拥抱AI 沃尔玛跻身“万亿美元俱乐部”

滚动播报02-04

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：北京商报　　因电商和新业务增长，沃尔玛成为首家达成万亿美元市值的零售商。这一成就标志着沃尔玛十年转型的成功。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。更为关键的是，沃尔玛抢占先机大力投资AI，投入数十亿美元用于供应链自动化，以提升生鲜品质、加快配送速度，并优化库存预测和...

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club\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WMT":1.98},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：北京商报\n　　因电商和新业务增长，沃尔玛成为首家达成万亿美元市值的零售商。这一成就标志着沃尔玛十年转型的成功。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。更为关键的是，沃尔玛抢占先机大力投资AI，投入数十亿美元用于供应链自动化，以提升生鲜品质、加快配送速度，并优化库存预测和搜索功能。\n　　市值突破万亿美元\n　　当地时间周二，沃尔玛股价收涨2.9%至127.71美元，市值达到1.018万亿美元，成为首家达到这一里程碑的传统零售商。拉长时间来看，其股价过去一年间上涨将近26%，跻身此前由科技巨头主导的万亿美元市值俱乐部。\n　　目前共有9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。\n　　路透社数据显示，过去十年，沃尔玛股价飙升468%。报道分析，这主要归功于沃尔玛同时吸引高收入和低收入消费者的战略。在美国，每4美元的杂货消费中，就有1美元流向沃尔玛。\n　　值得一提的是，沃尔玛十分重视电商业务。去年，其电商业务作为独立部门首次实现盈利。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。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。\n　　过去5年间，其在线市场商品扩展至超5亿种，推出1小时送达服务，创建与亚马逊Prime竞争的Walmart+会员计划，并打造价值40亿美元的广告业务。截至2025年10月31日的3个月内，受在线订单和广告业务推动，其美国电商业务销售额增长28%。\n　　更为关键的是，沃尔玛抢占先机大力投资人工智能。去年10月，沃尔玛已与OpenAI合作，推出了“即时结账”功能。沃尔玛在其自有应用程序中还运行着一个名为“斯帕基”（Sparky）的人工智能聊天机器人。\n　　今年1月，沃尔玛和科技公司谷歌宣布开展合作。沃尔玛将把谷歌的生成式AI聊天机器人Gemini整合进购物流程，让消费者能通过AI助手更快地发现商品、比价并完成购买。\n　　AI+电商\n　　去年年底，沃尔玛还决定将股票从纽约证券交易所转至科技股占比较高的纳斯达克，以强化其向数字化企业转型的定位。\n　　沃尔玛美国公司的CEO约翰·弗纳在新闻稿中表示，零售行业正在从传统网页或应用搜索，转向由AI智能代理主导的商业模式，这是零售行业的下一个重要演变。伦敦证券交易所估算，该公司已连续15个季度超出美国同店销售预期，投资者对其AI布局的乐观情绪进一步推高股价。\n　　分析指出，此次沃尔玛和谷歌的合作也是顺应当下美国消费者的行为变化。越来越多的消费者在有购物想法时，不再先开启购物应用或者电商网站，而是先询问AI，自己应该买什么品牌、哪家更有性价比，然后再由AI导向购买页面。\n　　不只是沃尔玛，目前多家AI巨头都在把电商功能嵌入到聊天机器人中，希望打开新的收入来源。去年，OpenAI推出了“即时结账”功能，允许用户直接通过ChatGPT购买部分商品，并从其促成的交易中抽成。为此，OpenAI和支付公司Stripe合作开发了“智能体商业协议”，同样是开源方案，分析认为未来可能会和UCP形成竞争。\n　　另一AI初创企业Perplexity则是宣布了和支付平台贝宝合作，允许用户在不离开AI聊天界面的情况下，直接购买商品、预订旅行或购买演唱会门票。近期，微软也加入竞争，在AI对话中为用户提供商品推荐和结账服务。\n　　麦肯锡的一项报告显示，到2030年，在AI工具和“智能体商业”的推动下，全球零售市场的潜在规模有望达到3万亿到5万亿美元。\n　　继续转型\n　　此次变动正值沃尔玛权力交接之际，公司新任首席执行官弗纳2月1日刚刚上任，他也一直是AI投资的坚定支持者。2019年，弗纳接过沃尔玛最大、最重要的业务——4600多家美国门店。他带领公司度过新冠疫情期间的供应链混乱与线上业务爆发。\n　　过去几年，他推动门店现代化升级，并重建供应链的后台技术。Truist Securities分析师Scot Ciccarelli指出，弗纳“深度参与了沃尔玛对科技与AI的采用”，现在他的任务是“继续执行既定战略”。\n　　瑞穗证券分析师David Bellinger指出：“CEO的交接意味着沃尔玛正在结束其构建全面数字化基础的篇章，进入AI变革升级与加速的时代”，这可能是一个长达十年的过程。\n　　值得一提的是，作为美国最大的私营雇主，沃尔玛管理层亦多次公开谈及人工智能对劳动市场的影响。近年来，沃尔玛在AI相关技术的帮助下实现了许多仓库的自动化，引发了一些岗位削减。与此同时，新岗位也在建立。例如，沃尔玛上个月创建了“代理构建者”职位——专门构建AI工具来帮助商家的员工。\n　　公司还预计将在送货上门或高接触客户服务岗位（如面包房）等领域增加人员。近年来，沃尔玛还增加了店内维护技术员和卡车司机的岗位。\n　　该公司高管明确表示，AI技术将淘汰部分工作岗位并重塑整个员工队伍。作为应对策略，沃尔玛计划在未来三年保持约210万全球员工的总体规模不变。该公司首席人事官Donna Morris表示，虽然员工总数保持稳定，但岗位构成将发生重大变化。\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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