Parkev Tatevosian, CFA发布 2026-09-25
《Walmart Has Arguably Been the Best E-Commerce Business in Recent Years | WMT Stock Analysis》
$WMT看跌
WMT 估值偏高，不建议在当前价位买入。
在过去十年里，Walmart 巧妙地将自身的地理位置从一项劣势转变为相对于 Amazon 的竞争优势。你还记得 2016 年吗？当时投资者担心 Walmart 可能破产，并被 Amazon 及其电商业务超越。
Over the past decade, Walmart has brilliantly turned its geographic location from a weakness into a competitive advantage against Amazon. Do you remember in 2016, when investors were worried about Walmart potentially going bankrupt and being overtaken by Amazon and its e-commerce business?
