American Express - Morgan Stanley Conference Key Takeaways: Outlook And Analyst Questions
American Express - Morgan Stanley Conference Key Takeaways: Outlook And Analyst Questions
美國運通 - 大摩資源lof會議要點：展望和分析師提問
Takeaways from American Express (NYSE:AXP) presentation at Morgan Stanley conference
摩根士丹利會議上美國運通(NYSE:AXP)的演講要點
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.
美國運通(Amex)的首席財務官克里斯托夫·勒卡雷克(Christophe Le Caillec)參加了由摩根士丹利舉辦的一次會議。
討論涉及Amex的業績、策略和前景，重點關注消費支出趨勢、高端信用卡細分市場增長、技術投資和信貸質量。
Segment Performance:
細分市場表現：
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...
消費支出：Amex看到消費支出繼續保持強勁增長，特別是在美國（一季度增長8%）和國際市場（...
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