Workflow
大行评级|摩根大通:维持亚马逊“最佳投资理念”评级 扩展即日送服务有助提升市占率
AmazonAmazon(US:AMZN) Ge Long Hui·2025-08-20 02:32

Core Viewpoint - Morgan Stanley analyst Anmuth reports that despite increasing competition, Amazon's expansion of its fresh food same-day delivery service will support its continued market share growth in the U.S. online shopping sector [1] Group 1: Amazon's Market Strategy - Amazon's grocery push is expected to further enhance its leading position in the U.S. online shopping market [1] - The expansion will help increase the attractiveness of Amazon Prime, boost purchase frequency, and drive advertising revenue [1] - Traditional retailers may be compelled to reassess their pricing and delivery charges due to Amazon's grocery initiatives [1] Group 2: Advertising Revenue Growth - An increase in grocery customers is anticipated to drive growth in Amazon's advertising business [1] - As more brands seek exposure on Amazon's platform, advertising revenue is expected to rise further [1]