字节跳动Q2营收290亿美元逼近Meta 阿里巴巴拟收购韩国电商平台
中国科技巨头营收表现亮眼 | Chinese Tech Giants Show Strong Revenue Performance
据The Information报道，字节跳动今年第二季度营收达到290亿美元，同比增长约40%。这一数字已十分接近Meta同期320亿美元的营收规模。
According to The Information, ByteDance reported $29 billion in revenue for Q2 2023, representing approximately 40% year-over-year growth. This figure is approaching Meta's $32 billion revenue during the same period.
核心数据亮点： | Key Data Highlights:
- 上半年总营收540亿美元 | H1 total revenue: $54 billion
- 海外市场占比20%，主要来自TikTok | Overseas market contributes 20%, mainly from TikTok
- 当前估值约2310亿美元 | Current valuation: ~$231 billion
阿里巴巴布局韩国电商市场 | Alibaba Expands in Korean E-commerce Market
消息人士透露，阿里巴巴正寻求收购韩国主要电商平台，已与TMON、W Concept等多家平台进行数月谈判。此前阿里巴巴曾考虑收购SK Square旗下的11Street。
Sources revealed that Alibaba is seeking to acquire major Korean e-commerce platforms, having conducted months of negotiations with TMON, W Concept and others. The company previously considered acquiring 11Street under SK Square.
战略考量： | Strategic Considerations:
- 把握韩国电商平台估值回调时机 | Seizing the opportunity of valuation adjustments in Korean e-commerce
- 全球速卖通在韩MAU已排名第三 | AliExpress ranks 3rd in Korean MAU
- 计划投资1000亿韩元发展韩国业务 | Plans to invest 100 billion won in Korean market
行业影响分析 | Industry Impact Analysis
业内人士指出，阿里巴巴的进入可能改变目前由Coupang、Naver等主导的韩国电商市场格局。同时，字节跳动营收的快速增长也反映出短视频平台在广告市场的强势地位。
Industry experts note Alibaba's entry may reshape the Korean e-commerce landscape currently dominated by Coupang and Naver. Meanwhile, ByteDance's rapid revenue growth reflects the strong position of short-video platforms in the ad market.
