Investment Rating - The investment rating for the cross-border e-commerce industry is "Outperform the Market" (maintained) [2] Core Viewpoints - The 2025 Amazon Prime Day sales reached a record high of $24.1 billion in the U.S., representing a 30% year-on-year growth, exceeding the previous forecast of 28% [3][5] - The promotional period for Prime Day was extended from 2 days to 4 days, with overall discounts among U.S. retailers ranging from 11% to 24% [3][5] - Chinese sellers have capitalized on this opportunity by increasing investments in promoting new products and expanding brand influence, resulting in significant sales growth [3][5] - Emerging markets are expected to contribute additional growth, with Prime Day events planned for Brazil, Egypt, India, Mexico, Saudi Arabia, and the UAE later in the summer [6][9] Summary by Sections Sales Performance - Amazon's Prime Day in 2025 achieved sales of $24.1 billion, a 30.3% increase from the previous year, with sales and volume hitting historical highs [5] - A specific kitchenware company saw a 230% year-on-year increase in sales on the first day of Prime Day, while an outdoor apparel brand experienced a 140% year-on-year increase in sales volume [5] Market Opportunities - The overseas e-commerce market still has room for penetration, with strong consumer demand for quality Chinese products [4][9] - Cross-border brands are enhancing their product capabilities and diversifying regions to improve resilience against risks, benefiting from an optimized competitive landscape [4][9] Emerging Markets - The international business revenue for Amazon is projected to reach $142.9 billion in 2024, with a 9% year-on-year growth [7] - Chinese cross-border brands are actively expanding into emerging markets, with Anker Innovations increasing its revenue share from non-European and American markets from 26.84% in 2020 to 31.17% in 2023 [7]

①特朗普：将对俄罗斯征收100%关税向北约提供最先进的武器装备以支持乌克兰 ④美股财报季即将开锣：预期两年最弱科技股AI支出成亮点 特朗普周一在会见北约秘书长吕特时称，如果无法在50天内达成协议结束俄乌冲突，美国将对俄罗斯实 施100%的关税。受此影响，国际油价直线跳水。截至收盘，全球基准9月布伦特原油期货下跌1.63%， 报69.21美元/桶。WTI 8月合约下跌2.15%，报66.98美元/桶。市场也密切关注中印等主要俄罗斯原油买 家的反应。目前中国和印度仍为俄罗斯原油的主要出口对象。同时，特朗普表示美国将向北约提供最先 进的武器装备，费用由北约盟国承担。他还宣布将宣布一项针对乌克兰的新军援计划，预计将包括对乌 提供进攻性武器。 法国里昂商学院管理实践教授李徽徽：特朗普对俄宣布100%关税及大幅军事援助乌克兰的立场转向， 表明其外交政策在竞选压力与盟友协调下趋于"强硬现实主义"。短期内，市场对地缘政治升级的担忧将 推高避险情绪，但因援助费用由盟友承担，美元和美债影响有限。原油下跌源自市场对俄出口未必实质 受限的预期，但中期来看，若俄罗斯进一步被排挤出全球能源体系，将对全球油气供需格局形成扰动， 对欧洲能源 ...

21世纪经济报道记者董静怡上海报道 6月新能源汽车出口20.5万辆 行业一览 特朗普宣布将对墨西哥、欧盟商品征收30%关税 据新华社，美国总统特朗普12日宣布，将自8月1日起对从欧盟、墨西哥进口的商品分别征收30%关税。 特朗普在社交媒体平台"真实社交"上发布致欧盟委员会主席冯德莱恩和墨西哥总统辛鲍姆的信。特朗普 宣称，墨西哥未能阻止芬太尼等进入美国，在配合美国阻止非法移民进入美国方面也做得不够；欧盟的 关税和非关税贸易壁垒导致美国出现对欧巨额贸易逆差，双方关系"远非互惠互利"。 特朗普称将对未接到关税函的国家征收15%或20%"统一关税" 据央视新闻，当地时间7月10日，美国总统特朗普在接受美国媒体的电话采访时表示，计划对几乎所有 尚未加征关税的贸易伙伴征收15%或20%的统一关税。特朗普说："我们将对所有剩下的国家征收关 税，不论是15%还是20%，这个我们正在安排。"特朗普本周已向韩国、日本等多个国家发出了关税信 函，并宣布将从8月1日起对所有进口到美国的铜征收50%的关税。 国家发改委：我国连续15年稳坐全球制造业首位 国务院新闻办公室7月9日举行"高质量完成'十四五'规划"首场新闻发布会。国家发展改 ...

灵活策略（如延长促销）缓冲政策风险的必要性。亚马逊此次"四日鏖战"能否有效对冲关税长期影响，将成为后 续零售业策略调整的重要参考。 【环球网财经综合报道】全球电商巨头亚马逊日前落下帷幕的Prime会员日大促，以破纪录的销售表现成为市场焦 点。与往年仅持续1-2天不同，本次会员日史无前例地延长至7月8日至11日四天。据美国权威数据分析公司奥多比 (Adobe Analytics)最新预测，这场"购物马拉松"总销售额预计将高达238亿美元，较去年同期飙升28.4%。 作为全球规模最大的电商购物节之一，亚马逊会员日历来是观察美国消费趋势与经济韧性的重要窗口。今年销售 额近三成的强劲增长，一方面展现了美国消费者在高通胀及关税压力下的消费韧性，另一方面也凸显零售商通过 美联社分析指出，亚马逊此次主动"拉长战线"背后，是应对美国政府关税政策冲击的关键布局。持续加征的关税 已推高众多进口商品成本，导致终端价格上涨，抑制了消费者购买力。通过延长促销期并提供深度折扣，亚马逊 旨在抵消关税带来的涨价效应，刺激消费需求，维持销售动能。 奥多比报告显示，开学季刚需商品成为本次大促的核心引擎。折扣服装、电子设备、学习用品等品类销售火爆 ...

Group 1: Market Outlook and Predictions - Goldman Sachs has raised its S&P 500 index target again, expecting a market boost from Federal Reserve rate cuts and strong fundamentals of large stocks, with new target levels of 6400, 6600, and 6900 points for 3, 6, and 12 months respectively [1] - Bank of America also increased its year-end S&P 500 target to 6300 points, with a 12-month target of 6600 points [1] - UBS reports that the current bull market in U.S. stocks, which began in October 2022, has lasted 33 months, significantly exceeding the average lifecycle of 1105 days for long-term bull markets [1] Group 2: Sector Performance and Recommendations - Goldman Sachs recommends overweight positions in software and services, materials, utilities, media and entertainment, and real estate sectors [1] - The market is currently at a convergence of technological revolution benefits and geopolitical order restructuring, requiring investors to balance strategic stability with tactical flexibility [1] Group 3: Commodity and Supply Chain Insights - Trump announced a 50% tariff on imported copper, which led to a significant spike in U.S. copper prices, with potential benefits for domestic copper producers like Freeport-McMoRan [3][4] - PwC warns that by 2035, 32% of global chip production capacity may be affected by copper supply disruptions due to climate change, with Chile facing significant production risks [3] Group 4: Company-Specific Developments - UBS has given GE Vernova a "buy" rating with a target price of $614, citing strong profit growth potential driven by increased electricity demand from AI data centers [5][6] - Nvidia's stock reached a new high, with demand for its B200 chips exceeding supply, and Citigroup raised Nvidia's target price to $190, anticipating significant revenue growth from AI infrastructure [7][8] Group 5: E-commerce Trends - Adobe forecasts that Amazon's Prime Day sales will reach a record $23.8 billion, a 28.4% increase year-over-year, with mobile shopping expected to account for 52.5% of sales [9] - The extended sales window and financial innovations like "buy now, pay later" are expected to activate purchasing power among lower-income groups [9]

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 | ...

亚马逊Prime Day早期消费较去年同期下降14%。亚马逊(AMZN.O)下跌1.8%，跌至当日最低。 ...

分析公司：亚马逊Prime Day或推动美国在线销售额飙升 金十数据7月7日讯，分析公司奥多比周一预测，在本周为期96小时的亚马逊Prime Day会员日活动期 间，美国零售商在线销售额预计将飙升至238亿美元。7月8日至11日的销售额预计较去年同期增长 28.4%。 ...

见闻财经日历 WSCN Economic Calendar W 华尔街见闻 | 时间 地区 | | 内容 | 预期 前值 | | --- | --- | --- | --- | | 7月7日 周一 | | | | | 数据 | 国内 | 中国 7月外汇储备(亿美元) | | | 事件 | 海外 | 金砖国家领导人第十七次会晤即将于7月6日至7日 | | | | | 在巴西里约热内卢举行 | | | 7月8日 周二 | | | | | 数据 | | 元 | | | 事件 | 海外 | 亚马逊 Prime Day | | | 7月9日 周三 | | | | | | | 09:30 中国 6月CPI同比 | -0.1% | | 数据 | 国内 | 09:30 中国 6月PP 同比 | -3.3% | | | | 中国 7月社会融资规模(亿人民币) | | | | | 10:00 新西兰联储公布利率决议和货币政策评估报 告 | | | | | 欧佩克举办第九届欧佩克国际研讨会，主题为"共 | | | 事件 | 海外 | 同规划路线：全球能源的未来",至7月10日 | | | | | 美国对等关税暂停期结束 | | | ...

随着美股刷新历史新高，投资者对未来的乐观情绪不断升温。 上周五，在中东局势缓和和降息预期的推动下，道指大涨超400点，纳指、标普双双创下历史新高，同 时10年期美债收益率大幅下行10个基点。 高盛股票销售交易部门汇总的板块情绪调研显示，TMT（科技、媒体、电信）、金融、医疗保健、消 费、工业、能源和公用事业等八大主要板块的交易专家普遍认为，当前风险偏好环境"看起来相当美 好"，该行交易员用"市场天生会复苏，但人类天生不信任复苏"来形容当前的投资者心态。 尽管整体情绪乐观，高盛内部也承认，多头在未来几周可能面临一些阻力，但可能是"有史以来最弱的 看空观点"。 | | | | GS Trading & Sector Specialist Sector Sentiment Trends - June 2025 | | | --- | --- | --- | --- | --- | | Sector | Sentiment | Subsector | Trend | Commentary | | Technology | | Semis | R | Big month for Tech as the Al trade ...