再次延期后的期限将至，TikTok在美下架会重演吗？

Core Viewpoint - TikTok is navigating significant uncertainty regarding potential bans while aggressively pursuing commercialization to expand its influence and counteract the threat of being banned [4][10]. Group 1: User Growth and Market Position - As of May, TikTok's overseas monthly active users surpassed 1 billion for the first time, indicating strong user growth despite regulatory challenges [5]. - TikTok has accumulated substantial influence among young users, which has allowed it to engage with political figures like Trump and Biden during critical moments, such as the presidential elections [9]. Group 2: E-commerce Strategy and Challenges - TikTok Shop, launched in the second half of 2023, is becoming a crucial revenue driver, achieving a GMV that surpassed its UK counterpart developed over four years within just one and a half years [10]. - The e-commerce team has set an ambitious growth target of nearly 100% for 2025, with expectations for the U.S. market to see close to 200% growth [11]. - However, the e-commerce segment faces challenges, including a decline in daily sales since March and significant price increases due to tariffs, which have led to reduced consumer engagement [12][13]. Group 3: Regulatory Environment and Future Outlook - The potential for a ban remains a significant concern, with predictions suggesting that TikTok may have to relinquish control or equity to continue operating in the U.S. market [18]. - The unpredictable nature of Trump's decisions adds to the uncertainty, as he may use the situation as a negotiation tactic [18]. - The current political climate is influencing businesses' confidence in TikTok, with many merchants reconsidering their investment in the platform and exploring alternatives like Amazon [22].