联合包裹（UPS）今日盘中股价大跌5.99%，引发了市场的广泛关注。
消息面上，电商巨头亚马逊宣布正式向其他企业开放其自有物流网络，推出“亚马逊供应链服务”。此举意味着亚马逊将直接与联合包裹、联邦快递等传统物流巨头展开竞争，市场担忧行业竞争格局将因此重塑，导致物流板块股价承压。亚马逊凭借其超过100架货运飞机、庞大的仓库和分拣中心网络，有望成为物流行业的关键参与者，可能在价格和速度方面加剧竞争。
此外，联合包裹自身也面临一系列挑战。公司此前宣布拟裁员2万人，并因外部环境不确定性撤回了全年财务指引。同时，尽管公司一季度业绩超预期，但维持全年财务指引不变，令市场对其盈利增长持续性产生疑虑。这些公司特定的负面消息与行业竞争加剧的宏观因素叠加，共同导致了股价的显著下跌。
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