EPISODE · Sep 23, 2025 · 9 MIN
TikTok电商重心转移，从美国到东南亚
from 虎嗅·商业有味道
北京时间9月20日凌晨，字节跳动发布公告称，字节跳动将按照中国法律要求推进相关工作，让TikTok美国公司继续服务好广大美国用户。各方表态和动向似乎都在指向：这家短视频巨头在美国市场暂时安全。然而，当所有聚光灯都打在这场角力上时，悬而未决的美国命运之外，TikTok电商正在全球多个战场秘密上演着一场战略“迁徙”。 曾被寄予厚望的美国市场，实际表现远不及预期；而在另一端的东南亚，却所向披靡，一路狂飙。【时间轴】01:06 从美国到东南亚，TikTok的秘密“战略迁徙”03:04 TikTok直播电商，在美区水土不服05:44 在东南亚高歌猛进，TikTok想和Shopee争巨头？08:38 摸索新兴市场，拉美成为TikTok重要一环
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TikTok电商重心转移，从美国到东南亚
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