk managers. They have a pretty good suite of AI tools for professional investors kind of to modernize the business.