稳稳的幸福
2026.04.17 10:45

Lululemon and Walmart both basically didn't move today, almost staying in place 😪

There was no catalyst to stimulate consumer staples and high-end sportswear today. LULU's valuation is on the high side and requires earnings to exceed expectations to drive it up, waiting for the logic of the earnings season. Walmart, a defensive retail leader, will just trade sideways without a catalyst.

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