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 ...

（来源：TradingView） 昨夜今晨，近几天命途多舛的软件板块和加密货币再度迎来新一轮的下挫。疲软的美国就业数据也令过去几天的"板块轮动"戛然而止，抛售范围扩大到整个 市场。 截至收盘，标普500指数跌1.23%，报6798.4点；纳斯达克综合指数跌1.59%，报22540.59点，也是自去年4月以来最严重的三日抛售；道琼斯工业平均指数跌 1.2%，报48908.72点。比特币盘中跌破6.4万美元，近半年缩水近一半；现货白银也出现了单日下跌近20%的状况。 前几个交易日，美股的下跌局限在AI和软件相关的板块，周四抛售范围进一步扩大。标普500成分股中有318只个股下跌，部分原因在于最新劳动力市场数 据疲软。其中美国12月职位空缺意外下降至2020年以来的最低水平。挑战者裁员人数创下自2009年衰退最严重时期以来的1月最高纪录。 安联首席经济顾问Mohamed El-Erian表示："值得注意的是，这些裁员发生在GDP仍以约 4%速度增长的情况下，加速了就业与经济增长的脱钩——如果这一 现象持续下去，将产生深远的经济、政治和社会影响。" 周四收盘后，标普500指数又一次踩在100日均线上。令市场感到焦心的 ...

Walmart (WMT) is the world's largest retailer, offering everyday low prices on groceries, electronics, clothing, and household essentials through its vast network of supercenters, discount stores, and Sam's Club warehouses. It blends physical stores with a booming e-commerce platform, powered by tech innovations like drone delivery, AI-driven supply chains, and advertising via Walmart Connect. Founded in 1962, Walmart is headquartered in Bentonville, Arkansas. The company operates over 10,800 stores and ...