核心观点 - 文章旨在比较伦敦证券交易所集团(LSEGY)与芝商所(CME)两只证券交易行业股票对价值投资者的吸引力 基于Zacks评级和价值风格评分体系的分析 伦敦证券交易所集团(LSEGY)在盈利前景和估值指标上均表现更优 被认为是当前更具吸引力的价值选择 [1][7] 公司比较分析 - **Zacks评级对比**：伦敦证券交易所集团(LSEGY)的Zacks评级为2(买入) 芝商所(CME)的评级为3(持有) Zacks评级青睐近期盈利预测获上调的公司 表明LSEGY的盈利前景正在改善 [3] - **估值指标对比 - 市盈率**：伦敦证券交易所集团(LSEGY)的远期市盈率为21.99倍 低于芝商所(CME)的23.90倍 [5] - **估值指标对比 - PEG比率**：伦敦证券交易所集团(LSEGY)的PEG比率为1.89 显著低于芝商所(CME)的3.97 PEG比率在市盈率基础上纳入了预期盈利增长率 是重要的成长性估值指标 [5] - **估值指标对比 - 市净率**：伦敦证券交易所集团(LSEGY)的市净率为2.05倍 低于芝商所(CME)的3.4倍 市净率用于比较股票市值与其账面价值(总资产减总负债) [6] - **综合价值评分**：基于上述及其他关键估值指标 伦敦证券交易所集团(LSEGY)的价值风格评分为B级 而芝商所(CME)的价值风格评分为D级 [6] 分析方法论 - **价值投资分析框架**：价值投资者通过分析一系列传统数据和指标来判断公司当前股价是否被低估 常用指标包括市盈率(P/E)、市销率(P/S)、收益率、每股现金流等 [4] - **投资机会筛选模型**：将强劲的Zacks评级与价值风格评分体系中的高等级相结合 是发现优质价值机会的有效方法 Zacks评级侧重于盈利预测有上调趋势的公司 风格评分则突出具有特定特质的股票 [2]

Data center operators are fixated on the “five nines” — an expectation that they’ll keep the infrastructure behind financial markets, e-commerce and artificial intelligence running 99.999% of the time.So as news rippled out last month that a CyrusOne facility in Aurora, Illinois, that handles trillions of dollars in trading volume each day went down for 10 hours, industry insiders were stunned. To them, it was an eternity, and the failure at the data center outside Chicago is a black eye for CyrusOne’s back ...

As the world's leading derivatives marketplace, CME Group (www.cmegroup.com) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, cryptocurrencies, energy, agricultural products and metals. The company o ...

Key Takeaways CME gains from market volatility, with clearing and transaction fees remaining its largest revenue driver. CME is seeing higher crypto trading activity, aided by growing participation in the crypto economy. CME's strong cash flow supports dividends, and investments in data, products, and clearing services. Shares of CME Group Inc. (CME) have gained 15.5% in the past year, outperforming the industry's growth of 8.1%. CME Group has outperformed its peers, including Intercontinental Exchange Inc. ...

CME Group expanded its crypto lineup again, this time with new “spot-quoted” futures for XRP crypto and Solana (SOL) that trade in much smaller sizes and track real-time prices more closely. XRP USD and SOL USD prices barely reacted on the day, but the real story lies in who now gets an easier way to trade them: big institutions that prefer regulated venues. This move occurs at a significant moment in my decade-long derivatives trading career, 2025, a year of record crypto derivatives volume on CME, whic ...

公司财务信息发布安排 - CME集团将于2026年2月4日星期三市场开盘前公布2025年第四季度及全年业绩 [1] - 公司将在中部时间上午6点在其网站发布季度业绩书面摘要及新闻稿 [1] - 公司将于同一天中部时间上午7:30举行投资者电话会议 管理层将回答分析师提问 [1] 投资者沟通渠道 - 电话会议音频网络直播将在公司官网投资者关系板块提供 [2] - 电话会议结束后 网站同一位置将提供录音存档 [2] - 希望通过电话收听直播的听众需提前至少10分钟拨号 美国境内拨打877-918-3040 境外拨打+1 312-470-7282 参会密码均为1944793 [2] 公司业务与市场地位 - CME集团是全球领先的衍生品市场 [3] - 公司使客户能够交易期货、期权、现金和场外市场 优化投资组合并分析数据 帮助全球市场参与者有效管理风险并捕捉机会 [3] - CME集团交易所提供基于利率、股票指数、外汇、加密货币、能源、农产品和金属等所有主要资产类别的全球最广泛基准产品 [3] 公司交易与清算平台 - 公司通过CME Globex平台提供期货和期货期权交易 [3] - 通过BrokerTec平台提供固定收益交易 [3] - 通过EBS平台提供外汇交易 [3] - 公司运营着全球领先的中央对手方清算提供商之一——CME清算所 [3] 公司商标与品牌资产 - CME Group、Globe徽标、CME、Chicago Mercantile Exchange、Globex和E-mini是芝加哥商业交易所公司的商标 [4] - CBOT和Chicago Board of Trade是芝加哥贸易委员会公司的商标 [4] - NYMEX、New York Mercantile Exchange和ClearPort是纽约商业交易所公司的商标 [4] - COMEX是商品交易所公司的商标 [4] - BrokerTec是BrokerTec Americas LLC的商标 EBS是EBS Group LTD的商标 [4] - 基于标普500指数的期货合约并非由标普道琼斯指数有限责任公司赞助、认可、销售或推广 该公司不对投资此类产品的适当性作任何陈述 [4]

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses on outstanding companies at attractive prices and, at the same time, leverages a deep understanding of the macroeconomic landscape to manage risk. As measured by the MSCI World Index in USD, the global equities rose 7.3% in the September quarter. The portfolio underperformed the index in the quarter due strong p ...

吴说获悉，芝商所（CME Group）宣布推出以现货报价（Spot-Quoted）的 XRP 与 Solana（SOL）期货 合约，补充其现有的现货报价比特币与以太坊期货产品。CME 表示，该类合约以现货价格计价、具备 更长期到期日，可减少频繁移仓需求，合约规模为其加密产品线中最小规格，面向更广泛的零售与专业 交易者。CME 披露，现货报价 BTC 与 ETH 期货自 6 月上线以来累计成交已超 130 万张合约，需求持 续增长。 （来源：吴说） 来源：市场资讯 ...

CME Group has launched Spot-Quoted futures for XRP (XRP) and Solana (SOL), expanding its lineup of crypto derivatives designed to trade closer to real-time market prices. The new contracts mirror the structure of CME’s existing Spot-Quoted Bitcoin (BTC) and Ether (ETH) futures. Unlike traditional futures, which often trade at a premium or discount due to financing costs, Spot-Quoted contracts track the spot price directly. Financing adjustments are handled separately at settlement. "We've seen strong de ...

CME Group, the Globe logo, CME, Chicago Mercantile Exchange, Globex, and E-mini are trademarks of Chicago Mercantile Exchange Inc. CBOT and Chicago Board of Trade are trademarks of Board of Trade of the City of Chicago, Inc. NYMEX, New York Mercantile Exchange and ClearPort are trademarks of New York Mercantile Exchange, Inc. COMEX is a trademark of Commodity Exchange, Inc. BrokerTec is a trademark of BrokerTec Americas LLC and EBS is a trademark of EBS Group LTD. The S&P 500 Index is a product of S&P Dow J ...