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全线反弹
Wind万得· 2025-05-12 22:35
周一,美国股市迎来强劲反弹,三大指数大幅上扬,投资者情绪明显改善。主要指数收盘涨幅均创下近一个月以来的最佳单日表现,市场普遍将这 轮上涨归因于周末国际贸易谈判所取得的积极进展,外界对全球经济陷入衰退的担忧也有所缓解。 道琼斯工业平均指数暴涨1,160.72点,涨幅达2.81%,收于42,410.10点,日内几乎一路上扬,尾盘买盘持续活跃,显示出强烈的上涨动能。标准普尔500指 数则上涨3.26%,收于5,844.19点,自4月中旬跌至低点以来,累计反弹幅度已超过20%。该指数今年以来的跌幅也已大幅收窄至0.6%。纳斯达克综合指数 表现最为强劲,收涨4.35%,报18,708.34点。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 42410.10 | 18708.34 | 5844.19 | | +1160.72 +2.81% | +779.42 +4.35% | +184.28 +3.26% | | 期货主力 | | | | 10年美债期货 | 纳指100小型 | 标普500小型 | | 110.08 | 20957.00 | 5868. ...
亚马逊新规出炉,这类卖家要哭了
Sou Hu Cai Jing· 2025-05-08 14:06
Core Insights - The recent changes by Amazon have created a challenging environment for sellers, particularly with new regulations and increased transparency in sales data, which may impact competition and market dynamics [1] Group 1: Brand Name Visibility - Amazon has hidden brand names from product titles on both the US and European platforms, affecting sellers' visibility and competition dynamics [2] - For smaller sellers, this change may reduce direct competition with larger brands, while for most sellers, it could weaken brand recognition and customer loyalty [3] Group 2: Sales Data Transparency - Amazon has begun to publicly disclose sales data for products with monthly sales below 50, increasing transparency but potentially harming conversion rates for lower-selling items [4][5] - The disclosed data reflects sales over the past 720 hours, which may deter consumers from purchasing products with low sales figures [7] Group 3: Compliance Regulations - New regulations require certain product categories to undergo direct validation through Amazon-approved Testing, Inspection, and Certification (TIC) agencies, replacing the previous self-upload compliance report method [9][10] - This regulation currently applies mainly to the US market and will expand to other regions, affecting categories like electric transportation devices and dietary supplements [11] Group 4: EPR Compliance in Europe - Amazon has urged sellers in the EU to complete battery EPR registration before the August 2025 deadline to avoid product delisting risks [12] Group 5: Vine Program Changes - Significant adjustments to the Vine program have been made, preventing sellers from using tactics like splitting variations to accumulate reviews, thus requiring a reevaluation of ASIN strategies [13] Group 6: Logistics Cost Adjustments - Starting May 15, 2025, Amazon will reduce logistics fees for certain categories in Europe, which could help sellers lower their shipping costs [16] - The changes will apply to local and integrated services across multiple European countries, benefiting sellers with high return rates [16] Group 7: New Analytical Tools - Amazon has introduced a new feature in its brand analytics called "Buyer Journey," allowing sellers to analyze customer interactions and optimize their marketing strategies [17] Group 8: Expansion into Mexico - Amazon Mexico has integrated European product listings, allowing customers to purchase over 30 million items without creating new accounts, indicating a strategic move to tap into the growing Mexican market [18][20] - This integration is expected to help cross-border sellers reach the Latin American market without local inventory, leveraging European supply chains to avoid local price competition [20]
美企高管:必须摒弃“美国永远领先”想法
Huan Qiu Wang Zi Xun· 2025-05-06 22:47
来源:环球时报 美国《纽约时报》5月5日文章,原题:DeepSeek、Temu、TikTok,中国科技开始领先 2023年7月,当 我们中的埃里克·施密特和基辛格一道与中方官员会谈时,中方似乎还没有完全了解人工智能的力量。 但当我们中的赛琳娜在19个月后再到中国时,乐观情绪显而易见。深度求索(DeepSeek)和其他人工 智能聊天机器人成为晚餐对话的主要话题。电动汽车疾驰而过,应用程序提供无人机送餐服务。 这就是美国正在与之打交道的国家。中国正在多个科技领域与美国并驾齐驱甚至领先于美国,尤其是在 人工智能前沿。无论从传播科技、使科技实现商业化还是从制造科技产品来看,中国都已经形成真正的 优势。以史为鉴,那些以最快速度采用和传播科技的国家才能胜出。为了赢得科技未来竞争,进而赢得 全球领导地位的战争,美国必须摒弃"美国永远处于领先地位"的想法。 无论是中国的在线零售商希音(SHEIN)、Temu,还是中国的社交媒体平台小红书和TikTok,它们都 已跻身全球下载量最大的应用程序行列。再加上中国的免费开源人工智能模型持续广受欢迎,不难想 象,中国制造的自主"智能体"使用中国模型驱动的服务和产品将安排人们的生活和业务 ...
D-MARKET Electronic Services & Trading(HEPS) - 2024 Q4 - Earnings Call Transcript
2025-04-30 13:00
Financial Data and Key Metrics Changes - The company reported a real GMV growth of 12.1% in 2024, with an unadjusted inflation basis GMV growth of 74% year on year [6][7] - Gross contribution margin improved to 11.3%, reflecting a 2.1 percentage point increase compared to the previous year [7][18] - EBITDA as a percentage of GMV reached 1.1%, marking a 0.7 percentage point rise year on year [7][18] - Revenue grew by 11.1% for the full year, with a 6.4% increase in Q4 [20][24] Business Line Data and Key Metrics Changes - Active customers increased by 235,000, totaling 12.2 million, with orders growing by 16 percentage points year on year to 131.4 million [8][18] - The company saw a shift towards marketplace operations, with 3P operations accounting for approximately 70% of the business [19] - Delivery service revenue increased by 50% in 2024, contributing significantly to overall revenue growth [21][22] Market Data and Key Metrics Changes - The company faced macroeconomic headwinds in early 2025, impacting consumer purchasing power and marketing activities [15][25] - The company is excited about the potential value creation opportunities from the acquisition of a 65.4% controlling stake in a leading payment marketplace in Kazakhstan [15][26] Company Strategy and Development Direction - The company focuses on three strategic priorities: enhancing customer loyalty, improving delivery services, and expanding B2B services [9][12] - The loyalty program has grown to 3.7 million members, and partnerships have been established to enhance program offerings [10] - The company aims to capitalize on differentiation through lending solutions, with total lending volume reaching 16.2 billion, a 2.6 times increase from 2023 [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by macroeconomic conditions and political sensitivities affecting marketing efforts [15][25] - The acquisition of a controlling stake in a prominent fintech ecosystem is seen as a significant milestone, providing optimism for future growth [15][26] Other Important Information - Free cash flow decreased by 1.9 billion compared to the previous year, primarily due to a decline in net cash from operating activities [24] - The company recorded a significant increase in other revenue, including advertising services and premium subscription revenues [21][22] Summary of Q&A Session - There was no Q&A session during this earnings call, and participants were encouraged to direct their questions to the Investor Relations team [26]
亚马逊要给商品标注关税成本?美媒:特朗普听后“气得”打电话给贝索斯……
Huan Qiu Wang· 2025-04-30 06:00
【环球网报道 记者 李飒】亚马逊要给商品标注关税成本?据美国有线电视新闻网(CNN)报道,这一消息传出后,美国总统特朗普"气得"打电话 给亚马逊的创始人贝索斯。 29日早些时候,美国"潘趣酒碗"新闻网站援引一位消息人士的话报道,亚马逊即将向消费者展示每件商品价格中因关税增加的成本,该金额将与 商品总价一同显示。CNN称,有两名白宫高级官员告诉该媒体,特朗普给贝索斯打电话抱怨有关报道。"他当然很生气",一名不愿意透露姓名的 官员对CNN说,"为什么一家价值数十亿美元的公司要将成本转嫁给消费者?" CNN称,特朗普后来称这是"一通不错的电话"。 "贝索斯很好,他太棒了",特朗普周二(29日)对记者说,"他很快就解决了问题,是个好人"。 针对美媒爆出"亚马逊要给商品标注关税成本"的消息,白宫新闻秘书卡罗琳·莱维特29日第一时间表态,批评报道中亚马逊的做法是"敌对且政治 化的行为"。 白宫发表评论后,亚马逊一名发言人对美国消费者新闻与商业频道(CNBC)作出澄清,证实该公司仅考虑在部分商品上显示关税费用,而这些 商品属于其超低价购物版块Amazon Haul,而非整个亚马逊平台。 一些媒体报道,美国一系列关税措施对其 ...