Visa股价回调：这是抄底的绝佳时机吗？

金十数据07-19

Visa的股价自3月21日创下历史新高以来下跌了6.9%，也许现在正是买入的好时机。几十年来，人们第一次对Visa(V.N)未来的主导地位感到担忧，这对其股价构成了压力。在下周二盘后的财报发布前，投资者应该抛开这些杂音。近二十年来，Visa和万事达(MA.N)一直是几乎不可撼动的股票。过去15年里，Visa股票的年回报率（包括再投资股息）达到22%，轻松超过标普500指数15%的年回报率。对于...

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Bottom?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"V":1,"LU":0.6},"content_text":"Visa的股价自3月21日创下历史新高以来下跌了6.9%，也许现在正是买入的好时机。\n几十年来，人们第一次对Visa(V.N)未来的主导地位感到担忧，这对其股价构成了压力。在下周二盘后的财报发布前，投资者应该抛开这些杂音。\n近二十年来，Visa和万事达(MA.N)一直是几乎不可撼动的股票。过去15年里，Visa股票的年回报率（包括再投资股息）达到22%，轻松超过标普500指数15%的年回报率。对于在家跟踪的投资者而言，这相当于在此期间获得了1606%的收益，是标普500指数496%的三倍多。\nVisa的股票最近表现不佳。表现不佳始于疫情期间，但在今年6月联邦法官否决了3月份银行卡公司与商户达成的和解协议后，Visa的股价真正加速下跌。市场担心，Visa和万事达将不得不降低向商家收取的费用，这将侵蚀它们的利润。今年以来，威士公司股价仅上涨了3.4%，落后于标普500指数约13个百分点。\n现在，Visa的股价自3月21日创下历史新高以来已经下跌了7.3%，也许是时候买入了。摩根大通分析师Tien-tsinHuang写道：“对监管、诉讼、市场饱和度、定价、[增值服务]能见度和宏观环境的广泛担忧影响了市场情绪。我们认为这些担忧是合理的，甚至在过去的一年里，我们已经清楚地阐明了经营环境明显脆弱的感觉，但我们认为最近的股票表现不佳是过度的。”\n投资者将在7月24日寻找Visa基本实力的证据。该公司预计每股利润为2.42美元，比去年同期的2.16美元增长12%，营收为89亿美元，比去年同期的81亿美元增长9.9%。\n今年，由于在许多国家，银行卡和数字支付仍在超越过渡性的现金和支票支付，该公司的交易量得以增长。此外，通货膨胀率保持在较低的个位数，这意味着交易规模比去年略高。Visa产生的大量现金使其有能力回购股票，其股票数量已从两年前的21亿股减少到20亿股，这对每股收益的增长更是锦上添花。\nVisa很有可能达到华尔街的预期。尽管富国银行(WFC.N)和美国银行(BAC.N)等银行报告称债务和信用卡交易量有所下降，但TDCowen分析师布莱恩·伯金（BryanBergin）指出，与第四季度相比，这些数据相对保持不变。\n他还指出，消费者在很大程度上保持了弹性。伯金解释说：“我们相信（第二季度的收入）会保持稳定，同时也会在很大程度上重申指导原则。”\n无论Visa的业绩是否会大幅超出预期，这些结果都足以提振其股价。目前，Visa的股价为269美元，是12个月远期收益的25倍，低于疫情前的28.8倍。\n花旗集团(C.N)分析师AshwinShirvaikar写道：“由于相对倍数处于多年来的低点，而且我们认为基本面完好，目前的水平是一个极具吸引力的买入机会。”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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