亞馬遜生鮮配送加碼，DoorDash與Instacart仍具成長潛力

金十數據

2025/08/18

亞馬遜(AMZN.O)上周宣佈，將把生鮮易腐商品（如肉類和乳製品）的當天配送擴展到超過1,000個城市，並計劃在年底前達到至少2,300個城市。這一消息對DoorDash(DASH.N)和Maplebear(CART.O)形成壓力，過去一周兩家公司股價分別下跌4%和14%。提供當天生鮮配送的沃爾瑪(WMT.N)股價同期下跌超過3%。但伯恩斯坦分析師ZhihanMa表示，Instacart和...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亞馬遜生鮮配送加碼，DoorDash與Instacart仍具成長潛力\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十數據</strong><span class=\"h-time small\">2025-08-18 16:42</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>亞馬遜(AMZN.O)上周宣佈，將把生鮮易腐商品（如肉類和乳製品）的當天配送擴展到超過1,000個城市，並計劃在年底前達到至少2,300個城市。這一消息對DoorDash(DASH.N)和Maplebear(CART.O)形成壓力，過去一周兩家公司股價分別下跌4%和14%。提供當天生鮮配送的沃爾瑪(WMT.N)股價同期下跌超過3%。但伯恩斯坦分析師ZhihanMa表示，Instacart和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250818164312974eca88&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250818164312974eca88&s=b\">金十數據</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0965508806.USD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250818164312974eca88&s=b","article_id":"2560701409","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250818164312974eca88&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2560701409","pubTimestamp":1755506525,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"例如，Instacart可以通過降低免費配送門檻來吸引新客户，從而提升市場份額。她對DoorDash的看法也類似，並建議在拋售後買入。儘管經歷回調，DoorDash股價在2025年迄今已上漲近48%。Ma對DoorDash股價的看法略高於分析師平均預期，共識預期該股未來12個月可能上漲17%。對於Instacart，分析師平均預測股價可能上漲約34%，而Ma的目標價為63美元，意味着目前股價仍有約43%的上漲空間。Instacart股價年初至今上漲6%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","CART":"Instacart, Inc. 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