Key Points - The article discusses significant events in the global market, focusing on companies expanding their operations and facing challenges in various regions [2][3]. Group 1: Major Events - TikTok Shop's launch in Japan has faced obstacles, with sellers expressing concerns about the platform's viability in a market that values traditional retail practices [5]. - SHEIN's sales in the UK reached £2.05 billion (approximately $2.77 billion) in 2024, marking a 32.3% increase from the previous year, with pre-tax profits rising from £2.44 million to £3.83 million [6]. - Temu has become the fastest-growing retail brand in Australia, attracting 1.35 million new users in the 2024/2025 fiscal year, with advertising spending doubling in recent months [7][8]. - AliExpress has launched an "overseas hosting" service in Mexico, allowing local merchants to stock products and benefit from various incentives [10][13]. Group 2: Company Developments - Manus is facing scrutiny from U.S. authorities regarding its funding round led by Benchmark, which may lead to the venture capital firm exiting its investment [15][17]. - SHEIN's beauty brand SHEGLAM is set to enter Germany's largest drugstore chain, DM, with plans to launch in up to 1,500 stores [18][20]. - JD.com has completed the acquisition of Hong Kong's Jia Bao supermarket chain, with the transaction reportedly valued at HK$4 billion [21][23]. - Didi's food delivery platform 99Food has launched in Brazil, implementing a strategy to reduce delivery costs and attract customers [24][26]. Group 3: Market Trends - Xiaomi is increasing its investment in the African market, appointing several executives to strengthen its presence [27][29][30]. - Uniqlo's sister brand GU will close its first store in China, although the company states it is not exiting the market [38][39][43]. - Intersport is considering shifting production to China to increase its procurement of private label products [35][37]. - Amazon is testing a low-cost platform in Australia to compete with Temu and SHEIN, reflecting the growing price sensitivity among consumers [44][46]. Group 4: Investment News - Grab plans to invest tens of millions of dollars in autonomous driving company WeRide, aiming to integrate its technology into Grab's fleet management [52]. - Ninja Van is negotiating a new funding round of approximately $80 million, but its valuation has been halved [54]. - Carlyle Group is set to acquire the UK online retailer Very Group, which has been experiencing declining sales [56][58]. - Dubai fintech company Alaan has raised $48 million in a Series A funding round, marking one of the largest A-round financings in the region [59][60].

Core Insights - Amazon is evolving beyond its traditional e-commerce identity, developing a multi-faceted empire that includes cloud computing, advertising, and entertainment [1] - The company's e-commerce growth is slowing, with North America segment sales increasing by only 8% year-over-year and international segment revenue growing by just 5% [4] - Amazon's core commerce revenue, excluding advertising and subscription revenue, grew at around 5% to 6%, indicating a maturing business [4] - Despite net sales reaching $126 billion in Q1 2025, Amazon's operating profit was only $6.8 billion, resulting in a margin of 5.4%, which is low for a tech giant [5] - Increased competition from low-cost challengers like Temu and Shein is putting pressure on Amazon's e-commerce segment [6] - Amazon is enhancing its logistics network and launching low-cost e-commerce initiatives to compete effectively [7] Advertising Growth - Amazon's advertising business is experiencing significant growth, with ad revenue increasing by 18% year-over-year to $13.9 billion in Q1 2025 [9] - The advertising segment is high-margin, potentially contributing more to Amazon's bottom line than its retail business [9] - Unique advantages of Amazon's advertising include reaching customers at the point of purchase, leading to higher conversion rates compared to other platforms [10] - The introduction of ads in Prime Video has expanded Amazon's advertising reach, making it one of the largest ad-supported streaming platforms globally [11] - Amazon's closed-loop attribution model allows brands to track the effectiveness of their ads throughout the customer journey, providing valuable insights [12] Investment Implications - Amazon's long-term profit potential is shifting towards high-margin businesses like cloud computing and advertising, with the latter gaining momentum [13] - While retail faces challenges, stabilizing the commerce segment while leveraging faster-growing areas could lead to stock appreciation over time [14] - Understanding the growth dynamics within Amazon's various segments is crucial for assessing the company's future prospects [14]

Core Viewpoint - Amazon's stock has seen significant recovery, doubling from around $84 to $200, driven by improved financial performance and growth in various segments [1] Financial Performance - In 2024, Amazon's revenue increased by 11% to $638 billion, with North America up by 10%, International up by 9%, and AWS up by 19% [2] - Operating profit surged by 86% from $36.9 billion to $68.6 billion, indicating strong cost management and operational efficiency [3] Operational Improvements - Amazon enhanced delivery speeds, delivering over 65% more items to Prime members the same day or overnight compared to Q4 2023 [4] - The company launched Amazon Haul, a new ultra-low-price shopping service to compete with low-cost rivals [4] Cloud Computing and AI - AWS made significant advancements, including the introduction of the Trainium2 AI chip and new features in Amazon Bedrock, positioning the company favorably in the AI sector [5][6] - The global AI market is projected to grow from $294 billion in 2024 to $1.772 trillion by 2032, with AWS holding a 30% market share [8] Advertising Business Growth - Amazon's advertising segment generated $14 billion in revenue in Q1 2025, up 18% year-over-year, indicating strong growth potential [9] E-commerce Outlook - The e-commerce segment may experience mixed performance, with opportunities to gain market share but facing competition from emerging players [10] Company Culture - Amazon's "Day 1" mentality emphasizes customer focus, innovation, and agility, which is crucial for maintaining competitiveness [11] Stock Valuation - Amazon's current price-to-sales (P/S) ratio is 3.3, which is within its historical range, suggesting the stock is neither a bargain nor excessively priced [12] Investment Implications - Strong results in 2024 highlight Amazon's execution capabilities, with AWS and advertising expected to drive future growth [13] - While the stock is not a strong buy, it is advisable for existing investors to hold, and long-term investors may consider gradually building a position [14]

当中美经贸高层会谈取得实质性进展，双方同意缓解对彼此商品加征的关税，亚马逊成了最大赢家之 一。5月12日当天，亚马逊股价飙升8.07%，盘中最高价更是创下自2025年3月以来的新高。 作为美国最大的电商平台，亚马逊极其依赖来自中国的电子产品、消费品，而此前高达145%的税率， 对于亚马逊来说，无疑是难以接受的。以至于前段时间，亚马逊和白宫还上演了一场"骂战"。 媒体爆料，当时亚马逊计划在商品页面标注产品总价中的"关税成本"。这一传闻引发了特朗普的愤怒， 他直接给贝索斯打电话斥责对方。白宫新闻秘书莱维特也在新闻发布会上称此举是"敌对政治行为"，并 强调亚马逊未与政府沟通。 已经退休的贝索斯自然不会直接处理相关事宜，他忙着探索太空。根据监管文件，贝索斯近期套现近50 亿美元，亚马逊只是他拓宽人生边界的"现金奶牛"，具体事宜早已转给了接班人安迪·贾西。亚马逊回 应称，仅考虑在Amazon Haul试行关税展示，且该功能还未上线。 如今，这一功能暂时用不上了。在诸多利好刺激下，亚马逊股价不但收复失地，还创短期新高。 似乎，谁都没法撼动亚马逊的地位。 01 众所周知，"中国制造"为全球供应了几乎全品类的实惠产品，涵盖社 ...

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 285 篇报道。 整理丨赵晓晓 本周（2024.05.06-2025.05.10）出海大事件包括： Temu只从美国发货，但这并不意味着商品产自美国；关税涨价后，SHEIN、Temu美国销售最高下滑 23%；特朗 普或再延长TikTok"不卖就禁"最后期限；TikTok 将在芬兰建数据中心；阿里巴巴等25家在美上市企业面临被退市风险；特朗普：对华关税145%到顶了，要降；微 软也开始禁止员工使用Deepseek；贝佐斯拟减持48亿美元的亚马逊股票；为了与特朗普达成贸易协定，印度提出削减三分之二的关税差等。 出海四小龙 Temu在广州开了一场会，引导中国卖家开拓中东和拉美市场 上周五，超1000位中国商家齐聚广州，参加了Temu一场为时五小时的活动。他们此行的目的，是了解除美国之外的海外市场的最新趋势。Temu向卖家传达了一 个明确的信息：拓展中东、亚洲和拉美，减少对单一市场的依赖。 Temu仍在努力维持中国商品对美销售。Temu已于4月底停止美区的全托管模式 ...

Group 1 - Disney plans to open a new theme park and resort in Abu Dhabi, marking its first major entry into the Middle East market and its seventh global resort project [6] - The project aligns with Disney's broader strategy to invest $60 billion in its theme parks and cruise business by 2033, with approximately $30 billion allocated for expansions in Florida and California [6] - Amazon is expanding its low-cost platform, Amazon Haul, into the UK and Saudi Arabia, offering thousands of products priced at £20 or below, with many items under £10 [6] Group 2 - Hive Energy reported a significant increase in overseas installations, with a 126% year-on-year growth in overseas shipments of power batteries, totaling 0.77 GWh in April [7] - Dingdong Maicai has entered the Hong Kong market, partnering with DFI Retail Group to provide seasonal vegetables and other products, aiming for a sales target of HKD 100 million in the first year [7] - Grab is seeking to acquire Indonesian competitor GoTo for approximately $7 billion, with discussions ongoing regarding financing terms [5][6] Group 3 - Maersk has revised its global container market outlook, projecting a growth rate adjustment from 4% to a range of -1% to 4% due to increased macroeconomic and geopolitical uncertainties [8] - The company reported a 7.8% revenue growth in Q1 2025, reaching $13.3 billion, while maintaining its financial expectations for the year [8]

Mark Zuckerberg, CEO of Meta Platforms Inc.; from left, Lauren Sanchez; Jeff Bezos, founder of Amazon.com Inc.; Sundar Pichai, CEO of Alphabet Inc.; and Elon Musk, CEO of Tesla Inc., during the 60th presidential inauguration in the rotunda of the U.S. Capitol in Washington, D.C., on Jan. 20, 2025.President Donald Trump used to refer to Jeff Bezos as "Jeff Bozo." Now, after more drama between the two men, Trump is calling the Amazon founder a "good guy."Amazon's earnings report, scheduled for Thursday, alrea ...

Summary⚈ Amazon considered displaying tariffs on Amazon Haul, prompting backlash from Trump’s team.⚈ A phone call between Trump and Bezos reportedly resolved the brewing conflict.⚈ Despite tariff risks, analysts maintain a bullish $245.77 price target for Amazon stock.E-commerce and tech giant Amazon was considering adding a feature that would show buyers exactly how much the price they are paying is being increased by the White House’s tariff policies.The Trump administration was quick to respond — with pr ...

面对白宫的指责，亚马逊迅速做出回应，称该公司仅"考虑"在部分商品上显示关税费用，且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。亚马逊发言人蒂姆·多伊尔表示，这一计划从未获得批准，也不会实施。此外，亚马逊还强调，其主要购物网站从未考虑过类似措施。 近日，美国电商巨头亚马逊计划在其商品价格中标注"关税成本"的消息引发了广泛关注和激烈争议。据美国媒体报道，亚马逊旗下的超低价购物平台 Amazon Haul曾考虑在商品价格中标注关税所增加的成本。这一举动被白宫视为"敌对且政治化的行为"，并引发了总统特朗普的强烈不满。 此外，美国民众对关税政策的支持度也在下降。一项最新的民调显示，59%的美国民众认为特朗普政府的关税政策令美国经济恶化，这一比例较3月份的 51%有所上升。这表明，关税政策不仅未能达到预期效果，反而引发了美国国内的不满情绪。 白宫新闻秘书莱维特在记者会上公开谴责亚马逊的这一计划，称其为"敌对且政治化的行为"，并质疑亚马逊为何在拜登政府将通胀推高至40年最高水平时没 有采取类似行动。她还强调，这是"美国人应该购买美国制造产品的另一个理由"。美国财政部长贝森特也表示，亚马逊仅列出 ...

【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 ...