<p>在市場還未喝上早晨咖啡之前，亞馬遜再次決定震撼雜貨配送界。這家電子商務巨頭通過其同日配送服務的巨大增長，發出了一個響亮的信號：它不僅僅是在參與雜貨行業，而是目標是要主導這個市場。</p>
<p>當亞馬遜在 <strong>2300 多個城市</strong> 展示其配送實力時，Instacart 的投資者們則焦急地觀察，得出結論：競爭實在是過於激烈。</p>
<h2>同日雜貨配送</h2>
<p>在宣佈推出廣泛的 <strong>亞馬遜同日雜貨配送服務</strong> 後，Instacart 的股票價值大幅下跌，該服務現已在美國 2300 多個城市和城鎮提供。亞馬遜和 Instacart 的競爭格局出現了新的變化，運營顯著依賴於成為新鮮和易腐商品的主要配送合作伙伴。</p>
<p>此外，亞馬遜已經透露計劃在 2026 年前進一步擴大配送範圍，這表明這不是一次試點，而是一項大規模的活動。</p>
<p>自 1 月以來，<strong>亞馬遜的雜貨銷售增長了 30 倍</strong>，新鮮雜貨產品現在佔據了十種最常訂購的同日商品中的九種。在大多數地區，Prime 客户在 <strong>訂單超過 25 美元</strong> 時可享受免費同日配送，而非 Prime 用户每次可享受 <strong>12.99 美元</strong> 的標準收費。</p>
<p>亞馬遜聲稱，自 8 月以來，其提供的易腐商品種類已 <strong>增加超過 30%</strong>，現在還包括價值數千美元的全食產品。他們還指出，包含新鮮雜貨的同日訂單的客户，定期購物的可能性幾乎是那些不包含新鮮雜貨客户的兩倍。</p>
<p>全球亞馬遜商店的首席執行官，<strong>Doug Herrington 表示</strong>，</p>
<blockquote>
<p>“亞馬遜的同日配送在選擇、價值和便利性方面，使全國各地的家庭購物變得更加輕鬆”。</p>
</blockquote>
<p>使命非常簡單，就是讓雜貨購物變得更簡單、更快捷、更方便。</p>
<h2>市場反應</h2>
<p>投資者的迅速反應導致 Instacart 的股票 <strong>下跌了 7%</strong>，因為對亞馬遜在物流、履行和客户忠誠度方面快速主導的擔憂加劇。Instacart 已經處於一個高壓市場，利潤微薄，客户保留成本高，且易於轉換。亞馬遜將 Prime 福利、全食庫存和自身龐大配送網絡結合在一起的場景，獨立平台根本難以匹敵。</p>
<p>市場將亞馬遜的擴張視為不僅僅是一個新產品，而是一項戰略舉措，可能會改變整個雜貨配送的格局。對於依賴保護自己小市場不被大公司侵佔的 Instacart 而言，這一事件使投資者重新思考其長期可持續性。</p>
<h2>結論</h2>
<p>Instacart 面臨的競爭並不新鮮，但與物流巨頭亞馬遜競爭則是另一回事。在樂觀的情況下，Instacart 將繼續從與眾多超市連鎖合作中獲益，這使客户能夠接觸到亞馬遜無法提供的廣泛產品。它在喜歡在特定商店購物的人羣中也有着非常強的市場存在。</p>
<p>相反，即使這一切都是真的，如果亞馬遜繼續加快速度、降低成本，同時將雜貨配送更多地納入 Prime 服務中，這一切也將無關緊要。易腐商品的交易正在蓬勃發展，新的市場領域也為 2026 年做好了準備。Instacart 的命運將取決於其快速創新的能力，無論是通過定價、服務差異化，還是更深層次的零售整合。隨着配送競爭的加劇，Instacart 仍在競爭中，但亞馬遜的最新策略已經改變了遊戲規則。</p>

CART

亞馬遜每日 2 倍做多 ETF - Direxion

<p>亞馬遜將其當日送貨雜貨服務擴展到超過 2300 個城市，導致 Instacart 的股票下跌了 7%。這一舉措表明亞馬遜意圖主導雜貨配送行業，挑戰 Instacart 的市場地位。亞馬遜的策略包括利用 Prime 會員福利和 Whole Foods 的庫存，使獨立平台難以競爭。Instacart 面臨創新和差異化服務的壓力，以維持其市場存在</p>

<p>Before the market even got to sip its morning coffee, Amazon once more decided to shake the grocery delivery world. The e-commerce titan, through a huge growth of its Same-Day service, sent a loud signal that it is not merely participating in the grocery sector but rather it is targeting to dominate it.</p>
<div class="lb-trans"><p>在市場還未喝上早晨咖啡之前，亞馬遜再次決定震撼雜貨配送界。這家電子商務巨頭通過其同日配送服務的巨大增長，發出了一個響亮的信號：它不僅僅是在參與雜貨行業，而是目標是要主導這個市場。</p>
</div><p>While Amazon was showcasing its delivery power in <strong>more than 2,300 cities</strong>, Instacart investors were watching anxiously, coming to the conclusion that the rivalry is way too competitive.</p>
<div class="lb-trans"><p>當亞馬遜在 <strong>2300 多個城市</strong> 展示其配送實力時，Instacart 的投資者們則焦急地觀察，得出結論：競爭實在是過於激烈。</p>
</div><h2>Same-Day Grocery Delivery</h2>
<div class="lb-trans"><h2>同日雜貨配送</h2>
</div><p>The shares of Instacart experienced a significant drop in value after the announcement of the extensive <strong>Amazon Same-Day grocery delivery service</strong>, which is now available in more than 2,300 cities and towns across the U.S. There is a new twist in the competitive landscape for Amazon and Instacart, where the operations significantly depend on being the main delivery partner for fresh and perishable goods.</p>
<div class="lb-trans"><p>在宣佈推出廣泛的 <strong>亞馬遜同日雜貨配送服務</strong> 後，Instacart 的股票價值大幅下跌，該服務現已在美國 2300 多個城市和城鎮提供。亞馬遜和 Instacart 的競爭格局出現了新的變化，運營顯著依賴於成為新鮮和易腐商品的主要配送合作伙伴。</p>
</div><p>Besides, Amazon has already revealed its plans to further enlarge the area of delivery by 2026, which indicates that this is not a trial but a large-scale campaign.</p>
<div class="lb-trans"><p>此外，亞馬遜已經透露計劃在 2026 年前進一步擴大配送範圍，這表明這不是一次試點，而是一項大規模的活動。</p>
</div><p>Sales of <strong>groceries on Amazon have gone up to 30x</strong> since January, with the fresh grocery products now accounting for nine of the ten most-ordered Same-Day items. Prime customers get free Same-Day Delivery on their <strong>orders above $25</strong> in most areas, while non-Prime users can get the service for a <strong>standard charge of $12.99</strong> every time.</p>
<div class="lb-trans"><p>自 1 月以來，<strong>亞馬遜的雜貨銷售增長了 30 倍</strong>，新鮮雜貨產品現在佔據了十種最常訂購的同日商品中的九種。在大多數地區，Prime 客户在 <strong>訂單超過 25 美元</strong> 時可享受免費同日配送，而非 Prime 用户每次可享受 <strong>12.99 美元</strong> 的標準收費。</p>
</div><p>Amazon claims that the variety of perishables it offers has <strong>increased by over 30%</strong> since August, and now it also includes whole foods products that are worth thousands of dollars. They also pointed out that customers who include fresh groceries in Same-Day orders are nearly twice as likely to shop regularly than those who don’t.</p>
<div class="lb-trans"><p>亞馬遜聲稱，自 8 月以來，其提供的易腐商品種類已 <strong>增加超過 30%</strong>，現在還包括價值數千美元的全食產品。他們還指出，包含新鮮雜貨的同日訂單的客户，定期購物的可能性幾乎是那些不包含新鮮雜貨客户的兩倍。</p>
</div><p>The CEO of Worldwide Amazon Stores, <strong>Doug Herrington said</strong>,</p>
<div class="lb-trans"><p>全球亞馬遜商店的首席執行官，<strong>Doug Herrington 表示</strong>，</p>
</div><blockquote>
<p>“The selection, value, and convenience of Same-Day Delivery from Amazon makes grocery shopping that much easier for families across the country”.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“亞馬遜的同日配送在選擇、價值和便利性方面，使全國各地的家庭購物變得更加輕鬆”。</p>
</blockquote>
</div><p>The mission is very straightforward, which is to make grocery shopping simpler, quicker, and more convenient.</p>
<div class="lb-trans"><p>使命非常簡單，就是讓雜貨購物變得更簡單、更快捷、更方便。</p>
</div><h2>Market Reaction</h2>
<div class="lb-trans"><h2>市場反應</h2>
</div><p>The investors’ swift reactions caused a <strong>7% drop</strong> in Instacart’s stock as the concerns regarding Amazon’s fast-tracked dominance in logistics, fulfillment, and customer loyalty grew stronger. Instacart is already in a high-pressure market with low margins, expensive customer retention, and easy switching. The scenario where Amazon ties the Prime benefits, the Whole Foods inventory, and its own massive delivery network is simply hard to beat by independent platforms.</p>
<div class="lb-trans"><p>投資者的迅速反應導致 Instacart 的股票 <strong>下跌了 7%</strong>，因為對亞馬遜在物流、履行和客户忠誠度方面快速主導的擔憂加劇。Instacart 已經處於一個高壓市場，利潤微薄，客户保留成本高，且易於轉換。亞馬遜將 Prime 福利、全食庫存和自身龐大配送網絡結合在一起的場景，獨立平台根本難以匹敵。</p>
</div><p>The market viewed Amazon’s expansion as not just a new offering, but as a strategic move, one that could change the entire grocery delivery scenario. For Instacart, which depends on protecting its small area from the big ones, this event makes investors rethink its long-term sustainability.</p>
<div class="lb-trans"><p>市場將亞馬遜的擴張視為不僅僅是一個新產品，而是一項戰略舉措，可能會改變整個雜貨配送的格局。對於依賴保護自己小市場不被大公司侵佔的 Instacart 而言，這一事件使投資者重新思考其長期可持續性。</p>
</div><h2>Bottom Line</h2>
<div class="lb-trans"><h2>結論</h2>
</div><p>The competition for Instacart is not new, but competing with the logistics giant Amazon is another story altogether. In the bullish scenario, Instacart will continue to reap the rewards of working with a large number of supermarket chains, which gives customers access to a wide range of products that Amazon cannot provide. It also has a very strong presence in the market among the people who like doing their shopping at a particular store.</p>
<div class="lb-trans"><p>Instacart 面臨的競爭並不新鮮，但與物流巨頭亞馬遜競爭則是另一回事。在樂觀的情況下，Instacart 將繼續從與眾多超市連鎖合作中獲益，這使客户能夠接觸到亞馬遜無法提供的廣泛產品。它在喜歡在特定商店購物的人羣中也有着非常強的市場存在。</p>
</div><p>On the contrary, even if all that is true, it will not count if Amazon is going to keep on getting faster, making it inexpensive, and at the same time incorporating delivery of groceries to be more of a Prime thing. Deals on perishables are booming, and new areas of the market are all set for the year 2026. The fate of Instacart will depend on its ability to innovate quickly, through pricing, service differentiation, or deeper retail integrations. Instacart is still in the race as the delivery competition intensifies, but Amazon’s latest strategy has moved the ground.</p>
<div class="lb-trans"><p>相反，即使這一切都是真的，如果亞馬遜繼續加快速度、降低成本，同時將雜貨配送更多地納入 Prime 服務中，這一切也將無關緊要。易腐商品的交易正在蓬勃發展，新的市場領域也為 2026 年做好了準備。Instacart 的命運將取決於其快速創新的能力，無論是通過定價、服務差異化，還是更深層次的零售整合。隨着配送競爭的加劇，Instacart 仍在競爭中，但亞馬遜的最新策略已經改變了遊戲規則。</p>
</div>

亞馬遜的當日送達雜貨服務擴張對 Instacart 股票造成影響