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S&P Global Inc. (SPGI) 在Bernstein第42屆年度戰略決策會議上發表演講文字記錄
2026-05-28 · via All Articles on Seeking Alpha

S&P 全球公司 (SPGI) 伯恩斯坦第42屆戰略決策會議 2026年5月27日 上午11:00 EDT

公司參與者

馬蒂娜鄭 - 總裁、執行長 & 營運長

會議電話參與者

欽杜·博魯 - 自動駕駛研究美國有限責任公司

簡報

Chinedu Bolu
自主研究美國有限公司

好的。我們開始吧。所以感謝大家參加這場會議。我很高興有——歡迎回來,Martina Cheung,S的總裁兼CEO。P 這是第二次全球舉行。所以感謝你回來了。我們去年第一次的時候沒有嚇到你。一如既往,關於這件事,如果你有任何問題,你可以透過Pigeonhole發送,或者你可以通過掃描屏幕上的QR碼來做,我相信。

問答會議

Chinedu Bolu
自願研究美國有限公司

好的。那麼,我會開始針對瑪蒂娜提出問題。所以瑪蒂娜,讓我們從公司的增長開始談起。在投資者日,你為公司提出了三個戰略支柱:提升市場領導地位、拓展高增長的鄰近業務領域,以及透過人工智能增強企業能力。你預計未來的頂線增長率在6%到8%左右,並且預計在未來一段時間內利潤率會有所擴張。從高層次來看,你認為在未來12個月到18個月之間,這三個戰略支柱中哪一個最有可能超乎預期?還是有沒有哪種情況下,你認為增長率會比你在投資者日所提出的更好?

張美玲
總裁、執行長&董事

是的。謝謝Christian,能再次與你一起這裡真是太棒了。我會說如果你考慮我們業務的組合,我們其實主要是基準業務。所以那是我們收入的2/3,利潤的3/4。而我們的基準涵蓋,正如你所知,評級、指數以及能源部門的價格評估。而評級和指數,特別會非常敏感