PayPal：品牌业务、Venmo变现与稳定币布局

今天分享的是高盛在 2025 年 9 月 9 日发布的 PayPal 研报，内容来自公司 CEO Alex Chriss 在 Communacopia + Technology Conference 上的发言。品牌业务保持增长PayPal 的重点还是在品牌支付上，包括核心按钮、Pay with Venmo 以及 BNPL（先买后付）。美国品牌支付的渗透率已经超过 60%；新的集成方案渗透率约 15%，能显著提高转化率； Pay with Venmo 增长 45%+，BNPL 增长 20%+。管理层预计三季度品牌支付将维持中单位数的增长。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子《左兜进右兜/美股策略》在小宇宙查看该单集文稿

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PayPal：品牌业务、Venmo变现与稳定币布局

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