Online Marketplaces

搜索文档
Is eBay Set to Reignite Growth by Expanding Into Social Commerce?
ZACKS· 2025-10-01 14:42
Key Takeaways eBay acquires social resale platform Tise to strengthen its C2C foundation and user engagement.Tise brings social features such as likes, comments and personalised feeds to eBay's marketplace.The move positions eBay between Amazon's scale and Shopify's social tools in the resale space.eBay (EBAY) runs one of the world’s largest online marketplaces, connecting millions of buyers and sellers across categories from collectables to refurbished goods. While its scale and trust have long been compet ...
Can OpenAI Save Etsy?
Yahoo Finance· 2025-10-01 11:17
Key Points OpenAI just launched Instant Checkout for ChatGPT. The new tool allows shoppers to search for online merchandise on sites like Etsy and pay directly through ChatGPT. Etsy has been struggling for years. 10 stocks we like better than Etsy › Not too long ago, Etsy (NASDAQ: ETSY) seemed like one of the most promising e-commerce stocks on the market. Sales were soaring, up triple digits during the pandemic, as its online flea market saw a surge of interest during the stay-at-home period. Et ...
CAR shares: your next growth investment?
Rask Media· 2025-09-30 06:27
CAR Group Limited (Transurban Group (CAR share price in focusThe ASX:CAR ) share price is up 1.1% since the start of 2025. At the same time, the ASX:TCL ) share price is 8.0% away from its 52-week high. This brief article explains why it could be worth adding CAR and TCL shares to your ASX investing stock watchlist.Since the 1990s, CAR Group has been a leading operator of online marketplaces focused on cars, motorcycles, and other vehicles.As a marketplace provider, CAR Group aims to simplify the buying and ...
Prosus' OLX to buy French classified platform La Centrale in $1.3 billion deal
Reuters· 2025-09-26 05:14
Online marketplace OLX will buy French motors classified platform La Centrale for 1.1 billion euros ($1.3 billion), its owner Prosus said on Friday. ...
阿里巴巴-2025 年云栖大会承诺加大投资,拥抱人工智能大模型时代
2025-09-26 02:29
公司信息 * 阿里巴巴集团 在2025年云栖大会上宣布将增加对人工智能和云计算的投资 初始预算为未来三年超过3800亿元人民币[1] * 公司定位为全球领先的全栈人工智能服务提供商 提供最佳大模型 全球AI云网络以及开放和开发者友好的生态系统[1] * 根据Omdia数据 阿里云占据中国AI云市场36%的份额 在提供商中排名第一[14][15] 战略与投资 * 管理层认为大模型将成为下一代操作系统 而AI云将成为下一代计算机[1] * 管理层认为全球可能只有5-6个超级云计算平台[1] * 长期投资将超过3800亿元人民币的资本支出计划[1] * 利用其300多个开源AI模型 公司推出了云模型工作室代理-百炼 为AI代理的开发和优化提供端到端支持[2] 产品与技术升级 * 发布了迄今为止最大、能力最强的大型语言模型Qwen3-Max 其指导版本超越了GPT-5-Chat以及最新的视觉语言模型Qwen3-VL[2] * 升级了Qwen-Coder 升级了多模态视觉模型系列Wan家族和音频模型系列Fun家族[2] * 在AI基础设施方面 发布了高密度磐久超节点服务器 高性能网络架构HPN8.0 面向AI时代的分布式存储CPFS[2] * 增强了基础设施能力 包括灵骏AI集群 PAI模型训练 推理 强化学习加速等[2] 财务数据与预测 * 将FY26-28e EPADS(每股ADS收益)提高0-4%[3] * 目标价从168.00美元上调至195.00美元[3][7] * 预计未来三年云业务复合年增长率(CAGR)将超过30%[3] * 2025A财年调整后净利润为1301.09亿元人民币 2026E财年预计为1040.68亿元人民币(同比下降19.0%) 2027E财年预计为1360.43亿元人民币(同比增长32.7%) 2028E财年预计为1738.34亿元人民币(同比增长31.9%)[4] * 2025A财年每股收益为53.88元人民币 2026E财年预计为43.62元人民币 2027E财年预计为57.89元人民币 2028E财年预计为76.34元人民币[4] * 2025A财年市盈率为21.95倍 2026E财年预计为26.59倍 2027E财年预计为20.04倍 2028E财年预计为15.20倍[4] * 2025A财年净债务权益比为7.8%[7] 商业化与增长动力 * 公司看到巨大的云业务上升空间 驱动力来自强劲的AI原生需求 国际扩张和传统行业AI采用率的提高[3] * 利用其全栈云+AI服务 预计来自电动汽车 金融和具身智能垂直领域的业务将快速增长[3] * 电子商务前景稳固[3] 风险因素 * 下行风险包括:1) 宏观消费放缓 2) 价值破坏性或低效投资 3) 为海外扩张和新技术开发过度支出 4) 关于数据 安全 反垄断 蚂蚁集团 贸易 增值税 上市 美国限制以及PCAOB审计检查的监管 5) 关于监管 合规和质量的声誉风险 6) 行业竞争 包括短视频平台和社交媒体平台对核心商业的竞争以及AI计算和应用的新进入者 7) 在庞大基数或高渗透率下行业增速放缓 8) 宏观和国家层面的冲击 如疫情 经济体系变化 制裁或军事冲突 9) 管理团队不稳定可能导致战略混乱和执行效率低下[18] 其他重要信息 * 投资意见为买入(BUY)[1][3][7] * 当前ADR价格为163.08美元[1][7] * 目标价基于多阶段DCF估值 对阿里巴巴业务的DCF估值为170美元 其上市实体长期投资的市场价值为8美元 包括股权和债务投资在内的未上市实体为6美元 其对蚂蚁集团的持股估值更新为785亿美元[17]
Jim Cramer Recommends DoorDash for Young Investors
Yahoo Finance· 2025-09-24 08:28
DoorDash, Inc. (NASDAQ:DASH) is one of the stocks Jim Cramer offered insights on. A club member asked for stock recommendations that teenagers would recognize and that are also solid investments with reasonable entry points for young investors, and Cramer stated: “Yes, I do, okay. I would suggest DoorDash. I would suggest Robinhood, and I would suggest Reddit. Those three, I think, everybody would understand. Don’t have to buy them all at once. Let’s say, they want to buy 10 shares; buy them slowly. Buy t ...
eBay to acquire social marketplace platform Tise
TechCrunch· 2025-09-22 14:45
eBay announced on Monday that it’s acquiring Tise, a social marketplace for second-hand fashion and interior design items. The financial terms of the deal were not disclosed. eBay says the Oslo, Norway-based company’s platform will open the door to a community of Gen Z and millennial customers. The company also says Tise’s community features, such as the ability to follow sellers, like and comment on listings, and receive personalized product recommendations, along with its focus on current inventory, will ...
美国IPO一周回顾及前瞻:上周有8家企业IPO,16家企业递交申请
搜狐财经· 2025-09-22 11:30
上周IPO市场活动总结 - 上周共有6家传统IPO公司和2家SPAC完成上市 总融资规模达27亿美元 [1] - 10家传统IPO公司和6家SPAC提交了初始申请文件 其中4家计划融资超过1亿美元 [1][4] 主要IPO公司表现分析 - 网络安全公司Netskope(NTSK)以90亿美元估值融资9.08亿美元 定价高于上调后区间上限 首周上涨30% [1] - 票务平台StubHub(STUB)以95亿美元估值融资8亿美元 按发行区间中点定价 但首周下跌21% [1] - 油田服务商WaterBridge(WBI)以24亿美元估值融资6.34亿美元 定价在区间上限 首周上涨15% [2] - 电商服务商Pattern Group(PTRN)以26亿美元估值融资3亿美元 按中点定价 首周上涨12% [2] - 香港IT服务公司ChowChow Cloud(CHOW)以1.4亿美元估值融资1000万美元 定价在区间低端 首周上涨25% [3] - 新加坡软件公司Platinum Analytics(PLTS)以7100万美元估值融资800万美元 定价在区间低端 首周上涨78% [3] 新提交IPO申请企业 - 商务旅行软件提供商Navan(NAVN)申请融资约8亿美元 由高盛担任主承销商 [4][6] - 数字资产托管平台BitGo(BTGO)申请融资3亿美元 由高盛承销 [4][6] - 税务咨询公司Andersen(ANDG)申请融资1亿美元 由摩根士丹利承销 [4][6] - 生物技术公司MapLight Therapeutics(MPLT)申请融资1亿美元 由摩根士丹利承销 [4][6] SPAC市场动态 - 上周2家SPAC完成上市:Galata Acquisition II(LATAU)融资1.5亿美元 Chenghe Acquisition III(CHECU)融资1.1亿美元 [3] - 6家SPAC新提交申请 包括硅谷收购(SVAQU)计划融资2亿美元 SPACSphere Acquisition(SSACU)计划融资1.5亿美元 [5][6] 行业分布特点 - 科技板块活跃度最高 包括网络安全、数字资产、软件服务等多个细分领域 [1][4][6] - 金融服务相关企业占比显著 涉及外汇交易软件、数字资产托管、税务咨询等业务 [3][4][6] - 传统行业代表包括油田服务和建筑工程公司 [2][6]
Overlooked Stock: FVRR
Youtube· 2025-09-19 20:39
Welcome back to Market on Close. I'm Sam Bartis alongside Marley Caden over in Chicago where shares of Fiverr have rallied to two-month highs after BTI upgraded the stock to buy from neutral. The call coming after the company announced job cuts as part of an AI focused shift for the company.So let's bring in George Tillis now for this overlook stock senior markets correspondent to tell us all about that. George, what are you seeing. >> Well, I think, you know, if you look at Fiverr, um, first off, this is a ...
How to avoid buying fakes on Walmart, Amazon and other online marketplaces
CNBC· 2025-09-19 10:23
In this articleAMZNWMTwatch nowAs more consumers prioritize convenience and value over brand loyalty, experts say they're turning to online marketplaces more than ever to buy the things they need, raising the risk they could inadvertently purchase a fake product.While fake goods have exchanged hands in informal markets since ancient times, the growth of online marketplaces has contributed to the rise in counterfeits because of how easy online shopping and selling have become. A CNBC investigation of Walmart ...