BK 拥有尚未被定价的盈利动能，来自代币化托管机会，前提是 Clarity Act 获得通过。
逐段跳播
你的下一个标的是Bank of New York Melon。我在节目开头和Alex Coffee谈到了这次Barlay's会议传出的一些评论。他们在场，他们的CFO说他们的转型计划已进入加速增长期。
他说他们的转型已经完成。这是否会在他们今天进入大盘三强中发挥作用？
Your next pick is Bank of New York Melon. I was talking to Alex Coffee at the top of the show about some of the commentary coming out of this Barlay's conference. They were there, their CFO saying that their turnaround plan uh has entered a period of accelerated growth.
He says their turnaround is what he says complete. Does that come into play at all with them making the big three today?
这当然是其中一个组成部分，但我提到他们的原因还是Clarity Act。我在看我们正在经历的这场变革，即证券转化为代币化和稳定币，以及这套数字基础设施，还有谁将站在其背后。所以，Circle是一个受益者。
Bank of New York Melon从托管人的角度来看，随着资产的数字化，这是另一个可能推动其前进的催化剂。
Uh, it's certainly a component of it, but the reason why I bring them up is again the clarity act. I'm looking at this transformation that we have of securities into tokenization and stable coins and this digital infrastructure and who's going to be behind that.
So, Circle is one beneficiary. Bank of New York Melon is from a custodian perspective and with the digitization of assets, it's another catalyst that could potentially push them forward.
一些数字：他们托管和管理的资产规模约为59.4万亿美元，其第一季度营收增长13%至约54.1亿美元，每股收益增长42%至2.25。所以增长横跨证券服务以及市场和财富服务，但他们的利润率扩张是因为营收增长更高，超过了他们的支出，这是我在从基本面看一家公司时希望看到的。
Some numbers they service around 59.4 trillion in custody of administrative assets and their Q1 revenue grew 13% to about 5.41 billion EPS increased to 42% to 2.25. So the growth spanned security services and market and wealth services but their margin expansion because there was higher revenue growth that exceeded their expenses and that's something I want to see when I'm looking at a company fundamentally.
但这背后的论点是，由于资产代币化带来的托管机会，他们拥有尚未被定价的额外盈利动能。但这取决于Clarity Act。所以这极其重要。如果它通过，那么这是我们可能看到转化为营收的较长期后续进展。
但就前两个标的而言，只需关注Clarity Act。
But the thesis behind this is that they have additional earnings momentum that isn't priced in due to the custodian opportunities with this tokenization of assets. But that hangs on the Clarity Act.
So that's extremely important. If that goes through, then this is a longerterm follow-through that we could see come into revenue. But just watch the Clarity Act for the first two picks here.
好的。我们来看Bank of New York Melon的图表。它在这里跑赢大盘，Rick。我们可以看到我们有过，我们有你这里有收敛的线，但现在我们有一条向下的线。那么，给我们讲讲近期的技术面设置。
All right. And we are looking at we look at the chart here for Bank of New York Melon. It's outperforming uh the broader market here, Rick. We can see we've had a we've got you've converging lines here, but now we have a downward one.
So, walk us through the technical setup here in the near term.
是的，这只来自金融界的股票走势相当不错，或许算是一匹黑马，但近期的轨迹是这种上升楔形形态。我们的常规趋势线沿着这些低点向上延伸。在这个区域情况开始变得有点混乱，但伴随着另一条穿过高点的线，其斜率要平缓得多。
所以通常被视为一种看跌形态。当然，这类价格形态从来都没有保证。但在这个案例中，它确实向下兑现了。所以我们跌破了那些相对低点157。现在我们正接近另一组相对低点，接近152。再往下，148可能比较突出。然后是之前的高点，以及随后大致对应的低点。
Yes, quite a nice move here for this maybe kind of a sleeper hit type of the stock from the financial world here, but uh the more recent trajectory was this rising wedge type shape.
We have our conventional trend line going upward across these lows. Things started to get a little messy in this area, but it was accompanied by another line going across the highs that was a much more shallow slope.
So typically regarded as a bearish type of setup. Certainly never a guarantee with any of these types of price patterns here. But in this case, it did indeed play out to the downside here.
So we broke below those relative lows 157. Now we are approaching another set of relative lows here near 152. Uh beyond that 148 possibly stands out. Uh old highs and then roughly subsequent lows there.
那么，如果反过来我们走高，如果我们重新突破157上方，并突破这条非常短期的向下倾斜的轨迹线，我们可能会看到165构成潜在阻力，因为它曾是一个反复出现的顶部。但所以相当有意思。总体看法是，我们经历了一轮强劲上涨。
现在，我们正在经历一次相当急剧的回调，但我们正接近一个看起来可能是显著支撑位的位置，因为它是我们在7月15日财报事件之后的低点。所以，在我们接近152这一水平之际，目前处于一个相当有意思的位置。
So if we were to move higher on the other hand, if we were to break back above 157 and break this very shortterm downward sloping uh trajectory line here, we could see a uh 165 presenting potential resistance as it was a repeated ceiling here.
But so pretty interesting. The kind of the the overall take though is that we've had a a strong rally. Now, we're having a a rather sharp pullback here, but we're approaching what looks like it could be a notable supportive level in that it was our lows after we had our earnings event here uh in uh uh July on July 15th.
So, uh pretty interesting position to be in right now as we approach that 152 level.
不过我们正在跌破我们的移动均线。我们已经跌破了三条较短期的移动均线，5日线和21日线是昨天，然后今天有望跌破我们的63日EMA，它位于15547附近。
We are breaking below our moving averages though. We have broken through our three shorter term moving averages, 5day and 21day yesterday and then today on pace to uh push below our 63-day EMA. that comes in near 15547.
RSI仍保持在30水平上方。那将标志着超卖区域。所以如果开始重新进入那个区域，要留意进一步潜在走弱的迹象。现在我们的成交量分布显示，我们这里有一个节点，大约在157到164之间。
另一个交易活动更密集的区域与这里143到146的区间震荡区域相吻合。在150附近还有一个更小的节点。
RSI remaining above the 30 level. That would signify the oversold area. So be on the lookout if we start to move back into that area for signs of further potential weakness here.
Now our volume profile shows that we have a node here between about 157 to 164. Another uh heavier trading activity here lines up with this uh rangebound area here from 143 to 146. a much uh smaller node here near 150 as well.
好的。现在我们在15363，Bank of New York Melon在今天的交易时段中下跌约2.5%。
All right. And right now we are at 15363 down about two and a half percent on the session for Bank of New York Melon.
观察点
这个频道对 $BK 的历次判断
Schwab Network 在这只股票上只有这一条判断。