{"id":6567,"date":"2024-11-12T23:30:31","date_gmt":"2024-11-12T15:30:31","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=6567"},"modified":"2024-11-12T23:30:31","modified_gmt":"2024-11-12T15:30:31","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e6%b5%b7%e6%b4%8b%e5%85%ac%e5%8f%b8%e6%88%90%e5%8a%9f%e6%8a%b5%e5%be%a1tiktok%e5%8f%8alazada%e6%8c%91%e6%88%98%ef%bc%8c%e6%94%b6%e7%9b%8a%e8%b6%85","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=6567","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u6d77\u6d0b\u516c\u53f8\u6210\u529f\u62b5\u5fa1TikTok\u53caLazada\u6311\u6218\uff0c\u6536\u76ca\u8d85\u51fa\u9884\u671f"},"content":{"rendered":"<p>\u300aSea\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\uff0c\u5728\u4e1c\u5357\u4e9a\u7535\u5546\u5e02\u573a\u62b5\u5fa1TikTok\u53caLazada\u300b<\/p>\n<p>\u5728\u9762\u5bf9\u6765\u81ea\u4e2d\u56fd\u5bf9\u624b\u5982TikTok\u548cLazada\u7b49\u7684\u6311\u6218\u540e\uff0cSea\u516c\u53f8\u65d7\u4e0b\u7684\u7535\u5546\u5e73\u53f0Shopee\u9996\u6b21\u62a5\u544a\u51fa\u521d\u6b65\u76c8\u5229\uff0c\u5e76\u663e\u8457\u63a8\u5347\u4e86\u5176\u80a1\u7968\u4ef7\u683c\u3002<\/p>\n<p>\u5728\u7f8e\u56fd\u80a1\u5e02\u76d8\u524d\u4ea4\u6613\u4e2d\uff0cSea\u516c\u53f8\u7684\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da817%\uff0c\u539f\u56e0\u662f\u6574\u4f53\u51c0\u6536\u5165\u8d85\u51fa\u9884\u6d4b\u8fbe\u523015.33\u4ebf\u7f8e\u5143\u3002\u5728\u622a\u6b629\u6708\u5b63\u5ea6\uff0c\u9500\u552e\u989d\u589e\u957f\u81f3430\u4ebf\u7f8e\u5143\uff0c\u8fdc\u8d85\u9884\u671f\u768431%\u3002<\/p>\n<p>\u6b64\u6b21\u8d22\u52a1\u62a5\u544a\u4e3aShopee\u7f13\u89e3\u4e86\u5728\u4e1c\u5357\u4e9a\u5e02\u573a\u4e0eTikTok\u53caLazada\u6fc0\u70c8\u7ade\u4e89\u4e0b\u7684\u7591\u8651\u3002\u4e2d\u56fd\u516c\u53f8\u901a\u8fc7\u63a8\u51fa\u5305\u62ec\u804a\u5929\u673a\u5668\u4eba\u5728\u5185\u7684AI\u5de5\u5177\u6765\u63d0\u5347\u5e73\u53f0\u5bf9\u5356\u5bb6\u7684\u670d\u52a1\u529f\u80fd\uff0c\u4f01\u56fe\u524a\u5f31Shopee\u5728\u8be5\u5730\u533a\u7535\u5546\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u3002\u6b64\u5916\uff0cShein\u548cTemu\u7b49\u65b0\u664b\u73a9\u5bb6\u4e5f\u6b63\u7784\u51c6\u4eba\u53e3\u8d85\u8fc76.75\u4ebf\u7684\u4e1c\u5357\u4e9a\u5e02\u573a\uff0c\u5bfb\u6c42\u6269\u5927\u5e02\u573a\u4efd\u989d\u3002<\/p>\n<p>\u8c03\u6574\u540e\uff0cShopee\u7684\u76c8\u5229\u524d\u5229\u606f\u3001\u7a0e\u9879\u3001\u6298\u65e7\u4e0e\u644a\u9500\uff08EBITDA\uff09\u8fbe\u52303.44\u4ebf\u7f8e\u5143\uff0c\u5c3d\u7ba1\u6b64\u524d\u591a\u5e74\u8fde\u7eed\u4e8f\u635f\u3002Sea\u516c\u53f8\u7684\u6e38\u620f\u90e8\u95e8Garena\uff0c\u51ed\u501f\u5176\u76c8\u5229\u8f83\u9ad8\u5e76\u6301\u7eed\u589e\u957f\u7684\u4e1a\u7ee9\uff0c\u652f\u6301\u4e86\u6574\u4e2a\u96c6\u56e2\u7684\u8d22\u653f\u72b6\u51b5\uff0c\u5e76\u63a8\u52a8\u7535\u5546\u6218\u7565\u53d1\u5c55\u3002<\/p>\n<p>\u867d\u7136\u9762\u4e34\u7740\u6fc0\u70c8\u7684\u7ade\u4e89\u73af\u5883\uff0c\u4f46\u81ea\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0cSea\u5df2\u5c06\u5176\u5728\u4e3b\u8981\u5e02\u573a\u7684\u4ea4\u6613\u8d39\u7528\u63d0\u9ad8\u4e86\u7ea6\u4e09\u5206\u4e4b\u4e00\u3002\u8fd9\u4e00\u4e3e\u63aa\u4e0d\u4ec5\u5927\u5e45\u63a8\u9ad8\u4e86\u8d39\u7528\u6c34\u5e73\uff0c\u4e5f\u51f8\u663e\u4e86Sea\u5bf9\u5438\u5f15\u66f4\u591a\u548c\u4fdd\u7559\u5546\u5bb6\u7684\u4fe1\u5fc3\uff0c\u7279\u522b\u662f\u4f9d\u6258\u5176\u5e7f\u6cdb\u7684\u7528\u6237\u57fa\u7840\u4e0e\u6210\u719f\u7269\u6d41\u7cfb\u7edf\u4f18\u52bf\u7684\u60c5\u51b5\u4e0b\u3002<\/p>\n<p>Shopee\u7535\u5546\u7684\u5546\u54c1\u603b\u4ea4\u6613\u989d\uff08GMV\uff09\u5728\u7b2c\u4e09\u5b63\u5ea6\u540c\u6bd4\u589e\u957f25%\u81f3251\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f\u589e\u957f\u76ee\u6807\u3002\u5173\u4e8e\u8fbe\u5230\u4e00\u4ebf\u6d3b\u8dc3\u7535\u5546\u5e73\u53f0\u7528\u6237\u7684\u613f\u666f\uff0cCEO\u674e\u5148\u751f\u8868\u793a\uff0c\u5728\u65b0\u52a0\u5761\u53ec\u5f00\u7684\u4f1a\u8bae\u4e2d\u63d0\u5230\u6b64\u70b9\uff0c\u5e76\u672a\u5177\u4f53\u8bbe\u5b9a\u65f6\u95f4\u8868\u3002<\/p>\n<p>Citi\u5206\u6790\u5e08\u7684\u62a5\u544a\u6307\u51faSea\u201c\u7535\u5b50\u5546\u52a1\u8ba2\u5355\u91cf\u4e0eGMV\u589e\u957f\u7387\u5b9e\u73b0\u4e86\u5f3a\u52b2\u8d85\u8d8a\u201d\uff0c\u8d22\u52a1\u62a5\u8868\u663e\u793a\u4e86\u7ba1\u7406\u5c42\u5728\u5e73\u8861\u589e\u957f\u4e0e\u76c8\u5229\u80fd\u529b\u65b9\u9762\u7684\u9ad8\u6548\u6267\u884c\u3002\u5728\u4e0eYouTube\u5370\u5c3c\u5206\u90e8\u7684\u5408\u4f5c\u540e\uff0cShopee\u6210\u529f\u5438\u5f15\u4e86\u66f4\u591a\u6d88\u8d39\u8005\uff0c\u5e76\u5728\u8fd9\u4e00\u5173\u952e\u5e02\u573a\u4fdd\u6301\u9886\u5148\u5730\u4f4d\u3002<\/p>\n<p>\u9664\u4e86\u4e1c\u5357\u4e9a\uff0c\u5df4\u897f\u4f5c\u4e3a\u65b0\u5e02\u573a\u7684\u62d3\u5c55\u4e5f\u521d\u89c1\u6210\u6548\uff1a\u4e0a\u5b63\u5ea6\u5e73\u5747\u6bcf\u6708\u6d3b\u8dc3\u4e70\u5bb6\u6570\u91cf\u540c\u6bd4\u5927\u5e45\u589e\u52a0\u4e86\u8fd140%\uff0c\u8fd9\u5e2e\u52a9Sea\u5728\u8be5\u5730\u533a\u9996\u6b21\u5b9e\u73b0\u4e86\u8c03\u6574\u540e\u7684EBITDA\u76c8\u4e8f\u5e73\u8861\u72b6\u6001\u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href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-11-12\/sea-tops-profit-estimates-after-fending-off-tiktok-lazada\" target=\"_blank\" rel=\"noopener\">Sea Tops Profit Estimates After Fending Off TikTok, Lazada<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-11-12<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=6567\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u6d77\u6d0b\u516c\u53f8\u6210\u529f\u62b5\u5fa1TikTok\u53caLazada\u6311\u6218\uff0c\u6536\u76ca\u8d85\u51fa\u9884\u671f.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" 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