摩根士丹利:亚马逊仓库机器人化可每年节省高达40亿美元

格隆汇
Oct 23, 2025

10月23日,摩根士丹利表示,亚马逊将仓库人力员工替换为机器人,每年可为其节省高达40亿美元。摩根士丹利预计,到2027年,亚马逊通过机器人自动化每年可节省20亿至40亿美元,因为机器人将每个订单的履约成本降低20%至40%。

亚马逊首席执行官Andy Jassy指出,亚马逊最先进的机器人仓库已经将成本降低了约25%,目前有超过100万个机器人在提升效率和交货速度。报告还显示,自动化可能会消除16万个美国工作岗位,如果下一代仓库能更快扩展,可能节省约100亿美元。分析师对亚马逊前景持乐观态度,指出其AWS增长、零售表现以及人工智能驱动的机器人效率提升。

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