Schwab Network发布 2026-08-31
《The Big 3: CDNS, NET, WMT》
$WMT看涨
沃尔玛的财报反应过度，技术面显示筑底过程，若价格突破107则可能出现反弹。
我很期待你今天带来的最后一个问题，Mike。你提到的沃尔玛，尽管市场对其业绩是否强劲缺乏共识，但其股价在财报后承压。这里似乎存在巨大分歧。我们看到沃尔玛承压，尽管其美国市场销售额在2027财年增长了52%。
那么，你现在如何看待沃尔玛？你对未来的预期是什么？
I'm looking forward to this last one that you brought today Mike. You've got Walmart here came under some pressure with its earnings despite a lack of consensus about whether or not they were strong. There seems to be a great divide there. We are seeing Walmart under some pressure even though it has a 52% increase in in US marketplace sales in fiscal 27. So, how are you approaching Walmart right now? And what are your expectations going forward?
是的，我几乎会将其归类为一种抄底型交易，但我们确实在略高于102的水平看到了一个非常好的底部形态。而且我认为这些数字并不差。显然，市场期待更好的结果。而且，我认为这种反应有些过度，如果我们能让它启动，上方有显著的缺口。
他说在等
