美股异动|亚马逊股价重挫近5% 涉税合规挑战引市场关注

Core Insights - Amazon's stock price dropped by 4.99% on October 10, reaching a new low since August 2025, attracting significant market attention [1] - Amazon's tax compliance efforts are under scrutiny, with its tax filing work covering 20 overseas sites, including key markets like Germany, the UK, and Japan, but notably excluding the US [1] - The choice of a Beijing law firm as Amazon's tax filing agent indicates its strategy in adapting to new tax regulations, reflecting a gradual adjustment to the evolving tax compliance landscape [1] Industry Developments - Amazon's low-price marketplace, Haul, has issued a notice requiring sellers to complete tax information, highlighting the need for sellers to be aware of policy differences across platforms [2] - The new tax regulations provide clear policy guidelines for tax oversight on platforms, pushing for greater compliance in the cross-border e-commerce sector [2] - Sellers operating without proper tax identification and reporting will face challenges due to the new compliance requirements, necessitating adjustments in tax management to avoid penalties [2] Investor Considerations - Despite facing uncertainties, Amazon's global market influence and adaptability to market changes remain significant [2] - Investors are advised to remain observant and monitor Amazon's progress in tax compliance and global expansion strategies [2]