周三盘中，在线杂货配送平台Instacart（股票代码：CART）股价大跌11.61%，引发市场关注。这一显著跌幅主要源于亚马逊（Amazon）宣布将其当日送达服务扩展至易腐食品，加剧了杂货配送市场的竞争。
据报道，亚马逊Prime会员现在可以在同一天收到包括草莓、牛奶、肉类和冷冻晚餐在内的易腐食品。这项服务目前覆盖美国1000多个城市，包括凤凰城、北卡罗来纳州罗利市和佛罗里达州坦帕市。亚马逊计划在年底前将服务范围扩大到2300个城市。对于订单金额超过25美元的Prime会员，这项当日送达服务是免费的。
亚马逊此举不仅对Instacart构成直接威胁，也影响到其他杂货零售商。盘中交易数据显示，零售巨头沃尔玛股价下跌约2%，美国大型连锁超市克罗格也下跌约4%。分析人士认为，亚马逊的这一举措可能会重塑美国杂货配送市场格局，迫使现有参与者调整战略以保持竞争力。随着竞争加剧，消费者可能会从更多选择和更快捷的服务中受益，但这也可能给像Instacart这样的专业配送平台带来更大的经营压力。
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