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）和社交媒體巨頭TikTok和Pinterest合作，讓投資者和消費者都倍感振奮。
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.
根據美銀美林（BofA）分析師Justin Post的說法，這些平台將很快允許用戶在不離開應用的情況下直接購買亞馬遜的產品。這一全新的合作是整合數字商務的重要一步，旨在利用亞馬遜的可購買廣告。
TikTok, Pinterest Get 'Shoppable'
TikTok和Pinterest現在可以「購物」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.
亞馬遜一直是電子商務的先驅，這一最新進軍社交媒體的舉措，是其創新策略的證明。Post強調，與TikTok和Pinterest的合作意味着用戶可以將其亞馬遜個人資料與社交媒體帳戶綁定，獲取實時定價、運輸選擇和Prime資格。
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.
這一舉動是亞馬遜增強廣告回報率的更廣闊戰略的一部分。據Post預測，通過回報率的20%提高，追加10億美元的商品總價值（GMV）或許成爲可能。
Read Also: Amazon Vs. Temu, Shein, TikTok Shop: Who's Winning The US E-Commerce Battle?
閱讀更多：亞馬遜與Temu，Shein，TikTok Shop的電子商務之爭：誰勝誰負？。
Easing TikTok Shop Concerns
緩解TikTok商店的擔憂。
While TikTok's own eCommerce platform, TikTok Shop, has been expanding rapidly, integrating Amazon shopping directly into TikTok could provide a competitive edge.
雖然TikTok的電子商務平台TikTok商店一直在迅速擴張，但直接將亞馬遜購物整合到TikTok中可能會帶來競爭優勢。
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，通過利用TikTok廣泛的用戶群，亞馬遜有望消除投資者對TikTok商店競爭所帶來的擔憂。他補充說，由於TikTok商店的商品總價值（GMV）如今佔亞馬遜美國銷售總額的2.2%，因此這一戰略聯盟可能有助於亞馬遜重新奪回失去的領先地位。
Big Opportunities, Big Numbers
機遇又大，數字也大。
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維持亞馬遜的買入評級，並設定210美元的目標價，這意味着將上漲26.7%。隨着預計TikTok在2024年佔據美國3000億美元的數字廣告市場的3.5%，Pinterest的市場份額爲1%，亞馬遜在這些平台上的擴展存在着巨大的增長機遇。
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.
他估計，如果亞馬遜將其每年100億美元的在線廣告預算的大約5%用於這些合作伙伴關係，那麼追加10億美元的商品流通額可能成爲變革性的創舉。
Slow and Steady Wins The Race
漸進而穩紮穩打。
Though the ramp-up may be gradual, the expansion into TikTok and Pinterest reveals Amazon's confidence in maximizing social media returns.
儘管這一擴張可能會逐漸進行，但進軍TikTok和Pinterest表明亞馬遜對最大化社交媒體回報的信心。
By continuing to test innovative ad types, Amazon's expansion underscores its commitment to staying ahead in the ever-evolving digital landscape, Post says.
通過不斷測試創新的廣告類型，亞馬遜的擴張凸顯了其在不斷演變的數字領域中保持領先的承諾。
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Photo: Shutterstock
Photo: shutterstock