07/30/2024, 12:22 PM UTC
亚马逊Q2预览：扩展至杂货配送市场Amazon Q2 Preview: Expanding Into Grocery Delivery Market
1、亚马逊为Prime会员推出了杂货配送订阅服务，旨在利用其2亿Prime会员并增强Whole Foods的竞争优势。2、预计AWS将因AI需求和数字化转型而实现强劲增长，预计未来收入增长率为13.5%。3、下行风险包括来自Temu和Shein等中国电商平台的竞争，这可能影响亚马逊的电商增长。亚马逊推出了折扣区以竞争。1. Amazon introduced a grocery delivery subscription for Prime members, aiming to monetize its 200 million Prime members and enhance Whole Foods' competitive advantage. 2. Expecting strong growth in AWS, driven by AI demands and digitalization transformation, with a forecasted 13.5% revenue growth in the near future. 3. Downside risks include competition from Chinese e-commerce platforms like Temu and Shein, impacting Amazon's e-commerce growth. Amazon launched a discount section to compete.
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