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Amazon and Temu’s owner sees stock-market pressure as U.S. Postal Service to stop accepting Chinese parcels - MarketWatch

1. US Postal Service halts accepting parcels from China and Hong Kong. 2. 10% tariff on Chinese goods added, impacting e-commerce dynamics. 3. Amazon relies on Chinese sellers, which make up 50% of top sellers.

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FAQ

Why Bearish?

The halt on parcels impacts Amazon's revenue from third-party sellers. Historically, trade tensions affect Amazon shares negatively.

How important is it?

Tariffs and customs changes directly affect Amazon's sales and operational model. The significant reliance on Chinese sellers makes this news especially pertinent.

Why Short Term?

The immediate tariff impact suggests short-term revenue declines for Amazon. Past tariffs have similarly led to quick stock reactions.

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