百事方面表示，此次下调部分零食售价，提升产品性价比的举措，只是公司加速业务增长战略的一部 分。 百事公司本次降价包含乐事薯片、多力多滋以及奇多等多个零食品牌。在美国，新的建议零售价将从本 周起陆续推出，但实际售价将由各大零售商自行决定。据美联社报道，由于包装、原料和运输成本上 涨，百事公司此前上调了部分商品售价。去年第四季度，百事公司在全球提价4.5%。在北美市场的涨 价幅度为1%，此举提振了公司收入。当季，百事公司的净营收同比增长5.6%至大约293亿美元，高于市 场预计的289亿美元。另一方面，涨价也让百事流失了部分顾客，尤其是中低收入群体。去年第四季 度，北美市场的食品销量同比下降1%。 （央视财经《天下财经》）近日，美国百事公司宣布将下调包括乐事薯片等多款零食在北美市场的建议 零售价，降幅最高达15%。 转载请注明央视财经 编辑：令文芳 ...

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层（100020） 总机：010-8535 6666 注:本报告资讯信息来源于万得资讯和金十数据，冠通研究整理编辑 本公司具备期货交易咨询业务资格，请务必阅读免责声明。 分析师：王静，执业资格证号 F0235424/Z0000771。 免责声明： 本报告中的信息均来源于公开资料，我公司对这些信息的准确性和完整性不作任何保证。报告中的内容和 意见仅供参考，并不构成对所述品种买卖的出价或征价。我公司及其雇员对使用本报告及其内容所引发的 任何直接或间接损失概不负责。本报告仅向特定客户传送，版权归冠通期货所有。未经我公司书面许可， 任何机构和个人均不得以任何形式翻版，复制，引用或转载。如引用、转载、刊发，须注明出处为冠通期 货股份有限公司。 资讯早间报 发布日期：2026/2/4 隔夜夜盘市场走势 1. 国内商品期市日盘多数收跌，贵金属走势分化，沪银跌 16.71%，钯涨 8.62%； 基本金属跌幅居前，沪锡跌 6.7%；能源品全部下跌，原油跌 4.93%。贵金属、基 本金属夜盘反弹，沪银涨 5.93%，沪金涨 4.2%，沪锡涨 6.64%。 2.国际贵 ...

Group 1 - JD.com announced an investment of over 1.3 billion yuan during the Spring Festival to provide benefits and subsidies to frontline employees, including delivery personnel and customer service staff [1] - OpenAI is shifting its focus to prioritize the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [1] - Mixue Ice Cream is rumored to be building its own theme park, as indicated by multiple job postings for park-related positions with salaries ranging from 11,000 to 24,000 yuan per month [1] Group 2 - Apple is expected to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the N2P process [3] - XPeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [3] - A West Lake restaurant chain, Xibei, is facing allegations of breach of contract after attempting to vacate a location without proper notice [3] Group 3 - Honor's new smartphone, Power2, has been criticized for allegedly mimicking Apple's design, to which the company responded that mature designs tend to converge for functional reasons [5] - Leap Motor's chairman acknowledged shortcomings in organizational capabilities after employee complaints about a poorly organized annual meeting [7] - Zeekr has stated that premature content about its Zeekr 8X model disrupted its planned information release schedule [9] Group 4 - Porsche's CEO indicated that the company is prepared for a significant decline in sales, with a 10% drop globally and a 26% drop in China, emphasizing the importance of maintaining brand value over chasing volume [9] - PepsiCo plans to reduce prices on certain snack products by up to 15% in response to consumer complaints about high prices [9] - Douyin will discontinue its paid collection feature starting February 5, 2026, as part of a regular product iteration [9] Group 5 - Rui Meng Semiconductor has completed a new round of financing amounting to nearly 100 million yuan [11] - Beijing Human Shape Robotics Innovation Center has secured over 700 million yuan in market financing to advance its core technology platforms [11] - National Measurement Quantum Technology has announced over 100 million yuan in financing for its A++ round [11]

Group 1 - JD announced an investment of over 1.3 billion yuan in employee benefits during the Spring Festival, including overtime pay and bonuses for frontline workers [3] - OpenAI is shifting its focus towards the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [4] - Xpeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [7] Group 2 - Porsche's global deliveries are expected to decline by 10% in 2025, with a significant drop of 26% in the Chinese market, reflecting a strategic focus on maintaining brand value over sheer sales volume [11] - PepsiCo plans to reduce the prices of certain snack products by up to 15% in response to consumer feedback regarding high prices [12] - Douyin will stop the paid collection feature starting February 5, 2026, as part of a regular product iteration, which will not affect creators' monetization efforts [12] Group 3 - The AI Coding Plan service launched by Moore Thread aims to integrate domestic chips and models in the AI programming tool sector, offering various subscription plans [12] - The first AI percutaneous navigation robot in China has been approved for market release, enhancing the precision of minimally invasive surgeries [19] - QuestMobile reported that the monthly active user base reached 1.276 billion, with an average usage time of 186.2 hours, driven by the growth of AI applications [19]

记者丨张嘉钰 吴斌 编辑丨黎雨桐 2月3日，美股开盘涨跌不一，截至23:37，道指涨0.05%，标普500指数跌0.56%，纳指小幅高开后转跌超 1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 49431.43 | 23.77 | 0.05% | 2.85% | | 纳斯达克指数 | 23310.90 | -281.21 | -1.19% | 0.30% | | 标普500 | 6937.33 | -39.11 | -0.56% | 1.34% | | 纳斯达克100 | 25409.34 | -329.27 | -1.28% | 0.63% | | 万得美国科技七巨头指数 | 65331.94 | -1004.40 | -1.51% | -1.42% | | 万得中概科技龙头指数 | 4224.14 | -88.50 | -2.05% | -1.29% | | 纳斯达克中国金龙指数 | 7628.12 | -53.75 | -0.70% | 1.31% | 科技股多数下挫，美股科技七巨头全员飘绿，英伟 ...

记者丨张嘉钰 吴斌 编辑丨黎雨桐 百事可乐涨近5%，报162.5美元，创2024年12月以来新高。消息面上，百事可乐Q4营收同比 增长5.6%至约293.4亿美元，营业利润同比增长近60%至约35.57亿美元。据新消费日报，百事 将旗下部分主要品牌(包括乐事薯片和多力多滋薯片)的价格下调高达15%，以提振销量。 沃尔玛涨1.9%，今年累计涨幅达13%，市值首次突破1万亿美元大关。据中国基金报报道，今 年早些时候，沃尔玛宣布与Alphabet合作，在Google的Gemini平台上提供"AI增强购物"体 验；近期又与OpenAI合作，让消费者可直接通过ChatGPT浏览并购买沃尔玛商品。公司上个 月被纳入纳斯达克100指数，进一步凸显投资者对其科技化布局的热情。 热门中概股多数下跌，纳斯达克中国金龙指数跌近1%，哔哩哔哩跌超3%，阿里巴巴跌超 2%， 网易、 百度跌超1%。小鹏汽车涨近2%。 贵金属方面，2月3日， 黄金白银强势反弹 ，现货黄金大涨超5%，站上4900美元；现货白银大 涨超11%， 完全收复昨日的跌幅， 报87.86美元。受此影响，美股 贵金属板块强势拉升，南方 铜业涨超7%，麦克莫兰铜金、Fi ...

百事可乐(PEP.US)涨近4%，报161.24美元，创2024年12月以来新高。消息面上，百事可乐Q4营收同比 增长5.6%至约293.4亿美元，营业利润同比增长近60%至约35.57亿美元。百事将旗下部分主要品牌(包括 乐事薯片和多力多滋薯片)的价格下调高达15%，以提振销量。展望今年，公司重申在去年12月发布的 年度核心每股收益增长4%至6%的目标。此外，百事可乐管理层宣布了一项高达100亿美元的股票回购 计划。(格隆汇) ...

百事公司计划对乐事薯片、火辣奇多等多款产品降价，最高降幅达15%。 这家饮料与零食巨头此番宣布降价，源于近期收到大量消费者的邮件和语音留言投诉，称产品售价过 高，难以负担。 百事公司美国食品业务首席执行官蕾切尔・费迪南多表示："消费者明确告诉我们，他们需要更高的性 价比。" 食品价格高企已引发消费者的普遍不满。新冠疫情后，各大食品企业接连上调多款产品售价，零食品类 更是成为头部食品厂商的调价重点——它们认为消费者会对自有品牌保持忠诚度。 杰富瑞分析师2024年发布的报告显示，2024年6月，咸味零食的零售价格较2020年上涨约38%。 为节省开支，许多消费者转而购买价格更低的零售商自有品牌零食。 百事高管表示，公司此前上调零食售价，是受整体通胀走高、产品生产成本上升的影响，但此后产品的 销售增速已出现放缓。 百事公司首席执行官拉蒙・拉瓜尔塔坦言："产品定价确实超出了我们理想的范围。" 产品终端零售价由零售商制定，并非百事公司直接决定，但此次百事主动提出降价建议，高管预计零售 商将予以跟进，以此吸引受价格压力困扰的消费者。 去年开始执掌百事美国食品部门的费迪南多称，百事之所以能够调整产品价格、投入资金推出惠民举 ...

印度和巴西等国家对更具本地风味的零食和汽水的需求推动了销售增长，与此同时，该公司正在对其在 美国的产品组合进行全面调整，以满足消费者不断变化的口味。 智通财经APP获悉，全球食品饮料领军者百事可乐公司(PEP.US)最新公布的第四季度整体营收与利润这 两项核心数据均强于华尔街分析师平均预期，主要得益于强劲的国际市场需求。更加重磅的是，百事可 乐管理层宣布了一项价值高达100亿美元的股票回购计划，且重申2025年12月宣布的一项利润增长指 标。 总部位于纽约的百事公司旗下拥有乐事(Lay's)和佳得乐(Gatorade)等诸多在全球范围颇受欢迎的食品饮 料品牌，该公司公布的第四季度non-GAAP准则下的调整后每股收益为2.26美元，略高于华尔街分析师 们平均预期的约2.23美元，显著高于上年同期的1.96美元。 总营收以及其他核心业绩指标方面，百事可乐截至12月27日的三个月营收约为293.4亿美元，实现同比 增长5.6%，高于华尔街分析师们普遍预期的约289.7亿美元;百事可乐第四季度GAAP准则下的营业利润 约为35.57亿美元，实现同比增长近60%，GAAP准则下的净利润约25.4亿美元，实现同比增长约 ...

Core Insights - PepsiCo reported strong Q4 results, with both revenue and profit exceeding Wall Street expectations, driven by robust international market demand [1] - The company announced a $10 billion stock buyback plan and reaffirmed its profit growth targets for December 2025 [1] Financial Performance - Adjusted EPS for Q4 was $2.26, slightly above the expected $2.23 and significantly higher than last year's $1.96 [1] - Total revenue for the three months ending December 27 was approximately $29.34 billion, a year-over-year increase of 5.6%, surpassing the expected $28.97 billion [1] - Q4 GAAP operating profit was about $3.557 billion, reflecting a nearly 60% year-over-year increase, while GAAP net profit was approximately $2.54 billion, up about 67% [1] Strategic Initiatives - PepsiCo is under pressure from activist investor Elliott Management, which owns about $4 billion in shares and has urged the company to reform its product lineup and make key brands more affordable [2] - The company has agreed to reduce its U.S. product lineup by 20% and lower prices on key brands to address these concerns [2] - PepsiCo plans to cut prices on products like Lay's and Cheetos by up to 15% due to consumer complaints about high prices [2] Market Trends - The company is shifting focus towards lower-priced entry-level products and smaller packaging sizes to cater to middle and low-income consumers facing inflationary pressures [3] - CEO Ramon Laguarta stated that the company aims to promote growth by offering more competitive snack and beverage products in response to changing consumer purchasing power [3] - PepsiCo is also investing in rebranding key products to meet the strong demand for cleaner and healthier ingredients, influenced by global trends and health initiatives [3] Future Outlook - The management reiterated its annual core EPS growth target of 4% to 6% and projected organic revenue growth of 2% to 4% for the full year [3]