Amazon.com, Inc. (AMZN.US) is fully entering the third-party logistics market, and the transportation sector is under collective pressure.

On Monday, the transportation sector of the US stock market saw a significant drop, following Amazon.com, Inc. (AMZN.US) announcing the expansion of its logistics services, officially opening up its delivery network to third-party businesses, which is seen by the market as a direct challenge to traditional courier and freight companies. Amazon.com, Inc.'s stock price hit a historical high of $276.1 during trading. FedEx Corporation (FDX.US) saw its stock price drop over 9% in response to this news, marking the largest single-day drop in over a year; United Parcel Service (UPS.US) also saw its stock price fall by over 9.7% at one point. Meanwhile, logistics companies such as Forward Air Corporation (FWRD.US) and GXO Logistics (GXO.US) both recorded double-digit declines, with several trucking companies feeling the pressure as well, including a drop of over 5% for Old Dominion Freight Line (ODFL.US). Amazon.com, Inc. announced that it will open up its logistics network to non-platform sellers, providing integrated services including freight, warehousing distribution, fulfillment, and parcel delivery. The services will target manufacturing and retail companies, such as 3M (MMM.US) and Lands' End. For a long time, Amazon.com, Inc. has been building its own logistics system to improve the delivery efficiency and timeliness of platform sellers. Now, the company is trying to commercialize its extensive warehousing and transportation network, utilizing unused capacity to provide services externally and expand its business boundaries. Analysts at Morgan Stanley point out that this move could become a "turning point" in the North American freight transportation industry. Air cargo companies and parcel carriers will be the first to feel the impact, while trucking, rail transportation, maritime transport, and warehouse operators also face potential challenges. Nate Skiver, founder of logistics consulting firm LPF Spend Management, states that Amazon.com, Inc. has gradually been outsourcing its supply chain capabilities in recent years, and this consolidation of end-to-end services and unified market launch will have a profound impact on the landscape of the US logistics industry.