美国零售巨头沃尔玛（Walmart，股票代码：WMT）今日盘前大跌6.43%，引发市场广泛关注。这一显著跌幅背后反映了多重因素的影响。
首先，美国总统特朗普宣布了一项新的对等关税政策，对所有进口到美国的商品征收10%的基准关税，其中对中国进口商品征收34%的关税。美国财政部长贝森特证实，考虑到此前已实施的关税，中国进口商品的综合关税总税率将达到54%。这一消息立即引发了零售业的恐慌，多家零售巨头股价应声下跌。作为行业龙头，沃尔玛无疑将受到这一政策的重大影响。
其次，有报道称，尽管此前已被有关部门约谈，沃尔玛仍在继续向中国供应商施压，要求降价以抵消关税影响。据悉，沃尔玛坚持要求供应商每轮关税降价多达10%，这实际上等同于让中国供应商承担全部关税成本。这种做法不仅可能损害与中国供应商的长期合作关系，还可能引发中国政府的反制措施，进而影响沃尔玛在中国市场的运营。投资者担忧这些因素可能会影响沃尔玛的长期盈利能力和全球供应链稳定性，从而导致股价大幅下跌。
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