【#沃尔玛股价大跌超4%##国际金价跌了#】当地时间周四，最新出炉的数据显示，美国8月Markit制造 业、服务业以及综合采购经理人指数（PMI）全部高于预期。其中，制造业PMI反弹至三年多来新高。 细分项方面，受进口关税大幅上升影响，综合PMI中的销售价格综合指数升至三年来高位，表明企业开 始向消费者转嫁关税成本。数据打压市场对美联储的降息预期，投资者更加谨慎看待美联储主席鲍威尔 即将在全球央行年会发表的讲话。部分投资者赶在此前获利了结，继续减持此前涨幅较大的科技股和 AI概念股，美国三大股指周四集体收跌。截至收盘，道指跌0.34%，标普500指数跌0.40%，纳指跌 0.34%。其中，标普500指数连续第五个交易日收跌。财报显示关税成本上升 沃尔玛股价21日跌超4%公 司方面，美国零售巨头沃尔玛周四盘前发布的2026财年二季度财报显示，公司当季营收优于预期，电商 业务保持强劲增长势头，公司上调全年销售和盈利业绩指引。然而，受美国政府关税政策影响，沃尔玛 当季经调整后的每股收益不及华尔街预期，三年来首次出现这种情况。财报声明文件指出，关税成本持 续上升，可能导致公司难以维持低价促销策略。沃尔玛的部分进口商品 ...

据北投集团消息，近日，由通投公司作为投资合作主体的山姆会员店通州项目完成正式签约。此次签约标志着这一备受瞩目的国际高端零售项目正式落户 通州。 该项目被列为"2025年市重点工程"，选址位于宋庄镇富豪村组团，规划总用地规模约4.06万平方米，总建筑规模约5.56万平方米，建设内容为商业设施及 附属配套设施等，预计2027年开业，将有效辐射通州全域及北京东部地区。 山姆会员店此次落户通州，是北京城市副中心优化营商环境、吸引国际高端商业资源的重要成果，将有力填补区域高端零售市场空白，优化商业服务供给 结构，对副中心打造成为国际一流和谐宜居之都示范区、推动区域商业繁荣与民生改善具有重要意义。 下一步，通投公司将持续在通州区委区政府和北投集团党委坚强领导下，以更高的站位、更实的举措，不断引入优质资源，提升运营服务水平，为建设国 际一流的和谐宜居之都示范区贡献通投力量！ 小编还了解到，近日相关网站发布了"北京市通州区宋庄镇TZ01-0104-0002等地块项目（勘察）招标公告"，公告显示投资额为42881万元。 公告显示 建设地点：通州区宋庄镇富豪组团，东至宋庄富豪村纵四路，南至宋庄富豪村横二街，西、北至规划公园绿地。 ...

Walmart, Amazon and the owner of T.J. Maxx are scooping up market share from rivals in the tariff economy by offering shoppers good deals and convenience https://t.co/GFDW0rgK9g ...

中国连锁经营协会（CCFA）最新公布的数据显示，中国超市百强企业的销售总额在过去一年里达到了约9000 亿元人民币，虽然实现了0.3%的微小增长，但门店总数却显著下滑了9.8%，减少到了2.52万家。这一数据揭 示了超市行业在多元化消费趋势和电商冲击下的转型挑战。 在行业变革的大潮中，超市百强企业的表现呈现出鲜明的两极分化。据统计，仅有14家企业实现了销售额和 门店数量的双重增长，这些企业在激烈的市场竞争中凭借精准的市场战略、创新的运营模式和卓越的服务品 质脱颖而出，成为行业中的佼佼者。 | 序号 | 企业名称 | 超市品牌 | 2024销售规模总计 | 销售额同比 | 2024门店总数 | 门店數同比 | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (含税万元) | (%) | (个) | (%) | | | 1 | 沃尔玛(中国) 投资有限公司 | 沃尔玛,山姆 | 15884490 | 19.6 | 334 | (8.5) | ★ 1 | | 2 | 康成投资(中国)有限公司 | 大润发、大调发Super、M会员店 | 7 ...

Group 1: China Resources Beer - China Resources Beer reported a revenue of RMB 23.942 billion for the first half of 2025, a year-on-year increase of 0.8% [1] - The company's profit before interest and tax and net profit attributable to shareholders were RMB 7.691 billion and RMB 5.789 billion, respectively, showing year-on-year growth of 20.8% and 23.0% [1] - The beer sales volume reached approximately 6.487 million kiloliters, up 2.2% year-on-year, with high-end beer products seeing over 10% growth [1] Group 2: Miao Ke Lan Duo - Miao Ke Lan Duo's revenue increased by 7.98% to RMB 2.567 billion in the first half of 2025, with net profit rising by 86.27% to RMB 133 million [2] - The cheese business generated RMB 2.136 billion, a 14.85% increase year-on-year, accounting for 83.67% of total revenue [2] - The restaurant industrial cheese series saw a revenue increase of 36.26% to RMB 816 million [2] Group 3: Qiaqia Food - Qiaqia Food's revenue for the first half of 2025 was RMB 2.752 billion, a decrease of 5.05% year-on-year, with net profit down 73.68% to RMB 88.6416 million [3] - The decline was attributed to external channel changes and the timing of the Spring Festival [3] - The company expanded its overseas market presence and e-commerce channels, achieving breakthroughs in various international markets [3] Group 4: Tianwei Food - Tianwei Food is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and capital structure [4] Group 5: Muyuan Foods - Muyuan Foods reported a revenue of RMB 76.463 billion for the first half of 2025, a 34.46% increase year-on-year, with net profit soaring by 1169.77% to RMB 10.53 billion [5] - The company achieved a complete cost of pig farming below RMB 12.1 per kg by June 2025 [6] Group 6: Estée Lauder - Estée Lauder's net sales for the fiscal year 2025 were USD 14.326 billion, a decrease of 8% year-on-year [7] - The company reported an operating loss of USD 785 million due to increased impairment and restructuring costs [7] - The brand La Mer achieved double-digit growth in organic sales in mainland China for two consecutive quarters [7] Group 7: Walmart China - Walmart's total revenue for the second quarter of fiscal year 2026 was USD 177.4 billion, a 4.8% increase year-on-year [8] - Walmart China reported net sales of USD 5.8 billion, a 30.1% increase year-on-year, with comparable sales up 21.5% [8] - E-commerce sales grew by 39%, accounting for over 50% of total sales [8] Group 8: Yonghui Superstores - Yonghui Superstores reported a revenue of RMB 29.948 billion for the first half of 2025, a decrease of 20.73% year-on-year [9] - The company incurred a net loss of RMB 241 million, attributed to strategic transformations and store closures [9] - Online business revenue reached RMB 5.49 billion, accounting for 18.33% of total revenue, with a reduction in losses compared to the previous year [9]

据了解，除直播选品、带货技巧、视频剪辑等培训外，沃尔玛还依托自身优势，组织采购、电商、供应 链、营运领域的专家，以志愿者身份参与项目，分享全渠道零售经验，帮助学员建立乡村产品标品化、 规模化发展的零售思维，增强她们的创业品牌自主走向市场的能力。沃尔玛还积极与学员对接，将符合 标准和资质的"她乡好货"引进沃尔玛门店及销售平台。（罗宁） 责任编辑：郭栩彤 沃尔玛中国公司事务高级副总裁佘端志表示："15年来，沃尔玛携手中国妇基会长期支持乡村女性的发 展，帮助她们通过创、就业实现经济自立。从母亲创业循环金，到@她创业计划，再到她乡好货赋能培 训公益项目，我们不断迭代公益模式，通过'资金支持'、'能力培养'、'渠道建设'多措并举，为乡村人才 发展构建了全面的帮扶体系，激活乡村经济内生动力，助力乡村产业的可持续发展。" 中国妇女发展基金会副理事长兼秘书长董葵表示："女性是推进乡村振兴的重要力量。多年来，中国妇 基会通过@她创业计划，探索乡村女性创、就业的可持续发展模式，推动女性共建共享经济社会发展成 果。沃尔玛作为项目长期合作伙伴，从资金支持到数字化赋能，持之以恒助力女性参与乡村振兴，让超 过1.8万名乡村女性从中受益。 ...

其中，沃尔玛中国电商业务净销售额同比增长39%。分业态看，支撑沃尔玛中国业绩表现的是山姆会员 店，第二季度山姆会员店交易单量实现了双位数同比增长，山姆中国于过去12个月开了8家新店，2025 年第二季度则开了2家新店。 北京商报讯（记者 王维祎）近日，沃尔玛发布2025年第二季度财报，沃尔玛中国实现净销售额58亿美 元，同比增长30.1%。 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising 0.13% to 3,771 points, marking a 10-year high[13] - U.S. stocks fell for the fifth consecutive day, with the Dow Jones down 0.34% to 44,785 points and the S&P 500 down 0.40% to 6,370 points[7] - European markets exhibited divergence, with the Stoxx 600 index closing nearly flat, while the UK FTSE 100 rose 0.23%[7] Economic Indicators - U.S. manufacturing expanded at the fastest pace since 2022, while initial jobless claims indicated a weak labor market[4] - The Federal Reserve officials expressed hawkish views ahead of Chairman Powell's speech at Jackson Hole, raising concerns about inflation[4] Commodity and Currency Movements - International oil prices fluctuated, with WTI crude oil rising 0.5% to $63.52 per barrel and Brent crude oil up 1.2% to $67.67 per barrel[26] - The U.S. dollar index increased by 0.4%, while gold prices saw a slight decline[26] Company Performance - Futu Holdings reported a 74.9% year-on-year increase in revenue for H1 2025, reaching HKD 10.006 billion, with a Non-GAAP net profit growth of 101.7%[7] - AAC Technologies' net profit for H1 2025 grew by 63% to CNY 876 million, exceeding market expectations[12] Stock Market Trends - The Hang Seng Index fell 0.24%, with major tech stocks declining, while healthcare stocks showed strength with a 2.2% increase[9] - In Latin America, the S&P Mexico IPC Index rose 0.76%, driven by gains in the healthcare sector[7] Bond Market Insights - U.S. Treasury yields fluctuated, with the 2-year yield rising 4.4 basis points to 3.79% following strong PMI data[29] - Standard & Poor's maintained the U.S. sovereign credit rating at "AA+" with a stable outlook, citing concerns over rising debt levels[29]

Group 1: Hong Kong Stocks Performance - Miniso (09896) surged over 20% after reporting a 10% year-on-year increase in adjusted net profit for Q2, with TOP TOY revenue skyrocketing by 87.0% [1] - Li Ning (02331) rose over 6% as it announced a 3.3% year-on-year increase in revenue and declared an interim dividend of HKD 0.3359 per share [1] - Innovent Biologics (02096) increased by over 6% following a 26% year-on-year growth in innovative drug revenue, expanding its commercialized innovative drug portfolio to ten products [1] - Tuhu-W (09690) gained over 10% after reporting a 14.6% year-on-year increase in adjusted net profit while continuing to optimize supply-side costs [1] - Kuaishou-W (01024) rose over 4% with impressive Q2 results and accelerated commercialization [1] - UBTECH (09880) increased over 3% as it led the establishment of two national technical standards for humanoid robots [1] - InnoCare Pharma (02577) saw a rise of over 5% after announcing a partnership with NVIDIA [1] Group 2: Other Notable Performances - China Communications Services (00552) fell over 2% despite a slight 0.18% year-on-year increase in net profit attributable to shareholders, with stable development among its three major clients [2] - Parkson Group (03368) surged nearly 25% after reporting a turnaround to profitability in the first half of the year and proposing an interim dividend of HKD 0.02 per share [2] - Esprit Holdings (00330) jumped over 37% after issuing a profit warning, expecting a net profit of approximately HKD 1 million for the six months ending June 30, 2025 [2] - XPeng Motors (09868) rose over 10% as CEO He Xiaopeng increased his stake by purchasing 3.1 million Class A ordinary shares at an average price of HKD 80.49 per share [2] Group 3: US Market Highlights - Coty (COTY.US) plummeted 21.60% due to weak performance in the US market, retailer destocking, and consumers seeking value, impacting Q4 results [3] - NIO (NIO.US) increased by 9.27% ahead of the launch of its new ES8 product and the start of pre-sales [3] - Huazhu Group (HTHT.US) continued to rise by 2.19% with a 41.3% year-on-year increase in revenue and net profit, benefiting from management franchise and licensing business [3] - Boss Zhipin (BZ.US) rose 6.61% after reporting an over 85% year-on-year increase in net profit for the mid-year and extending its share buyback plan [3] - Youlan Group (YOUL.US) surged 17.13% after announcing plans to acquire four companies to expand its online recruitment and regional market share [3] - Hesai Technology (HSAI.US) increased by 11.00% amid market speculation about a potential IPO in Hong Kong to raise approximately USD 300 million [3] Group 4: Additional US Stock Movements - Miniso (MNSO.US) rose 6.38% after reporting a revenue of CNY 9.39 billion for the first half of the year, a year-on-year increase of 21.1%, with adjusted net profit of CNY 1.28 billion [4] - Walmart (WMT.US) fell 4.49% as Q2 adjusted earnings per share fell short of expectations due to increased insurance claims, legal fees, and restructuring costs [4] - Gilead Sciences (GILD.US) dropped 2.18% after CVS Health decided not to include Gilead's new HIV prevention drug Yeztugo in its business plans [4] - XPeng Motors (XPEV.US) rose 11.68% following the CEO's purchase of 3.1 million Class A ordinary shares [5] - Aegon (AEG.US) increased by 7.64% after reporting a turnaround to profitability in the first half of 2025, primarily driven by growth in its US business [5]

沃尔玛首席执行官Doug McMillon表示，尽管公司努力压低商品价格，但随着节假日购物季来临，需要以征收关税后的价格水平补充库 存，持续看到成本每周都在增加，预计影响将持续至第三、第四季度。最新财报显示，尽管二季度营收增长，但营业利润下滑，股价创 四个多月来最大单日跌幅。 全球最大零售商沃尔玛最新警告，美国关税正推高其经营成本，预计影响将持续至第三、第四季度。 8月21日，据媒体报道，全球最大零售商沃尔玛表示，即使有更多顾客涌入其门店寻求实惠商品，但利润率仍面临挤压。该公司首席执 行官Doug McMillon警告， 随着以关税后价格水平补充库存，成本"每周都在增加"，这一影响预计将持续到第三、第四季度 。 沃尔玛透露，随着特朗普政府对贸易伙伴征收关税政策的实施，公司销售商品的成本开始攀升。McMillon指出，"到目前为止，关税的 影响是渐进的，客户行为的调整相对温和。" 然而，情况正在发生变化。沃尔玛约三分之一的美国商品依赖进口，主要来自中国、墨西哥、越南和印度等国。随着公司为节假日购 物季补充库存，采购成本持续上升。 财报显示，公司第二季度同店通胀率同比上升1.1%，较上一季度翻倍，但仍低于美国整体 ...