Deutsche Bank 将 WMT 上调至买入，并将目标价从 113 美元上调至 136 美元，较昨日收盘价高出约 17%：持续且高于预期的通胀推动消费者转向 WMT 寻求性价比和市场份额，说话者认为通胀持续将使其受益，不过该股去年跑输。
逐段跳播
让我们以Walmart为例。零售销售数据已经公布。Walmart股价上涨3.5%，抱歉，准确说是3.6%。是的，让我们把这只股票加入买入名单。
Let's look at Walmart as an example. Retail sales data has been released . Walmart stock is up 3.5%, sorry, 3.6% to be precise. Yes, let's add this stock to the purchase list.
由于卖方分析师群体给出了更乐观的前景，投资者正在加仓。Deutsche Bank将Walmart的评级从“持有”上调至“买入”。他们将其目标价上调至136美元。这较113美元有所提高。这较昨日收盘水平上涨约17%。
Investors are adding to it thanks to a more optimistic outlook from the analyst community on the sell side. Deutsche Bank upgraded Walmart's rating from "hold" to " buy". They have raised their price target to $136.
That's an increase from $113. This represents an increase of approximately 17% from yesterday's closing levels .
这里的逻辑是，我们一直在谈论的持续通胀，以及我们看到的那些高于预期的数据，无论是批发层面、今天的生产者价格指数还是昨天的消费者价格指数。观点是，这可能促使购物者涌向Walmart寻找优惠，寻找让预算更经用的机会。
Deutsche Bank认为，这将帮助这家零售公司获得更大的市场份额。
The theory here is that the persistent inflation we have been talking about, and for which we have seen higher-than- expected figures, whether we are talking about the wholesale level, today’s producer price index or yesterday’s consumer price index.
The view is that this may drive shoppers to Walmart in search of deals, and in search of opportunities to stretch their budget further. They at Deutsche Bank believe that this will help the retail company gain a larger market share .
正如我们所知，这些高价格，尤其是加油站的油价，给家庭预算带来了压力。因此，Deutsche Bank认为这有助于让价格更低的商品变得更有吸引力。他们认为，整个问题都围绕着那里的价值主张。
As we know, these high prices, especially at gas stations, put a strain on household budgets. Therefore, Deutsche Bank believes this helps lower-priced offers to become more attractive.
They believe that the whole issue revolves around the value proposition there.
这是我们在Walmart关注的看点之一。我们可以回想一下2022年我们看到的那种非常高的通胀，当时我们开始看到六位数收入的购物者转向Walmart。他们成功留住了这些顾客。
This is one of the stories we are monitoring at Walmart. We can recall that very high inflation we saw in 2022, when we started to see shoppers with six-figure incomes moving to Walmart.
They have succeeded in retaining these customers.
但股价去年表现不佳。是的，有涨幅，但这里的要点是，Walmart有机会利用持续的通胀以及家庭寻找让预算更经用的办法，这将使Walmart受益，Nicole。
But stocks did not perform well last year. Yes, there are gains, but the point here is that there is an opportunity for Walmart to take advantage of continued inflation and families looking for ways to stretch their budgets, which will benefit Walmart, Nicole.
这个频道对 $WMT 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。