出海速递 | 浙江老板已“割”到欧美后院/TikTok 2024年收入230亿美元，占字节营收比例创新高

Group 1 - Zhejiang's established garden tool giants are likely to remain competitive due to their conscious technological transformation and channel advantages [2] - Midjourney's success is attributed to its mastery of cash flow business principles, showcasing a unique and aggressive approach [3] - The choice to go overseas should be approached with a focus on authenticity and quality, rather than merely as an investment logic [4] Group 2 - TikTok's revenue is projected to reach $23 billion in 2024, marking a 42.8% year-on-year growth and becoming the fourth largest social app globally [6][7] - AliExpress has become the second largest e-commerce platform in Saudi Arabia, reflecting the rapid growth of the region's e-commerce market, which is valued at approximately $13.33 billion [7] - Pop Mart is suing 7-Eleven in the U.S. for selling counterfeit LABUBU toys, highlighting issues of brand protection in international markets [7] Group 3 - The humanoid robot sector is experiencing a positive shift, with domestic and international players making significant progress, indicating a move towards commercialization [8] - Vietnam anticipates a potential export decline of up to one-third due to proposed U.S. tariffs, which could impact key industries significantly [8] - Yiwu's import and export value reached 405.83 billion yuan in the first half of the year, reflecting a 25% year-on-year increase [8] Group 4 - AMD's CEO stated that chips produced at TSMC's Arizona facility will cost 5% to 20% more than those made in Taiwan, indicating challenges in U.S. semiconductor manufacturing [9] - Neuralink aims to achieve an annual revenue of $1 billion by 2031 through the implantation of brain-machine interface chips [9]