亞馬遜否認關稅標價爭議,股價震盪!




亞馬遜否認主網站將標示關稅成本 白宮指控其政治敵對行為

華盛頓消息──亞馬遜週二表示,其低價子品牌Haul曾考慮過因應美國新關稅而在部分中國製產品上標示進口關稅費用,但否認主網站Amazon.com會採取此舉。這回應了白宮指控亞馬遜此舉具敵對政治意味的說法。

這家總部位於西雅圖的零售巨頭,當天早上忙於否認Punchbowl News報道其計劃展示關稅影響價格的消息。亞馬遜坦承曾在Haul平台上探討過這個想法,但最終放棄。這消息一出,亞馬遜股價一度下跌2%,隨後回穩並略有上升。

白宮新聞秘書Karoline Leavitt稱該計劃為「亞馬遜的一項敵對政治行為」。亞馬遜則強調:「我們管理超低價Haul商店的團隊曾討論過在某些產品上標示進口費用,但這未獲批准,也不會實施。團隊經常交換各種想法。」

亞馬遜Haul專攻低價市場,與Temu和Shein競爭,主要依賴直接從中國運送貨品,以換取較低價格,但運送時間較長。美國前總統特朗普執政期間大幅提高對中國等貿易夥伴的關稅,令許多企業應接不暇。據白宮官員透露,特朗普曾致電亞馬遜創辦人兼執行主席貝佐斯,抱怨Punchbowl News的報道。

特朗普對貝佐斯評價正面:「他很親切,很快解決了問題,做了正確的事。」

汽車製造商及其他企業警告,新關稅可能大幅推高消費品成本。特朗普本月簽署行政命令,關閉「微小貨物免稅」漏洞,令來自中國和香港的低價包裹自5月2日起須繳關稅。

民主黨參議院領袖舒默呼籲大型零售商向消費者揭示關稅真實成本,表示:「我對大型企業說:讓顧客知道關稅如何影響他們的荷包。」

特朗普盟友、眾議員馬喬麗·泰勒·格林也在社交平台X發文表示:「亞馬遜,加油啊!我本來很期待有關關稅的追蹤器,好避開中國貨。」

據路透社週一報道,部分第三方賣家今年在亞馬遜「Prime Day」大促期間,減少或放棄銷售中國製折扣商品。亞馬遜週二宣布將舉辦今年的Prime Day,但未公布具體日期,與以往不同。

特朗普執政首期經常批評貝佐斯,尤其針對貝佐斯擁有的《華盛頓郵報》報道不公。貝佐斯和亞馬遜似乎嘗試修補關係,包括斥資4,000萬美元購買第一夫人梅拉尼婭·特朗普紀錄片、捐款總統就職基金,並在Prime Video播出特朗普真人秀《學徒》。

這策略似乎奏效。特朗普3月接受《大西洋月刊》訪問時稱讚貝佐斯「百分之百支持,很棒」。

不過,Leavitt週二援引路透2021年報道,稱亞馬遜曾與「中國宣傳機構」合作,強調美國人應該多買美國貨,以鞏固關鍵供應鏈和促進國內製造。

亞馬遜2021年回應稱,遵守所有適用法律和規定,中國亦不例外。

白宮週二在推特分享了該路透報道連結,亞馬遜否認關稅標示計劃後,白宮暫未立即回應。

評論與啟示:亞馬遜與美中貿易摩擦中的策略抉擇

這起事件凸顯亞馬遜在美中貿易緊張局勢中的微妙立場。作為全球最大電商平台之一,亞馬遜須在政府壓力、消費者需求與供應鏈成本間取得平衡。Haul試圖標示關稅成本,反映出低價市場對關稅敏感度高,但主網站否認此舉,顯示亞馬遜不願在政治風波中過度曝光。

白宮指責亞馬遜行動「敵對且政治化」,透露美國政府對大型科技企業在貿易政策上的期待與監督日益嚴格。對亞馬遜而言,保持與白宮良好關係同時維護商業自主權,是一場難以調和的挑戰。

此外,特朗普時代的關稅政策對跨國電商和供應鏈造成深遠影響,促使平台和賣家重新評估貨源和定價策略。消費者面對價格變化和運送延誤,也需更理性看待「低價」背後的成本結構。

未來,亞馬遜及類似平台如何在全球貿易環境下調整策略,將成為觀察國際經濟與科技企業政治經濟學的重要窗口。這同時提醒香港及全球消費者,價格背後的政治經濟因素不容忽視,消費選擇亦是政治表態的一部分。

以上文章由特價GPT API KEY所翻譯及撰寫。

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