陪我们一起巡店的祝骏随机打开一款标价 169 元的沃集鲜坚果礼盒介绍说，这款商品的开发在 2025 年 4 月就启动了，内部的五罐坚果是从越南原装进口，礼盒则是他带领的沃尔玛采销团队负责设计、 在国内另找供应商完成制造。 春节礼盒很容易被做成表面功夫，包装做得又大又喜庆，里面装什么反而成了次要问题。但祝骏指着 礼盒包装说，从设计环节就确定了 "开口式包装"，这能让顾客看见里面的果仁到底长什么样，虽然开 口包装容易压碎果仁，为了解决这个问题团队做了大量结构与内托的打磨。 祝骏是现任沃尔玛中国高级副总裁兼沃尔玛业态首席采购官。沃尔玛全渠道中的每一款商品，都是由 他负责终审把关。在店里随便拎出任何一款沃尔玛自有品牌 "沃集鲜" 的商品，祝骏都能滔滔不绝地讲 出它背后的开发故事。 在中国零售业竞争白炽化的这些年，几乎所有玩家都在押注自有品牌，路径也越来越趋同：找代工厂 贴牌，换个包装，压低价格做 "平替"。在这种低价内卷里，商品很容易失去灵魂：它们看起来差不 多，吃起来也差不多，最终只剩下便宜这一个标签。 当零售自有品牌被认为 "越来越像流量生意" 时，沃尔玛却回归到了 "顾客第一" 的战略原点，在看似 最不起眼的地 ...

Core Viewpoint - Consumers are facing economic challenges, impacting retail sales, but TJX Companies and Walmart have performed well, raising the question of which stock is a better long-term investment [1] TJX Companies - TJX operates brands like TJ Maxx, Marshalls, and HomeGoods, offering products at prices 20% to 60% lower than full-price retailers [3] - The company sources excess inventory from manufacturers at favorable prices, allowing it to offer lower prices to customers, especially during economic downturns [4] - TJX's fiscal third-quarter same-store sales grew by 5%, with positive performance across all divisions for the period ending November 1 [5] Walmart - Walmart has been successful since its inception, focusing on cost control to provide everyday low prices, making it difficult for customers to find lower prices elsewhere [6] - The company operates three segments: Walmart U.S., Walmart International, and Sam's Club, with Walmart U.S. generating the majority of revenue [7] - In the fiscal third quarter, Walmart U.S. same-store sales increased by 4.5%, driven by higher traffic contributing 1.8 percentage points [7] Investment Performance - Walmart shares returned 183% over the last five years, outperforming the S&P 500's 96.2% return [8] - Walmart's current P/E ratio is 44, significantly higher than its 10-year median of 29 and the S&P 500's 30 [9] - TJX has delivered a 145.7% return over the past 10 years, nearly 50 percentage points above the S&P 500, with a P/E ratio of 34, slightly above its 10-year median of 24 [10]

Bolvin Wealth Management Group总裁Gina Bolvin表示，道指突破5万点"与其说是庆祝，不如说是一次确 认"。她指出，市场已经适应了更高利率、更慢的增长节奏以及全球不确定性，却仍能继续走高，这表 明投资者信心真实存在，2026年的市场焦点将更多回归企业基本面，而非货币政策。 智通财经APP获悉，周五，美股全面走强，道琼斯工业平均指数大涨逾1200点，涨幅约2.5%，盘中首次 突破5万点整数关口，收报50,115.67点，创下历史新高。 自2025年底以来，美股涨势逐步由科技板块向更广泛领域扩散，这一趋势显著利好道指成分股。尽管道 指同样包含英伟达(NVDA.US)、苹果(AAPL.US)和微软(MSFT.US)等科技巨头，今年推动指数上行的主 力，更多来自传统行业与防御型板块。其中，高盛(GS.US)、卡特彼勒(CAT.US)、安进(AMGN.US)以及 宣伟公司(SHW.US)等表现尤为突出。 由于道指采用价格加权方式计算，这些股价较高的成分股，对指数的影响力明显高于按市值加权的指 数。此外，波音近期股价同样持续走强，也对道指形成支撑。 回顾走势，自2024年5月首次站上4 ...

来源：市场资讯 （来源：科创100ETF基金） 道琼斯工业平均指数首次突破50,000点大关，成分股中英伟达涨超7%，卡特彼勒涨超6%，高盛、摩根 大通涨超4%，迪斯尼、IBM涨超3%，联合健康、沃尔玛、思科涨超2%。 ...

It's time for the big three. We've got three stocks, three charts, and three trades. Ricky Cat, of course, will take us through the charts as always.Here to take us through the trades like every Friday, Tim Bowen, chief technical trainer at stockstorade. com. Great to have you both with us.Tim, you've got a good day to be here. We've got a lot of green across the board and pretty strong gains, too. You know, what are your thoughts on the action we're seeing today and the rotation we're seeing.Well, you know ...

Walmart's (NASDAQ: WMT) share price is up roughly 15% in 2026 so far, as enthusiasm around the company's growing e-commerce segment and investments in artificial intelligence help push the stock higher. On Tuesday, Feb. 3, its market capitalization hit $1 trillion, making it the first "brick and mortar" retailer to achieve this status. I put "brick and mortar" in quotes because it's no coincidence that Walmart is joining an exclusive club that is dominated by tech giants. In recent years, Walmart's heavy ...

Core Insights - UBS reported a total market value of $620 billion in Q4, reflecting a decrease of 5.65% from the previous quarter [3] - The firm made 1,347 new stock purchases and increased holdings in 4,181 stocks, while reducing holdings in 4,520 stocks and completely selling out of 1,188 stocks [3] - The top ten holdings accounted for 14.52% of the total market value [3] Top Holdings - NVIDIA (NVDA.US) is the largest holding with approximately 77.49 million shares valued at $14.45 billion, representing 2.34% of the portfolio, down 11.47% from the previous quarter [1][4] - Microsoft (MSFT.US) ranks second with about 28.04 million shares valued at $13.56 billion, making up 2.20% of the portfolio, a decrease of 7.64% [2][4] - Apple (AAPL.US) is third with around 44.55 million shares valued at $12.11 billion, accounting for 1.96% of the portfolio, down 10.57% [2][4] - Broadcom (AVGO.US) is fourth with approximately 23.77 million shares valued at $8.23 billion, representing 1.33% of the portfolio, an increase of 0.88% [2][4] - Amazon (AMZN.US) is fifth with about 34.61 million shares valued at $7.99 billion, making up 1.30% of the portfolio, down 4.57% [2][4] Notable Changes - UBS reduced its holdings in several tech stocks, including Micron Technology (MU.US) by 16.14%, TSMC (TSM.US) by 15.56%, Oracle (ORCL.US) by 1.91%, AMD (AMD.US) by 24.28%, and Western Digital (WDC.US) by 37.92% [5] - The firm slightly increased its position in Meta (META.US) by 0.85% among the "seven giants" [4] - New positions were established in Total (TTE.US) and increased holdings in Walmart (WMT.US), Alibaba (BABA.US), and Bitcoin holding company Strategy (MSTR.US) [5] Trading Activity - The top five purchases included Microsoft call options, SPDR S&P 500 ETF (SPY.US), MP Materials call options, UBS Group AG, and iShares 7-10 Year Treasury ETF put options [5][6] - The top five sales included SPDR S&P 500 ETF put options, Invesco QQQ Trust put options, iShares iBoxx High Yield Corporate Bond put options, Microsoft, and NVIDIA [5][6]

Two standout companies from the same sector (no, not technology) have a clear path to follow in Walmart's footsteps.For much of the last seven years, the bulls have been leading the charge on Wall Street. The benchmark S&P 500 has gained at least 16% in six of the previous seven years, with the 2022 bear market being the exception.While most time-tested businesses have benefited from this near-persistent optimism, many of Wall Street's trillion-dollar club members have enjoyed outsize returns. Just over a d ...

Core Insights - Walmart has transformed from a small discount retailer into a retail giant, demonstrating the importance of long-term investment strategies [2][10] - The company has successfully adapted to changing market conditions, including the addition of groceries, automation, and e-commerce [5][10] Company Performance - Walmart's stock debuted at $15 per share in 1970 and closed its first trading day at $16.50 [2] - The stock has experienced significant volatility, losing over 30% of its value multiple times, but has rewarded long-term shareholders [6][9] - As of the latest fiscal quarter (Q3 2026), Walmart reported net sales of $177 billion, a 5.8% increase, with adjusted earnings per share (EPS) rising 7% to $0.62 [8] - Global e-commerce sales increased by 27%, while U.S. comparable sales rose by 4.8%, driven by a 1.8% increase in transactions and a 2.7% rise in average ticket size [8] Historical Context - Early investors in Walmart have seen substantial returns, with a single share purchased at $16.50 worth approximately $786,432 today [9] - Walmart's ability to navigate the retail landscape contrasts with other discount retailers like K-Mart and Sears, which failed to adapt and ultimately went bankrupt [4][10]

Legendary investor Warren Buffett ended his run as the CEO of Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) at the end of 2025. Buffett may have another long run coming to an end as of Tuesday. Buffett Drops Out Of Top 10 Richest Once the richest person in the world, Buffett finished 2025 ranked 10th at a net worth of $151 billion, up $9.44 billion for the year. Just over one month into 2026, Buffett has fallen out of the top 10 richest people in the world, with Walmart Inc (NYSE:WMT) heir Jim Walton replacing ...