(以下内容从国金证券《零售渠道变革系列:亚马逊持续进化复盘,构筑市集业务深度护城河》研报附件原文摘录)亚马逊是全球科技电商龙头,坚持长期主义打造“增长飞轮”,过去20年收入增速约26.4%。公司以零售+AWS双轮驱动,零售业务以自建物流及平台生态为壁垒,AWS业务享受云计算及AI潮流红利。本文深度复盘公司发展历史,尤其聚焦电商板块,总结成功经验并跟踪最新动态,并提出对中国出海卖家及本土电商平台的...
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