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“行李变轻”印证消费下沉放量
Xin Lang Cai Jing· 2026-02-26 21:46
春节是观察中国消费动向的重要窗口。近年来,随着县域即时零售从无到有、从有到优、从城市到乡村 的快速发展,越来越多人选择轻装回家、到家再买,年货、生鲜、日用品、礼品,打开手机就能下单, 短时间即可配送到家。 春节往返,人们的行李明显变少变轻了。曾经大包小包、肩扛手提的返乡场景越来越少见,取而代之的 是轻装简行,"人先到家、货随人到、随买随用"成为新年俗。这一转变,得益于城乡流通体系的日益完 善、县域即时零售的快速普及,更是我国超大规模市场潜力持续释放的生动写照。 春节是观察中国消费动向的重要窗口。过去很长一段时间,春节返乡总要提前置办年货、装满行囊,把 城市里的商品带回县城与乡村,本质上是城乡商品供给存在差距、消费服务不够便捷的现实反映。近年 来,随着县域即时零售从无到有、从有到优、从城市到乡村的快速发展,越来越多人选择轻装回家、到 家再买,年货、生鲜、日用品、礼品,打开手机就能下单,短时间即可配送到家。 也要看到,推动县域即时零售持续健康发展,仍需多方发力。要持续完善县域基础设施与物流体系,推 动人工智能等前沿技术加速落地应用;强化对县域商户的数字化赋能,特别是帮助小微商户跨越"数字 鸿沟";推动即时零售与特 ...
Stocks Slip as Nvidia Drops Despite Earnings Beat | Closing Bell
Youtube· 2026-02-26 21:45
分组1 - NVIDIA reported blockbuster results, but the market is experiencing one of its worst days recently, impacting major equity averages [2][6] - The S&P 500 ended the day down approximately 37 points, a loss of about 0.5%, while the Nasdaq composite lost about 270 points, or 1.2% [6][7] - Dell's quarterly report showed a bullish revenue forecast for fiscal 2027, estimating revenue between $138 billion to $142 billion, significantly above street estimates of around $126 billion [20][22] 分组2 - Intuit's second quarter adjusted EPS was $15, beating street estimates of $3.69, with net revenue of $4.65 billion, also exceeding expectations [7][8] - Autodesk's fourth quarter adjusted EPS beat estimates, with shares up 3.2%, but the stock remains down about 21% year-to-date [10][12] - NetApp's adjusted EPS for its fiscal third quarter was $32.12, surpassing street expectations of $20.6, with revenue in line at approximately $1.17 billion [13] 分组3 - Duolingo announced a $400 million share buyback program, but shares fell by 14.7% due to a miss in first quarter bookings [16] - Block announced a 40% workforce reduction, with adjusted operating income for the first quarter projected at $600 million, above street expectations [26][29] - Meta is shifting focus from its advanced AI training chip to less complex versions, indicating a strategic pivot in its AI development [31]
Block Plans To Replace Nearly Half Its Workforce with AI — Stock Rallies
Benzinga· 2026-02-26 21:39
Block Inc. (NYSE:XYZ) shares rallied in Thursday's extended trading after the company released its fourth-quarter earnings report and announcing massive headcount reductions. Here's a look at the details from the report   XYZ stock is moving. Watch the price action here.The Details: Block reported quarterly earnings of 65 cents per share, in line with the Street estimate, according to data from Benzinga Pro. Quarterly revenue came in at $6.25 billion which missed the consensus estimate of $6.28 billion. Blo ...
Nvidia Beats Big, Then Dumps 5% – Classic Sell-The-News Day
Ulli... The ETF Bully· 2026-02-26 21:35
[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks opened lower and stayed under pressure for most of the day, even after Nvidia and Salesforce dropped their latest earnings.The big disappointment was Nvidia—despite beating on both earnings and revenue, shares got pumped early then dumped about 5%, putting it on track for its worst day since April.Traders basically shrugged off the numbers and took profits. Other chip names followed suit: Broadcom, Lam Research, We ...
Intuit Tops Fiscal Q2 Estimates, Sees AI Benefiting Business
Investors· 2026-02-26 21:32
Core Insights - Financial software firm Intuit exceeded estimates for its fiscal second quarter but provided mixed guidance for the current quarter, leading to a decline in its stock price [1] Company Performance - Intuit reported strong performance in its fiscal second quarter, surpassing analyst expectations [1] - Despite the strong quarterly results, the guidance for the upcoming quarter was not as optimistic, contributing to a drop in stock value [1] Market Reaction - Following the mixed guidance, Intuit's stock experienced a decline, indicating investor concerns about future performance [1]
Dell's Sales Jump 39% With Further Growth Forecast Ahead
WSJ· 2026-02-26 21:31
The technology company recorded a 39% jump in sales, driven in part by growth in its AI server business, and anticipates growth will continue into the new fiscal year. ...
Dell's Sales Jump 39% With Further Growth Forecasted Ahead
WSJ· 2026-02-26 21:31
Group 1 - The company recorded a 39% increase in sales, attributed in part to growth in its AI server business [1] - The company anticipates that growth will continue into the new fiscal year [1]
Caris Life Sciences Inc(CAI) - 2025 Q4 - Earnings Call Presentation
2026-02-26 21:30
Q4 2025 Earnings Call February 26, 2026 Important Information and Disclaimer Where Molecular Science Meets Artificial Intelligence Forward-Looking Statements This presentation contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. All statements other than statements of historical facts contained in this presentation are forward-looking statements, including statements regarding our business, solutions, plans, object ...
PAR(PAR) - 2025 Q4 - Earnings Call Presentation
2026-02-26 21:30
Forward-Looking Statements. Q4 2025 Earnings Presentation February 26, 2026 NYSE: PAR partech.com We monitor certain key performance indicators and non-GAAP financial measures in the evaluation and management of our business; certain key performance indicators and non-GAAP financial measures are provided in this presentation as we believe they are useful in facilitating period-to-period comparisons of our business performance. Key performance indicators and non-GAAP financial measures do not reflect and sho ...
Intuit(INTU) - 2026 Q2 - Earnings Call Presentation
2026-02-26 21:30
February 26, 2026 Financial summary | Financial Summary | | | [D] FY24 | | | | | [D] FY25 | | | FY26 | | | Guidance[C] | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (millions, except per share data) | Q1 | Q2 | Q3 | Q4 | FY | Q1 | Q2 | Q3 | Q4 | FY | Q1 | Q2 | FY26 Q3 | FY26 | | Global Business Solutions | $2,344 | $2,245 | $2,387 | $2,557 | $9,533 | $2,544 | $2,671 | $2,849 | $3,013 | $11,077 | $2,991 | $3,164 | | $12,633 - $12,742 | | % change YoY | 18% | ...