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FINWIRES

瑞银表示，Visa的增长将受益于增值服务、定价和跨境业务优势而加速。

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-- 瑞银证券周三在一份报告中指出，受定价策略、增值服务拓展、跨境业务强劲增长以及Visa Direct业务的推动，Visa (V) 的净收入增长有望加速。 根据最新的业绩指引，Visa 预计净收入将实现两位数低段至十几个百分点的增长，这意味着其有机增长率（不计汇率变动）有望从去年的约11.5%提升至近13%。 瑞银表示，这一增长势头得益于多项结构性因素的共同作用，包括增值服务的拓展、多个项目中持续推进的定价策略、稳健的跨境业务以及Visa Direct业务的稳步增长（Visa Direct业务约占支付总额的8%至9%）。 瑞银还指出，Visa在代理商务（包括代币化和身份验证服务）以及稳定币和新型支付方式等领域，仍具备提升交易量和收益的良好基础。 该券商还强调，作为富国银行（WFC）核心系统现代化改造的一部分，未来几年内，富国银行将逐步迁移至Pismo的核心账户分类系统，并称这是Visa平台战略取得的一项显著进展。 瑞银维持对Visa的“买入”评级，并将目标价从390美元上调至410美元。 Visa股价在周三下午的交易中上涨了9%。

Price: $336.94, Change: $+27.64, Percent Change: +8.94%

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