Core Insights - Amazon extended its annual Prime Day from two days to four days, betting that a longer promotional period would allow consumers more time to browse its vast selection of discounted products. However, initial results indicate a significant drop in sales, raising concerns about the effectiveness of this strategy [1][2]. Group 1: Sales Performance - Momentum Commerce reported a 41% year-over-year decline in sales on the first day of Prime Day (July 16) [1]. - The CEO of Momentum Commerce noted that the extended promotional period led to a "browsing" behavior among consumers, who added items to their carts but delayed purchases in anticipation of better discounts [1]. - If hesitant consumers convert to actual purchases in the following days, total sales during the four-day event could still see a 9.1% increase compared to last year's two-day event [1]. Group 2: Consumer Behavior - Approximately 65% of purchased items were priced below $20, with only 3% exceeding $100. The most popular items included household essentials like Dawn dish soap and Premier protein powder [3]. - The average household spending on the first day decreased from $110 last year to $106 this year, while the average price per item dropped from $28 to $25.46 [3]. - Consumers appeared to favor lower-priced items this year, indicating a shift in purchasing behavior [3]. Group 3: Market Context - Amazon's Prime Day has become a barometer for consumer confidence, especially in light of economic uncertainties stemming from trade tensions [2]. - The promotional event coincided with similar multi-day sales from competitors like Walmart and Target, intensifying the online shopping frenzy [3]. - Adobe Inc. reported that U.S. consumers spent $7.9 billion online on the first day of Prime Day, marking a 9.9% increase compared to the same day last year, with total spending for the four-day event expected to reach $23.8 billion [3].

亚马逊公司今年进行了一次大胆的尝试，将其年度"Prime Day"夏季大促从两天延长至四天，希望这种 延长能够让消费者有更多时间浏览其网站上成千上万的优惠商品。但初步结果令人失望，这使得剩余几 天的销售压力倍增。 ...

图片来源：Courtesy of Coursera 大学期间哈特曾在百货商店诺德斯特龙（Nordstrom）兼职，工作是叠T恤和牛仔裤，他从未想过有朝一 日能成为全世界顶级企业掌门的得力助手——甚至自己也能成为高管。 "贝佐斯经常说，如果数据跟实际情况不相符，要相信实际情况，"哈特对《财富》杂志说，"因为这可 能意味着关注了错误的数据，或者数据反映了某种真相然而尚未发觉。" 这条准则在哈特受命开发亚马逊智能语音助手Alexa时得到验证，如今他希望在Coursera复制这一成功经 验。 "（Coursera）无疑是教育科技领域的领军者之一，"哈特说，"但尚未达到我在亚马逊见证过的突破性成 就。" 借鉴亚马逊和Alexa的经验重塑教育科技 担任技术顾问期间，哈特接到任务要将贝佐斯关于虚拟助手的两句话构想转化为产品，即后来的 Alexa。 当时哈特在硬件或软件领域几乎全无背景，所以他充满疑虑，"为什么选我做这件事？" "他（贝佐斯）非常和善。他说，'你能行，你会想出办法的，'"哈特说。 如今内嵌Alexa的设备销量已超过6亿台，显然哈特想的办法确实不错，但贝佐斯给予下属的信任也功不 可没。哈特说，正是这种成功经验推 ...

Core Insights - Amazon's Prime Day sales performance has started poorly this year, with sales in the first four hours down nearly 14% compared to the same period last year [1] - The data from Momentum Commerce, which manages approximately $7 billion in sales for brands like Crocs and Beats, is seen as a barometer for consumer sentiment and the overall economic outlook in the U.S. [1] Group 1 - The negative sentiment from investors regarding this year's Prime Day is reflected in the high-frequency data from Momentum, indicating a cautious shopping behavior among consumers [1] - On the day the data was released, Amazon's stock fell over 1.8%, marking the worst performance among the Magnificent 7 tech giants [1] Group 2 - Amazon's Prime Day this year runs from July 8 to July 11, extending the event to four days for the first time, which may complicate year-over-year sales comparisons [2] - The longer duration may lead consumers to wait for larger discounts rather than making immediate purchases as in previous years [2] - High tariffs imposed by the Trump administration are also seen as a factor contributing to the weak sales, affecting sellers' promotional capabilities [2] Group 3 - Key observations from this year's Prime Day include fewer discounts on Amazon's own devices like Echo, with essential goods driving promotions rather than tech products [2] - Grocery items are seeing larger discounts compared to electronics, and Apple is offering notable deals, such as AirPods 4 priced at $89, cheaper than last year's Black Friday promotions [2]

报告指出，柏林和慕尼黑等国际创业热点仍在人均创业活跃度方面位居前列。海德堡、达姆施塔特和亚 琛等科研强市也对初创生态做出了重要贡献。 从地区增长来看，萨克森州以71%的增幅位居全国首位，巴伐利亚州(23%)和北莱茵-威斯特法伦州 (16%)紧随其后，三地成为推动德国整体创业生态积极发展的关键力量。 德国初创企业协会与数据服务机构Startupdetector于8日联合发布的《下一代——在德国新成立的初创企 业》系列报告显示，2025年上半年，德国新成立的初创企业数量达到1500家，较2024年下半年增长 9%，延续了稳步增长趋势。 "这一增长趋势再次印证了德国坚实的创新基础与稳健的创业生态系统。我们的研发实力、高素质的人 才队伍、完善的基础设施以及对新技术的开放态度，都使德国成为科技创业的理想之地。"德国联邦外 贸与投资署趋势与创新探索主管菲利普·克韦内尔(Philipp Kvener)对记者表示，即使在经济波动时期，企 业家们仍将德国作为落地首选，充分体现了德国在欧洲乃至全球范围内的持续吸引力。 （文章来源：中国新闻网） 在行业分布方面，软件行业以368家初创企业占据主导地位，较前半年增长16%。在工业解决 ...

保持防御姿态，聚焦盈利 编者按：7月8日，美银发布《中国投资指南针》，聚焦2025 年第三季度季报，建议投资者保持防御姿 态，聚焦自下而上的盈利。 股票策略 2025 年第三季度，中国投资指南针（CIM）应处于 C4 / 刺激阶段。信贷增速从 2024 年的 8.0% 同比小 幅升至 2025 年 5 月的 8.7%，但贷款增速从 7.0% 降至 6.7%。信贷与 GDP 增长的乘数效应不足以推动 GDP 实现显著复苏。房地产市场在 2024 年第四季度至 2025 年第一季度有所回暖，但第二季度再次下 滑。5 月，贸易、工业利润、生产者物价指数（PPI）和固定资产投资（FAI）也显现出疲软迹象。5 月，基准利率下调 10 个基点。人民币对美元汇率基本稳定，但第二季度对其他主要货币贬值。 模型投资组合：偏好金融 / 互联网，而非白酒 / 煤炭 2025 年第三季度，我们继续看好以国内需求为导向的行业，如互联网和金融。第二季度互联网行业内 部表现分化（娱乐板块跑赢电子商务），但其盈利势头相对其他行业仍较好。 银行和券商被纳入前 10 名榜单，因为它们可能提供相对更好的下行保护。 我们还上调了科技硬件的评级，并继 ...

亚马逊股价下跌2%。 | amazon | 亚马逊 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | NASDAQ: AMZN : | | | | | | | | 市场概况 > 亚马逊 | | | | | | | | 218.99 USD | | | | | | + 关注 | | -4.48 (2.00%) ↓ 今天 | | | | | | | | 7月8日 GMT-4 上午10:57 · 免责声明 | | | | | | | | 1 天 | 5 天 1 个月 6 个月 YTD | | 1年 | 5年 | 最大 | | | 224 | | | | | | | | 222 | | | | | | 223.47 | | 220 | | | | | | | | 218- | | | | | | | | 上午10:00 | | 下午12:00 | | 下午2:00 | | 下午4:00 | | 开盘 223.92 | | 市值 | | 2.34万亿 | 52 周高点 | 242.52 | | 最高 224.00 | | 市盈率 | | 35.71 | ...

智通财经7月8日电，受PRIME DAY消费支出消息影响，亚马逊股价扩大跌势，下跌2%。 ...

据俄罗斯卫星通讯社消息，王毅外长访问欧洲期间，英国《金融时报》报道，美国威胁对欧盟农产品出口征收17% 关税，美欧贸易争端陡然升温。而此时，中方代表尚在欧洲，这一消息瞬间让局势变得更加微妙复杂。 马克龙（资料图） 面对美国的步步紧逼，法国总统马克龙在与王毅外长会见时，连提四个请求。其一，希望同中方加强国际经济、金 融、全球治理等方面政策协调。当下全球经济复苏乏力，金融市场波动剧烈，气候危机、公共卫生等全球性挑战层 出不穷。美国却在诸多问题上推行单边主义，退出多项国际协定。其二，强调中法作为联合国安理会常任理事国， 应承担更重要责任，期望与中方在应对霸权冲突和阵营对立方面合作。其三，呼吁中国加大对法国的投资，发展更 为平衡的经贸关系。 近年来，中法经贸合作虽有进展，但在一些领域仍存在不平衡。其四，明确表达希望择机访华。访华不仅能增进中 法两国高层的直接沟通，更能为两国在政治、经济、文化等多领域合作注入新动力，推动中法全面战略伙伴关系迈 向新高度。 然而，欧盟在处理与中美关系时，处境艰难。欧盟由众多国家组成，各成员国利益诉求不同，决策机制复杂。在应 对美国贸易威胁时，难以迅速形成统一、有效的应对策略。同时，在与中 ...

Core Insights - The global trade landscape is undergoing significant changes, with the B2B e-commerce market projected to exceed $7.9 trillion by 2025, accounting for 35% of total global trade [2] - Traditional trade models are becoming inadequate due to increasing complexities in cross-border trade, necessitating innovative solutions [2] Group 1: Vertical Deepening - The digitalization of industry know-how is crucial, as seen in the chemical industry where a multinational company reduced customs clearance time from 72 hours to 8 hours using a compliance engine [3] - Blockchain technology is utilized for quality traceability, allowing a German client complaint to be resolved within 2 hours, preventing potential losses exceeding $3 million [3] - Dynamic pricing models leveraging machine learning have improved profit margins by 4.2 percentage points in the Southeast Asian market [3] - The "PaaS + custom development" model enables companies to tailor functionalities, significantly enhancing operational efficiency [3][4] Group 2: Localization in Regional Markets - A four-dimensional localization system encompassing language, payment, logistics, and culture has been established in Southeast Asia, improving payment success rates from 62% to 89% [4] - Logistics costs were reduced by 28% through smart routing algorithms, optimizing delivery processes [4] - The system's effectiveness was demonstrated at the 2025 Jakarta International Industrial Week, where 73% of participating companies achieved precise operations tailored to local needs [4] Group 3: Evolution of Intelligent Trading Hubs - The intelligent trading system includes a digital contract engine that has reduced dispute rates by 60% for a pharmaceutical company [5] - A dynamic revenue-sharing model has improved efficiency in rebate calculations by 70% for a food group [5][6] Group 4: Digital Twin Revolution in Supply Chains - The deployment of an industrial brain platform in Dongguan has enhanced equipment utilization rates from 68% to 92% by matching supply and demand [6] - Virtual debugging has significantly reduced actual debugging time from 30 days to 7 days for automotive parts manufacturers [6] - Predictive maintenance has decreased equipment failure rates by 43% through IoT sensor data analysis [6] Group 5: Ecosystem Closure - Innovative financial products have been developed, such as data-backed financing that shortens funding cycles from 45 days to 7 days [7] - A global service network has been established with delivery centers in six regions, enhancing local operational support [8] Group 6: Future Outlook - The AI agent system under testing aims to automate the entire trade process, improving demand forecasting accuracy by 70% [10] - Blockchain technology is being integrated into supply chain finance, reducing due diligence time from 21 days to 3 days for an energy company [11] - The system supports real-time settlement in 15 currencies, saving over $4 million in financial costs annually for a Southeast Asian trader [12] Group 7: Conclusion - The company has built competitive barriers through deep technological integration, industry knowledge, and ecosystem collaboration, positioning itself for success in the evolving landscape of cross-border B2B e-commerce [13][15]