市值突破1万亿美元！沃尔玛完成“传统零售公司的深刻转型”，股价两年翻倍

华尔街见闻02-04

沃尔玛市值周二突破1万亿美元，成为首家达到这一里程碑的传统零售商，跻身此前由科技巨头主导的精英俱乐部。这家总部位于阿肯色州的零售巨头过去两年股价涨幅超过一倍，表现优于标普500指数。目前共有九家美国上市公司市值超过1万亿美元，其中沃尔玛与伯克希尔哈撒韦是美国仅有的两家市值超过1万亿美元的非科技公司，其余均为科技企业。这一成就标志着沃尔玛十年转型的成功。该公司投入数百亿美元发展电商业务，目前已成为...

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href=https://wallstreetcn.com/articles/3764892><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沃尔玛市值周二突破1万亿美元，成为首家达到这一里程碑的传统零售商，跻身此前由科技巨头主导的精英俱乐部。这家总部位于阿肯色州的零售巨头过去两年股价涨幅超过一倍，表现优于标普500指数。目前共有九家美国上市公司市值超过1万亿美元，其中沃尔玛与伯克希尔哈撒韦是美国仅有的两家市值超过1万亿美元的非科技公司，其余均为科技企业。这一成就标志着沃尔玛十年转型的成功。该公司投入数百亿美元发展电商业务，目前已成为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764892\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863902.USD","symbol_name":"ALLIANZ US EQUITY \"AT\" (USD) 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INC"},"translate_title":"The market value exceeded $1 trillion! Wal-Mart completes \"profound transformation of traditional retail companies\" and its stock price doubles in two years","themeId":"bdf70d62d431bb030ecf2077733cdca8","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b457c237d47d9e7a702048a3ea5ead67","symbols_score_info":{"WMT":1.98},"content_text":"沃尔玛市值周二突破1万亿美元，成为首家达到这一里程碑的传统零售商，跻身此前由科技巨头主导的精英俱乐部。这家总部位于阿肯色州的零售巨头过去两年股价涨幅超过一倍，表现优于标普500指数。目前共有九家美国上市公司市值超过1万亿美元，其中沃尔玛与伯克希尔哈撒韦是美国仅有的两家市值超过1万亿美元的非科技公司，其余均为科技企业。这一成就标志着沃尔玛十年转型的成功。该公司投入数百亿美元发展电商业务，目前已成为亚马逊的有力竞争对手。其在线业务去年首次实现盈利，预计本月公布业绩时年度电商销售额将达到约1400亿美元。沃尔玛股价周二收涨2.9%至127.71美元，市值达到1.018万亿美元。这一突破恰逢新任首席执行官John Furner上任首周，他接替执掌公司逾十年的Doug McMillon。电商业务成为增长引擎沃尔玛的转型核心在于电商业务的快速扩张。分析师预计，该公司本月公布业绩时年度营收将超过7000亿美元。不过据Visible Alpha数据，亚马逊的营收预计将首次超过沃尔玛。尽管如此，沃尔玛在电商领域的进展显著。公司目前可向95%的美国家庭提供当日送达服务。去年，其电商业务作为独立部门首次实现盈利，这是投资者等待多年的时刻。摩根士丹利零售分析师Simeon Gutman表示，沃尔玛过去十年的变化\"是我们见过的零售公司最深刻的转型\"。他指出，沃尔玛与亚马逊的增长对竞争对手构成挑战。技术投资推动估值重估沃尔玛积极拥抱人工智能和自动化技术，吸引了投资者对科技股的热情。公司与OpenAI和谷歌建立合作关系，将在线购物整合到它们的搜索聊天机器人中。沃尔玛应用程序内置的聊天机器人Sparky可根据查询推荐产品并为客户购买商品。研究机构Optimal Advisory管理合伙人David Schick表示，沃尔玛\"劳动力、采购和技术的结合\"支撑了其成功。他补充说，公司受益于\"在不确定时期进行投资\"，同时与亚马逊和Costco等\"强大\"对手竞争。公司在自动化方面的投资带来成本节约。尽管营收增长，沃尔玛近年来全球员工总数维持在约210万人。去年12月，沃尔玛将股票从纽约证券交易所转至纳斯达克，并加入科技股云集的纳斯达克100指数，吸引追踪该基准的被动基金。十年转型扭转投资者疑虑十年前，沃尔玛的成功并非板上钉钉。当时亚马逊快速增长，新任首席执行官McMillon投入数十亿美元提高员工工资、改善门店并发展在线业务。投资者在观望这些投资能否获得回报。2016年底，沃尔玛市值仅为2120亿美元。据知情人士透露，沃伦·巴菲特旗下的伯克希尔哈撒韦当年出售了大部分长期持有的沃尔玛股份，并在2018年完全退出。巴菲特在McMillon致电询问出售原因时表示：\"零售业变化太大，我认为我对它的理解不如我需要的那样深入。\"此后，沃尔玛销售额飙升，先是受电商推动，然后是疫情，最近则是消费者在通胀环境下寻求低价。公司努力提供更多吸引高收入购物者的商品，如时尚小家电和自有品牌食品。估值仍低于科技巨头沃尔玛市值仍远低于电商巨头亚马逊的2.6万亿美元。在万亿美元俱乐部中，英伟达以约4.4万亿美元市值居首，其次是苹果、微软、亚马逊、Alphabet和博通。作为美国主要商品进口商，沃尔玛一直应对特朗普总统过去一年征收的关税。据Jefferies估计，沃尔玛及其供应商吸收了一般商品约三分之二的关税成本，但将另外三分之一转嫁给消费者。沃尔玛高管表示，其较低的价格是从竞争对手那里获取市场份额的机会。公司估值飙升将增加沃尔顿家族的财富，该家族是公司最大股东。他们合计持有44%的沃尔玛股份，目前价值超过4400亿美元。这家由Sam Walton于1962年创立的单店零售商，如今已扩展至全球近11000家门店。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608384709","isCrawlerRequest":true}