然后是万事达卡，这是另一个今年跑赢大盘的新增持仓，上涨约18.14%。
And then Mastercard, another addition that's outperformed the market this year, up by about 18.14%.
现在这是一只非常不同的股票。但万事达卡你可能比较熟悉。如果我们看过去5年的市盈率倍数，平均估值大约在31.2左右。然而就在过去一年，市盈率倍数大幅下降。它从大约35、接近36的水平一路下降到2026年6月大约23.6倍的市盈率。
比尔·阿克曼增持了四只金融股。他重仓金融股，如Visa、万事达卡、ICE和标普全球。我在此视频中预测，他要么增持Meta，要么增持万事达卡。
Bill Ackman added four financial stocks. He went heavy into financials like Visa, Mastercard, ICE, and S&P Global. I predicted in this video right here that he would either be adding Meta or Mastercard to his portfolio.
但有趣的是，我们现在也看到，他确实已将万事达卡加入其投资组合。
But what's interesting now is we also see that he has indeed added Mastercard to his portfolio.
万事达卡仍下跌3%，ICE下跌16%，标普全球下跌26.16%。如果我们看它们年初至今的表现，其实并没有好多少。万事达卡基本持平，Visa上涨约4.2%，ICE下跌4%，标普全球下跌19%。
MasterCard is still down by 3%. ICE down by 16% and S&P Global down by 26.16% and if we look at them year-to-date, it's really not that much more impressive. MasterCard is essentially flat, Visa up about 4.2%, ICE down four, and S&P Global down by 19%.