亚马逊CEO：特朗普关税已开始“逐步渗透” 至商品价格

Core Insights - Amazon CEO Andy Jassy indicated that the tariffs imposed by the Trump administration have begun to gradually impact the pricing of certain goods [1][3] - Sellers initially attempted to mitigate the tariff impact by stockpiling inventory, but most of that stock has now been depleted [1][3] - Jassy emphasized that Amazon is striving to keep prices as low as possible for consumers, but price increases may become unavoidable in some cases [4][5] Group 1: Tariff Impact on Pricing - The tariffs have started to reflect in the prices of some products as sellers weigh how to absorb the additional costs [3] - Jassy noted that some sellers are passing on the increased costs to consumers through price hikes, while others are absorbing costs to stimulate demand [3] - The impact of tariffs is becoming increasingly evident, contrasting with Jassy's previous statements where he claimed no significant price increases were observed [3] Group 2: Consumer Behavior and Market Dynamics - Despite the tariff effects, consumer spending remains robust, although shopping habits are changing [5] - Some consumers are shifting towards lower-priced items and are more inclined to bargain hunt, while others are delaying purchases of high-priced non-essential goods [5] - The retail industry's operating profit margins are already low, making it challenging to absorb a 10% increase in costs without raising prices [4]