TikTok强势崛起，Meta能否撑到元宇宙盈利时代？
核心数据对比：Meta旗下Facebook日活用户首次下降，而TikTok月活突破10亿大关
Key Data Comparison:Facebook's daily active users declined for the first time, while TikTok reached 1 billion monthly active users
Meta在最新财报会议上透露，Facebook日活用户首次出现下滑，减少约50万用户。该公司将字节跳动旗下的TikTok视为目前唯一能与Facebook抗衡的社交平台，后者正在不断抢占用户使用时长。
Meta revealed in its latest earnings report that Facebook's daily active users declined for the first time, losing approximately 500,000 users. The company identified ByteDance's TikTok as the only social platform currently competing with Facebook, steadily capturing more user engagement time.
广告收入差距悬殊：尽管TikTok用户增长迅猛，但其2021年广告收入仅约40亿美元，远低于Facebook的1000亿美元。不过，苹果隐私政策变更对Meta广告业务造成显著冲击，Snap和Pinterest等平台同样受到影响。
Advertising Revenue Gap: Despite TikTok's rapid user growth, its 2021 ad revenue was only about $4 billion, far below Facebook's $100 billion. However, Apple's privacy policy changes have significantly impacted Meta's ad business, with platforms like Snap and Pinterest also affected.
时尚领域成为新战场：TikTok通过时尚内容实现商业突破，而Meta正加速布局社交电商功能，包括Instagram应用内购物、Facebook Shops等。扎克伯格强调："我们目标是让用户发现新产品后能直接购买，无需跳转浏览器。"
Fashion Becomes New Battleground: TikTok has achieved commercial breakthroughs through fashion content, while Meta is accelerating its social commerce strategy, including Instagram in-app shopping and Facebook Shops. Zuckerberg emphasized: "Our goal is to enable users to purchase directly after discovering new products, without switching to browsers."
元宇宙转型代价高昂：Meta正大力投资AR/VR、人工智能等领域，导致利润下降。分析师Rachel Jones指出："Meta发展元宇宙是以牺牲现有业务为代价，这可能需要10年才能真正见效。"与此同时，87%的美国用户对Meta保护元宇宙隐私的能力表示担忧。
Costly Metaverse Transition: Meta is heavily investing in AR/VR and AI, leading to profit declines. Analyst Rachel Jones noted: "Meta is developing the metaverse at the expense of existing businesses, which may take 10 years to truly pay off." Meanwhile, 87% of American users are concerned about Meta's ability to protect metaverse privacy.
未来挑战：在日活用户下滑、TikTok强势竞争的情况下，Meta需要同时应对两大挑战：加速元宇宙布局，以及防止TikTok进一步蚕食市场份额。这场社交媒体的世纪之战，胜负尚未可知。
Future Challenges: With declining daily active users and TikTok's strong competition, Meta faces dual challenges: accelerating metaverse development while preventing TikTok from further eroding market share. The outcome of this social media battle remains uncertain.
