8月21日，沃尔玛发布2026财年第二季度业绩。数据显示，沃尔玛第二季度实现总营收1774亿美元，同 比增长4.8%（剔除汇率波动影响后，总营收为1789亿美元，同比增长5.6%）；第二季度调整后营业利 润为80亿美元，同比增长0.4%。 其中，沃尔玛中国第二季度实现净销售额58亿美元，同比增长30.1%；可比销售额增长21.5%，电商业 务净销售额增长39%，电商销售额占比超过50%。第二季度山姆会员商店保持强劲的增长势头，其中交 易单量实现了双位数增长。山姆在过去12个月增加了8家新店（含本季度新增2家）。由于业态占比的变 化，本季度毛利率有所下降。但得益于强劲的销售增长，业态占比的变化，以及营运效率的提升，营运 费率下降，营业利润增长。 （企业公众号） (编辑：王璨 林辰) ...

Group 1 - Sam's Club has faced controversy over the introduction of various domestic snack brands, leading to member dissatisfaction regarding the perceived quality of products available at the store [3] - Walmart has acknowledged the discussions on social media regarding product selection at Sam's Club and stated that it will consider these discussions in future product selection strategies [3] - Following the removal of certain products, multiple snack brands are seeking to leverage the Sam's Club channel for growth and brand positioning [3] Group 2 - The new consumption tax regulations for ultra-luxury cars will take effect on July 20, 2025, raising concerns about potential price increases and market sales impact [5] - The competition for the title of "first stock in embodied intelligence" is heating up, with Yuzhu Technology officially starting its listing guidance process [6] - Battery manufacturer Hive Energy has announced its entry into the humanoid robot and low-altitude economy sectors, indicating a strategic expansion [7] Group 3 - Xiaomi has opened its fourth regional headquarters in Shenzhen, which will focus on the development of its K series smartphones and AIoT ecosystem [8] - A total of 42 A-share listed banks have distributed approximately 632.6 billion yuan in dividends, with major contributors being Industrial and Commercial Bank of China and China Construction Bank [9] - The ETF market has seen significant growth, reaching a total scale of 4.39 trillion yuan, with notable inflows into bond, cross-border, and gold ETFs [15] Group 4 - The real estate sector is facing significant challenges, with 61 listed property companies expected to report a combined loss of over 400 billion yuan for the first half of 2025 [20] - Vanke has issued an apology for its anticipated net loss of 10 to 12 billion yuan for the first half of 2025 [21] - The domestic soda brand Dayao is undergoing a major capital shift, with KKR set to gain actual control over the brand [23]