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字节跳动是否已成为互联网新纪元的霸主?
Sou Hu Cai Jing· 2026-02-16 08:10
当腾讯还在死守微信的"社交护城河",阿里还在沉迷淘宝的"电商帝国",字节跳动早已不是那个"跟在大厂后面跑的小弟"——它已化身互联网界的"新王", 用一场场血洗般的进攻,让整个行业彻底改天换地! 抖音+TikTok,新的"社交+电商江山"! 腾讯的微信和QQ,曾被捧为"国民级基础设施",用户每天刷3小时,仿佛离不开。但字节呢?抖音日活用户突破8亿,TikTok全球月活狂飙至18亿,成为全 球第一社交平台!更狠的是,用户每天在抖音上刷2.5小时,而微信仅剩1.2小时——这不是竞争,是降维打击!腾讯的"护城河"?在字节的短视频洪流中, 早已被冲得连渣都不剩。年轻人早把微信当成工作软件使用了,直接刷抖音看直播、玩挑战赛,腾讯的"社交生态"彻底被掏空! 张一鸣的"永动机"哲学,让字节成为互联网界的"超新星"! 腾讯、阿里、百度、美团这些老大哥,家底再厚、人脉再广,面对字节的"闪电战",也只是苦笑。字节的打法,是 用新战场(短视频、直播电商、AI)直 接掀翻旧秩序,再用新速度(季度迭代、全球扩张)把对手拖垮。如今,TikTok在海外的影响力甚至让美国政府都"又爱又恨"——它已不是"能抗衡",而是 已成互联网新秩序的唯一制 ...
Much ado about nothing? TikTok's U.S. usership steadies after turbulent start
CNBC· 2026-02-16 03:27
Core Insights - TikTok's U.S. joint venture has maintained a stable user base despite initial fears of a mass exodus due to service outages and censorship concerns [1][2] Group 1: User Engagement - The average number of daily active users in the U.S. remains around 95% of its usership compared to the week of January 19-25, despite a surge in deletions following the joint venture announcement [2] - Initial narratives of user discontent appear to be overstated, as the platform has not experienced significant changes in usership [1] Group 2: Joint Venture Structure - The TikTok USDS Joint Venture was established to comply with U.S. President Donald Trump's executive order requiring the divestiture of TikTok from its Chinese parent company ByteDance [3] - ByteDance retains a 19.9% stake in TikTok's U.S. operations, while Oracle, Silver Lake, and MGX each own a 15% share [3] Group 3: User Concerns and Censorship - Following the announcement, users expressed dissatisfaction with the new ownership, raising concerns about potential cronyism involving Oracle's co-founder Larry Ellison [4] - Speculation arose that TikTok might begin mining user data or censoring content critical of certain political positions, particularly regarding Immigration and Customs Enforcement [5] - CNBC confirmed that messages containing the word "Epstein" triggered an error message, although broader claims of political censorship could not be independently verified [6]
打败你(恒生科技)的不是天真,是字节
Xin Lang Cai Jing· 2026-02-13 13:02
(来源:ETF阅天下) 经常会听到不少身边人在埋怨,为什么恒生科技指数跌了这么多年了,却似乎像一个扶不起的阿斗呢? 也许这篇文章会有答案。 聊起恒生科技圈的内卷,很多人还在纠结谁是下一个"流量黑马",谁能打破现有格局。 但说实话,答案早就摆在台面上了——能打败你的从来不是天真,也不是同行的暗算,而是那个闷头 干、不张扬,却悄悄把所有赛道都卷成"红海"的字节跳动。 估计有人看到这话会跳出来反驳:"扯呢吧,字节连上市公司都不是,市值比不过腾讯阿里,怎么就成 了恒生科技的'隐形杀手'?" 这里必须说清楚,我口中的字节"无敌",从来不是指赚钱能力有多强、市值有多高,而是这家公司骨子 里的战斗力——那种不恋旧、不设限,见缝插针、逢战必冲的狠劲,放眼整个中国互联网,甚至恒生科 技圈,几乎找不到对手。 来源:市场资讯 | | 恒生科技指数前10公司中,6家和字节直接竞争,占权置40% | | A | | --- | --- | --- | --- | | | | 名称 | 权重 : | | | | 阿里巴巴-W | 8.30% | | | | 中芯国际 | 8.19% | | | | 美团-W | 7.96% | | | ...
精准锁定爆款,跨境电商5大选品绝招!
Sou Hu Cai Jing· 2026-02-13 05:54
1、速卖通选品 跨境电商,三分靠打拼,七分靠选品,但很多品类热度就像龙卷风,来得快去得更快,才刚囤完货,就无人问津。今天就来介绍几种选品方法,帮你在海 量商品中精准锁定爆款! #tiktokmademebuyit(TikTok让我买它),TikTok上的短视频专题,人们会自发分享买到的好东西,包括家居百货、3C数码电子、美妆服饰等主流品类, 不仅可以寻找潜力爆款,还能模仿他们的拍摄配乐。 4、谷歌趋势 除了俄罗斯、韩国等国外,谷歌是海外的主流浏览器,它的热度、搜索趋势,在很大程度上反映了当前产品及话题的情况,建议多对比不同搜索词,找到 高需求产品。 5、Treendly 识别热门产品的工具,整合了谷歌趋势和多个海外社媒数据,支持按照品类和地域搜索。 还想了解哪些?在评论区留言吧。(图片来源:网络) 速卖通是阿里巴巴的电子商务零售平台,成立于2010年,被卖家称为"国际版淘宝",是美国、澳大利亚等多国前十电商市场。在速卖通商城的选品功能, 或者导航栏的品类选项,可以查看当日热销品。 2、亚马逊热销品排行榜 全球知名的老牌电商平台,不仅有零售商,还有众多批发商,你如果想做无货源,可在热销品排行榜上找供应商,让亚马 ...
泡泡玛特去年上半年营收增长超2倍
提及中国,许多人会立即想到一种氛围,一种生活风尚。在TikTok上,一些美国年轻女性在庆祝她 们"人生的中国阶段",声称自己现在"变成中国人"。这包括喝热水、穿拖鞋、早餐喝粥。这些视频吸引 了数十万人观看。详戳链接→ (参考消息 视频/南方财经) #泡泡玛特40%利润来自国外# 【#泡泡玛特去年上半年营收增长超2倍#】流行文化创造认同感:日本和 韩国已通过漫画、角色扮演或韩流偶像团体展示了这一点。如今,来自中国的是名为"拉布布"的玩偶。 去年,在一些世界巨星的宣传下,它在全球成年人中引发了收集狂热。 回顾过去一年,它可被视为中国软实力的转折点——或可称之为"拉布布效应"。中国流行文化正在经历 其全球突破。总部位于北京的拉布布玩偶制造商泡泡玛特公司,在2025年上半年营收增长超过两倍,目 前其40%利润来自中国以外地区。除了拉布布之外,TikTok和Temu等应用程序跻身全球下载量最高的应 用程序之列,《黑神话:悟空》等中国电子游戏在全球也越来越受欢迎。 ...
为何说除了Tik Tok和小红书之外,我们还需要更多的外宣网络平台?
Sou Hu Cai Jing· 2026-02-12 23:07
Tik Tok和小红书的传播局限,决定了我们需要更多外宣平台来填补空白。这两大平台的内容核心多聚焦于娱乐化、生活化场景,无论是Tik Tok的短视频 娱乐、创意挑战,还是小红书的美食美妆、日常分享,都难以承载更系统、更深入的中国故事。纽约大学软实力专家袁绍御曾指出,当前中国数字内容浪 潮为世界提供了了解中国的"情感切入点",但这种影响多停留在表面,难以触及中国的发展理念、制度优势与文明深度。芝加哥全球事务委员会2025年10 月的民调显示,逾半数美国受访者支持对华合作接触政策,这一转变离不开现有平台的推动,但要让国际社会真正理解中国式现代化的内涵、中华文明的 精髓,仅靠碎片化的生活内容远远不够。此外,两大平台的受众群体多集中于年轻群体,对中老年群体、专业领域从业者等群体的触达能力有限,而这些 群体恰恰是国际社会中理解中国、传递中国声音的重要力量,需要专门的平台实现精准触达。 | 同将中文 | c TikTok 直播大屏 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | GHIL+0 ...
张一鸣,又甩出一张王炸
Xin Lang Cai Jing· 2026-02-12 02:27
Core Insights - The launch of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation, positioning it as a leader in the global AI landscape [1][6][10] - Seedance 2.0 transforms the AI video creation process from a fragmented, labor-intensive task into a streamlined, efficient workflow, enabling users to produce high-quality videos with minimal effort [3][4][5] Industry Breakthrough - Prior to Seedance 2.0, the AI video sector in China faced limitations, with existing tools being inadequate for professional use and requiring multiple software for basic tasks [3] - Seedance 2.0 introduces a dual-branch diffusion transformer architecture that allows for native synchronization of video and audio, significantly enhancing the quality and coherence of generated content [3][4] - The model's ability to generate complex scenes with high fidelity to real-world physics marks a departure from previous AI video tools, which often produced unrealistic results [4] Global Leadership - Before Seedance, the AI video generation market was dominated by Silicon Valley players like OpenAI and Runway, but Seedance has quickly established itself as a formidable competitor [6][9] - Seedance combines professional-grade output with user-friendly interfaces, making it accessible to a broader audience, including those without prior editing experience [9] - ByteDance's global strategy positions Seedance to leverage its existing user base from TikTok, enhancing its market reach from inception [9][10] ByteDance's Strategic Moves - ByteDance's founder, Zhang Yiming, continues to play a pivotal role in AI development, focusing on foundational research and talent acquisition to drive innovation [12][13] - The company plans to invest 160 billion RMB in AI by 2026, with a significant portion allocated for advanced AI processors, underscoring its commitment to long-term growth in this sector [13] - ByteDance's comprehensive AI ecosystem spans language, image, and video capabilities, creating a robust framework for future developments [14][15] Future Implications - The emergence of Seedance is expected to revolutionize content creation, allowing creators to focus on storytelling and emotional expression rather than technical execution [17] - The AI video generation sector is anticipated to experience intensified competition and transformation, with Seedance setting a new standard for quality and accessibility [17][18]
Instagram chief likens social media addiction to being hooked on a Netflix show in trial testimony
CNBC· 2026-02-11 21:46
Instagram chief Adam Mosseri said Wednesday during testimony in a high-profile social media trial that he thinks there can be problematic usage of social media, but does not think it constitutes an addiction."I'm sure I said this, but I think it's important to differentiate between clinical addiction and problematic use," said Mosseri, who noted several times that he is not a medical professional.Mosseri said that sometimes the use of the word addiction can refer to something more casually, and  noted that ...
美国疯狂出招背后:关税战只是幌子,真正战场早已转移!
Sou Hu Cai Jing· 2026-02-11 07:30
自从特朗普执政以来,他便一直热衷于发起关税战,尤其是在对中国的政策上表现得尤为突出。对于特朗普这一系列的关税举措,很多人都认为这更多的是 他在缺乏其他有效手段的情况下不得已为之的表现。毕竟,现如今,特朗普几乎只有加征关税这一途径,而中国方面似乎并没有受到太大的影响。 然而,深入分析美国加征关税的背后,我们可以看到更深层次的战略意图。关税战只是表面上的一个幌子,真正的战场早已悄然转移到了另一个方向。加 税,不过是为了为下一步的真正较量增加筹码而已。 ★★ ★ ★ * ★ t PHIN 实际上,无论是特朗普的关税战,还是他推动的效率部门改革,根本目的是为了钱。关税战启动后,虽然美国民众的生活变得更加艰难,但美国政府从中却 收获了可观的财政收入。正如特朗普所言,为了美国至上,牺牲是不可避免的。在他看来,牺牲民众的生活,换取政府更多的资金用于更宏大的计划,是完 全值得的。 从特朗普一系列行动的背后,我们可以看出,关税战并非美国的最终目标。比如,特朗普最近发布的政策,要求对中国船只在美国港口收取额外费用,而使 用美国船只则能享受部分费用豁免,这一政策显然并不单纯为了延续关税问题。此外,美国在俄乌冲突中的表现,要求乌克兰 ...
值得买澄清与特斯拉及TikTok暂无合作
Jing Ji Guan Cha Wang· 2026-02-11 04:51
以上内容基于公开资料整理,不构成投资建议。 经济观察网2026年2月10日,值得买(300785)在互动平台回应投资者称,公司目前暂时没有和特斯拉 开展项目合作,同时国际化业务也尚未与TikTok开展合作。该澄清可能影响市场对公司短期业务拓展预 期的情绪。 ...