亚马逊(AMZN.O)上周宣布,将把生鲜易腐商品(如肉类和乳制品)的当天配送扩展到超过1,000个城市,并计划在年底前达到至少2,300个城市。这一消息对DoorDash(DASH.N)和Maplebear(CART.O)形成压力,过去一周两家公司股价分别下跌4%和14%。提供当天生鲜配送的沃尔玛(WMT.N)股价同期下跌超过3%。但伯恩斯坦分析师ZhihanMa表示,Instacart和...
Source Link亚马逊(AMZN.O)上周宣布,将把生鲜易腐商品(如肉类和乳制品)的当天配送扩展到超过1,000个城市,并计划在年底前达到至少2,300个城市。这一消息对DoorDash(DASH.N)和Maplebear(CART.O)形成压力,过去一周两家公司股价分别下跌4%和14%。提供当天生鲜配送的沃尔玛(WMT.N)股价同期下跌超过3%。但伯恩斯坦分析师ZhihanMa表示,Instacart和...
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