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从“购物车”变化看春节消费变迁
Xin Lang Cai Jing· 2026-02-05 18:10
近期逛商场,真切感受到春节消费热潮早已涌动,浓浓的年味与市井烟火气扑面而来——货架前人头攒 动,收银台排起长队。一辆辆满载的购物车,不仅承载着阖家团圆的新春期盼,更镌刻出衢州春节消费 的时代变迁。从昔日"柴米油盐"的刚需囤货,到如今"品质个性"的多元追求;从线下赶大集的传统采 购,到线上线下融合的便捷体验,购物车的迭代升级,既是民生福祉提升的生动缩影,更是城市消费活 力与发展能级的鲜活写照。 往昔衢州人的春节购物车,核心关键词是"实用"与"足量"。腊月时节,农贸市场、供销超市人头攒动, 市民的购物车里塞满腊肉、香肠、年糕等传统年货,搭配大红春联、简易灯笼等基础年饰,消费选择相 对单一,以囤足食材、满足团圆刚需为首要目标。彼时的春节采购更像一场"囤货大战",购物车的分 量,便是家庭对新春重视程度的直观体现。 如今衢州各大商超里,购物车早已焕新模样,"品质""个性""文化"成为全新标签,精准契合消费新趋 势。年饰货架告别千篇一律的传统样式,融合卡通IP、吉祥纹样的磁吸对联、古风灯笼、创意红包,成 为90后、00后消费主力的心头好,既留存传统年味底蕴,又兼具颜值与趣味,让新春家居布置更具个性 化表达。 饮食消费的迭 ...
Exxon Mobil: It's A Buy Says Valuation, But I'm Weighing Technical Caution
Seeking Alpha· 2026-02-05 15:29
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
The Walmart Effect: ETFs in Focus After WMT Joins the $1 Trillion Club
ZACKS· 2026-02-05 15:17
Key Takeaways Walmart reached a $1 trillion valuation, becoming the first traditional retailer to hit the milestone. WMT's growth was driven by AI integration and 27% global e-commerce growth.ETFs like XLP hold double-digit exposure to Walmart, offering diversified access to its momentum.In a landmark achievement, Walmart Inc. (WMT) officially hit a $1-trillion market capitalization on Feb. 3, 2026, propelled by a remarkable 28% stock surge over the past year. This milestone catapults the retail behemoth i ...
微软市值暴跌5000亿后,市场焦点转向亚马逊AWS云业务财报
Hua Er Jie Jian Wen· 2026-02-05 12:50
亚马逊即将于本周四发布的财报已成为全市场关注的绝对焦点,投资者急需从中探寻云计算行业增长前景的关键线索。在微软因云业务增长放缓 导致股价剧烈修正后,科技板块的避险情绪正处于紧绷状态。 自1月28日发布财报以来,微软股价已累计下跌14%,市值蒸发超过5000亿美元。这一暴跌主要归因于其核心云平台Azure的增长放缓,这引发了 投资者对整个行业的广泛担忧。与此同时,尽管Alphabet披露了强劲的云业务增长,但因其宣布了远超预期的2026年资本支出计划,导致股价在 盘后交易中下跌,这进一步加剧了市场对于科技巨头在AI领域高额投入与回报周期的疑虑。 目前的市场焦虑集中在于,微软Azure的增长放缓究竟是该公司特有的问题,还是预示着云服务提供商面临更广泛的疲软。据彭博报道,Catalyst Funds首席投资官David Miller指出:"目前尚不清楚微软的失望表现有多少是由于公司自身问题,又有多少反映了云领域的整体放缓。如果是后 者,这种影响可能会延续。" 在此背景下,华尔街分析师预计亚马逊AWS第四季度的营收将同比增长21%,达到348亿美元。鉴于亚马逊股价此前表现相对滞后,投资者正在 急切寻找股价上行的催化剂 ...
Global Market Today: From Wall Street to Asia, markets retreat as tech-led selloff sparks global risk aversion
The Economic Times· 2026-02-05 05:04
Google parent Alphabet reported solid results on Wednesday, but it was targeting capital ‌expenditure of $175 billion to $185 ‌billion this year, sharply above analysts' estimates. Shares swung wildly - down over 6% at one point -before settling just 0.4% lower after-hours.Investors have been rotating out of technology ‌giants and into defensive stocks such as Walmart amid fears of AI disruptions to jobs. The recent selloff, triggered by a new legal tool from Anthropic's Claude large language model, has wi ...
RBA Hikes Rates and BHP, NST, EVN, SVL, SFR & GMD
Small Caps· 2026-02-05 01:39
The RBA’s February rate hike marked a decisive shift for Australian markets, with the cash rate lifted to 3.85% and the risk of further tightening back in focus for 2026.In our latest research article, we explain what this hawkish pivot means for equity valuations and why higher rates are increasing pressure on banks, retailers and growth stocks. More importantly, we outline where we see opportunity re-emerging as capital rotates toward hard assets and global earners.The report takes a close look at resourc ...
Amazon, UPS and Other Major Companies Are Making Big Job Cuts. Is AI To Blame?
Investopedia· 2026-02-05 01:01
Labor Market Overview - The labor market is facing challenges as major companies announce significant layoffs, with Amazon planning to cut about 16,000 corporate roles and UPS announcing 30,000 job cuts [1][8] - Dow has reduced its workforce by approximately 4,500 jobs, representing about 12% of its total employees, while Home Depot and Nike have also made smaller cuts [1] AI and Employment Concerns - A Reuters/Ipsos poll indicates that 71% of Americans are concerned that artificial intelligence could permanently replace their jobs [2] - Despite the fears surrounding AI, researchers suggest that the majority of layoffs are driven by federal workforce cuts, economic conditions, and company closures rather than AI [3][5] Layoff Statistics - In 2025, there were 1.2 million layoffs, with AI being blamed for fewer than 55,000 of those, which is about 4.5% [7] - Economic conditions accounted for 253,000 layoffs, while company closures led to another 191,000 job losses [7] AI's Role in the Workplace - Research indicates that when AI is implemented in jobs, it is often used as a tool rather than a replacement for human workers [9] - The success rate of AI-assisted tasks declines significantly for complex work, highlighting the need for human oversight [9] AI-Washing Phenomenon - Analysts suggest that some companies may be "AI-washing" layoffs, using AI as a scapegoat to divert attention from deeper organizational issues [10][11] - The term "AI-washing" refers to the practice of rebranding layoffs as part of an AI strategy to present a more favorable narrative [10] Long-Term Impact of AI - The Yale Budget Lab posits that the transformative effects of AI on the labor market may take years, similar to the historical impacts of computers and the internet [12]
Stock market today: Dow, S&P 500, Nasdaq wobble after tech sell-off as silver slides, in wait for Amazon earnings
Yahoo Finance· 2026-02-04 23:49
US stock futures fell in choppy action on Thursday, searching for a reprieve after a two-day tech sell-off as investors waited for Amazon earnings and assessed Alphabet's big AI spending plans. S&P 500 futures (ES=F) moved roughly 0.3% lower, while those on the Nasdaq 100 (NQ=F) shed 0.4%. Contracts on the Dow Jones Industrial Average futures (YM=F), which includes fewer tech names, edged about 0.2% lower. The market is looking to move on from this week's trillion-dollar tech wipeout, as investors weigh ...
S&P rings up 5th loss in 6 days as tech stocks drag index down, led by AMD’s 17.3% drop
Fortune· 2026-02-04 22:04
More drops for technology stocks weighed on Wall Street Wednesday.The S&P 500 fell 0.5% for its fifth modest loss in the last six days. The Dow Jones Industrial Average rose 260 points, or 0.5%, and the Nasdaq composite sank 1.5%.More than twice as many stocks rose within the S&P 500 than fell, but sinking technology stocks weighed on the index for a second straight day.Advanced Micro Devices dropped 17.3% even though the chip company reported a stronger profit for the latest quarter than analysts expected. ...
Target Celebrates 10th Year of 1 Million Volunteer Hours, Deepens Community Vitalization Efforts for 2026 as Part of Company's Longstanding Commitment to Communities
Prnewswire· 2026-02-04 18:00
[more press release views with Request a Demo]## Also from this source### Target presenta la mayor selección de productos de belleza de primavera jamás vista, lo que hace más accesibles los productos de belleza en tendencia y respaldados por expertos[Target Corporation (NYSE: TGT) anunció hoy que, a partir de febrero, los clientes encontrarán la mayor selección de productos de belleza de primavera ...]### Target Unveils Largest Spring Beauty Assortment Ever -- Making Trend-Driven, Expert-Backed Beauty More ...