On Monday, U.S. transportation stocks experienced significant declines after Amazon announced the expansion of its logistics services, officially opening its delivery network to third-party businesses. This move is viewed by the market as a direct challenge to traditional courier and freight companies. Amazon's stock price reached a historic high of $276.1 during the session.

In response to the news, FedEx shares fell more than 9%, marking their largest single-day drop in over a year. United Parcel Service saw its decline widen to over 9.7% during the day. Logistics companies such as Forward Air and GXO Logistics both recorded double-digit losses, while several trucking firms faced downward pressure, with Old Dominion Freight Line dropping over 5%.

Amazon stated that it will open its logistics network to sellers outside its platform, offering integrated services including freight transport, warehousing and distribution, fulfillment, and parcel delivery. The services will target manufacturing and retail enterprises, such as 3M and Lands' End.

For a long time, Amazon has been increasing investment in building its own logistics system, initially aimed at improving delivery efficiency and speed for sellers on its platform. Now, the company is seeking to commercialize its vast warehousing and transportation network by utilizing spare capacity to provide external services, thereby expanding its business scope.

Analysts at Morgan Stanley noted that this move could become a "watershed moment" for the North American freight transportation industry. Air cargo and parcel delivery companies are expected to bear the initial brunt, while trucking, rail, maritime transport, and warehouse operators also face potential impacts.

Nate Skiver, founder of logistics consulting firm LPF Spend Management, commented that Amazon has gradually been offering its supply chain capabilities to external parties in recent years. The current integration of end-to-end services and their unified market launch is set to profoundly reshape the landscape of the U.S. logistics industry.