-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：芝加哥期權交易所全球市場公司（CBOE）公佈了2026財年第一季創紀錄的業績，營運每股收益（EPS）為3.70美元，高於去年同期的2.50美元，超出市場預期0.33美元，每股收益飆升48%。淨收入達7.29億美元，年增29%，超出市場預期3%。 CBOE的防禦型策略得到充分展現，地緣政治不確定性的加劇提振了業績，期權收入激增33%，反映出期權日均交易量（ADV）增長10%至2010萬份合約，指數期權日均交易量更是飆升29%。管理層宣布了額外的組織架構調整，預計將裁員約20%，這是持續策略調整的一部分。經調整後的營業利潤率提升640個基點至72.4%，展現出卓越的可擴展性，儘管營收成長29%，但費用僅成長4%。我們認為，公司對資本效率的重視使其能夠更好地投資於新興成長領域，包括金融事件市場和代幣化項目，同時保持在美國核心衍生性商品市場的強勁前景。
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