智通财经APP获悉,1月10日,受抖音平台去年电商交易总额同比大增76%消息影响,A股字节跳动概念股持续拉升,截至发稿,二三四五(002195.SZ)、广博股份(002103.SZ)涨停,久其软件(002279.SZ)、岭南股份(002717.SZ)、遥望科技(002291.SZ)、天地在线(002995.SZ)、游戏网络(002174.SZ)、天娱数科(002354.SZ)、中文在线(300364.SZ)等股拉升上涨。
据美国科技媒体The Information1月9日援引两位知情人士报道,字节跳动旗下的抖音平台去年电商交易总额(GMV)达到2080亿美元(约合1.41万亿元人民币),较2021年增长76%。字节跳动旗下的TikTok平台去年在东南亚的GMV增长逾三倍,达到44亿美元。
知情人士透露,字节跳动内部讨论了今年在更多国家加强电商业务的计划,包括美国、巴西、西班牙和澳大利亚。TikTok去年11月在美国上线测试其电子商务功能TikTok Shop,用户可通过应用中的TikTok Shop购买商品。
海通证券表示,以抖音、快手为代表的短视频流量目前仍处于高成长期,公司搭建的合拍平台已经具备工业化视频生产能力,连山SaaS平台开启商业化,未来有望持续助力短视频投放效率提升。
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