此前一天，其竞争对手美元树(DLTR.US)也上调了其年度利润指引。在美国经济不稳定以及劳动力市场 疲软的背景下，折扣店吸引了美国中低收入群体寻求更实惠的选择和更好的季节性优惠。 美国达乐的产品定价策略是保持约 25%的产品价格在 1 美元及以下，以迎合其核心客户群体——年收 入低于 35000 美元的美国家庭。这一策略也使该公司成为这些客户的主要选择。 美国折扣店的超预期业绩发出了一个信号：通胀压力持续存在，且消费者(特别是中低收入群体，以及 日益增加的中产阶级顾客)正在积极寻求节省开支的途径。折扣店的商品通常价格低廉且必需性强。当 这些商店的销售额和客流量增加时，表明消费者对价格高度敏感。 美国达乐和美元树的首席执行官都提到，不仅是传统的核心客户群，连一些中产阶级和富裕人群也开始 转向折扣店购物。这种跨收入阶层的消费转移表明，寻求"价值最大化"已成为普遍的消费趋势，即使是 经济状况较好的家庭也在削减非必要开支。 折扣零售行业本质上具有防御性。在经济放缓或不确定的时期，这类公司的表现往往优于更广泛的零售 业。强劲的业绩表明消费者信心可能并不像其他宏观经济指标显示的那样稳固，许多家庭正在为潜在的 经济下行做准 ...

Core Viewpoint - The A-share market shows a positive trend with all three major indices rising, particularly the Shanghai Composite Index reclaiming the 4000-point mark, indicating a potential bullish sentiment in the market [4]. Market Performance - A total of 2876 stocks experienced an increase, reflecting a favorable market environment with more stocks rising than falling [5]. - The trading volume in both markets reached a new high of 2 trillion yuan, up by 9.77%, suggesting a significant influx of capital and improved market sentiment [6]. Sector Analysis - The computing hardware industry chain has seen explosive growth, with sectors such as memory, CPO, electrical engineering, aluminum, phosphorus chemical, and robotics leading the gains [6]. - Local stocks in Chongqing showed notable activity in the afternoon, while stocks from Fujian and Hainan experienced a significant pullback [6]. Capital Flow - Institutional investors are favoring technology growth stocks, with a simultaneous increase in defensive allocations towards sectors like insurance and environmental protection, indicating a "high cut low" strategy [7]. - Retail investors are shifting towards speculative themes, particularly in cultural media and software development stocks, with a sentiment change from "chasing the main line" to "betting on policies" [7]. Investor Sentiment - Retail investor sentiment is currently at 75.85%, indicating a strong inclination towards market participation [8]. - The proportion of investors increasing their positions stands at 29.70%, while 19.58% are reducing their holdings, with 50.72% choosing to hold their positions [12].