Core Viewpoint - The delay in enforcing a ban on TikTok benefits Snap, as it reduces competition in the social media space, allowing Snap's stock to rise while the broader market declines [1][6]. Group 1: Snap's Market Performance - Snap's stock closed more than 3% higher, contrasting positively with the slight decline of the S&P 500 index [1]. - The delay in TikTok's ban makes Snap's equity appear more attractive to investors [1][6]. Group 2: TikTok's Regulatory Situation - President Trump issued an executive order extending the delay in enforcing a law that effectively bans TikTok, with the new deadline set for December 16 [2][4]. - U.S. and Chinese officials have agreed on a "framework" for a deal that may transfer TikTok's U.S. operations to domestic companies [4]. Group 3: Potential Ownership Structure of TikTok - Reports indicate that TikTok's U.S. operations may be handed over to a consortium including Oracle, Silver Lake Technology Management, and Andreessen Horowitz, with approximately 80% ownership by U.S. investors [5].

Group 1 - Snap Inc. has experienced a significant decline, down over 40% in the past year [1] - The company faces challenges from the rise of TikTok and changes in Apple's privacy policy [1] - Despite these headwinds, there are indications of recent positive developments for Snap Inc. [1]

作为Meta最重要的收入来源之一，Instagram在2020年和2021年分别创造了220亿美元和324亿美元的 广告收入。 然而TikTok的崛起正在动摇这一核心业务的增长基础。为应对挑战，Meta正式推出短视 频功能Reels，并将其成功标准设定为：到2024年，Reels的用户使用时长需达到TikTok在2020年水平 的一半，即每位日活跃用户日均使用77分钟，预计可带来60亿美元收入。 参考资料 [1] https://www.theinformation.com/briefings/2020-instagram-projected-billions-lost-revenue-tiktok?rc=o6xpry 欢迎扫码加群参与讨论 图片来源： Unsplash 在Meta反垄断诉讼庭审的关键阶段，一份提交给董事会的内部分析报告被当庭披露，揭示了TikTok对 Instagram造成的深远影响。报告显示，由于TikTok的强势竞争，Instagram核心功能的使用时长和收 入增长均遭受重创。 根据这份2020年下半年的分析预测，Instagram动态和Stories功能的使用时长较2019年预期下降5 ...