← @marketrebels

$UPS

看空2026-05-04
喊单前后价格走势
2026-05-04
各周期结果✗ 踏空+9.7%
1d
5d
-1.6%
21d
+9.7%
原帖
Market Rebellion · 2026-05-04

$FDX $UPS $CHRW $HIT -6% Logistics names getting crushed after Amazon launched Amazon Supply Chain Services — opening its massive freight, fulfillment & parcel network to third-party businesses. Early customers already include P&G, 3M, Lands’ End & American Eagle. Broader sector pain: $UPS -8%, GXO -10%, RXO -6%, Hub Group -4%, XPO -5%. Amazon going deeper into 3PLs. @petenajarian @jonnajarian #ITSNOTANOPTION 📙

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