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iOS丹丹自动化录制专用
2023-03-06
henhAO
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iOS丹丹自动化录制专用
2022-12-07
$名创优品(MNSO)$
iOS丹丹自动化录制专用
2023-03-06
ggh
Temu大战Shein，当下美国零售业最火的是两家中国公司
Go to Tiger App to see more news
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href=\"https://laohu8.com/S/RIO\">力拓</a>和<a href=\"https://laohu8.com/S/BBL\">必和必拓</a>均跌超2%。近期铁矿石价格过快上涨，再度引发监管层注意。</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>盘前一度跌超4%，截至发稿，该股跌超1%。消息面上，Silvergate Capital公告称，无法在3月16日的期限之前向SEC提交10-K年报。同时警告可能存在资本金不足的问题，正在评估一系列后续事件对公司持续经营能力的影响。</p><p><a href=\"https://laohu8.com/S/TCOM\">携程网</a>盘前涨1.5%，今日盘后发布财报。市场预计亏损大幅收窄。</p><p>极星汽车盘前涨2%，2022年公司营收同比增长84%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动 | 部分ChatGPT概念股大涨！新东方、拼多多等中概股走弱</title>\n<style 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17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，美股指期货微幅震荡，道指期货跌0.03%，纳指期货涨0.19%，标普500指数期货涨0.08%。<img src=\"https://static.tigerbbs.com/1006702f489741d703f9a1f5719afc23\" tg-width=\"828\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/></p><p>部分ChatGPT概念股盘前上涨，<a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a>涨超10%， Bigbear.ai Holdings涨超6% ，SoundHound AI涨超3%。</p><p>部分中概股盘前走弱，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超1%。</p><p>铁矿石概念股走弱，<a href=\"https://laohu8.com/S/RIO\">力拓</a>和<a href=\"https://laohu8.com/S/BBL\">必和必拓</a>均跌超2%。近期铁矿石价格过快上涨，再度引发监管层注意。</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>盘前一度跌超4%，截至发稿，该股跌超1%。消息面上，Silvergate Capital公告称，无法在3月16日的期限之前向SEC提交10-K年报。同时警告可能存在资本金不足的问题，正在评估一系列后续事件对公司持续经营能力的影响。</p><p><a href=\"https://laohu8.com/S/TCOM\">携程网</a>盘前涨1.5%，今日盘后发布财报。市场预计亏损大幅收窄。</p><p>极星汽车盘前涨2%，2022年公司营收同比增长84%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BK4204":"教育服务","BK4553":"喜马拉雅资本持仓","TTTN":"老虎中美互联网巨头ETF","LU0051755006.USD":"摩根大通中国A (dist)","BK4531":"中概回港概念","09901":"新东方-S","PDD":"拼多多","BK1588":"回港中概股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","EDU":"新东方","SG9999001051.SGD":"United Asia Fund SGD",".DJI":"道琼斯","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H",".SPX":"S&P 500 Index","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132992461","content_text":"3月6日，美股指期货微幅震荡，道指期货跌0.03%，纳指期货涨0.19%，标普500指数期货涨0.08%。部分ChatGPT概念股盘前上涨，Buzzfeed涨超10%， Bigbear.ai Holdings涨超6% ，SoundHound AI涨超3%。部分中概股盘前走弱，高途跌近4%，新东方跌近3%，拼多多、唯品会、百度、哔哩哔哩跌超1%。铁矿石概念股走弱，力拓和必和必拓均跌超2%。近期铁矿石价格过快上涨，再度引发监管层注意。Silvergate Capital盘前一度跌超4%，截至发稿，该股跌超1%。消息面上，Silvergate Capital公告称，无法在3月16日的期限之前向SEC提交10-K年报。同时警告可能存在资本金不足的问题，正在评估一系列后续事件对公司持续经营能力的影响。携程网盘前涨1.5%，今日盘后发布财报。市场预计亏损大幅收窄。极星汽车盘前涨2%，2022年公司营收同比增长84%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940407648,"gmtCreate":1678088828184,"gmtModify":1678089359564,"author":{"id":"4100686175134590","authorId":"4100686175134590","name":"iOS丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100686175134590","authorIdStr":"4100686175134590"},"themes":[],"htmlText":"ggh","listText":"ggh","text":"ggh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940407648","repostId":"1134332177","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920038968,"gmtCreate":1670390147255,"gmtModify":1676538358779,"author":{"id":"4100686175134590","authorId":"4100686175134590","name":"iOS丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100686175134590","authorIdStr":"4100686175134590"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/MNSO\">$名创优品(MNSO)$ </a>","listText":"<a href=\"https://ttm.financial/S/MNSO\">$名创优品(MNSO)$ </a>","text":"$名创优品(MNSO)$","images":[{"img":"https://community-static.tradeup.com/news/679644a874902c231f78ab1307f0774e","width":"1125","height":"2187"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920038968","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940407648,"gmtCreate":1678088828184,"gmtModify":1678089359564,"author":{"id":"4100686175134590","authorId":"4100686175134590","name":"iOS丹丹自动化录制专用","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100686175134590","authorIdStr":"4100686175134590"},"themes":[],"htmlText":"ggh","listText":"ggh","text":"ggh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940407648","repostId":"1134332177","repostType":4,"repost":{"id":"1134332177","kind":"news","pubTimestamp":1678075019,"share":"https://ttm.financial/m/news/1134332177?lang=&edition=fundamental","pubTime":"2023-03-06 11:56","market":"us","language":"zh","title":"Temu大战Shein，当下美国零售业最火的是两家中国公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1134332177","media":"华尔街见闻","summary":"两家来自中国的电商在海外市场的“火药味”越来越浓。","content":"<html><head></head><body><blockquote><b>Temu的GMV还不到Shein的十分之一，但鉴于前者强大的运作能力，两家来自中国的电商在海外市场的“火药味”越来越浓。</b></blockquote><p>Temu的出现如“平地一声雷”，让Shein不得不防。</p><p>3月5日，苹果App Store上下载最多的三个免费应用程序是Temu、CapCut（TikTok视频编辑器，“剪映”海外版）和TikTok；Google Play商店中下载最多是Temu、TikTok和Shein。</p><p>媒体分析指出，自拼多多跨境电商Temu横空出世以来，其增长势头迅猛，<b>连续几个月“霸榜”美国应用程序排名，多次将Shein挤下App下载排行冠军的位置。</b></p><p>截至2023年2月23日，Temu App新增下载量4000多万，新增用户增速第一，AppStore购物榜霸榜69天、Google Play购物榜霸榜114天；冠名2023北美“超级碗”电视广告覆盖1亿用户；单品日销过万件，单店日销过三万件。</p><p><img src=\"https://static.tigerbbs.com/2bf25120c301066c362f107577dbf1ea\" tg-width=\"640\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p>Temu凭借着强劲的冲击力，及与Shein非常相似的定位不断占领美国市场，这对于Shein来说，即便不是正面进攻，至少也是高强度的侧翼打击。</p><p>媒体援引知情人士消息称，打响知名度仅是Temu 主导在线购物领域的的第一步，<b>Temu将Shein视为现阶段最强劲的竞争对手，并希望在未来几年逐步超越Shein，最终在美国的市场份额能逐步逼近亚马逊和ebay。</b></p><p>根据数据分析公司YipitData的数据统计，Temu在登陆美国的5个月内实现了约5亿美元的 GMV（商品交易总额），仅在今年1月，GMV就接近2亿美元。</p><p>媒体分析指出，目前，Temu的GMV还不到Shein的十分之一，尚存天壤之别，但鉴于强大的运作能力，以及母公司拼多多的财力，<b>在不久的将来，大概率将实现病毒式的几何级增长。</b></p><p><b>Temu大战Shein</b></p><p>媒体分析指出，现在Temu已经以“更低的价格”狂扫美国市场，牢牢抓住了美国消费者的心。</p><p>一方面，Temu延续了拼多多在中国的<b>“社交裂变”模式，实现新用户快速增长，</b>另一方面Temu通过广告打响了知名度，在刚刚过去的全美橄榄球总决赛“超级碗”上，其斥资1亿元买了60秒的广告，成为超级碗史上最年轻的广告品牌之一，也使其“便宜”的定位进一步根植于美国消费者心中。</p><p>而长期以来，Shein在美国消费者心中的定位为“来自中国的、低价的、全款式服装购物App ”，两者之间的重叠性不言而喻。</p><p>有分析称，尽管这两家公司都是便宜产品的代名词，但Shein为自营品牌，而Temu则是一个平台，不进行设计和生产，而是招募第三方卖家在其平台上开设网店，卖家将产品送到Temu的仓库后，公司负责发货、营销和推广以及售后服务。</p><p>此前有分析指出，撑起Temu发展速度的，不仅在于拼多多复制了自己过往的成功经验，也包含背后庞大供应商群体的配合，但由于Temu掌控核价权，供应商在合作中颇为被动，<b>供货被不断压低价格，赚钱并非易事，目前，已有部分商家因不赚钱对未来持怀疑态度。</b></p><p>而现在，Shein也<b>即将在美国启动平台模式目前</b>，Shein已经在巴西、墨西哥启动了平台式商城了，并在招募新卖家（new seller）<b>。无论是Shein在扩大品类（多品牌运作），还是推出平台模式，与同样背靠中国供应链、主打低价的Temu必有一战</b>。在性价比赛道，2012年成立的Shein的访问量是TEMU的3-4倍。</p><p>今年稍早，Shein在一份面向投资者的演示稿中指出，2025年营收将翻一番，达到585亿美元，GMV（商品交易总额）达到806亿美元。</p><p>由于Temu的杀入，Shein要实现这一目标压力陡增，媒体报道称，Shein正洽谈筹集30亿美元的融资，其估值已从此前的1000亿美元降至640亿美元。同时，有分析认为，</p><p>Shein和Temu的竞争可能不止于美国市场。据悉，Temu卖家中心后台加拿大站已开始内测。两家来自中国的电商在海外市场的“火药味”越来越浓。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Temu大战Shein，当下美国零售业最火的是两家中国公司</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTemu大战Shein，当下美国零售业最火的是两家中国公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 11:56 北京时间 <a href=https://wallstreetcn.com/articles/3683359><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Temu的GMV还不到Shein的十分之一，但鉴于前者强大的运作能力，两家来自中国的电商在海外市场的“火药味”越来越浓。Temu的出现如“平地一声雷”，让Shein不得不防。3月5日，苹果App Store上下载最多的三个免费应用程序是Temu、CapCut（TikTok视频编辑器，“剪映”海外版）和TikTok；Google Play商店中下载最多是Temu、TikTok和Shein。媒体...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683359\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf08399c726f5c590fd07869bd297234","relate_stocks":{"PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3683359","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134332177","content_text":"Temu的GMV还不到Shein的十分之一，但鉴于前者强大的运作能力，两家来自中国的电商在海外市场的“火药味”越来越浓。Temu的出现如“平地一声雷”，让Shein不得不防。3月5日，苹果App Store上下载最多的三个免费应用程序是Temu、CapCut（TikTok视频编辑器，“剪映”海外版）和TikTok；Google Play商店中下载最多是Temu、TikTok和Shein。媒体分析指出，自拼多多跨境电商Temu横空出世以来，其增长势头迅猛，连续几个月“霸榜”美国应用程序排名，多次将Shein挤下App下载排行冠军的位置。截至2023年2月23日，Temu App新增下载量4000多万，新增用户增速第一，AppStore购物榜霸榜69天、Google Play购物榜霸榜114天；冠名2023北美“超级碗”电视广告覆盖1亿用户；单品日销过万件，单店日销过三万件。Temu凭借着强劲的冲击力，及与Shein非常相似的定位不断占领美国市场，这对于Shein来说，即便不是正面进攻，至少也是高强度的侧翼打击。媒体援引知情人士消息称，打响知名度仅是Temu 主导在线购物领域的的第一步，Temu将Shein视为现阶段最强劲的竞争对手，并希望在未来几年逐步超越Shein，最终在美国的市场份额能逐步逼近亚马逊和ebay。根据数据分析公司YipitData的数据统计，Temu在登陆美国的5个月内实现了约5亿美元的 GMV（商品交易总额），仅在今年1月，GMV就接近2亿美元。媒体分析指出，目前，Temu的GMV还不到Shein的十分之一，尚存天壤之别，但鉴于强大的运作能力，以及母公司拼多多的财力，在不久的将来，大概率将实现病毒式的几何级增长。Temu大战Shein媒体分析指出，现在Temu已经以“更低的价格”狂扫美国市场，牢牢抓住了美国消费者的心。一方面，Temu延续了拼多多在中国的“社交裂变”模式，实现新用户快速增长，另一方面Temu通过广告打响了知名度，在刚刚过去的全美橄榄球总决赛“超级碗”上，其斥资1亿元买了60秒的广告，成为超级碗史上最年轻的广告品牌之一，也使其“便宜”的定位进一步根植于美国消费者心中。而长期以来，Shein在美国消费者心中的定位为“来自中国的、低价的、全款式服装购物App ”，两者之间的重叠性不言而喻。有分析称，尽管这两家公司都是便宜产品的代名词，但Shein为自营品牌，而Temu则是一个平台，不进行设计和生产，而是招募第三方卖家在其平台上开设网店，卖家将产品送到Temu的仓库后，公司负责发货、营销和推广以及售后服务。此前有分析指出，撑起Temu发展速度的，不仅在于拼多多复制了自己过往的成功经验，也包含背后庞大供应商群体的配合，但由于Temu掌控核价权，供应商在合作中颇为被动，供货被不断压低价格，赚钱并非易事，目前，已有部分商家因不赚钱对未来持怀疑态度。而现在，Shein也即将在美国启动平台模式目前，Shein已经在巴西、墨西哥启动了平台式商城了，并在招募新卖家（new seller）。无论是Shein在扩大品类（多品牌运作），还是推出平台模式，与同样背靠中国供应链、主打低价的Temu必有一战。在性价比赛道，2012年成立的Shein的访问量是TEMU的3-4倍。今年稍早，Shein在一份面向投资者的演示稿中指出，2025年营收将翻一番，达到585亿美元，GMV（商品交易总额）达到806亿美元。由于Temu的杀入，Shein要实现这一目标压力陡增，媒体报道称，Shein正洽谈筹集30亿美元的融资，其估值已从此前的1000亿美元降至640亿美元。同时，有分析认为，Shein和Temu的竞争可能不止于美国市场。据悉，Temu卖家中心后台加拿大站已开始内测。两家来自中国的电商在海外市场的“火药味”越来越浓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
