Kevinchai
2021-08-02
Buy the dip
Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽……和人力</blockquote>
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Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.</p><p><blockquote>距离 2021 年还有七个月，该公司仍在疯狂追赶。尽管亚马逊在过去 18 个月内将其仓库和运输网络扩大了一倍，并雇用了与美国武装部队现役人员一样多的人员，但新数据显示，亚马逊正在投资难以想象的巨大面积来存储和运输货物。</blockquote></p><p> <h3><b>We're Hiring! (Anyone We Can Get)</b></h3> Amazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.</p><p><blockquote><h3><b>我们在招人!（我们能找到的任何人）</b></h3>亚马逊下调销售增长预期后，该公司股价周五下跌 7%，但对于许多投资者来说，物流是更大的担忧。极度紧张的劳动力市场迫使亚马逊提高工资并提供签约奖金，以吸引足够的员工。即使每 153 名美国工人中就有 1 名是亚马逊员工，全球劳动力总数为 130 万，但劳动力搜索仍在继续。</blockquote></p><p> Amazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:</p><p><blockquote>亚马逊也有打开存钱罐以获取长期市场份额的历史，这往往是以牺牲短期利润为代价的。尽管在公司 27 年的历史中，这一策略为该公司赢得了一些批评，但资金水龙头并不会被关闭：</blockquote></p><p> <ul> <li>Amazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.</li> <li>In the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.</li> </ul> <b>One-Day, Someday:</b> Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). <a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a> analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"</p><p><blockquote><ul><li>据物流咨询公司 MWPVL International 称，亚马逊计划在未来几年内在其全球分销网络中增加 517 个设施。这将使亚马逊已经拥有的 4.02 亿平方英尺的履约面积增加 1.76 亿平方英尺（相当于 3,696 个美式足球场的大小）。</li><li>去年，该公司的资本支出和设备租赁飙升至545亿美元，比一年前增长了约一倍。</li></ul><b>有一天，有一天：</b>亚马逊的支出部分是为了让该公司回到订单履行圣杯的道路上：保证美国各地的一天送达（当然是针对那些拥有 Prime 会员资格的人）。<a href=\"https://laohu8.com/S/CS\">瑞士信贷集团公司</a>分析师表示，亚马逊资本支出增加的好处超过了收入指引的下降，因为“消费者对更高/更快的服务水平做出了积极反应”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽……和人力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon is Running Out of Storage Space...And Manpower<blockquote>亚马逊的存储空间即将耗尽……和人力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-08-02 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There were weeks last year when <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, the world's largest e-commerce company, turned away stock shipments to its warehouses due to a lack of storage space and warehouse employees.</p><p><blockquote>去年有几个星期<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>由于缺乏存储空间和仓库员工，全球最大的电子商务公司拒绝向其仓库发货。</blockquote></p><p> Seven months through 2021, the company is still in a mad dash to catch up. Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.</p><p><blockquote>距离 2021 年还有七个月，该公司仍在疯狂追赶。尽管亚马逊在过去 18 个月内将其仓库和运输网络扩大了一倍，并雇用了与美国武装部队现役人员一样多的人员，但新数据显示，亚马逊正在投资难以想象的巨大面积来存储和运输货物。</blockquote></p><p> <h3><b>We're Hiring! (Anyone We Can Get)</b></h3> Amazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.</p><p><blockquote><h3><b>我们在招人!（我们能找到的任何人）</b></h3>亚马逊下调销售增长预期后，该公司股价周五下跌 7%，但对于许多投资者来说，物流是更大的担忧。极度紧张的劳动力市场迫使亚马逊提高工资并提供签约奖金，以吸引足够的员工。即使每 153 名美国工人中就有 1 名是亚马逊员工，全球劳动力总数为 130 万，但劳动力搜索仍在继续。</blockquote></p><p> Amazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:</p><p><blockquote>亚马逊也有打开存钱罐以获取长期市场份额的历史，这往往是以牺牲短期利润为代价的。尽管在公司 27 年的历史中，这一策略为该公司赢得了一些批评，但资金水龙头并不会被关闭：</blockquote></p><p> <ul> <li>Amazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.</li> <li>In the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.</li> </ul> <b>One-Day, Someday:</b> Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). <a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a> analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"</p><p><blockquote><ul><li>据物流咨询公司 MWPVL International 称，亚马逊计划在未来几年内在其全球分销网络中增加 517 个设施。这将使亚马逊已经拥有的 4.02 亿平方英尺的履约面积增加 1.76 亿平方英尺（相当于 3,696 个美式足球场的大小）。</li><li>去年，该公司的资本支出和设备租赁飙升至545亿美元，比一年前增长了约一倍。</li></ul><b>有一天，有一天：</b>亚马逊的支出部分是为了让该公司回到订单履行圣杯的道路上：保证美国各地的一天送达（当然是针对那些拥有 Prime 会员资格的人）。<a href=\"https://laohu8.com/S/CS\">瑞士信贷集团公司</a>分析师表示，亚马逊资本支出增加的好处超过了收入指引的下降，因为“消费者对更高/更快的服务水平做出了积极反应”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/01/amazon-is-running-out-of-storage-spaceand-manpower/\">The Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/08/01/amazon-is-running-out-of-storage-spaceand-manpower/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125701487","content_text":"There were weeks last year when Amazon.com, the world's largest e-commerce company, turned away stock shipments to its warehouses due to a lack of storage space and warehouse employees.\nSeven months through 2021, the company is still in a mad dash to catch up. Despite doubling its warehouse and transportation network in the last 18 months and employing as many people as the active personnel in the U.S. Armed Forces, new figures show Amazon is investing in unthinkably vast amounts of square footage for storing and shipping goods.\nWe're Hiring! (Anyone We Can Get)\nAmazon shares dropped 7% on Friday after the company lowered sales growth estimates, but for many investors, logistics are the bigger concern. An exceedingly tight labor market has forced Amazon to raise wages and throw in signing bonuses just to attract enough staff. Even with 1 out of every 153 American workers an Amazon employee and a global workforce of 1.3 million, the labor search persists.\nAmazon also has a history of breaking open the piggy bank to capture long-term market share, often to the detriment of short-term profit. Even though the strategy has earned the firm some critics over the course of the company's 27-year history, the money tap isn't about to be shut off:\n\nAmazon plans to add 517 facilities to its global distribution network in the next several years, according to logistics consultancy MWPVL International. Those will add 176 million square feet — the size of 3,696 American football fields — to the 402 million Amazon already has for fulfillment.\nIn the last year, the firm's capital expenditures and equipment leases have skyrocketed to $54.5 billion, about double the growth rate from a year ago.\n\nOne-Day, Someday: Amazon's spending is in part to get the company back on the path to the holy grail of order fulfillment: guaranteed one-day deliveries everywhere in the U.S. (for those with a Prime membership, naturally). Credit Suisse Group AG analysts said the upsides of Amazon's ramp-up in capital expenditures outweigh declining revenue guidance because \"the consumer responds positively to higher/faster service levels.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805233353"}
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