市场表现 - 5月就业报告超预期推动标普500指数和纳斯达克指数上涨超过1% [1] - 美国新增就业岗位13.9万个 高于经济学家预期的12.5-13万个 [1] - 失业率维持在4.2% [1] 经济数据 - 平均时薪同比增长3.9% 高于4月2.3%的CPI通胀率 [2] - 医疗保健和休闲/酒店行业新增就业最多 分别增加6.2万和4.8万个岗位 [9] 重点推荐股票 - Paylocity(PCTY)连续26个季度超预期 最近季度EPS超出预期16% 过去四季平均超出15.4% [4] - Maximus(MMS)未来市盈率仅10.8倍 2025和2026年EPS预期近30天分别上调7%和4% [5][7] 其他值得关注股票 - 人力资源软件公司Dayforce(DAY)和Paychex(PAYX) 外包公司Barrett Business Services(BBSI)均获Zacks持有评级 [8]

Visa Inc. (NYSE:V) Bernstein's 41st Annual Strategic Decisions Conference May 28, 2025 10:00 AM ET Company Participants Chris Suh - Chief Financial Officer Conference Call Participants Harshita Rawat - Bernstein Harshita Rawat Good morning again, everyone. I am Harshita Rawat, Bernstein's Senior Analyst covering payments, processors and IT services. And I'm delighted to be joined today by Chris Suh, Visa's CFO at Bernstein's 41st Annual Strategic Decisions Conference. Chris, thank you for joining us today. ...