以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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V
14 atoms · 跨 7 天 · 首见 2026-04-28 · 最近 2026-07-01
三色: 🟦 fact 10 · 🟥 take 4 · stance ▲5/▼0/◆1
来源: X 11 · 卖 3
时态: fresh:12 · aging:2
标签: 好数字:9 · 好观点:5 · 好信源:1
叙事 (narrative) (3)
- 2026-05-27 · 管理层看季度业绩
It was an outstanding quarter. It was the best quarter of growth that we've seen in over a decade, excluding kind of the pandemic recovery period.
tags: 好观点·好信源 · → daily
- 2026-07-01 · 跨境旅行周期判断
Matt O'Neill views V as a durable DD compounder, with this FQ3 as the cyclical low for cross-border travel as Middle East disruption peaked.
tags: 好观点 · → daily
value: qty=FQ3 as the cyclical low for cross-border travel
- 2026-04-28
[老化中] · 中东冲突影响有限
management noting limited impact from the Middle East conflict (CEMEA ~6% of total volumes)
tags: 好观点 · → daily
value: date=当前 · context=CEMEA约占总量的6%
预测 (forecast) (1)
- 2026-05-27 · 季度营收
2026年3月营收(预测): 11.2 Billions
tags: 好数字 · → daily
value: qty=11.2 Billions · date=2026-03
立场 (position) (2)
- 2026-07-01 · 被列为BofA第三季度最佳创意
V is on the Q3 Best Ideas List.
tags: 好观点 · → daily
value: qty=on Q3 Best Ideas List
- 2026-06-12
[老化中] · 评级上调
V - The moat endures, reinstate at Buy
tags: 好观点 · → daily
value: rating=Buy
事实 (fact) (8)
- 2026-05-26 · e-commerce transaction tokenization rate
over 50% of e-commerce transactions are now tokenized
tags: 好数字 · → daily
value: qty=50% · date=current
- 2026-05-26 · e-commerce tokenization YoY growth
that's 30% up year-over-year
tags: 好数字 · → daily
value: qty=30% · direction=up · date=year-over-year
- 2026-05-15 · BRK Q1 2026 清仓
Berkshire Hathaway Q1 2026 investment activity — V (Visa Inc.) 清仓 100.00% (8,297,460 股)
tags: 好数字 · → daily
value: qty=100.00% · date=Q1 2026
- 2026-06-18 · 持仓占比
V 持仓占比 7.36%
tags: 好数字 · → daily
value: qty=7.36%
- 2026-05-27 · 营收增长率
年复合增长率 (CAGR): 10.3%
tags: 好数字 · → daily
value: qty=10.3% · unit=CAGR · date=2018-12 to 2026-03
- 2026-04-28 · 实际营收
V 实际营收: 11.20B
tags: 好数字 · → daily
value: qty=11.20B · date=2026-04-28
- 2026-04-28 · 整体支付量加速
Overall payment volumes accelerated 90bps compared to last quarter
tags: 好数字 · → daily
value: qty=90bps · direction=加速 · context=环比
- 2026-04-28 · 美国支付量加速
with a 140bps acceleration to US payment volumes
tags: 好数字 · → daily
value: qty=140bps · direction=加速
时间轴 (近 20)
- 2026-07-01 ·
position · 被列为BofA第三季度最佳创意 · → daily
- 2026-07-01 ·
narrative · 跨境旅行周期判断 · → daily
- 2026-06-18 ·
fact · 持仓占比 · → daily
- 2026-06-12 ·
position · 评级上调 · → daily
- 2026-05-27 ·
forecast · 季度营收 · → daily
- 2026-05-27 ·
fact · 营收增长率 · → daily
- 2026-05-27 ·
narrative · 管理层看季度业绩 · → daily
- 2026-05-26 ·
fact · e-commerce transaction tokenization rate · → daily
- 2026-05-26 ·
fact · e-commerce tokenization YoY growth · → daily
- 2026-05-15 ·
fact · BRK Q1 2026 清仓 · → daily
- 2026-04-28 ·
fact · 实际营收 · → daily
- 2026-04-28 ·
fact · 整体支付量加速 · → daily
- 2026-04-28 ·
fact · 美国支付量加速 · → daily
- 2026-04-28 ·
narrative · 中东冲突影响有限 · → daily
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