榜单显示，SpaceX首次成为全球价值最高的独角兽企业，但ChatGPT的母公司OpenAI的价值增长最多，达1.46万亿元，"杭州六小龙"有 三家企业上榜。 | 排名 | 《2025 全球独角兽榜》 前十名 排名 | 企业 | 价值(亿元 | 价值变化(亿元 | 国家 | 行业 | 成立年份 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 变化 | | 人民币) | 人民币) | | | | | 11 | 1 | SpaceX | 26,000 | 12,410 | 美国 | 航天 | 2002 | | 21 | 1 | OpenAl | 22.000 | 14.600 | 美国 | Al | 2015 | | 21 | -1 | 字节跳动 | 22.000 | 5.840 | 中国 | 社交媒体、 AI | 2012 | | 4 * | 浙 | ×AI | 8.400 | 浙 | 美國 | 社交媒体、 Al | 2023 | | રા | -1 | 蚂蚁集团 | 6.350 | 510 | 中国 | 金融科技 | 2014 | | 6- | ...

做TikTok运营，是不是经常感觉流量来了却抓不住，转化效果差到怀疑人生？看着同行轻松获得大量精准客户，自己却只能干瞪眼？别慌！今天就来给大家 分享TikTok精准获客矩阵截流技术，让你把流量牢牢握在手里！ 我认识一个做跨境母婴产品的团队，最开始他们一口气注册了5个TikTok账号，想着多账号布局能多占点流量。可账号内容就是单纯地展示产品，今天发婴 儿车，明天发奶瓶，账号没有统一的风格和人设，结果忙活了大半年，每个账号的粉丝都没超过1000。后来他们开始打造IP人设，把其中一个账号定位 成"超有经验的育儿妈妈"，分享自己带娃过程中的趣事、实用的育儿技巧，还会测评自家的母婴产品。没想到，短短两个月，这个账号的粉丝就突破了5 万，其他矩阵账号也跟着有了流量。 那到底该怎么打造TikTok矩阵账号的IP人设呢？首先，要明确目标受众。不同的人设吸引不同的人群，比如你的产品是针对年轻时尚的上班族，那IP人设可 以打造成职场穿搭达人；如果是面向宝妈群体，就像前面说的育儿妈妈人设就很合适。确定好受众后，再根据他们的喜好和需求，设计人设的性格、形象和 语言风格。 人设的性格要有记忆点。可以是幽默风趣的搞笑担当，也可以是专业可 ...

Core Viewpoint - The market is closely monitoring Federal Reserve Chairman Jerome Powell's latest statements regarding monetary policy and inflation concerns [1][2]. Group 1: Inflation and Economic Indicators - Powell indicated that the Federal Reserve needs more time to observe the impact of rising tariffs on inflation before considering interest rate cuts requested by President Trump. Current inflation rates have significantly decreased from mid-2022 but remain slightly above the Fed's long-term target of 2% [3]. - The Personal Consumption Expenditures (PCE) index rose by 2.3% in May, while the core PCE, excluding volatile food and energy prices, increased by 2.6% [3]. - Short-term inflation expectations have risen recently, with tariffs identified as a driving factor. However, most long-term expectations remain aligned with the Fed's 2% target [3]. Group 2: Employment and Labor Market - The overall employment situation is still strong, with an average monthly job increase of 124,000 in the first five months of the year and a low unemployment rate of 4.2% in May [3]. - Although wage growth is slowing, it continues to outpace inflation, indicating a balanced labor market that is not a significant source of inflationary pressure [3]. Group 3: Tariffs and Economic Activity - Powell noted that the increase in tariffs this year could raise prices and exert pressure on economic activity. The impact of tariffs on inflation may be temporary, reflecting a one-time price level change, but could also have more lasting effects [4]. - The Fed is in a favorable position to pause any policy changes while further assessing the economic outlook [4]. Group 4: Market Reactions - Following Powell's testimony, U.S. short-term interest rate futures slightly declined, suggesting reduced expectations for an early rate cut by the Fed [6]. - Major U.S. stock indices saw gains, with the Dow Jones up 0.85%, Nasdaq up 1.16%, and S&P 500 up 0.83% [6]. - Large tech stocks experienced mixed results, with Nvidia rising over 2% and Tesla declining over 2% [8].

Core Viewpoint - Weibo's financial performance shows a modest revenue growth with a significant increase in net profit, indicating a positive trend in profitability despite a slight revenue increase [1]. Financial Performance - As of March 31, 2025, Weibo reported total revenue of $397 million, reflecting a year-on-year growth of 0.34% [1]. - The net profit attributable to the parent company reached $107 million, marking a substantial year-on-year increase of 116.36% [1]. Market Activity - On June 24, Weibo's stock opened with a 2.05% increase, trading at $9.47 per share, with a total transaction volume of $385,500, leading to a market capitalization of $2.371 billion [1]. - On May 22, Weibo received a "Buy" rating from CMB International, with a target price set at $14.5 [1]. Company Overview - Weibo is a leading social media platform that combines public self-expression with strong social interaction and content distribution capabilities [2]. - The platform allows users to create and share content, with a focus on mobile-first design and native advertising integrated into the information flow [2]. - The majority of Weibo's revenue is derived from advertising and marketing services, including social display ads and promotional marketing ads [2].

Core Viewpoint - The execution of the TikTok ban in the U.S. has been postponed for the third time, now set to last until September 2025, allowing TikTok to continue its operations and updates in the U.S. market [2] Group 1: U.S. Market Developments - The U.S. is TikTok's most active market with over 170 million users, and the e-commerce GMV in the U.S. is expected to exceed $9 billion in 2024 despite previous shutdowns and tariff issues [2] - TikTok's advertising ecosystem is evolving, with a shift from manual ad placements to a focus on system algorithms and material quality to enhance advertising efficiency and sales conversion [3] Group 2: Global Expansion and Challenges - TikTok's global growth continues, with overseas monthly active users surpassing 1 billion, and significant e-commerce expansion in markets like Japan, Spain, Ireland, Germany, France, Italy, Brazil, and Mexico [4] - In Mexico, TikTok Shop reported a GMV increase of 208% during a promotional period, indicating strong growth potential in the region [4] - However, challenges in the Latin American market include complex tariff systems and logistics infrastructure, making it difficult for TikTok to establish a strong foothold [4] Group 3: Strategic Considerations - The U.S. represents both a revenue opportunity and a source of risk for TikTok, necessitating significant investment in compliance and negotiations [5] - The future of the TikTok ban will depend on the outcomes of ongoing negotiations, but as long as business operations continue, there will be ongoing efforts to navigate these challenges [5]

Group 1 - TikTok is accelerating its global growth and commercialization efforts, particularly in the U.S. and Latin America [2] - The Chinese express delivery company is reshaping the logistics industry in Latin America [3] - "Raytheon Technology" has completed a C round financing of hundreds of millions, with plans to increase R&D investment and expand overseas [4] Group 2 - Trump has extended the deadline for the "sell or ban" TikTok order by 90 days [5] - Baidu's autonomous taxi subsidiary, "Luo Bo Kuaipao," plans to enter the Southeast Asian market by the end of 2025 [5] - SoftBank's $20 billion investment in OpenAI may be at risk due to restructuring issues with Microsoft [5] Group 3 - SoftBank's Masayoshi Son seeks to collaborate with TSMC to build a $1 trillion AI center in Arizona [6] - Alibaba's AliExpress and Pop Mart topped the Australian download charts during the overseas 618 shopping festival [6] - The EU is investigating the corporate structure of Elon Musk's X company [6] Group 4 - Amazon's Zoox has opened its first mass production factory for autonomous taxis in California [7] - Li Xiaojia's "Drip Investment" has submitted a listing application to the Hong Kong Stock Exchange [7] - EHang and ANRA Technologies signed a MoU to collaborate on urban air mobility solutions [7] Group 5 - Jin Jing New Energy and Yiwei Lithium Energy have launched a global lithium battery recycling network platform [8] - China's Minister of Commerce discussed trade issues with the EU, including electric vehicle anti-subsidy cases [8] - China and Colombia signed a memorandum to enhance cooperation in AI and quantum technology [8] Group 6 - The Shanghai Stock Exchange held a training session on investment cooperation with Qatar [9] - CITIC Securities recommends that Hong Kong embrace the trend of integrating cryptocurrencies into the financial ecosystem [9] - Lazada and Momentum Ventures report that AI could bring a $131 billion market increment to Southeast Asian e-commerce by 2030 [9] Group 7 - The micro-short drama market in China is projected to reach 50.5 billion yuan in 2024, surpassing annual box office revenue for the first time [11] - The U.S. has made a final ruling on anti-dumping duties for low-speed passenger vehicles imported from China [11] - The Jia Yu Ningbo cross-border e-commerce fund has been established to support local enterprises in going global [11] Group 8 - Exports from Yuyao, Zhejiang to Central Asia increased by 72.5% in the first five months of the year, with water purification equipment in high demand [11]

Group 1 - Morgan Stanley reports that Meta plans to introduce advertising features in the "Status" tab of WhatsApp, which is expected to unlock significant revenue growth opportunities for the company [1] - The estimated annual revenue from this initiative could exceed $6 billion, indicating a strong potential for monetization within the platform [1] - Morgan Stanley maintains an "Overweight" rating on Meta's stock with a target price of $650 [1]

Core Viewpoint - Morgan Stanley reports that Meta plans to introduce advertising in the "Updates" tab of WhatsApp, which is expected to create a significant new revenue growth path for the company, maintaining an "Overweight" rating with a target price of $650 [1] Group 1: Advertising Strategy - Meta announced the launch of "status ads" in the "Updates" tab of WhatsApp, which will not appear in user calls or messages and will not access user chat content [1] - The "Updates" tab has approximately 1.5 billion daily active users, and the ad format is similar to Instagram Stories [1] - Meta also plans to commercialize the "Channels" feature on the platform, including the introduction of "promoted channels" and "channel subscriptions," with potential revenue sharing from subscription income in the future [1] Group 2: Revenue Projections - In a base case scenario, if users spend 2-4 minutes daily on the "Updates" tab and the ad monetization rate is similar to Pinterest's international level, WhatsApp ad revenue could reach $3-5 billion annually, contributing a 1.5%-2% uplift to Meta's 2026 revenue [2][3] - In an optimistic scenario, if the time spent on the "Updates" tab reaches 12% and the ad monetization rate matches Facebook's level, annual revenue could exceed $6 billion, providing a 3% uplift to Meta's 2026 revenue [2][3] Group 3: Long-term Growth Potential - Although the WhatsApp advertising business may have limited short-term impact on Meta's overall revenue, it is significant for providing more long-term growth options, including expansion into business messaging, search, and devices [3] - The company believes that more stable revenue and cash flow growth will enhance long-term profitability and valuation [3]

Group 1 - Apple plans to utilize AI to accelerate the design of custom chips for its devices, as stated by senior vice president of hardware technology, Johny Srouji [1] - Xiaomi acquired an industrial land in Beijing's Yizhuang New City for approximately 635 million yuan, covering an area of 485,100 square meters with a 50-year lease [2] - Musk's X platform aims to become a "super app" incorporating investment and trading functionalities, and is exploring the introduction of credit or debit cards [3] Group 2 - Microsoft is planning to lay off thousands of employees, focusing on the sales department, with announcements expected after the fiscal year ends next month [4] - Yushu Technology has completed the delivery of its C round financing, led by several major investors including Tencent and Alibaba [5] - Alibaba Cloud will launch its second data center in South Korea by the end of this month to meet the growing demand from the rapid development of generative AI [5] Group 3 - SpaceX's Starship S36 experienced a significant explosion during a static fire test, with investigations ongoing to determine the cause [6]

Group 1 - The core idea is that X, the social media platform owned by Musk, is accelerating its transformation into a "super app" by planning to introduce investment trading features and explore credit card services, aiming to replicate WeChat's all-in-one service model [1] - CEO Linda Yaccarino stated that users will soon be able to conduct investments and transactions on the X platform, with plans for a branded credit or debit card potentially launching within the year [1][2] - X Money, a digital wallet and peer-to-peer payment service, will first launch in the U.S. and then expand to other regions, allowing users to purchase goods, store value, or tip creators [2] Group 2 - X is facing significant regulatory challenges as it expands into financial services, including compliance with licensing requirements and anti-money laundering regulations [3] - The advertising business is recovering, with Yaccarino claiming that 96% of advertisers have returned to the platform, aiming to restore 2022 advertising revenue levels [4] - Despite the optimistic outlook, some advertisers remain cautious about advertising on X, and Emarketer predicts that X's revenue will increase to $2.3 billion this year, up from $1.9 billion last year, but still below the $4.1 billion revenue at the time of Musk's takeover [4] Group 3 - The relationship between X and advertisers remains tense, with reports of brands like Verizon and Ralph Lauren reaching advertising agreements after receiving threat letters [5] - Yaccarino dismissed claims of strained relationships as rumors, emphasizing that these reports are based on unnamed sources [5] - X has previously filed antitrust lawsuits against organizations it accused of coordinating an "illegal boycott" against the platform, with some brands resuming advertising after legal disputes were resolved [5]