The Compound 对 $BR 的判断变化

2026-09-25看涨
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Broadridge是受监管金融服务领域中被低估的垄断者,当前由AI颠覆担忧驱动的抛售并不理性,随着市场认识到其持久必要性且实际并未受到颠覆,该股应会回升。

让我们从“Prodridge”开始,因为这是我们拿到的第一个。这家公司是什么?它有什么问题?我的意思是,“Broadridge”,我不是说它为金融系统做基础设施工作,但它帮助你,比如说,管理代理机构。

它有很多工作。如果你是一家公司,因为美国证券交易委员会要求而需要通过代理投票,它们会帮你做。它们做所有那些无聊的事情。

Let's start with "Prodridge" because it's the first one we have. What is this company? What's wrong with it? I mean, "Broadridge," I'm not saying it does the infrastructure work for the financial system, but it helps you, let's say, with managing agencies.

She has a lot of work. If you are a company and need to vote by proxy because the Securities and Exchange Commission requires it, they do it. They do all the boring things.