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DYIN 抖音
交易中 11-19 12:44:13 EST
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北京优虎网络科技有限公司
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简况
抖音“卖”不过时代
字母榜 · 2023-02-15
抖音“卖”不过时代
抖音外卖 合时宜的搅局者
伯虎财经 · 2023-02-14
抖音外卖 合时宜的搅局者
港股异动 | 361度(01361)升5% 1月抖音渠道销售额同比+80% 兴业指23年公司料迎品牌向上大机会
智通财经 · 2023-02-14
港股异动 | 361度(01361)升5% 1月抖音渠道销售额同比+80% 兴业指23年公司料迎品牌向上大机会
抽佣2.5%,客单价超百元,抖音能否磕下外卖?
Tech星球 · 2023-02-14
抽佣2.5%,客单价超百元,抖音能否磕下外卖?
抖音外卖冲击美团?从美团外卖的发展历程说起
虎嗅 · 2023-02-13
抖音外卖冲击美团?从美团外卖的发展历程说起
港股异动 | 顺丰同城(09699)升5% 春节期间业务单量增63% 浙商指其受益于抖音持续加深电商建设
智通财经 · 2023-02-13
港股异动 | 顺丰同城(09699)升5% 春节期间业务单量增63% 浙商指其受益于抖音持续加深电商建设
达人争夺战 美团和抖音的一次短兵相接
雪豹财经社 · 2023-02-13
达人争夺战 美团和抖音的一次短兵相接
玩美移动虚拟试妆"抖音小程序" 服务拓展至美发及彩瞳
美通社 · 2023-02-13
玩美移动虚拟试妆"抖音小程序" 服务拓展至美发及彩瞳
抖音翻不开美团的B面
光子星球 · 2023-02-10
抖音翻不开美团的B面
老干妈发生了什么?销量大降!公号停更、官微停用、抖音时隔两月刚刚更新
红星新闻 · 2023-02-10
老干妈发生了什么?销量大降!公号停更、官微停用、抖音时隔两月刚刚更新
【行业分析】抖音入局重燃“外卖市场”战火 “鲶鱼效应”下谁更焦虑?
凤凰网港股 · 2023-02-10
【行业分析】抖音入局重燃“外卖市场”战火 “鲶鱼效应”下谁更焦虑?
抖音旗下三公司诉腾讯侵权 即将开庭
凤凰网科技 · 2023-02-10
抖音旗下三公司诉腾讯侵权 即将开庭
抖音试水外卖,2023电商的战场攻入“本地”?
娱乐独角兽 · 2023-02-10
抖音试水外卖,2023电商的战场攻入“本地”?
大行评级 | 野村:专家料抖音今年外卖业务每单成本10元 难与美团竞争
金融界网站 · 2023-02-09
大行评级 | 野村:专家料抖音今年外卖业务每单成本10元 难与美团竞争
【券商聚焦】大摩维持美团-W(03690)增持评级 料抖音外卖对其威胁有限
凤凰网港股 · 2023-02-09
【券商聚焦】大摩维持美团-W(03690)增持评级 料抖音外卖对其威胁有限
进军外卖、线上开超市,抖音的野心没有边界吗?
雷达财经 · 2023-02-09
进军外卖、线上开超市,抖音的野心没有边界吗?
抖音外卖可能会让你失望
虎嗅 · 2023-02-08
抖音外卖可能会让你失望
抖音搅局外卖江湖,新卷王来了
格隆汇 · 2023-02-08
抖音搅局外卖江湖,新卷王来了
美团股价回调:受抖音涉足本地生活业务冲击 影响仍可控
雷递网 · 2023-02-08
美团股价回调:受抖音涉足本地生活业务冲击 影响仍可控
快讯:移卡股价持续走高涨14% 旗下千千惠目前已成为抖音头部本地生活服务商之一
新浪港股 · 2023-02-08
快讯:移卡股价持续走高涨14% 旗下千千惠目前已成为抖音头部本地生活服务商之一
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公司概况
公司名称:
抖音
所属市场:
NASDAQ
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09:02","pubTimestamp":1676422949,"startTime":"0","endTime":"0","summary":"但抖音依旧在推进“试点”。只有美团敢对抖音的这种支配型合作说“不”。抖音致力于建构的“既要还要”的互联网秩序,其实王兴2017年接受《财经》杂志采访时曾经描述和展望过,不过是用另一个词,“竞合”——“竞合是未来的常态”。目前抖音外卖到家服务提供两种服务,立即配送和先囤货送两种,在商家营业时间内,商品一般可在1小时左右完成配送。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NQ0aH4SGPy","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2311651991","title":"抖音外卖 合时宜的搅局者","url":"https://stock-news.laohu8.com/highlight/detail?id=2311651991","media":"伯虎财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311651991?lang=zh_cn&edition=full","pubTime":"2023-02-14 18:47","pubTimestamp":1676371632,"startTime":"0","endTime":"0","summary":"或许是为了避免和美团的正面交锋,早在抖音组建外卖团队的消息传出时,抖音官方就一概否认。目前,在抖音上搜索“外卖”二字,会出现相关的餐饮店铺,在餐饮门店下有外卖到家和到店团购两个选项。就目前而言,抖音外卖的选择和灵活性都远远不如美团。接近抖音集团内部的人士称,此次调整是基于业务发展需要。从抖音之后的动作来看,这次人事调整可能是为外卖业务做准备的。抖音在此时进场,堪称为合时宜的搅局者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NNcBK01iNY","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2311137215","title":"港股异动 | 361度(01361)升5% 1月抖音渠道销售额同比+80% 兴业指23年公司料迎品牌向上大机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2311137215","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311137215?lang=zh_cn&edition=full","pubTime":"2023-02-14 13:50","pubTimestamp":1676353848,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,361度温和走高,午后升约5%。1月份,抖音渠道部分服装品牌出现高增长,361度销售额同比+80%。兴业证券点评指,公司仍具备较强的经营韧性,2023年亚运会将带来品牌向上的大机会。截至发稿,361度涨4.70%,报3.79港元,成交额0.12亿港元。我们小幅调整盈利预测,预计22/23/24年归母净利同比增速分别为+24.6%/+20.1%/+21.7%。目标价5.06港元,“审慎增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/876005.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1500","01361","BK1227","DYIN","BK1512"],"gpt_icon":0},{"id":"2311184791","title":"抽佣2.5%,客单价超百元,抖音能否磕下外卖?","url":"https://stock-news.laohu8.com/highlight/detail?id=2311184791","media":"Tech星球","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311184791?lang=zh_cn&edition=full","pubTime":"2023-02-14 08:49","pubTimestamp":1676335785,"startTime":"0","endTime":"0","summary":"大型连锁品牌是抖音外卖目前考虑的重点。Tech星球对比发现,若是配送一份客单价为20元,距离3公里的订单,抖音外卖的配送费需要6.5元,而美团需要3元。相比其他外卖平台高达20%的抽佣比例,抖音外卖试点期间的抽佣比例仅为2.5%。据了解,抖音外卖从去年6月开始采取这一抽佣制度。进入今年,抖音外卖的动作明显加大。从今年1月开始,抖音外卖已经专门招了地推团队。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NOIwJOO4Mh","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2311792890","title":"抖音外卖冲击美团?从美团外卖的发展历程说起","url":"https://stock-news.laohu8.com/highlight/detail?id=2311792890","media":"虎嗅","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311792890?lang=zh_cn&edition=full","pubTime":"2023-02-13 16:29","pubTimestamp":1676276947,"startTime":"0","endTime":"0","summary":"抖音外卖基本不可能成为重量级的竞争者","market":"hk","thumbnail":"https://img.huxiucdn.com/article/cover/202302/13/142200499271.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","type":0,"news_type":0,"thumbnails":["https://img.huxiucdn.com/article/cover/202302/13/142200499271.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.huxiu.com/article/792971.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_huxiu","symbols":["IE0032431581.USD","LU0878005551.USD","LU0320764599.SGD","LU0348825331.USD","BK1521","LU0821914370.USD","LU0039217434.USD","LU0348788117.USD","BK1575","LU0823040885.USD","LU1242518931.SGD","LU0708995583.HKD","LU1048596156.SGD","LU0359202008.SGD","LU0326950275.SGD","BK1142","LU1023057109.AUD","LU0043850808.USD","LU0067412154.USD","LU0348735423.USD","LU0577902611.USD","LU0918141887.USD","LU1226287529.USD","LU0052750758.USD","LU0541502299.USD","LU0577902538.SGD","LU0572944931.SGD","LU1048588211.SGD","BK1583","BK1604","LU0856984785.SGD","LU0128522157.USD","LU1105468828.SGD","DYIN","IE0034224299.USD","LU0051755006.USD","LU0577902298.EUR","LU0456827905.SGD","03690","LU0577902454.USD","LU0577902371.SGD","LU0873338254.USD","LU1242518857.USD","BK1589","LU0417516738.SGD","LU0819121731.USD","LU0868486357.SGD","LU0541501648.USD","LU0029875118.USD","LU0593848301.USD"],"gpt_icon":0},{"id":"2311941528","title":"港股异动 | 顺丰同城(09699)升5% 春节期间业务单量增63% 浙商指其受益于抖音持续加深电商建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2311941528","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311941528?lang=zh_cn&edition=full","pubTime":"2023-02-13 14:15","pubTimestamp":1676268922,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,顺丰同城再度活跃,午后升约5%。浙商点评称,抖音持续加深电商建设,同城运力需求增加,利好顺丰同城等。截至发稿,顺丰同城涨5.17%,报11.80港元,成交额0.10亿港元。近日,顺丰同城发布数据指,春节期间整体业务单量增长63%,下沉三四线城市单量增长明显。中金表示,预计公司今年非IFRS净利润为600万元,实现基本盈亏平衡。考虑今年业绩增速修复,上调目标价33%至15港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/875328.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09699","BK1151","DYIN"],"gpt_icon":0},{"id":"2311919601","title":"达人争夺战 美团和抖音的一次短兵相接","url":"https://stock-news.laohu8.com/highlight/detail?id=2311919601","media":"雪豹财经社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311919601?lang=zh_cn&edition=full","pubTime":"2023-02-13 09:37","pubTimestamp":1676252271,"startTime":"0","endTime":"0","summary":"抖音随后否认了这一时间。长沙抖音探店达人宋易在抖音上有3200多个粉丝,共发布了200多条长沙本地的探店短视频。一场达人争夺战,已经在美团和抖音间悄然展开。彭蕊认为,达人更偏爱抖音的流量,商家更偏爱美团的稳定。截至2023年1月底,美团直播助手在安卓端的安装","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NMjSFDmZZF","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0359202008.SGD","LU0417516902.SGD","LU0593848301.USD","BK1583","BK1591","LU0417516738.SGD","LU0543330483.HKD","LU0029875118.USD","LU0541502299.USD","LU0672654166.SGD","LU0051755006.USD","LU0043850808.USD","LU0541501648.USD","LU0456827905.SGD","LU0821914370.USD","IE0032431581.USD","LU0979878070.USD","LU0067412154.USD","LU0456846285.SGD","LU0348805143.USD","LU0039217434.USD","LU0577902611.USD","LU1048588211.SGD","LU1242518857.USD","LU0873338254.USD","LU0819121731.USD","LU0431992006.USD","LU1226287529.USD","DYIN","LU0823040885.USD","LU0320764599.SGD","BK1575","LU0577902298.EUR","LU1023057109.AUD","BK1604","LU0348814723.USD","LU0868486357.SGD","LU0327786744.USD","LU1048596156.SGD","IE0034224299.USD","LU0708995583.HKD","LU0348816934.USD","LU0577902538.SGD","LU0359201612.USD","LU0878005551.USD","BK1142","LU1242518931.SGD","LU0856984785.SGD","03690","LU0577902371.SGD"],"gpt_icon":0},{"id":"2311915340","title":"玩美移动虚拟试妆\"抖音小程序\" 服务拓展至美发及彩瞳","url":"https://stock-news.laohu8.com/highlight/detail?id=2311915340","media":"美通社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2311915340?lang=zh_cn&edition=full","pubTime":"2023-02-13 09:00","pubTimestamp":1676250000,"startTime":"0","endTime":"0","summary":"玩美移动在抖音平台所推出的“玩美彩妆虚拟试妆”所拓展的美妆及彩瞳服务方案,可为抖音消费者提供不同于以往的数字化时尚购物体验。目前玩美抖音小程序除提供 AR虚拟试妆功能外, AI皮肤诊断服务及 AI粉底配色服务服务也可应用于抖音小程序。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://wwwold.prnasia.com/story/archive/4011420_ZH11420_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"prnasia","symbols":["BK4023","TCEHY","BK4077","PERF","DYIN"],"gpt_icon":0},{"id":"1170809871","title":"抖音翻不开美团的B面","url":"https://stock-news.laohu8.com/highlight/detail?id=1170809871","media":"光子星球","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170809871?lang=zh_cn&edition=full","pubTime":"2023-02-10 22:01","pubTimestamp":1676037681,"startTime":"0","endTime":"0","summary":"","market":"hk","thumbnail":"https://static.tigerbbs.com/65c7696d8be7c1090ce452589d05dd90","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/65c7696d8be7c1090ce452589d05dd90"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/QuCNYMhAw8vsw_StKRjXnw","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1621490938959","symbols":["LU0359201612.USD","LU0873338254.USD","LU0431992006.USD","03690","LU0979878070.USD","LU0052750758.USD","LU0868486357.SGD","LU0348735423.USD","LU0878005551.USD","LU0348788117.USD","LU1226287529.USD","LU0320764599.SGD","LU1023057109.AUD","BK1591","LU0072462343.USD","LU1048588211.SGD","DYIN","LU1328615791.USD","LU0541501648.USD","LU0359202008.SGD"],"gpt_icon":0},{"id":"2310641817","title":"老干妈发生了什么?销量大降!公号停更、官微停用、抖音时隔两月刚刚更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2310641817","media":"红星新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310641817?lang=zh_cn&edition=full","pubTime":"2023-02-10 18:45","pubTimestamp":1676025931,"startTime":"0","endTime":"0","summary":"国民辣酱老干妈,在互联网时代“声音”似乎正越来越小。红星资本局发现,老干妈多个官方社交账号已长时间未更新,官方抖音账号一度停更两个多月、官方微信公众号已停更近一年、官方微博账号更是因未年审而停用。此外,红星资本局还注意到,2022年老干妈入局直播带货,不过反响平平,单场次销售额在数千元至数万元不等,3个月直播销售额也仅为80多万元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NINFewedTw","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2310457612","title":"【行业分析】抖音入局重燃“外卖市场”战火 “鲶鱼效应”下谁更焦虑?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310457612","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310457612?lang=zh_cn&edition=full","pubTime":"2023-02-10 16:51","pubTimestamp":1676019069,"startTime":"0","endTime":"0","summary":"此消息一时间引发市场热议,有观点更是认为此为抖音正式打响与美团争夺外卖市场的信号。回应似乎避开了“是否在落地外卖业务”的重点,并称其实际运营的为“团购配送”项目,避免与美团“正面交锋”。截至10日收盘,美团延续跌势,再度跌破150港元,报148.1港元。目前美团方面并未对股价波动作出回应。多家企业下场“送外卖”虽抖音未正面回应对外卖业务布局的意图及进展,但或许仍可从其它地方窥见一斑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=0c1fc607d818714c9a7f4a7cf7d97526","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DYIN"],"gpt_icon":0},{"id":"2310615546","title":"抖音旗下三公司诉腾讯侵权 即将开庭","url":"https://stock-news.laohu8.com/highlight/detail?id=2310615546","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310615546?lang=zh_cn&edition=full","pubTime":"2023-02-10 14:49","pubTimestamp":1676011785,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 2月10日消息,据天眼查App显示,近日,北京字节跳动科技有限公司、北京字节跳动网络技术有限公司、西安字节秋实信息科技有限公司与深圳市腾讯计算机系统有限公司相关侵害作品信息网络传播权纠纷案件新增开庭公告,原告为抖音旗下三公司,被告为深圳市腾讯计算机系统有限公司,该案将于2月21日在陕西省西安市中级人民法院开庭审理。图源 天眼查此前抖音与腾讯也产生过诉讼纠纷,2021年2月2日,抖音曾向北京知识产权法院正式提交诉状,起诉腾讯垄断,不过这场诉讼最终以抖音撤诉收尾。这也是自2020年底《关于平台经济领域的反垄断指南(征求意见稿)》公布以来,国内首例发生在互联网平台之间的反垄断诉讼。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NHyWqgP9TT","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0320764755.SGD","LU0348805143.USD","LU0214875030.USD","BK1531","LU0307460666.USD","BK1586","LU0348816934.USD","IE00B3M56506.USD","LU0181495838.USD","IE00B543WZ88.USD","LU0140636845.USD","LU0320764243.SGD","LU0348814723.USD","BK4077","IE00BF5LJ272.USD","LU0051755006.USD","LU0084288322.USD","LU0293314216.USD","LU0229945570.USD","LU0052750758.USD","IE00BGV7N243.SGD","00700","LU0128522744.USD","LU0370786039.SGD","LU0128522157.USD","LU0211977185.USD","LU0029875118.USD","BK1502","LU0163747925.USD","IE0008368742.USD","LU0326950275.SGD","LU0348788117.USD","LU0320764599.SGD","TCEHY","LU0348825331.USD","BK1591","LU0072462343.USD","LU0287142896.SGD","LU0315178854.USD","LU0414403682.SGD","DYIN","LU0106959298.USD","LU0417516902.SGD","IE0032431581.USD","LU0127658192.USD","LU0067412154.USD","LU0054450605.USD","LU0359202008.SGD","LU0327786744.USD","LU0043850808.USD"],"gpt_icon":0},{"id":"2310623736","title":"抖音试水外卖,2023电商的战场攻入“本地”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310623736","media":"娱乐独角兽","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310623736?lang=zh_cn&edition=full","pubTime":"2023-02-10 08:38","pubTimestamp":1675989532,"startTime":"0","endTime":"0","summary":"自从布局本地生活业务以来,从到店业务再到试水外卖,抖音迈着大步,深入美团腹地。日前,抖音将在北京、上海、成都试点外卖业务的消息登上微博热搜榜,这一消息直接造成了美团的股价波动,甚至一度跌破150港元,跌幅超过8%。今年春节,抖音自营的货架式电商“抖音超市”在春节期间正式上线,并顺势推出“春节不打烊”活动,电商超市也迎来了新的变局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NHfEAkY188","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2310886076","title":"大行评级 | 野村:专家料抖音今年外卖业务每单成本10元 难与美团竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2310886076","media":"金融界网站","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310886076?lang=zh_cn&edition=full","pubTime":"2023-02-09 16:54","pubTimestamp":1675932844,"startTime":"0","endTime":"0","summary":" 报告称,抖音的外卖业务仍处于增长的早期阶段,去年12月和今年1月的GTV约为3亿元,而根据该行估计,美团去年的平均每月GTV为680亿元。据专案估计在扩大主要物流服务提供商的覆盖范围推动下,抖音的每单外卖成本可能会从目前的约12至13元,降至今年每单10元;而据美团称,其平台配送食品服务的每笔订单成本为6至7元。因此,对第三方外卖平台的依赖将使抖音更难与美团竞争,尤其是后者已经获得了巨大的先发优势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hk.jrj.com.cn/2023/02/09165437326585.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["DYIN","03690"],"gpt_icon":0},{"id":"2310503967","title":"【券商聚焦】大摩维持美团-W(03690)增持评级 料抖音外卖对其威胁有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2310503967","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310503967?lang=zh_cn&edition=full","pubTime":"2023-02-09 13:41","pubTimestamp":1675921312,"startTime":"0","endTime":"0","summary":"抖音当地服务业务代表回应称,目前团购服务对上述三个城市的商户开放,并将考虑扩大试点城市,但目前仍未有明确的时间表。该行继续将美团视为中国重新开放后的最佳代表股份,料其2022-25年核心收入年复合增长率将达28%。鉴于美团在当地服务方面的强大竞争力,该行预计抖音在外卖方面的竞争威胁有限,并料2023年中国本地服务业将录得强劲反弹。美团将成为高于行业增长和盈利变化的主要受益者。该行维持美团增持评级,目标价230港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=6702285534d7451892a2cd34e79af36c","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03690","DYIN"],"gpt_icon":0},{"id":"2310575446","title":"进军外卖、线上开超市,抖音的野心没有边界吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310575446","media":"雷达财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2310575446?lang=zh_cn&edition=full","pubTime":"2023-02-09 09:06","pubTimestamp":1675904775,"startTime":"0","endTime":"0","summary":"但在日活数据上,抖音保持了领先地位。资料显示,外卖市场处于“双雄鼎立”的格局。抖音超市引发关注抖音近期另一项引人注目的举动,便是在App内部上线了“抖音超市”。配送方面,在深圳市区,抖音超市提供次日达、小时达服务。这也说明与京东和天猫超市已实现的“次日达”相比,抖音超市的物流时效性也没有优势。从试营业半年到正式上线,显然抖音超市有备而来。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NG32Ujnks1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2309578543","title":"抖音外卖可能会让你失望","url":"https://stock-news.laohu8.com/highlight/detail?id=2309578543","media":"虎嗅","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2309578543?lang=zh_cn&edition=full","pubTime":"2023-02-08 23:37","pubTimestamp":1675870639,"startTime":"0","endTime":"0","summary":"绝对的透明,只是顾客心中的乌托邦","market":"us","thumbnail":"https://img.huxiucdn.com/article/cover/202302/08/214947184974.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","type":0,"news_type":0,"thumbnails":["https://img.huxiucdn.com/article/cover/202302/08/214947184974.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.huxiu.com/article/789177.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_huxiu","symbols":["DYIN"],"gpt_icon":0},{"id":"2309519284","title":"抖音搅局外卖江湖,新卷王来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2309519284","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2309519284?lang=zh_cn&edition=full","pubTime":"2023-02-08 21:08","pubTimestamp":1675861722,"startTime":"0","endTime":"0","summary":"不自我颠覆,就等着被别人颠覆","market":"us","thumbnail":"https://img3.gelonghui.com/87910-c9a0a2de-efd3-4237-8825-4fa9c8a33e8f.png","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/87910-c9a0a2de-efd3-4237-8825-4fa9c8a33e8f.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/578314","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["DYIN"],"gpt_icon":0},{"id":"2309560701","title":"美团股价回调:受抖音涉足本地生活业务冲击 影响仍可控","url":"https://stock-news.laohu8.com/highlight/detail?id=2309560701","media":"雷递网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2309560701?lang=zh_cn&edition=full","pubTime":"2023-02-08 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