04/13/2025, 08:21 AM UTC
关税瞄准亚马逊：应对“解放日”的冲击Tariffs Take Aim At Amazon: Navigating 'Liberation Day' Shock
1、2025年‘解放日’关税对进口商品征收重大关税，影响了亚马逊的零售和AWS业务；2、亚马逊面临成本增加和经济不确定性，但其规模和成本削减措施可能减轻一些影响；3、AWS可能遭遇报复性数字贸易壁垒和更高的基础设施成本，但强劲的需求和有限的直接关税暴露提供了一定的保护。1. The 2025 'Liberation Day' tariffs impose significant duties on imports, affecting Amazon's retail and AWS operations; 2. Amazon faces increased costs and economic uncertainty, but its scale and cost-cutting measures may mitigate some impacts; 3. AWS may encounter retaliatory digital trade barriers and higher infrastructure costs, but strong demand and limited direct tariff exposure provide some insulation.---
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