亚马逊卡车运输业务扩张引发货运股抛售

环球市场播报06-10

周三，在亚马逊宣布将其卡车运输服务向自身网络之外的企业开放后，多家大型货运承运商的股价大幅下挫。　　这家电商零售巨头表示，作为其新兴的“亚马逊供应链服务”项目的一部分，它将向所有企业提供零担运输服务，而不再仅限于那些将货物运入其仓库和履约中心的商家，并且可将货物送达美国境内的任何目的地。　　零担运输（Less-than-truckload）是指承运商将多个客户的货物拼装在同一个拖车上进行运输的...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-06-10/doc-iniaxvfh5845602.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，在亚马逊宣布将其卡车运输服务向自身网络之外的企业开放后，多家大型货运承运商的股价大幅下挫。\n　　这家电商零售巨头表示，作为其新兴的“亚马逊供应链服务”项目的一部分，它将向所有企业提供零担运输服务，而不再仅限于那些将货物运入其仓库和履约中心的商家，并且可将货物送达美国境内的任何目的地。\n　　零担运输（Less-than-truckload）是指承运商将多个客户的货物拼装在同一个拖车上进行运输的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-10/doc-iniaxvfh5845602.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827948.USD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SAIA":1.9,"AMZZ":0.6,"AMZN":1.98,"ODFL":1.9,"AZYY":0.6,"ARCB":1.89,"AMZW":0.6,"UPS":1.84,"AMZP":0.6,"XPO":1.9,"USAW.SI":0.6,"FDX":1.85,"UPSG":0.6,"AMZD":0.6,"AMZY":0.6,"AMZU":0.6},"content_text":"周三，在亚马逊宣布将其卡车运输服务向自身网络之外的企业开放后，多家大型货运承运商的股价大幅下挫。\n　　这家电商零售巨头表示，作为其新兴的“亚马逊供应链服务”项目的一部分，它将向所有企业提供零担运输服务，而不再仅限于那些将货物运入其仓库和履约中心的商家，并且可将货物送达美国境内的任何目的地。\n　　零担运输（Less-than-truckload）是指承运商将多个客户的货物拼装在同一个拖车上进行运输的服务，而不是为单一客户提供整车运输。\n　　Old Dominion Freight Line的股价暴跌逾6%，ArcBest的股价重挫4%。Saia和XPO Logistics的股价均下滑5%。本月早些时候刚从联邦快递（FedEx）拆分独立上市的FedEx Freight，其股价也下跌了约3%。\n　　过去几年里，亚马逊建立了一个庞大的物流帝国，并减少了对第三方承运商的依赖，这主要是为了满足自身需求并实现日益缩短的配送时效。其物流网络包括亚马逊品牌的货机机队、数万辆送货车厢，以及不断增长的货运服务（包含80000个拖车和24000个集装箱）。\n　　亚马逊货运（Amazon Freight）总监Jim Ruiz在一份声明中表示：“使用我们零担服务的亚马逊卖家反馈非常明确：他们需要的正是我们提供的技术、可视性和可靠性，并且希望更广泛地使用这些服务。现在，亚马逊零担运输可以将您的货物运往任何需要的地方，为全国各种规模的企业提供服务。”\n　　亚马逊一直在将其更多内部物流服务剥离出来供外部使用，这对行业现有巨头构成了日益增长的威胁。\n　　上个月，亚马逊推出了一项“端到端”供应链服务，将其多项物流和货运服务整合为一个综合方案。该消息公布后，竞争对手UPS和联邦快递的股价双双走低。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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亚马逊卡车运输业务扩张 引发货运股抛售

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亚马逊卡车运输业务扩张引发货运股抛售