我会把Visa和这一只归为一类。我认为你可以抛硬币来决定投资哪一只。它们都是如此优秀的公司。
I would group Visa in with this one. I think that you can flip a coin and invest in which one you want. They're both such great companies.
我相信在代理式商务的世界里，Mastercard和Visa会变得更有价值，而不是更没价值。
I believe in a world of agentic commerce, Mastercard and Visa will become more valuable, not less.
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.
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.
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.
