全球跨境电商圈，正加速洗牌。 "跨境一哥"亚马逊2025年新卖家注册量锐减。知名跨境电商研究机构Marketplace Pulse近日发布的报告 显示：2025年全年亚马逊新增卖家数量跌至16.5万，同比暴跌44%。这也是该机构自2015年开始统计以 来的最低纪录。 全球卖家阵营迎来"洗牌" 值得关注的是，亚马逊卖家结构也正在发生变化。中国卖家仍是新注册群体的"主力"，但有所下滑。据 Marketplace Pulse数据，中国卖家新注册数占比仍达59.9%，但出现四年来首次下滑，较2024年的62.3% 下降2.4个百分点。美国卖家在新注册卖家中的占比仅为16.3%，低于2024年的26.8%，呈持续下滑态 势。 与此同时，Temu等新兴电商平台"强势崛起"。国际邮政公司（IPC）最新发布的《2025年跨境电商消费 者调查》报告显示，2025年Temu在全球跨境电商销售中的市场份额达24%，与亚马逊持平，两家平台 合计占据了近一半的跨境销售额。除了Temu外，排名第三的SHEIN市场份额维持在9%，速卖通则为 8%。 跨境电商赛道是否已进入新旧势力博弈、存量厮杀的新阶段？此外，运营成本居高不下、头部卖家与中 ...

Group 1 - Amazon stock is favored by options traders and is expected to benefit from growth in its Amazon Web Services division [1] - The company is heavily investing in artificial intelligence and cloud infrastructure, positioning itself for long-term growth in high-value markets [1] - Amazon announced a significant workforce reduction, cutting 16,000 jobs, following 14,000 layoffs made in October [1] Group 2 - The company is closing its Fresh and Go stores while expanding Whole Foods as part of its grocery strategy [1] - Amazon's stock has shown relative strength, with its rating climbing to 71 [1]

Core Insights - Rivals in the industry have generated billions of dollars in revenue over the past year, indicating that Nvidia is not the sole player in the market [1] Company and Industry Summary - The competitive landscape is evolving, with multiple companies demonstrating significant financial success, thereby challenging Nvidia's market dominance [1]

Core Insights - V2X, Inc. has formed a strategic partnership with Amazon to enhance smart warehousing and automation technologies for U.S. Government customers [1][2] - The collaboration aims to leverage Amazon's expertise in warehouse automation and AI to improve operational efficiency and mission readiness for V2X programs [2][3] - This partnership is expected to advance V2X's capabilities in meeting national demands for mission support through innovative AI solutions [3] Company Overview - V2X specializes in integrating physical and digital environments to enhance mission readiness and optimize resource management across various sectors, including national security and defense [5] - The company employs approximately 16,000 professionals and focuses on delivering data-enabled mission solutions through advanced technologies like AI and machine learning [5] Technological Advancements - The partnership will introduce advanced robotics, computer vision, and AI-driven automation to optimize inventory management and streamline workflows [6] - Predictive analytics and automated workflows will be deployed to enhance supply chain visibility and ensure the availability of mission-critical assets [6] - AI-powered insights will facilitate informed decision-making for commanders in complex and rapidly evolving environments [6] - The integration of AI in risk assessment and resource planning aims to safeguard supply chain operations against disruptions [6]

Core Insights - Amazon's shares rose following the announcement of plans to close physical stores, leading to a significant increase in Jeff Bezos' net worth by $5.7 billion to $266 billion [1][3]. Company Strategy - Amazon is shifting its grocery strategy by closing Amazon Go and Amazon Fresh stores, focusing instead on enhancing its online same-day delivery service [3]. - The company plans to open over 100 new Whole Foods locations in the coming years, indicating a dual approach of expanding both delivery and physical store presence [3]. - This strategy aims to strengthen Amazon's competitive position against major retailers like Walmart, Target, and Costco [3]. Market Impact - The closure of physical stores and the shift to delivery services are expected to put pressure on competitors such as Instacart [4].

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

Core Insights - The documentary is projected to generate between $2 million and $5 million in domestic box office revenue this weekend [1] Group 1 - The expected revenue range indicates a strong interest in the documentary genre among audiences [1]

Core Insights - Tsai Capital Corporation's Growth Equity Strategy achieved an 8.5% gain before fees and 7.6% after fees for the year ending December 31, 2025, underperforming the S&P 500 Index's 17.9% return [1] - Since inception 26 years ago, the strategy has delivered a cumulative gain of 970% before fees and 658% after fees, compared to the S&P 500 Index's total return of 639% [1] - The strategy focuses on long-term investments in exceptional companies that effectively allocate capital towards promising ideas and talent, currently holding 17 high-quality growth companies [1] Company Highlights - Amazon.com, Inc. (NASDAQ:AMZN) is highlighted as a key stock in Tsai Capital's fourth-quarter 2025 investor letter, with a market capitalization of $2.598 trillion [2] - As of January 16, 2026, Amazon's stock closed at $243.01 per share, with a one-month return of 5.28% and a 52-week gain of 3.57% [2] - Amazon has evolved from its origins in 1994 to dominate various markets, with its e-commerce segment continuing to gain market share and Amazon Web Services (AWS) being the leader in cloud computing, contributing over 50% of Amazon's operating profits [3]

Core Insights - Amazon, Chanel, and LVMH are part of a creditors committee overseeing Saks Global's bankruptcy restructuring [1] - Saks Global has filed for bankruptcy with $3.4 billion in liabilities, primarily due to cash pressures from its merger with Neiman Marcus [3] Group 1: Creditors Committee - The creditors committee consists of ten members, including luxury brands and a labor union representing Saks employees [2] - The committee represents junior creditors, with Saks covering legal expenses during the proceedings [2] Group 2: Financial Obligations - Saks has requested court approval for $337.4 million in payments to "critical" vendors, essential for maintaining inventory and customer retention [3] - The retailer owes significant amounts to luxury brands: $136 million to Chanel, $60 million to Kering, and $26 million to LVMH [3] Group 3: Financing and Objections - Saks Global has secured an initial $500 million from a $1.75 billion financing package to ensure business continuity and support transformation initiatives [5] - Amazon has objected to Saks' proposed financing plan, highlighting its $475 million equity stake and revenue from the "Saks on Amazon" partnership [4]

2026 年 1 月 28 日，亚马逊正式官宣新一轮裁员，涉及近 1.6 万个岗位 ，这距离去年 10 月 1.4 万人的裁员仅 过去 3 个月，两轮累计裁员 3 万人，占其企业员工总数近 10%，创下公司成立以来的最大裁员纪录。 此次裁员主要波及 AWS 云计算、零售、Prime Video 和人力资源等核心部门，亚马逊对此表示，裁员是为了精 简管理层级、消除官僚主义，让组织重新回归敏捷。 一边裁员优化架构，一边还在 AI 等战略领域持续招聘和投资 ，成为这次调整的关键特点。 对于受影响的员工，亚马逊给出了过渡方案：美国员工有 90 天的内部调岗窗口期，无法转岗的员工可获得遣 散费、职业介绍、过渡医保等支持，国际员工则按当地法规执行。 值得注意的是， 亚马逊 CEO 此前曾表态，此次裁员并非因财务压力，而是企业高速扩张后，对组织臃肿问题 的一次集中治理 。 （参考：一财、腾讯新闻，本文经由 AI 优化） ...