CM CME CME Group Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Management proactively addressed perpetual-style derivatives, estimating that even in an extreme approval scenario, crossover to existing Nasdaq products would be less than 1% of total revenue, and emphasized their view that such innovations would create incremental fintech opportunities rather than cannibalize current business. — Nasdaq is signaling that perpetuals are not a threat to its existing derivatives revenue, but could open new technology and index-licensing revenue streams, potentially pressuring CME and ICE to adapt.

Nasdaq's index revenue is affected by mix shift from CME's e-mini to micro e-mini contracts, relevant to CME's volume composition.