Schwab Network 对 $WMT 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-08-31看涨
《The Big 3: CDNS, NET, WMT》
沃尔玛的财报反应过度,技术面显示筑底过程,若价格突破107则可能出现反弹。

我很期待你今天带来的最后一个问题,Mike。你提到的沃尔玛,尽管市场对其业绩是否强劲缺乏共识,但其股价在财报后承压。这里似乎存在巨大分歧。我们看到沃尔玛承压,尽管其美国市场销售额在2027财年增长了52%。

那么,你现在如何看待沃尔玛?你对未来的预期是什么?

I'm looking forward to this last one that you brought today Mike. You've got Walmart here came under some pressure with its earnings despite a lack of consensus about whether or not they were strong.

There seems to be a great divide there. We are seeing Walmart under some pressure even though it has a 52% increase in in US marketplace sales in fiscal 27. So, how are you approaching Walmart right now? And what are your expectations going forward?