SPGI 为买入；低估值（市盈率 21 倍）提供保护，ETF 管理规模增长（从 3 万亿美元增至 6 万亿美元）支撑基本面，利率驱动的债务担忧是暂时的。
逐段跳播
接下来，我们来看S&P Global。这实际上是我认为今天可以买入的标的之一。S&P Global今年大幅下跌，主要是因为对SAS末日、Anthropic以及所有这些让数据更容易获取的东西的担忧。
我认为这其中很多是短视的。S&P Global现在的市盈率是21倍，为你提供了下行保护。是的，股票总是可能跌得更低，但当一只股票已经以低估值交易、且经济特性非常好时，就很难再跌了。
我们还有其他指标。例如，ETF管理资产规模持续增长。这是以万亿美元计的。所以它们有3万亿美元的资产管理与它们的ETF挂钩。现在它们有6万亿。所以越来越多的资产与不同的道琼斯指数ETF挂钩。
有人担心S&P Global会表现不佳，因为当利率上升时，债务发行会减少，但那是暂时的。公司必须发行债务。它们必须续借。否则，它们就得还清所有债务。那不会发生。所以无论如何，我相信S&P Global今天可以买入。
Now, next we get to S&P Global. This is actually one of the ones that I think is a buy today. S&P Global is down big this year, primarily off of concerns of the SAS apocalypse, anthropic, all these things that make data easier to get.
And I believe a lot of this is short-sighted. S&P Global now trades at a 21 Ford PE, giving you downside protection. Yes, a stock can always go lower, but it's difficult when the stock is trading at a a low valuation already with really good economics.
We have other indicators. For example, the ETF assets under management continues to grow. This is in trillions. So they had $3 trillion in assets under management linked to their ETFs.
Now they have 6 trillion. So more and more assets are getting linked to different Dow Jones indicy ETFs. There is concern that S&P Global will do poorly because when interest rates go up, less debt is taken out, but that's temporary.
Companies have to issue debt. They have to renew it. Otherwise, they're going to just pay off all their debt. That's not going to happen. So in any case, I believe S&P Global is a buy today.
这个频道对 $SPGI 的历次判断
Joseph Carlson After Hours 在这只股票上共 3 条判断，这里只列相邻的几条。