American Express - Morgan Stanley Conference Key Takeaways: Outlook And Analyst Questions
American Express - Morgan Stanley Conference Key Takeaways: Outlook And Analyst Questions
美国运通 - 大摩资源lof会议要点:展望和分析师提问
Takeaways from American Express (NYSE:AXP) presentation at Morgan Stanley conference
摩根士丹利会议上美国运通(NYSE:AXP)的演讲要点
Event Summary:
事件摘要:
Christophe Le Caillec, CFO of American Express (Amex), attended a conference hosted by Morgan Stanley.
The discussion covered Amex's performance, strategy, and outlook, with a focus on consumer spending trends, premium card segment growth, technology investments, and credit quality.
美国运通(Amex)的首席财务官克里斯托夫·勒卡雷克(Christophe Le Caillec)参加了由摩根士丹利举办的一次会议。
讨论涉及Amex的业绩、策略和前景,重点关注消费支出趋势、高端信用卡细分市场增长、技术投资和信贷质量。
Segment Performance:
细分市场表现:
Consumer Spending: Amex sees continued strength in consumer spending, particularly among high-income consumers, both in the U.S. (8% growth in Q1) and internationally (13% growth in Q1).
SME Space: There is softness in the SME space with low single-digit growth.
Premium Card Segment: Amex has increased...
消费支出:Amex看到消费支出继续保持强劲增长,特别是在美国(一季度增长8%)和国际市场(...
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