智通财经APP获悉，亚马逊(AMZN.US)将在7月8日至11日开启2025年Prime Day会员日大促活动。然 而，这场大促活动正在遭遇美国总统特朗普发动的贸易战带来的冲击——不断变化的关税政策促使一些 品牌退出这场夏季促销活动，也有消费者暗示他们将减少支出。 此次为期四天的夏季促销活动于周二开始。该活动可能为预测者提供一个窗口，以观察在美国经济信号 复杂的背景下，消费者的支出意愿和购买品类。Adobe公司首席分析师Vivek Pandya表示："Prime Day将 提供消费者需求的早期迹象，尤其是在服装、电子产品和电视等降价幅度预计最大的品类中。"Adobe 预计，亚马逊及其他美国零售商将在这四天内创下238亿美元的在线销售额。 特朗普在4月2日所谓的"解放日"宣布对180个国家和地区征收对等关税震动了全球市场。尽管他随后就 暂停征收对等关税并与贸易伙伴进行谈判，但不确定性依然如阴云笼罩。周一，特朗普再次点燃这种不 确定性，他对日本、韩国等国发出警告称，若未在8月1日前达成贸易协议，将对其征收关税。 虽然迄今为止的经济指标显示美国消费者仍具韧性，但短期内消费者的"精明购物"行为——比如在关税 生效前抢 ...

回顾2024年Prime会员日，亚马逊创下142亿美元美国销售额新纪录，同比增长11%。平均订单价值57.97 美元，典型家庭活动期间消费约152美元。 全球超2亿Prime会员参与活动，独立卖家售出超2亿件商品(其中大部分为中小企业)。电子产品、服 装、家居用品和美容产品位列最畅销品类，智能家居设备和返校用品表现尤为突出。 今年亚马逊将为Prime会员提供超过35个品类的数百万项专属优惠，涵盖电子产品、服装、美妆、家居 等领域。与往年一样，Prime会员日将汇聚李维斯(LEVI.US)、戴森、三星、华硕、Celsius(CELH.US)和 索尼(SONY.US)等顶级品牌及亚马逊自有设备。 历史数据显示，Prime会员日后一周内亚马逊(AMZN.US)股价平均上涨2%，活动后六周累计涨幅超 4%。 智通财经APP注意到，消费者正为本周亚马逊(AMZN.US)Prime会员日及零售行业的多重促销活动做准 备。 Adobe预测7月8日至11日期间在线消费额将达创纪录的238亿美元，较去年增长28.4%。该机构指出，这 一预期销售额相当于两个"黑色星期五"的规模——2024年假日购物季期间"黑五"在线销售额为10 ...

Monday, July 7, 2025Just when we thought it was safe to take our eye off the market… threats of new tariffs from President Trump rear their ugly heads again. We started the trading day with the understanding that the July 9th tariff pause deadline was being pushed back to August 1st to U.S. trading partners who have not yet established new trade deals (which is almost all of them). Thus, the trim off record highs we saw before the opening bell turned into a full haircut.Markets were off session lows, with a ...

NEW YORK, NEW YORK - FEBRUARY 26: General view of a Home Depot store in Midtown Manhattan on ... More February 26, 2025 in New York City. Home Depot quarterly sales topped expectations, with projections of 2.8% growth for fiscal year 2025. (Photo by Eduardo MunozAlvarez/VIEWpress)Corbis via Getty ImagesThe Home Depot has just announced that its SRS Distribution subsidiary, the cornerstone of its professional contractor “Pros” strategy, has acquired GMS Inc., further extending its reach into the building tra ...

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%。 ...

据尼尔森国际咨询公司称，亚马逊在2024年举行的为期两天的"Prime Day"活动规模"与整个为期五天 的'网络星期五'周末相当，该周末包括感恩节、黑色星期五、接下来的那个周末以及网络星期一"。 自 2015年以来，Prime Day这一活动一直成效显著。此后，其他零售商也纷纷推出了自己的竞争活动。 沃尔玛(WMT.US)将于7月8日启动"沃尔玛优惠活动"，并超越亚马逊，将活动时间从四天延长至六天。 美国各大零售商本周正在开展夏季促销活动，它们都在努力吸引那些寻求实惠商品的顾客，这可能会是 今年最繁忙的购物时段之一。 亚马逊(AMZN.US)的"Prime日"——今年夏天规模最大的购物活动——将于当地时间周二(7月8日)拉开 帷幕，并且其持续时间已从通常的两天延长至四天。美国银行表示，此次延期表明亚马逊拥有更强的零 售物流能力，能够开展促销活动，并且库存供应不存在限制。美国银行预测此次活动的总商品销售额 (GMV)将超过210亿美元，同比增长约60%。 此次活动将首次同时在线上和其遍布美国的4600家门店中举行。从美国东部时间7月7日晚上7点起， Walmart+会员将率先获得参与资格。 塔吉特(TGT.U ...

WASHINGTON, July 07, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the release of its 2025 U.S. Online Retail Report which projects e-commerce sales will hit $1.27 trillion in 2025, an 8.5% increase over last year. Despite the positive projection, the report found that online retail market share may be approaching a ceiling by the end of the decade, as consumers look for e-commerce to be increasingly integrated with all their retail experiences. The firm’s Retail & Consumer Produ ...

Amazon's four-day Prime Day sale is expected to drive $23.8 billion in spending on U.S. e-commerce ... More sites, according to a forecast by Adobe.Joan VerdonAmazon’s four-day Prime Day sales event is expected to drive a record $23.8 billion in U.S. e-commerce sales this week, according to a forecast released today by Adobe.The sales will take place not only on Amazon, but on other e-commerce sites, large and small, as competing retailers join in on what has become one of the biggest sales event of the yea ...

小摩指出，会员日有望在传统零售淡季推动返校/返校大学购物提前启动;第三方卖家参与、创纪录的快 速配送、对生活必需品的聚焦，以及Prime生态系统的扩展，都提高了消费者的购买意愿和频率;地区化 战略带来了显著的运营改善，使亚马逊更有能力应对会员日的高峰需求，同时也为下半年购物季提前优 化库存水平。 小摩表示，更长的会员日活动时间也意味着，尽管面临关税挑战，亚马逊拥有充足库存，这很可能得益 于过去几个月的超前采购。尽管市场担心部分第三方卖家由于关税压力而选择不参与会员日，且有报道 指出亚马逊在第二季度有选择性地对美国履约中心实施了容量限制，以保障履约网络效率，但该行认为 亚马逊和第三方卖家已采取切实措施将库存提前转入系统。 小摩称，其增长预测中也考虑了来自宏观经济波动和消费者信心疲软的持续压力，但相信会员日期间的 大规模折扣、优惠券和活动时长的延长将有助于稳定需求趋势，因为消费者愈发热衷于寻找超值商品。 （原标题：亚马逊(AMZN.US)2025年Prime Day大促即将开启！小摩：日均销售额预计同比增长10%） 智通财经APP获悉，展望即将到来的亚马逊(AMZN.US)2025年Prime Day大促活动，摩 ...

Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]