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2021-11-01
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Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示，亚马逊目前是“最重要的投资”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":849917026,"tweetId":"849917026","gmtCreate":1635723856820,"gmtModify":1635723858256,"author":{"id":3575859659136593,"idStr":"3575859659136593","authorId":3575859659136593,"authorIdStr":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":462,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Buy more </p></body></html>","htmlText":"<html><head></head><body><p>Buy more </p></body></html>","text":"Buy more","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/849917026","repostId":1161741054,"repostType":4,"repost":{"id":"1161741054","kind":"news","pubTimestamp":1635723637,"share":"https://www.laohunote.com/m/news/1161741054?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:40","market":"us","language":"en","title":"Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示，亚马逊目前是“最重要的投资”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161741054","media":"finance.yahoo","summary":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near ","content":"<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期，预计短期内将面临更多痛苦，一位分析师表示，这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播（上图视频）：“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后，“他们仍然在苦苦挣扎，”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难，”丘昆巴解释道。“你需要把这些人放在仓库里，你需要把他们放在卡车上。否则，坦率地说，整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入，目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元，今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂： 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决，因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度，我们预计消费者业务将产生数十亿美元的额外成本，因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响，”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内，这对我们来说会很昂贵，但对我们的客户和合作伙伴来说，这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为，鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺，贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外，还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日，一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。（路透社/布伦丹·麦克德米德。）</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初，”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金，”丘昆巴说。“我们在供应链中看到了这种低效率，我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前，选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定，”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日，亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看，该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了，现在每年 118 美元。我真的认为他们可以提高这个价格，”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说，亚马逊的另一个选择是“提高向第三方卖家收取的费用，他们甚至可以提高第一方的价格”。“顺便说一句，我们从很多公司那里听到，你知道，消费者对价格上涨并不满意。”</blockquote></p><p></p>","source":"lsy1612507957220","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's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示，亚马逊目前是“最重要的投资”</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's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示，亚马逊目前是“最重要的投资”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-01 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期，预计短期内将面临更多痛苦，一位分析师表示，这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播（上图视频）：“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后，“他们仍然在苦苦挣扎，”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难，”丘昆巴解释道。“你需要把这些人放在仓库里，你需要把他们放在卡车上。否则，坦率地说，整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入，目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元，今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂： 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决，因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度，我们预计消费者业务将产生数十亿美元的额外成本，因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响，”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内，这对我们来说会很昂贵，但对我们的客户和合作伙伴来说，这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为，鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺，贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外，还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日，一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。（路透社/布伦丹·麦克德米德。）</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初，”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金，”丘昆巴说。“我们在供应链中看到了这种低效率，我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前，选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定，”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日，亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看，该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了，现在每年 118 美元。我真的认为他们可以提高这个价格，”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说，亚马逊的另一个选择是“提高向第三方卖家收取的费用，他们甚至可以提高第一方的价格”。“顺便说一句，我们从很多公司那里听到，你知道，消费者对价格上涨并不满意。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html\">finance.yahoo</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://finance.yahoo.com/news/amazons-most-important-investment-143639871.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161741054","content_text":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.\n\"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.\n\"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"\nChukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.\n\n'It’ll be expensive for us in the short term': Amazon\nAmazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.\n\"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"\nChukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.\nAn employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)\nSupply chainissues continue to drag on as well.\n\"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"\nThe losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"\nAnd ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.\nAndy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term\nLonger-term, there are many options the company could take to recover many of these losses.\n\"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"\nAnother one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1259,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/849917026"}
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