中国跨境电商巨头转战越南，亚马逊是不是最大受益者？

Core Viewpoint - The article discusses how the U.S. tariff issues have prompted Chinese supply chains to shift to Vietnam, with Amazon strategically positioning itself to benefit from this transition [1][2][10]. Group 1: Impact of U.S. Tariffs - Since Trump's second term, U.S. tariff issues have negatively impacted China's cross-border e-commerce platforms, affecting various stakeholders including platforms, major sellers, traders, and logistics providers [4]. - Vietnam has emerged as the preferred location for Chinese companies to mitigate supply chain risks due to its geographical proximity and lower logistics costs [5][7]. - Many financially capable cross-border sellers are relocating core supply chain resources to Vietnam, establishing overseas warehouses or factories to adapt to the changing market [6][8]. Group 2: Amazon's Strategic Moves - Amazon has quietly positioned Vietnam as its Southeast Asia business hub, merging teams and enhancing logistics capabilities in anticipation of U.S. tariff challenges [11][12]. - The appointment of a new leader from AWS to oversee Amazon's Southeast Asia operations indicates a strategic shift towards strengthening its presence in Vietnam [12][13]. - As Chinese supply chains move to Vietnam, Amazon is likely to benefit from an increase in available goods, prompting the need for improved tools to attract local Vietnamese sellers [13][14]. Group 3: Market Dynamics - The article highlights that the logistics flow is adapting to the new supply chain dynamics, with major logistics providers establishing direct routes to facilitate shipments from Vietnam to the U.S. [6][9]. - The experience from previous trade wars has made the industry more resilient, with many companies prepared to adjust pricing strategies to cope with increased logistics costs [9]. - Vietnam's rapid economic growth and e-commerce potential make it an attractive market for Chinese companies looking to expand internationally [7].