智通财经APP获悉，周三，沃尔玛(WMT.US)涨逾3%，报102.68美元。消息面上，摩根士丹利近日发布研报称，维持沃尔玛(WMT.US)“增持”评级，目标价115美元。该行表示，沃尔玛旗下付费会员服务Walmart+在2025年7月创下会员数量新高，这标志着这家零售巨头在电商领域的战略布局持续见效。
根据摩根士丹利AlphaWise月度消费者脉动调查数据，7月Walmart+的会员数量达到约2830万(经用户响应误差调整后为1840万)，相当于美国约22%的家庭渗透率(调整后为14%)。这一数字较6月环比增长110万，是自2020年9月调查启动以来的最高纪录。以滚动三个月为统计周期，Walmart+会员数量同比增长约27%。
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