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RBC表示，萬事達卡的業績指引對第二季中東衝突結束的假設引發擔憂。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五在一份電子郵件報告中指出，萬事達卡（Mastercard，股票代碼：MA）近期發布的業績指引假設中東衝突將在第二季度得到解決，這引發了投資者對下半年潛在風險的擔憂，如果衝突持續到第二季度之後。 RBC分析師表示，該公司第一季調整後的獲利和營收均超出預期，並略微上調了2026年全年業績指引。分析師指出，增值服務實現了多元化，收入持續成長，而且該公司在全球幾乎所有信用卡都支援萬事達卡代理支付功能。 然而，報告顯示，由於中東衝突、業務組合調整以及齋戒月和復活節的特殊時間安排，4月份跨境交易量和旅行相關交易量分別下降了9%和2%。 分析師表示，萬事達卡2026年全年業績指引基於中東衝突將在第二季度結束的假設，這意味著第二季度將是業績最疲軟的季度，之後將開始復甦。他們指出，如果衝突持續，投資人將會討論績效指引將受到怎樣的影響。 加拿大皇家銀行維持對該公司股票的「跑贏大盤」評級，並將目標股價從656美元下調至629美元。

Price: $493.17, Change: $-9.75, Percent Change: -1.94%

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