Mastercard (NYSE: MA) and American Express (NYSE: AXP) will issue their next quarterly dividends on August 8, 2025.Mastercard will pay $0.76 per share. If you own 100 shares of MA, you’ll receive $76 in dividend income. At the current share price of $568.22, that represents a significant investment of $56,822 to hold 100 shares.American Express offers a slightly better payout at $0.82 per share, meaning 100 shares of AXP will generate $82 in dividend income. The lower share price of $311.61 makes it more ac ...

公司影响 - 作为Mastercard股东 关注稳定币交易量增长及GENIUS法案通过对公司业务的影响 [1] 研究机构策略 - Triba Research专注于挖掘能长期实现可持续两位数回报的高质量企业 [2] - 选股标准包括强大竞争优势 增长市场 低负债水平 以及管理层能力与利益一致性 [2] - 研究框架更关注长期价值创造而非短期事件 [2] 分析师持仓 - 分析师通过股票、期权或其他衍生品持有Mastercard多头头寸 [3]

业绩发布日程 - 周一美股盘后铿腾电子发布业绩报告 [1] - 周二欧股盘前斯泰兰蒂斯Stellantis和阿斯利康发布业绩报告 [1] - 周二美股盘前波音、联合健康、宝洁发布业绩报告 [1] - 周二美股盘后Visa、Booking、星巴克发布业绩报告 [1] - 周三美股盘后微软、Meta Platforms、高通、Arm控股、拉姆研究、Robinhood、福特汽车发布业绩报告 [1] - 周四美股盘前万事达卡发布业绩报告 [1] - 周四美股盘后苹果、亚马逊、MicroStrategy、Coinbase、科磊发布业绩报告 [1] - 周五美股盘前埃克森美孚、雪佛龙、再生元制药发布业绩报告 [1]

With Capital One (COF)  recently reporting strong Q2 results, investors will be looking forward to Visa’s (V Quick Quote - Free Report)  and Mastercard's (MA Quick Quote - Free Report)  quarterly reports next week on Tuesday, July 29, and Thursday, July 31, respectively.While Capital One’s focus is on consumer and commercial lending, Mastercard and Visa are two of the leading payment solution providers, making it an interesting topic of which of these credit card giants may be the better investment as earni ...

Mastercard ( $MA ) is no longer a credit card network, but a strategic global infrastructure, increasingly close to becoming a hybrid platform between traditional and digital finance. There is still some appreciation for the stock, which the marketHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset ...

公司概况 - Mastercard和PayPal是全球数字支付领域的两大巨头，分别通过卡网络和直接消费者生态系统重塑交易方式 [1] - Mastercard市值5094亿美元，PayPal市值739亿美元，两家公司都在拓展国际业务并投资加密、非接触式和嵌入式金融等新兴支付领域 [2][3][7] Mastercard分析 - 2025年Q1净收入同比增长14%至73亿美元，主要受跨境交易量和借记卡/信用卡消费增长推动 [3] - 核心优势在于四方模式及全球支付基础设施，近期以26.5亿美元收购Recorded Future并投资代币化和AI反欺诈技术 [4] - 业务高度依赖消费和企业支出模式，传统卡模式面临BNPL、数字钱包等替代支付方式的长期威胁 [5] - 增长趋于稳定，相比数字原生平台增速较慢，且通过银行等中介机构运营导致与终端用户存在距离 [6] PayPal分析 - 2025年Q1收入达77.9亿美元，外汇中性基础上总支付额增长4%至4172亿美元，交易保证金增长7%至37亿美元 [7] - 直接面向消费者和商家的模式赋予更大用户体验控制权，拥有4.36亿活跃账户的双边网络生态系统 [8][9] - 正在进行业务转型，通过成本优化和产品聚焦提升运营效率，Venmo在年轻用户中保持P2P支付领先地位 [10] - 长期债务资本比36.1%显著低于Mastercard的73.7%，显示更强财务灵活性 [11] 市场表现 - 过去三个月PayPal股价上涨17.4%，Mastercard上涨5.4%，均落后于标普500指数14.4%的涨幅 [12] - Mastercard远期市盈率32.05倍，PayPal仅14.14倍，估值差距显著 [15] - Zacks对Mastercard 2025年营收和EPS预期为319.6亿美元/16.04美元，PayPal为327.2亿美元/5.09美元 [17] 发展前景 - Mastercard保持稳定增长但缺乏爆发力，重点发展嵌入式金融和B2B支付轨道 [4][18] - PayPal处于转型早期阶段，在直接商业和移动原生体验方面更具优势，潜在上升空间更大 [11][18]

美股热门股票行情一览（2025年07月24日盘中） 市值排名 - 甲骨文以7623.02亿市值位居首位，股价96.50美元，当日涨幅+0.66% (+1.95美元) [3] - 万事达市值3213.63亿，股价804.34美元，涨幅+0.86% (+0.82美元) [3] - VISA市值7701.50亿，股价298.71美元，涨幅+0.68% (+5.45美元) [3] 能源与化工板块 - 埃克森美孚市值6795.27亿，股价241.93美元，微涨+0.01% (+0.03美元) [3] - 雪佛龙市值2635.59亿，股价162.55美元，显著上涨+2.46% (+3.90美元) [3] - 康菲石油市值1196.83亿，股价75.63美元，下跌-2.45% (-2.35美元) [5] 金融板块 - 美国银行市值3706.80亿，股价372.57美元，下跌-1.00% (-3.78美元) [3] - 摩根士丹利市值2218.09亿，股价722.88美元，上涨+0.75% (+5.36美元) [4] - 高盛市值2290.57亿，股价143.34美元，上涨+0.79% (+1.13美元) [4] 科技板块 - 奈飞市值4066.75亿，股价109.84美元，微跌-0.05% (-0.08美元) [3] - 超威半导体市值2549.17亿，股价266.65美元，下跌-0.21% (-0.57美元) [3] - 英特尔市值924.29亿，股价205.18美元，上涨+0.83% (+1.68美元) [5] 消费板块 - 宝洁市值3718.68亿，股价158.61美元，上涨+0.21% (+0.33美元) [3] - 可口可乐市值2987.62亿，股价69.42美元，上涨+0.91% (+6.54美元) [3] - 耐克市值1116.98亿，股价93.57美元，下跌-1.46% (-1.12美元) [5] 通信与运输 - T-Mobile US Inc市值2721.86亿，股价248.43美元，大幅上涨+6.20% (+14.50美元) [3] - 达美航空市值357.69亿，股价54.78美元，上涨+0.96% (+0.79美元) [6] - Uber市值1910.80亿，股价91.38美元，下跌-0.69% (-1.00美元) [4] 军工与工业 - 洛克希德马丁市值986.93亿，股价22.72美元，下跌-3.28% (-0.77美元) [5] - 卡特彼勒市值2013.79亿，股价428.18美元，微涨+0.14% (+0.59美元) [4] - 波音市值1738.33亿，股价1122.95美元，上涨+0.23% (+2.58美元) [4] 医疗健康 - 强生市值6577.63亿，股价356.48美元，上涨+0.33% (+1.19美元) [3] - 辉瑞市值1529.55亿，股价25.48美元，上涨+0.85% (+0.21美元) [4] - 联合健康市值2536.32亿，股价279.60美元，显著下跌-4.42% (-12.91美元) [3]

Mastercard (NYSE: MA ) has been one of investors' favorite businesses to invest in for a long time. Over the last decade, its stock price grew dynamically from ~$100 per share to now as much as ~$560 per share, where I think the rally willWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one ...

The market expects MasterCard (MA) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on J ...

美股市场表现 - 道指涨507.85点 涨幅1.14% 收于45010.29点 纳指涨127.33点 涨幅0.61% 收于21020.02点 标普500指数涨49.29点 涨幅0.78% 收于6358.91点 [3] - 纳指史上首次收于21000点关口之上 标普500指数盘中最高上涨至6360.64点 创历史新高 [4] 贸易协议动态 - 美日达成贸易协议 日本将立即增加75%的美国大米进口量 并大幅扩大进口配额 [6] - 日本将购买价值80亿美元的美国商品 包括玉米 大豆 化肥 生物乙醇和可持续航空燃料 [6] - 日本承诺购买100架波音飞机 并探讨阿拉斯加液化天然气承购协议 [7] - 美日投资协议重点关注半导体设计和制造 天然气和新造船厂 [6] 行业板块表现 - 标普500指数十一大板块九涨二跌 医疗板块和工业板块分别以2.03%和1.75%的涨幅领涨 公用事业板块和必需消费品板块分别下跌0.79%和0.07% [8] - 大型科技股多数上涨 超微电脑涨超3% 超威半导体 台积电 波音 英伟达涨超2% 博通 阿斯麦 甲骨文 Meta 高通 英特尔涨超1% [8] - 金融股多数上涨 瑞穗金融涨超6% 瑞银集团涨超3% 德意志银行 巴克莱 高盛 花旗集团涨超2% [8] - 能源股多数上涨 巴西石油涨超3% 阿帕奇石油 斯伦贝谢 壳牌 康菲石油 雪佛龙 西方石油涨超2% [8] 中概股表现 - 纳斯达克中国金龙指数收高0.75% 爱奇艺涨超4% 老虎证券涨超3% 拼多多 金山云 富途控股涨超2% [9] - 携程 阿里巴巴 哔哩哔哩 唯品会涨超1% 腾讯音乐 网易 百度 极氪 京东 新东方小幅上涨 [9]