摩根士丹利:沃尔玛数字化势头预示长期利润增长

英为财情
Jun 29, 2025

Investing.com - 根据摩根士丹利详细的电子商务"Block"分析,沃尔玛转型为数字零售巨头已重塑其盈利轨迹。在本周发给客户的一份报告中,该公司强调了沃尔玛(NYSE:WMT)在过去十年如何从"被亚马逊挤压的传统实体零售商"演变为"电子商务、零售媒体和供应链颠覆者"。摩根士丹利将沃尔玛的数字化演变分为三个不同阶段:2009年至2012年的"温和增长"阶段;2013年至2019年的大规模...

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