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July 22, 2021
Uncategorized

美掀囤貨潮 好市多股價飆漲 亞馬遜被訂單塞爆

新冠病毒疫情在美國也出現擴散之虞,多家超市已經出現囤貨朝,此消息激勵好市多股價週一 (2 日) 收盤飆漲 10%。另外,由於許多人選擇網購避免與人接觸,導致亞馬遜警告近期的配送服務可能無法如期到貨與延遲。

隨著美國疫情升溫,消費者上週末湧進賣場囤積民生必需品,結帳區、停車場都大排長龍。消息激勵包括好市多、沃爾瑪等消費品股價大漲。好市多股價週一大漲 10%,是 2009 年 9 月 3 日來最大漲幅,這也帶動標普 500 指數的民生必需品類股率先脫離修正領域。數名追蹤好市多股票的分析師表示,上週末紐澤西、康州的好市多門市出現大量的人潮,社群媒體上也可以看到很多人手上拿著食物、瓶裝水、衛生紙和萬用清潔擦拭濕巾之類的民生用品。Oppenheimer 的分析師說,目前好市多因應大量人潮的情況良好。

另外,亞馬遜週一向顧客表示,Prime Now 和 Amazon Fresh 兩項服務應接不暇,到貨時間會比平常遲一些。根據消息人士透露,亞馬遜並未減少人力或配送車輛的數目,而是因為訂單暴增導致物流產能面臨瓶頸。一名亞馬遜的物流司機透露,目前網站上的瓶裝水需求激增。不過亞馬遜彈性快遞服務的物流司機不愛接到運送瓶裝水的訂單,因為重量極重且沒有配送小包裹來得輕鬆。

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