Amazon Teams Up With TikTok, Pinterest For Shoppable Ads: Analyst Sees $1B Payoff
Amazon Teams Up With TikTok, Pinterest For Shoppable Ads: Analyst Sees $1B Payoff
In a move that's sure to excite investors and shoppers alike, Amazon.com Inc (NASDAQ:AMZN) is making waves by teaming up with social media giants TikTok and Pinterest.
Amazon.com Inc（NASDAQ:AMZN）和社交媒体巨头TikTok和Pinterest合作，让投资者和消费者都倍感振奋。
According to BofA analyst Justin Post, these platforms will soon allow users to buy products directly from Amazon without leaving their apps. The new partnerships aim to leverage Amazon's shoppable ads, marking a significant step forward in digital commerce integration.
根据美银美林（BofA）分析师Justin Post的说法，这些平台将很快允许用户在不离开应用的情况下直接购买亚马逊的产品。这一全新的合作是整合数字商务的重要一步，旨在利用亚马逊的可购买广告。
TikTok, Pinterest Get 'Shoppable'
TikTok和Pinterest现在可以“购物”了。
Amazon has long been a pioneer in e-commerce, and this latest venture into social media is a testament to its innovative strategies. Post highlights that the collaboration with TikTok and Pinterest means users can link their Amazon profiles to their social media accounts, accessing real-time pricing, shipping options, and Prime eligibility.
亚马逊一直是电子商务的先驱，这一最新进军社交媒体的举措，是其创新策略的证明。Post强调，与TikTok和Pinterest的合作意味着用户可以将其亚马逊个人资料与社交媒体帐户绑定，获取实时定价、运输选择和Prime资格。
This development is part of Amazon's broader strategy to enhance advertising ROI, potentially adding $1 billion in gross merchandise value (GMV) through a 20% improvement in returns, according to Post.
这一举动是亚马逊增强广告回报率的更广阔战略的一部分。据Post预测，通过回报率的20%提高，追加10亿美元的商品总价值（GMV）或许成为可能。
Read Also: Amazon Vs. Temu, Shein, TikTok Shop: Who's Winning The US E-Commerce Battle?
阅读更多：亚马逊与Temu，Shein，TikTok Shop的电子商务之争：谁胜谁负？。
Easing TikTok Shop Concerns
缓解TikTok商店的担忧。
While TikTok's own eCommerce platform, TikTok Shop, has been expanding rapidly, integrating Amazon shopping directly into TikTok could provide a competitive edge.
虽然TikTok的电子商务平台TikTok商店一直在迅速扩张，但直接将亚马逊购物整合到TikTok中可能会带来竞争优势。
Post notes that by tapping into TikTok's vast user base, Amazon is positioned to counteract investor concerns about competition from TikTok Shop. As TikTok Shop's GMV now accounts for 2.2% of Amazon's U.S. sales, this strategic alliance might help Amazon regain some lost ground, Post adds.
Post指出，通过利用TikTok广泛的用户群，亚马逊有望消除投资者对TikTok商店竞争所带来的担忧。他补充说，由于TikTok商店的商品总价值（GMV）如今占亚马逊美国销售总额的2.2%，因此这一战略联盟可能有助于亚马逊重新夺回失去的领先地位。
Big Opportunities, Big Numbers
机遇又大，数字也大。
Post maintains a Buy rating on Amazon, setting a price target of $210, which indicates a 26.7% upside. With TikTok projected to capture 3.5% of the $300 billion U.S. digital ad market in 2024, and Pinterest holding a 1% share, Amazon's expanded presence on these platforms signifies a significant growth opportunity, Post suggests.
Post维持亚马逊的买入评级，并设定210美元的目标价，这意味着将上涨26.7%。随着预计TikTok在2024年占据美国3000亿美元的数字广告市场的3.5%，Pinterest的市场份额为1%，亚马逊在这些平台上的扩展存在着巨大的增长机遇。
He estimates that if Amazon allocates roughly 5% of its $10 billion annual online ad budget to these collaborations, the potential for $1 billion in additional GMV could be transformative.
他估计，如果亚马逊将其每年100亿美元的在线广告预算的大约5%用于这些合作伙伴关系，那么追加10亿美元的商品流通额可能成为变革性的创举。
Slow and Steady Wins The Race
渐进而稳扎稳打。
Though the ramp-up may be gradual, the expansion into TikTok and Pinterest reveals Amazon's confidence in maximizing social media returns.
尽管这一扩张可能会逐渐进行，但进军TikTok和Pinterest表明亚马逊对最大化社交媒体回报的信心。
By continuing to test innovative ad types, Amazon's expansion underscores its commitment to staying ahead in the ever-evolving digital landscape, Post says.
通过不断测试创新的广告类型，亚马逊的扩张凸显了其在不断演变的数字领域中保持领先的承诺。
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Photo: Shutterstock
Photo: shutterstock