亚马逊(AMZN.US)“眼镜+机械臂”组合拳直击物流痛点!大摩:2027年或省40亿美元成本
AmazonAmazon(US:AMZN) 智通财经网·2025-10-23 02:22

Core Insights - Amazon is accelerating its delivery services through technological innovations, aiming to reduce delivery times to same-day and even one-hour delivery, leveraging robotics, AI, and smart wearable devices [1][2] - The introduction of the smart glasses "Amelia" for delivery drivers is expected to enhance operational efficiency, with preliminary tests showing a potential time savings of 30 minutes per shift [2][3] - The automation of warehouses is projected to save Amazon up to $4 billion by 2027, as the company continues to expand its use of robotics and AI in logistics [1][3] Technological Innovations - The smart glasses "Amelia" provide real-time navigation and package scanning capabilities, improving delivery efficiency and safety for drivers [2] - The "Blue Jay" robotic system, designed to work alongside warehouse employees, can handle approximately 75% of the product types stored at a site, reducing the risk of injury and space requirements [2][3] - The development of the Blue Jay system showcases rapid technological advancement, taking just over a year from concept to production, compared to previous systems that took three years or more [3] Workforce Implications - Amazon plans to reduce the hiring of 160,000 employees in the U.S. over the next two years due to increased automation, while simultaneously preparing to hire 250,000 temporary workers for the upcoming holiday season [3] - The company emphasizes the importance of the "last 100 yards" in delivery, focusing on the most expensive and time-consuming part of the logistics process [2] Market Performance - Amazon's stock price fell by 1.8% to $217.95, making it the only one among the "seven major tech stocks" to experience a cumulative decline this year [4]