每经AI快讯，11月18日，美股开盘，三大股指低开，道指跌0.74%，纳指跌0.63%，标普500指数跌 0.5%。家得宝跌超5%，其第三季度同店销售额仅增长0.2%，不及市场预期。亚玛芬体育涨近9%。瑞银 此前发表研报称，亚玛芬体育增长势头强劲，预计第三季度的销售额与每股收益将超越华尔街预期。 ...

美联储12月降息预期持续降温，同时美国政府公布部分初请数据，多数被上修。美股三大指数集体低 开，纳指跌0.63%，标普500指数跌0.53%，道指跌1.02%。 亚马逊、微软跌近2%，欧盟反垄断监管机构据报筹备对三大云计算巨头展开调查。 诺和诺德跌超2%，旗下畅销减肥药Wegovy和Ozempic在美降价30%。 网络安全公司Cloudflare跌超6%，公司一度出现技术故障，导致多个网站无法访问。 家得宝跌超4%，Q3同店销售额同比增长0.2%，不及预期。 (格隆汇) ...

周二，家得宝(HD.US)盘前跌逾4%，报341.88美元。消息面上，家得宝三季度利润和同店销售额均低于 预期，原因在于整体房地产市场表现疲软，以及风暴等事件减少抑制了屋顶、发电机及其他类别的需 求。家得宝第三季度销售净额413.5亿美元，预估409.7亿美元；同店销售额增长0.2%，预估增长 1.36%；调整后每股收益3.74美元，预估3.84美元。家得宝预计全年营收变动大约增长3%，此前预计大 约增长2.8%。 ...

智通财经APP获悉，周二，家得宝(HD.US)盘前跌逾4%，报341.88美元。消息面上，家得宝三季度利润 和同店销售额均低于预期，原因在于整体房地产市场表现疲软，以及风暴等事件减少抑制了屋顶、发电 机及其他类别的需求。家得宝第三季度销售净额413.5亿美元，预估409.7亿美元；同店销售额增长 0.2%，预估增长1.36%；调整后每股收益3.74美元，预估3.84美元。家得宝预计全年营收变动大约增长 3%，此前预计大约增长2.8%。 ...

格隆汇11月18日｜家得宝美股盘前跌近2%。消息面上，家得宝第三季度销售净额413.5亿美元，预估 409.7亿美元；同店销售额增长0.2%，预估增长1.36%；调整后每股收益3.74美元，预估3.84美元。家得 宝预计全年营收变动大约增长3％，此前预计大约增长2.8％。 来源：格隆汇APP ...

智通财经APP获悉，全球最大规模家居建材零售商家得宝(HD.US)将在本周二美股市场开盘前公布截至10月份的2026财年第三财季业 绩报告。华尔街分析师们的普遍预期显示，预计家得宝Q3总营收将实现同比增长约2.5%，达到412亿美元，意味着增幅在高抵押贷款 利率以及特朗普关税压力持续影响之下，将较去年同期6.6%的同比增幅有所放缓，分析师们普遍预计调整后的每股收益为3.84美元， 相比之下上年同期的调整后每股收益为3.67美元。 家得宝公司在Q2财报的业绩展望环节中重申2025财年的销售增长指引约为2.8%，可比门店销售增长约1%——该项业绩展望意外低 于分析师的预期1.4%。因此在Q3业绩预期以及业绩展望已被特朗普关税带来的需求端压力而被严重压低的背景下，如果公司实际表 现超过这些指标，则可能带来投资者信心的提升。 观察家得宝在家居装饰和轻装潢零售领域的重要同行，部分家居零售型的中小型公司已经公布了第三季度的业绩，给华尔街分析师们 提供了重要的预期线索。 比如Floor And Decor报告了同比营收增长幅度约5.5%的营收增幅，符合分析师的普遍预期，而Arhaus报告的营收则实现增长8%，超 出预期约2 ...

Core Viewpoint - Home Depot (HD.US), the largest home improvement retailer globally, is expected to report a Q3 revenue growth of approximately 2.5% year-over-year, reaching $41.2 billion, which is a slowdown from the previous year's 6.6% growth due to high mortgage rates and tariff pressures [1] Group 1: Financial Performance Expectations - Analysts anticipate adjusted earnings per share (EPS) of $3.84 for Q3, compared to $3.67 in the same period last year [1] - In the previous quarter, Home Depot reported total revenue of approximately $45.28 billion, a year-over-year increase of 4.9%, but fell short of EBITDA expectations [1] - Over the past two years, Home Depot has only missed revenue and adjusted EPS expectations once, with an average revenue beat of about 0.9% [1] Group 2: Market Context and Competitor Performance - Competitors in the home improvement sector, such as Floor And Decor and Arhaus, reported Q3 revenue growths of approximately 5.5% and 8% respectively, providing insights into market expectations [3] - The home improvement sector has seen an average stock price decline of 6.9% over the past month, with Home Depot's stock down 6.8% during the same period [3] Group 3: Demand Dynamics - The DIY market is slowing down, but demand from professional contractors remains robust, which may help mitigate the impact of declining consumer renovation demand [4] - Home Depot has reiterated its sales growth guidance for FY2025 at approximately 2.8%, with comparable store sales growth of about 1%, which is lower than analysts' expectations by 1.4% [4] Group 4: Cost Pressures and Strategic Responses - The company acknowledges rising costs due to tariffs but will not implement widespread price increases across the U.S., opting for selective price adjustments instead [5] - High mortgage rates and low inventory of existing homes are causing delays in large renovation projects, negatively impacting demand for significant DIY and renovation projects [6]

Red Star Macalline Group Corporation Ltd. 紅星美凱龍家居集團股份有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 （一家於中華人民共和國註冊成立的中外合資股份有限公司） （一）報告期內商場變動情況 表1-1報告期內自有商場變動情況 單位：平方米 （股份代號：1528） 2025 年第三季度經營數據公告 本公告乃由紅星美凱龍家居集團股份有限公司（「本公司」）根據《香港聯合交易所有 限公司證券上市規則》第13.09條、第13.10B條、《證券及期貨條例》（香港法例第571 章）第XIVA部項下的內幕消息條文以及《上海證券交易所股票上市規則》的要求作 出。 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳述或者 重大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 根據上海證券交易所《上市公司行業信息披露指引第五號—零售》以及《關於做好 主板上市公司2025年第三季度報告披露工作的重要 ...

Group 1 - The rise in U.S. Treasury yields has raised concerns about further increases in mortgage rates, putting pressure on housing and home improvement stocks, leading to a decline in the overall real estate sector [1] - As of Monday's close, two major ETFs tracking the housing construction industry, iShares U.S. Home Construction ETF (ITB.US) and SPDR S&P Homebuilders ETF (XHB.US), both fell approximately 2.1%, marking their lowest closing levels since late September [1] - Home improvement retail giants also faced declines, with Home Depot (HD.US) down 1.45% and Lowe's (LOW.US) down 1.9%, both likely to record their lowest closing prices since August 11 [1] Group 2 - To stimulate home buying demand, home builders are resorting to price reductions or promotional measures to attract buyers, with 39% of developers lowering prices and 65% employing various promotional tactics according to a September survey by the National Association of Home Builders (NAHB) [2]

Core Viewpoint - The assassination of Charlie Kirk has intensified social divisions in the U.S. and highlighted the influence of conservative movements among the youth, particularly through the organization he founded, Turning Point USA, which has significantly grown in membership and funding over the years [1][2]. Funding and Financial Growth - Turning Point USA raised $389 million over ten years, with annual fundraising increasing from $79,000 in its first year to $80 million by 2022, marking a nearly 1,000-fold increase [2]. - The largest known donor is the Wayne D. K. Dardelston Foundation, contributing $13.1 million, while other notable donors include the Marcus Foundation and Charles Johnson's foundation, which have also made substantial contributions [3]. Influence on Youth - Conservative groups are strategically targeting the younger generation to ensure the continuity of their political and cultural influence, with a focus on increasing political participation among young voters [4]. - Recent surveys indicate a shift among young voters towards conservative ideologies, with 26% of males aged 18-24 identifying as conservatives, reflecting a growing trend [5]. Methods of Engagement - Conservative organizations, including Turning Point USA, utilize social media and campus events to engage with young people, hosting over 2,000 campus events annually to foster direct interaction and debate [6]. - The rebranding of conservatism as a social identity rather than merely a political belief has resonated with youth, making conservative values more appealing [8]. Cultural and Ideological Shifts - The transformation of Turning Point USA under Kirk's leadership has seen a shift from economic issues to cultural battles, emphasizing Christian nationalism and traditional values [7]. - The organization has also established a religious branch to further integrate faith into its political agenda, reflecting a broader trend of intertwining religion with conservative politics [7]. International Implications - The impact of Kirk's assassination has sparked international solidarity among right-wing groups, with memorials held in various cities worldwide, indicating a potential for a global conservative movement [10]. - The rise of youth conservatism in the U.S. may influence similar movements abroad, as evidenced by the activities of conservative youth groups in countries like South Korea [10].