亚马逊(AMZN.US)Prime Day升级四日促销，沃尔玛(WMT.US)、塔吉特(TGT.US)、TikTok Shop竞相跟进

Core Insights - Amazon has announced a significant adjustment to its 2025 Prime Day shopping event, extending it to four days from July 8 to July 11, introducing daily themed "Today's Deals" for Prime members [1][2] - The event aims to enhance urgency and exclusivity, building on Amazon's recent strategic initiatives [1] - Prime Day has evolved into a key sales driver for Amazon since its inception in 2015, with a reported consumer spending of $14.2 billion during the 2024 event, reflecting an 11% year-over-year growth [1] Group 1 - Amazon's Prime Day has become a critical annual sales event, promoting its products and services while offering significant discounts across various categories [1] - The extension of Prime Day follows a trend of continuous improvement since the event was lengthened to 48 hours in 2019, with competitors also launching their own promotional activities [2] - Major competitors like Walmart, Target, and TikTok Shop have initiated their discount events to attract consumers ahead of the back-to-school season [2] Group 2 - Despite the promotional success, the capital market's reaction has been cautious, with Amazon's stock slightly declining by 0.78% prior to the announcement, indicating investor concerns over the return on investment and increased competition [2] - The effectiveness of this four-day shopping event will be a key indicator of Amazon's strategic success moving forward [2]