#TradFi交易分享挑战 Analysis of the Long-Term Impact of Amazon Logistics Expansion on UPS
1. Dramatic Changes in Market Structure
Key Trend: Amazon is expected to surpass USPS to become the largest parcel carrier in the U.S. by 2028, while UPS has fallen to third place.
2. The "Watermark" Event in May 2026
Amazon announced the launch of Amazon Supply Chain Services (ASCS) on May 4, 2026, officially opening its logistics network to all businesses:
Service Scope: Freight transportation, parcel delivery, integrated warehousing and distribution
Infrastructure: Over 100 aircraft, extensive warehouse netw