发表时间：2023.09.19     作者：Jingyi     来源：ShoelessCai     阅读：212

本篇为彭博商业推送，百度翻译主要执笔，Jingyi 作必要调整。至此，距离译者再次接受衡量还有几天，我却莫名恐慌起来。昨天略读《江村经济》诸篇（我默认其他人懒得也阅读此类书），开始更加理解中国经济，于是开始恐慌：

妹子努力为了啥？为了不被决定命运。

别惊讶，即便我不这么写出来，所有商业场上的其他人，也会从这一点开始思考问题。做人做事，要实事求是，才能增加做成功事情的概率。现在开始翻译吧。

这篇推送文章挺有意思的，未来的杭州亚运会，也会为这座城市带来更多的机遇。

这里有一个自助设计 T-shirt 的网站，点击了解 Bonfire 。

必须知道

1.美国军方寻求援助，关于一家小时的 F-35；
2.关于通用汽车、福特、 Stellantis 是如何低估他们工会的反抗能力的？
3.芝加哥市长正推行一些列税收政策，将他与城市进入服务对立起来。

抖音的电商战略

一旦社交媒体平台获得足够用户之后，许多问题油然而生，例如，你将用他们做什么？大多数情况，平台由广告而变现。而抖音却关注另一项收入，电商。

就像 Shuli Ren 会在下一期彭博商周写的那样，这家公司今年试图变现 200 亿美元的市场。然而，许多理由都需要慎重考虑，来增加新服务的影响力：

1.印尼提供了谨慎的神话。抖音获得于2021年在当地开展，抖音商店准备超过整个国家第三大电商公司；阿里巴巴已然支持 Lazada 大概十年时间了。印尼用户评价每天花1个小时的时间在 APP 上，就像那些在美国的用户一样。

2.至今为止，抖音并不在乎通过APP在印尼赚钱，这是第二大市场（以用户数计算），仅次于美国。他们的目标是证明其平台能够帮助树立品牌及制造商向用户转化，促进用户注意力向销售量转化。策略总是头大的问题，因为现在已经明确的竞争对手。印尼最大电商平台，Shopee，由新加坡公司 Sea 持有，也依然盈利了在2022年第四季度时候。但是竞争威胁正强迫抖音再次 通过加速融资来刺激增长，继而侵蚀利润。今年第二季度，抖音电商部门的收入达到 0.66 亿美元，比去年第四季度下降了 40%。今年7月，阿里巴巴另外投资了 8.45 亿美元到 Lazada。抖音电商已经很颠覆了，因为印尼政府总是计划着反对社交媒体开展电商平台。

注意：
1.monetize with advertising 由广告而变现
2.poised to 做好做 …… 的动作
3.outsell the nation’s third-largest e-commerce company 超越美国第三大电商

Must-Reads

1.The US military is asking for help finding an F-35 fighter jet that went missing.
2.How GM, Ford and Stellantis underestimated just how combative union leadership has become.
3.Chicago’s new mayor is proposing a slew of new taxes that put him at odds with the city’s financial services industry.

Tiktok's e-commerce Tictac

Once a social media platform has amassed enough users, questions arise about what you’re going to do with all of them. Mostly, platforms are monetized with advertising, but TikTok is interested in a different revenue stream: e-commerce.

As Shuli Ren writes in the next issue of Businessweek, the company wants to have a $20 billion marketplace this year. But there are reasons to ponder the broader impact of such a new service:

Indonesia offers a cautionary tale. Launched there in 2021, TikTok Shop is already poised to outsell the nation’s third-largest e-commerce company, Alibaba Group Holding Ltd.-backed Lazada, which has been around for more than a decade. Users in Indonesia spend an average of an hour a day on the app, just like those in the US.

For now, TikTok doesn’t care about making money via the app in Indonesia, its second-biggest market, after the US, by number of users. Its goal is to prove its platform can help brands and manufacturers convert user attention into sales. That strategy is a big headache for its established rivals. Indonesia’s largest e-commerce platform, Shopee—owned by Singapore-based Sea Ltd.—became profitable for the first time in the fourth quarter of 2022. But the competitive threat is forcing it to reaccelerate investment to boost growth, cutting into profits. In the second quarter, operating income at its e-commerce division came in at $66 million, a 40% drop from the quarter ended December. In July, Alibaba invested an additional $845 million into Lazada. TikTok Shop has been so disruptive that the Indonesian government is talking about banning e-commerce on social media platforms.

长按/扫码，有您的支持，我们会更加努力！