// 滑动组件
// 滑动组件
每日监测

Morketing每日监测3.3:影石创新科技IPO获批;奇瑞汽车向港交所提交上市申请书; DeepSeek最高日赚346万元?官方称理论收益并非实际

Wangchutian  · 2025-03-03 09:36

【摘要】 每日营销资讯

一、品牌


影石创新科技IPO获批


证监会同意影石创新科技股份有限公司首次公开发行股票并在科创板上市的注册申请。


小米汽车:小米SU7 Ultra锁单量已突破10000台,提前完成全年任务


据小米汽车官微消息,小米SU7 Ultra锁单量已突破10000台,提前完成全年任务。


周六福重新提交香港IPO申请


根据上周五晚些时候提交香港交易所的公告,周六福珠宝重新提交IPO文件。中金和中信建投国际为联席保荐人


奇瑞汽车向港交所提交上市申请书


据港交所文件,奇瑞汽车股份有限公司向港交所提交上市申请书。


MANNER回应开放加盟:无计划


针对近期“MANNER或将在今年3月底开放加盟”的说法,2月28日,MANNER官方回应表示,近期无任何开放加盟计划。目前MANNER在全国开设了将近2000家门店,全部为直营模式。2025年仍将加速拓展直营门店规模。


Spes诗裴丝成立Spes诗裴丝全球研发中心


Spes诗裴丝斥资千万成立Spes诗裴丝全球研发中心,与法国仙婷、美国格苒、美国陶氏以及浙大、中国药科大学、江南大学等国内外顶尖机构学府合作,组建由药理学博士、皮肤科专家领衔的60人研发团队,目前积累71项独家专利技术。同时,Spes诗裴丝与中国药科大学达成重要合作,携手共建“亚洲头皮库”。该项目聚焦于中国人头皮的底层生理机制,全面且系统地收集并分析不同年龄、地区、生活习惯等多元因素影响下的头皮头发生理指标。


二、互联网


李佳琦直播间38预售,国货美妆稳占榜首


2月27日晚8点,李佳琦直播间38大促正式拉开帷幕,美妆、母婴、宠物等诸多细分类目国货单品受到消费者热捧。截至2月28日下午四点,可复美胶原棒累计售出超9万件、珀莱雅超膜银管防晒售出超5万件;珀莱雅红宝石面霜、珀莱雅双抗精华面膜、Mistine小黄帽防晒霜分别登上预售曝光人数Top3。


京东亚马逊海外官方旗舰店商品突破百万


日前,京东亚马逊海外官方旗舰店正式品类拓新,上线50万款服饰鞋包新品,来自1600个国际品牌。截至目前,亚马逊海外官方旗舰店商品总数已突破百万,品牌总数超7000个。未来,旗舰店将持续每周新增10万款新品。


阿里国际旗下AI搜索引擎Accio接入DeepSeek等推理模型


阿里国际宣布旗下面向全球B2B买家的首个AI搜索引擎Accio接入DeepSeek等推理模型,正式上线深度研究、商业探索等功能。而此前,阿里国际站为中国外贸商家推出的AI工具“生意助手”也已全面接入推理模型。目前,全球已有超过10万企业在使用阿里国际站AI工具做外贸。数据显示,AI优化后的商品,转化率提升了52%,AI接待的客户,回复率提高了36%。


闲鱼验货宝日交易额峰值近亿元,“上门验货”服务3月将上线


闲鱼最新数据显示,每天通过验货宝成交的商品交易额峰值已近1亿元。同时,为进一步优化用户体验,闲鱼验货宝还将于3月推出“上门验货”服务,从“送检”到“上门检”,这一全新的服务能力将传统验货模式中约50小时的物流及检测时间缩短至“即时验货”。闲鱼验货宝相关负责人介绍,“上门验货”服务不仅缩短了交易时效,还能帮助个人卖家以高于回收价的价格售出商品,一般而言,个人通过验货宝交易卖出的商品价格往往能比传统回收价高出15%。


DeepSeek最高日赚346万元?官方称理论收益并非实际


DeepSeek3月1日在开源周最后一天抛出的”暴利”数据引发热议——V3/R1推理系统理论日利润高达346万元人民币(47.5万美元)。在这组看似惊人的数字背后,是一场关于AI模型服务商业化的现实拷问。有行业人士认为,即便按更严谨的口径计算,DeepSeek还是赚钱的,但卖DeepSeek API的厂商能否挣钱,目前业内有一些争议。DeepSeek提到,实际上并没有这么多收入,因为V3的定价更低,同时收费服务只占了一部分,面向用户的网页端和应用程序免费,另外夜间还会有折扣,导致实际收入远不及理论数值。


三、广告片


OPPO FindN5:小事不用回公司



OPPO FindN5「远控电脑」功能,帮你远程唤醒公司电脑,文件秒传工作群。小事不用回公司,休假不同带电脑。


ubras:让隐形不适,不再仅她可见



ubras三八特别策划:不仅她可见,鼓励女性从最贴身的衣物开始,重塑日常。当我们开始对一件不舒适的内衣说“不”,就多一份向更多问题追问的勇气。从今天起,让身体先舒适向前。


四、趋势洞察


黑龙江冰雪季接待游客超1.35亿人次,同比增长


据黑龙江省文化和旅游厅消息,2024—2025冰雪季,黑龙江省冰雪旅游再度火爆“出圈”。经大数据测算与中国旅游研究院研究分析,2024年11月8日至2025年2月28日,黑龙江省共计接待国内外游客13508.3万人次,同比增长18.5%,实现游客花费2117.2亿元,同比增长30.7%。


五、海外资讯


IAS 超越了广告技术公司第四季度的低迷,并在验证方面实现了长足发展


Integral Ad Science broke a streak of punishing quarterly earnings reports for public ad tech companies when it announced better-than-expected Q4 results on Friday morning.


The company’s total revenue of $153 million in Q4 was up 14% year over year. IAS earned $530 million in 2024 at a 12% growth rate.


IAS shares jumped by about 15% after the call, and the stock is now above where it stood on February 12, when The Trade Desk fell short of its earnings forecast, and the entire ad tech sector dropped in tandem.


How did IAS outperform?


Mark Kelly, an internet sector analyst at investment bank Stifel, kicked off the Q&A portion of the earnings call by noting that IAS had managed to outperform the broader ad tech category.


The opening question is often a layup.


He then asked if IAS could corroborate what DoubleVerify reported during its earnings call earlier in the week, which is that ad spend froze at the end of the year. DV and Magnite both attributed their respective Q4 slumps in part to post-election malaise.


IAS CEO Lisa Utzschneider noted that the advertiser side of the business “did see some political headwinds,” but added that the publisher side benefited from an increase in political spend following the election.


In fact, the fourth quarter was a strong outlier for IAS’s publisher segment, which grew 30% year over year in Q4 and by 20% over the course of 2024.


IAS is also finding security by locking down exclusive or limited partnerships with big platforms. Among its Q4 financial highlights, IAS cited new formats and partnership expansions with Reddit, Google’s Display & Video 360, the Amazon DSP and Facebook and Instagram for Feed and Reels.


The only exception to the list of Q4 highlights was an announcement of a new product IAS released in December through its partnership with Lumen, an eye-tracking and attention measurement company.


开放的互联网是否健康? Magnite 报告第四季度 CPM 下降


Magnite ended up with a scrappy 4% year-over-year growth rate in Q4 2024, after a sudden, unexpected drop in display and online video CPMs during November and December, which caused the company to miss its revenue guidance.


At least that’s the story from Magnite’s quarterly earnings report on Wednesday afternoon.


Magnite, an independent SSP, earned $194 million total in Q4 2024 and notched $36 million in profit, up from $31 million a year before.


Magnite shares dipped 6% in after-hours trading. However, the market had already priced in a drop between 10% and 20% since The Trade Desk (TTD) reported earnings earlier this month. TTD shocked the ad tech investor set by falling below its revenue guidance for the first time in … ever.


What’s the deal?


Laura Martin, the tech and media analyst at Needham Bank, cut right to the chase: “Is the open internet healthy?” she asked during the call.


The top independent DSP and SSP have each reported unexpectedly poor Q4s, she said, seemingly at the expense of big platforms like Amazon that report higher growth rates on top of much larger total revenue sums.


The implication is that the “open” part of the open internet is being left far behind.


“I think it’s very healthy,” assured Magnite CEO Michael Barrett.


In TTD’s earnings call, CEO Jeff Green attributed the miss to internal missteps at the company, as opposed to a broader indicator of the market. Magnite said the downturn was due to a stubbornly low streak of online CPMs in November and December.


CTV was relatively unaffected, he said, but display and online video CPMs crumpled after the US election. Typically, brands are crowded out by political advertisers, but then return in November and ramp up consistently through December.


整理自互联网

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