美股详情

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总览公司新闻公告

抖音外卖合时宜的搅局者

港股异动 | 361度(01361)升5% 1月抖音渠道销售额同比+80% 兴业指23年公司料迎品牌向上大机会

抽佣2.5％，客单价超百元，抖音能否磕下外卖？

港股异动 | 顺丰同城(09699)升5% 春节期间业务单量增63% 浙商指其受益于抖音持续加深电商建设

跳上ChatGPT快车，抖音上市的最后一跃？

评论抖音引官司微博大V被认定侵害名誉权

【行业分析】抖音入局重燃“外卖市场”战火 “鲶鱼效应”下谁更焦虑？

凤凰网港股

抖音旗下三公司诉腾讯侵权即将开庭

凤凰网科技

抖音试水外卖，2023电商的战场攻入“本地”？

娱乐独角兽

大行评级 | 野村：专家料抖音今年外卖业务每单成本10元难与美团竞争

金融界网站

【券商聚焦】大摩维持美团－Ｗ(03690)增持评级料抖音外卖对其威胁有限

凤凰网港股

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13:50","pubTimestamp":1676353848,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，361度温和走高，午后升约5%。1月份，抖音渠道部分服装品牌出现高增长，361度销售额同比+80%。兴业证券点评指，公司仍具备较强的经营韧性，2023年亚运会将带来品牌向上的大机会。截至发稿，361度涨4.70%，报3.79港元，成交额0.12亿港元。我们小幅调整盈利预测，预计22/23/24年归母净利同比增速分别为+24.6%/+20.1%/+21.7%。目标价5.06港元，“审慎增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/876005.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1512","BK1227","01361","BK1500","DYIN"],"gpt_icon":0},{"id":"2311184791","title":"抽佣2.5％，客单价超百元，抖音能否磕下外卖？","url":"https://stock-news.laohu8.com/highlight/detail?id=2311184791","media":"Tech星球","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2311184791?lang=zh_cn&edition=fundamental","pubTime":"2023-02-14 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14:15","pubTimestamp":1676268922,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，顺丰同城再度活跃，午后升约5%。浙商点评称，抖音持续加深电商建设，同城运力需求增加，利好顺丰同城等。截至发稿，顺丰同城涨5.17%，报11.80港元，成交额0.10亿港元。近日，顺丰同城发布数据指，春节期间整体业务单量增长63%，下沉三四线城市单量增长明显。中金表示，预计公司今年非IFRS净利润为600万元，实现基本盈亏平衡。考虑今年业绩增速修复，上调目标价33%至15港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/875328.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09699","BK1151","DYIN"],"gpt_icon":0},{"id":"2311100619","title":"跳上ChatGPT快车，抖音上市的最后一跃？","url":"https://stock-news.laohu8.com/highlight/detail?id=2311100619","media":"字母榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2311100619?lang=zh_cn&edition=fundamental","pubTime":"2023-02-13 11:26","pubTimestamp":1676258812,"startTime":"0","endTime":"0","summary":"幸运的是，迎面驶来的时代快车 ChatGPT上，装载的全是故事。PICO相关负责人随后回应称，相关传言不实，PICO目前没有采用类似ChatGPT技术的产品规划。ChatGPT是一个由美国人工智能科技公司OpenAI推出的大型语言预训练模型，去年11月底上线。从长远来看，以ChatGPT为代表的AI技术，将是抖音完成技术底座升级的钥匙。ChatGPT背后的AIGC恰好具备这种潜能。ChatGPT大火，或许会促使抖音重新审视自身的AI战略，并给AI团队更多时间和空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NMqwSG5AAX","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2310071636","title":"评论抖音引官司 微博大V被认定侵害名誉权","url":"https://stock-news.laohu8.com/highlight/detail?id=2310071636","media":"财新社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310071636?lang=zh_cn&edition=fundamental","pubTime":"2023-02-11 15:42","pubTimestamp":1676101372,"startTime":"0","endTime":"0","summary":"因为针对短视频平台抖音发布的三条评论中含有“妓女从良”“制造精神鸦片”“公开打击报复”等词汇，微博账号认证为职场博主、北大社会学博士的大V姜汝祥被抖音的运营主体北京微播视界科技有限公司诉至法庭。该案经过北京两级法院审理后，财新获悉，近日，姜汝祥被认定侵犯了微播公司的名誉权，法院判令其公开发布赔礼道歉声明，并支付微播公司维权合理开支2万元。姜汝先是北京大学经济学硕士、经济社会学博士，管理学学者，曾在央视财经频道《对话》等栏目担任驻场嘉宾，出版有多本著作。据财新了解，该案的具体详情是，2020年8月左右，姜汝祥在其新浪微博账户上发布多条微博，并在其中对抖音及其运营团队进行了评论。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NJoc48KVyT","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4502","WB","BK4531","BK4526","BK4513","BK4508","DYIN","QNETCN","BK4077"],"gpt_icon":0},{"id":"2310457612","title":"【行业分析】抖音入局重燃“外卖市场”战火 “鲶鱼效应”下谁更焦虑？","url":"https://stock-news.laohu8.com/highlight/detail?id=2310457612","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310457612?lang=zh_cn&edition=fundamental","pubTime":"2023-02-10 16:51","pubTimestamp":1676019069,"startTime":"0","endTime":"0","summary":"此消息一时间引发市场热议，有观点更是认为此为抖音正式打响与美团争夺外卖市场的信号。回应似乎避开了“是否在落地外卖业务”的重点，并称其实际运营的为“团购配送”项目，避免与美团“正面交锋”。截至10日收盘，美团延续跌势，再度跌破150港元，报148.1港元。目前美团方面并未对股价波动作出回应。多家企业下场“送外卖”虽抖音未正面回应对外卖业务布局的意图及进展，但或许仍可从其它地方窥见一斑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=0c1fc607d818714c9a7f4a7cf7d97526","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DYIN"],"gpt_icon":0},{"id":"2310615546","title":"抖音旗下三公司诉腾讯侵权 即将开庭","url":"https://stock-news.laohu8.com/highlight/detail?id=2310615546","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310615546?lang=zh_cn&edition=fundamental","pubTime":"2023-02-10 14:49","pubTimestamp":1676011785,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 2月10日消息，据天眼查App显示，近日，北京字节跳动科技有限公司、北京字节跳动网络技术有限公司、西安字节秋实信息科技有限公司与深圳市腾讯计算机系统有限公司相关侵害作品信息网络传播权纠纷案件新增开庭公告，原告为抖音旗下三公司，被告为深圳市腾讯计算机系统有限公司，该案将于2月21日在陕西省西安市中级人民法院开庭审理。图源 天眼查此前抖音与腾讯也产生过诉讼纠纷，2021年2月2日，抖音曾向北京知识产权法院正式提交诉状，起诉腾讯垄断，不过这场诉讼最终以抖音撤诉收尾。这也是自2020年底《关于平台经济领域的反垄断指南(征求意见稿)》公布以来，国内首例发生在互联网平台之间的反垄断诉讼。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NHyWqgP9TT","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0043850808.USD","TCEHY","LU0348814723.USD","BK1591","LU0326950275.SGD","LU0348816934.USD","LU0348805143.USD","LU0106959298.USD","LU0315178854.USD","IE00BGV7N243.SGD","LU0067412154.USD","LU0211977185.USD","LU0054450605.USD","LU0072462343.USD","BK4077","LU0181495838.USD","LU0359202008.SGD","LU0320764243.SGD","00700","BK1531","BK1586","LU0052750758.USD","DYIN","LU0163747925.USD","LU0287142896.SGD","LU0051755006.USD","LU0293314216.USD","LU0320764755.SGD","LU0140636845.USD","LU0214875030.USD","LU0128522744.USD","LU0229945570.USD","IE00B543WZ88.USD","LU0127658192.USD","LU0307460666.USD","LU0348788117.USD","LU0370786039.SGD","IE0032431581.USD","LU0320764599.SGD","LU0417516902.SGD","LU0327786744.USD","LU0029875118.USD","LU0414403682.SGD","LU0128522157.USD","IE00BF5LJ272.USD","IE00B3M56506.USD","BK1502","IE0008368742.USD","LU0084288322.USD","LU0348825331.USD"],"gpt_icon":0},{"id":"2310623736","title":"抖音试水外卖，2023电商的战场攻入“本地”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2310623736","media":"娱乐独角兽","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310623736?lang=zh_cn&edition=fundamental","pubTime":"2023-02-10 08:38","pubTimestamp":1675989532,"startTime":"0","endTime":"0","summary":"自从布局本地生活业务以来，从到店业务再到试水外卖，抖音迈着大步，深入美团腹地。日前，抖音将在北京、上海、成都试点外卖业务的消息登上微博热搜榜，这一消息直接造成了美团的股价波动，甚至一度跌破150港元，跌幅超过8%。今年春节，抖音自营的货架式电商“抖音超市”在春节期间正式上线，并顺势推出“春节不打烊”活动，电商超市也迎来了新的变局。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8NHfEAkY188","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DYIN"],"gpt_icon":0},{"id":"2310886076","title":"大行评级 | 野村：专家料抖音今年外卖业务每单成本10元 难与美团竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2310886076","media":"金融界网站","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310886076?lang=zh_cn&edition=fundamental","pubTime":"2023-02-09 16:54","pubTimestamp":1675932844,"startTime":"0","endTime":"0","summary":"　　报告称，抖音的外卖业务仍处于增长的早期阶段，去年12月和今年1月的GTV约为3亿元，而根据该行估计，美团去年的平均每月GTV为680亿元。据专案估计在扩大主要物流服务提供商的覆盖范围推动下，抖音的每单外卖成本可能会从目前的约12至13元，降至今年每单10元；而据美团称，其平台配送食品服务的每笔订单成本为6至7元。因此，对第三方外卖平台的依赖将使抖音更难与美团竞争，尤其是后者已经获得了巨大的先发优势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.jrj.com.cn/2023/02/09165437326585.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["DYIN","03690"],"gpt_icon":0},{"id":"2310503967","title":"【券商聚焦】大摩维持美团－Ｗ(03690)增持评级 料抖音外卖对其威胁有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2310503967","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2310503967?lang=zh_cn&edition=fundamental","pubTime":"2023-02-09 13:41","pubTimestamp":1675921312,"startTime":"0","endTime":"0","summary":"抖音当地服务业务代表回应称，目前团购服务对上述三个城市的商户开放，并将考虑扩大试点城市，但目前仍未有明确的时间表。该行继续将美团视为中国重新开放后的最佳代表股份，料其2022-25年核心收入年复合增长率将达28%。鉴于美团在当地服务方面的强大竞争力，该行预计抖音在外卖方面的竞争威胁有限，并料2023年中国本地服务业将录得强劲反弹。美团将成为高于行业增长和盈利变化的主要受益者。该行维持美团增持评级，目标价230港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=6702285534d7451892a2cd34e79af36c","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DYIN","03690"],"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":154,"code":"91000000","status":"200"}],"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DYIN\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DYIN\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DYIN\",market:\"US\",delay:false,,,undefined,":{}}}