Core Insights - Amazon is competing directly with Walmart during the July sales period, specifically through its Prime Day event scheduled from July 8th to July 11th, which is twice as long as Walmart's promotional efforts [1] Company Competition - Amazon's Prime Day is a significant event aimed at attracting consumers, indicating a strategic push to enhance market share against Walmart [1] Market Context - The competition between Amazon and Walmart highlights the ongoing battle for consumer preference in the retail sector, particularly during key sales periods [1]

E-commerce & Retail Sales - Amazon's Prime Day sale contributed to a 30% increase in online spending across all US retailers [1] - The actual growth of 30% exceeded Adobe's estimated growth of 28% [1]

Core Insights - The average household spend during Amazon's first four-day Prime Day sales event reached $156.37 [1] - The average order size was $53.34, with nearly two-thirds of households placing two or more orders [2] - Two-thirds of the items sold during Prime Day were priced under $20, while only 3% were over $100 [4] Spending and Satisfaction - Over half of Prime Day shoppers compared prices with other retailers, and two-thirds reported being "highly satisfied" with Amazon's deals [5] - The results of this year's Prime Day were comparable to last year's two-day event, where 54% of shoppers compared prices and two-thirds were also highly satisfied [5] Event Overview - Prime Day was originally launched as a one-day event in 2015 and has since expanded to four days, offering deep discounts across more than 35 categories [6] - Adobe predicted that all U.S. retailers would see online spending increase by 28.4% year-over-year during this year's Prime Day, reaching $23.8 billion [6]

Group 1 - Amazon's stock is currently testing the top of its recent trading range, which could lead to a significant upward movement if broken [1][6] - The previous support level around $217.50 was established in December and January, but it was broken in February, leading to a decline in stock price [2][4] - A large concentration of sellers formed resistance at the previous support level when the stock rallied back to this price in June, causing hesitation among buyers [4][5] Group 2 - In late June, buyers overcame the sellers, breaking the resistance and turning it into a new support level, indicating a potential shift in market sentiment [5][6] - The current resistance level is around $224, and if this is broken, it suggests that sellers have exited the market, paving the way for new buyers [6][7] - With reduced supply in the market, new buyers may need to push prices higher, potentially establishing a new uptrend for Amazon's stock [7]

E-commerce & Logistics - Amazon Prime Day is associated with a "Boxpocalypse", suggesting a significant increase in packaging waste [1]

英伟达盘中市值突破4万亿美元 点击按钮▲立即报名 国办发布19条稳就业举措 7月10日消息，国务院办公厅近日印发《关于进一步加大稳就业政策支持力度的通知》，从7个方面提出19条政策举措。《通知》明确，扩大稳 岗扩岗专项贷款支持范围；加大失业保险稳岗返还政策力度，中小微企业返还比例由不超过企业及其职工上年度实际缴纳失业保险费的60%最高 提至不超过90%，大型企业返还比例由不超过30%最高提至不超过50%；实施阶段性缓缴社会保险费政策；扩大社会保险补贴范围等。 《通知》提出，对符合条件的吸纳16—24岁登记失业青年就业的企业和社会组织，按照每人不超过1500元的标准发放一次性扩岗补助。此外， 《通知》还就优化就业服务、强化就业援助、开展就业监测、切实加强组织保障等方面作出多项部署。（综合央视新闻） ｜点评｜ 稳就业不仅是稳经济、扩内需，还关系着众多家庭的生计和整个社会的稳定。这两年国家已经推出了一系列稳就业政策，目前青年失 业率仍处于高位，7月是毕业生离校和新一轮秋招的过渡期，此时加码稳就业，也加大了对失业青年就业的支持力度。企业尤其是民企，是经济 的毛细血管，更是吸纳就业的主力军。从具体措施来看，稳就业政策也 ...

Core Points - The article discusses the impact of recent changes in U.S. immigration policy on Amazon employees, particularly those who were part of the humanitarian parole program that allowed them to work legally in the U.S. [3][4][10] - Amazon has begun terminating employees who cannot provide updated work authorizations due to the revocation of the parole program, affecting many Haitian workers [6][7][12] - The company has acknowledged the staffing impacts and is providing resources to affected employees, including legal services and counseling [8][11] Group 1: Immigration Policy Changes - The Department of Homeland Security (DHS) has terminated the humanitarian parole program, which previously allowed certain immigrants to live and work legally in the U.S. [3][10] - The Trump administration's immigration policies have led to the elimination of temporary protected status for various nationalities, including Haitians, Nicaraguans, and Venezuelans [10][11] - A federal judge recently ruled that the Trump administration cannot revoke the temporary protected status of Haitian migrants, but the White House plans to appeal this ruling [11] Group 2: Impact on Amazon Employees - Many Amazon employees, particularly Haitians, have lost their jobs due to the inability to secure new work authorizations after the DHS policy changes [4][7][12] - Amazon's workforce, which includes 1.56 million employees globally, relies significantly on immigrant labor, and the company had set a goal to hire 5,000 refugees by the end of 2024 [12][13] - The terminations coincided with Amazon's preparation for its annual Prime Day, a critical sales event for the company [12] Group 3: Employee Support and Resources - Amazon has stated that it is supporting employees affected by the immigration policy changes by providing information on legal services and counseling [8] - The company has been in regular communication with impacted employees to ensure they are aware of available resources [8] - Affected employees are facing uncertainty regarding their future in the U.S. and the ability to afford living expenses amid the changes [4][5]

2025年Prime Day的大幕已启，然而不少卖家还没来得及打鸡血，就已经在"价格红线"前集体踩雷。 据AMZ123了解，今年亚马逊对参与促销商品的定价要求显著升级： 规则写得清清楚楚，但实则背后暗藏变量。平台在明面设下门槛的同时，系统后台的折扣判定机制却在悄然"加码"。 如果说往年Prime Day是"拼促销、抢流量"，那今年更像是"卷价格、拼命打折"，还得随时应对系统报错带来的不确定性。 AMZ123了解到，有卖家在社群中分享了Prime Day首日的真实遭遇："这次大促期间，亚马逊一直在要求我们不断下调折扣。最开始报20%，后来被要求 调到22%、25%，现在直接要30%了。" 该卖家表示，自己咨询了账号经理，得到的回复是"系统抓到了历史最低价"。但他质疑这一解释，称："现在系统要求的价格，比我们历史最低价还低很 多，而且最离谱的是，每隔半小时系统的要求还在变。这样下去是不是要一直螺旋降价？" 他补充道，目前连Best Deal也受到影响："BD现在也是要求再降折扣，不然就不给标了，直接下掉。" 在社群中，不少卖家对这一现象表示共鸣，纷纷晒出自己遇到的"系统变脸"： 从卖家反馈来看，当前Prime D ...

Core Insights - Amazon's sales dropped 41% on the first day of its four-day Prime Day event compared to the first day of last year's two-day event [1] - Momentum Commerce's CEO suggested that the decline in sales was due to consumers adding items to their carts but delaying purchases for potentially better deals [2] - Amazon's Vice President expressed satisfaction with shopper engagement and noted that the extended duration of Prime Day was in response to consumer demand for more time to explore deals [4] Sales Performance - The first day of this year's Prime Day saw a significant sales drop, but there is potential for overall sales to surpass last year's event due to the longer duration [2] - Last year's shorter Prime Day encouraged quicker purchases to avoid missing discounts, contrasting with this year's consumer behavior [3] - Adobe reported that Prime Day's kickoff surpassed Thanksgiving 2024's eCommerce spend of $6.1 billion, with 50.2% of sales made via mobile devices [5] Market Context - Prime Day, alongside Walmart's Walmart+ Week, is viewed as a test for consumer spending amid economic uncertainty and declining consumer confidence [6] - Retailers are closely monitoring consumer behavior changes due to global tariffs and economic conditions [6]

Market Performance - Major indexes showed strength with the Dow up +217 points (+0.49%), S&P gaining +37 points (+0.61%), Nasdaq increasing +0.94%, and Russell 2000 rising +1.07% [1] Company Highlights - NVIDIA became the first corporation to reach a $4 trillion market capitalization, leading in GPUs for AI and data centers [2] - Microsoft also reached record highs, while Fastenal is trading at record highs with a valuation of 40 times forward earnings [2] - Amazon's Prime Day experienced a weak first day, down -41% compared to previous years, raising concerns about consumer spending [3] Economic Indicators - The FOMC minutes revealed differing opinions on potential interest rate cuts, with some members suggesting cuts as early as July while others recommend no cuts for 2025 [4] - President Trump threatened a +50% new tariff on Brazil, indicating ongoing trade tensions and potential inflationary pressures [5] Upcoming Reports - Key earnings reports from Delta Air Lines, Conagra, and Helen of Troy are expected, with Delta providing insights into airline travel and Conagra being a major agriculture exporter [6] - Helen of Troy's recent earnings miss and CEO replacement may indicate challenges ahead, particularly in the context of tariffs [6] Job Market Data - Weekly Jobless Claims data showed initial claims cooling down to 233K from a near-term high of 250K, while continuing claims reached 1.964 million, the highest since November 2021 [7][8] - Analysts are closely monitoring the job market, as breaching 2 million in longer-term jobless claims could shift perceptions about labor market strength [8]