Adam Khoo 对 $ICE 的判断变化

2026-09-14看涨
《Will Rising Long Term Rates Crash Stocks?》
ICE是利率上升(保证金利息)与能源价格上涨(期货成交量)的受益者,支撑其多头仓位。

像 Intercontinental Exchange 这样的公司。尤其是 Intercontinental Exchange,我持有 ICE,它们受益于利率上升,对吧?为什么?

因为它们赚取保证金利息。所以利率上升,它们从向客户提供的保证金中赚取更多利息。第一。第二,它们在能源期货交易方面规模非常大。所以随着能源价格上涨,人们交易更多能源期货,它们表现非常好。

Uh companies like uh Intercontinental Exchange. Oh, especially Intercontinental Exchange, which I own ICE, they benefit from rising rates, right? Why? Because they earn uh they earn margin interest.

So rates rise, they earn more interest on margins that they extend to customers. Number one. Number two, they are very big in the trading of energy futures. So as energy prices go up, people trade more energy futures, they do very well.