资本积累
05-05
扛不住拼多多的价格战，开始降本增效了
亚马逊向其他企业开放物流网络，向UPS和联邦快递发起挑战
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href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的分析师在一份报告中表示，此举对UPS和联邦快递等快递公司而言是“一记直接的竞争重击”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/162/w550h412/20260505/ee92-38e910f3038211691a2a0d5f4ae91460.png\"/></div>\n<p> 他们表示，合同物流公司DHL供应链、马士基物流和GXO物流GXO.N也是受影响最大的企业之一。</p>\n<p> DHL股价下跌7.3%，GXO下跌近13%，而马士基股价基本持平。</p>\n<p> 亚马逊表示，企业可在所有销售渠道使用其解决方案，包括自有网站、社交媒体及实体门店。该公司称已与消费品巨头<span><a href=\"https://laohu8.com/S/PG\">宝洁</a></span><span></span>、工业巨头<span><a href=\"https://laohu8.com/S/MMM\">3M</a></span><span></span>以及服装企业美国鹰牌达成合作。</p>\n<p> 亚马逊的扩张瞄准了企业对企业（B2B）运输市场，这是物流公司眼中的高利润金矿，该领域的配送通常比面向消费者的运输更密集、更可预测，且服务成本更低。</p>\n<p> Equisights Research首席执行官帕尔斯·塔尔萨尼亚表示，此举表明“亚马逊正试图将物流从成本负担转变为基础设施产品”。</p>\n<p> 这一策略也借鉴了亚马逊云计算部门的经验——亚马逊网络服务（AWS）于2006年推出，旨在改造公司自身的IT基础设施，后来发展成为全球最大的云服务提供商。</p>\n<p> 与此同时，UPS和联邦快递正逐渐淡化零售运输业务，转而追求利润更高的医疗保健、数据中心及企业对企业（B2B）运输业务。</p>\n<p> “随着市场评估这一公告带来的竞争影响，零担货运、空运和货运代理业务在短期内出现疲软，我们不会感到意外，”Baird的分析师表示。</p>\n<div>\n<div><img 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊向其他企业开放物流网络，向UPS和联邦快递发起挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-05 02:08 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-05/doc-inhwunrq7470792.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊周一表示，将允许其他企业通过其庞大的网络存储和运输从原材料到最终产品的各类商品，这家电商巨头正着手挑战长期由UPS和联邦快递主导的市场。\n “亚马逊供应链服务”将允许零售、医疗保健和制造业等各行业的企业使用该公司覆盖海运、公路、铁路和空运的供应链网络。\n 此举可能使亚马逊成为美国物流行业的重要参与者，从而加剧现有企业在价格和速度方面的竞争。\n 该公司拥有超过100架货运飞机的机队——...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-05/doc-inhwunrq7470792.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) 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此举可能使亚马逊成为美国物流行业的重要参与者，从而加剧现有企业在价格和速度方面的竞争。\n 该公司拥有超过100架货运飞机的机队——规模仅次于联邦快递和UPS——以及庞大的仓库和分拣中心网络。联邦快递和UPS的股价均下跌逾9%，而亚马逊股价则上涨近1%。\n 这也将帮助亚马逊为其电商业务开拓新的增长机遇，进一步完善其现有服务——该服务目前已为全球平台上的数千家独立第三方卖家提供支持。\n 企业可利用亚马逊2至5天的快速配送时效，以及库存预测能力等分销和履约服务。\n Evercore ISI的分析师在一份报告中表示，此举对UPS和联邦快递等快递公司而言是“一记直接的竞争重击”。\n\n 他们表示，合同物流公司DHL供应链、马士基物流和GXO物流GXO.N也是受影响最大的企业之一。\n DHL股价下跌7.3%，GXO下跌近13%，而马士基股价基本持平。\n 亚马逊表示，企业可在所有销售渠道使用其解决方案，包括自有网站、社交媒体及实体门店。该公司称已与消费品巨头宝洁、工业巨头3M以及服装企业美国鹰牌达成合作。\n 亚马逊的扩张瞄准了企业对企业（B2B）运输市场，这是物流公司眼中的高利润金矿，该领域的配送通常比面向消费者的运输更密集、更可预测，且服务成本更低。\n Equisights Research首席执行官帕尔斯·塔尔萨尼亚表示，此举表明“亚马逊正试图将物流从成本负担转变为基础设施产品”。\n 这一策略也借鉴了亚马逊云计算部门的经验——亚马逊网络服务（AWS）于2006年推出，旨在改造公司自身的IT基础设施，后来发展成为全球最大的云服务提供商。\n 与此同时，UPS和联邦快递正逐渐淡化零售运输业务，转而追求利润更高的医疗保健、数据中心及企业对企业（B2B）运输业务。\n “随着市场评估这一公告带来的竞争影响，零担货运、空运和货运代理业务在短期内出现疲软，我们不会感到意外，”Baird的分析师表示。\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","news_type":1,"symbols_score_info":{"META":0.6,"AMZY":0.6,"AMZU":0.6,"USAW.SI":0.6,"TSLA":0.6,"AMZP":0.6,"AZYY":0.6,"AAPL":0.6,"GOOG":0.6,"AMZW":0.6,"NVDA":0.6,"UPS":1.93,"GXO":1.87,"AMZN":1.97,"AMZD":0.6,"FDX":1.93,"AMZZ":0.6,"MSFT":0.6}},"isVote":1,"tweetType":1,"viewCount":251,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/560718847468728"}
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