-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下： 在审阅了第一季度业绩后，我们维持对MA未来12个月的目标价为690美元，基于2027年每股收益预期23.00美元，该估值较MA过去五年的平均市盈率34.5倍有所折让，原因是地缘政治不确定性加剧，以及监管机构寻求加强对美国网络竞争的监管压力。我们将2026财年的每股收益预期从19.97美元上调至20.11美元，并将2027财年的预期从22.48美元上调至23.00美元。在Visa业绩亮眼之后，我们对MA较为平淡的第一季度业绩感到有些失望。然而，MA持续展现出强大的创新能力。增值服务目前占总收入的近40%，使其业务对经济周期的敏感性降低。该公司也在为两个关键领域的新兴机遇做好准备：代理商务，该公司已准备好利用预期中的快速增长；以及稳定币，该公司拟收购 BVNK 将提供发送、接收、转换和持有数字货币的关键技术。
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