The picture of growing global dominance emerges from Ms Meeker’s latest slideshow, published yesterday. Referring to how online activity is reshaping markets spanning retail to transport, she says: “The pace and breadth of global change is happening at a pace that is faster than I would have anticipated.”
米克尔昨日发表的最新幻灯片显示了这些公司日益增强的全球主导地位。在谈到线上活动如何重塑从零售业到运输业的各类市场时,她表示:“全球变革的步伐和广度都超出我的预期。”
In the US, for instance, growth in online advertising and ecommerce has accelerated again since earlier this decade, with advertising revenues up 22 per cent last year and ecommerce up 15 per cent. Global online ad spending, at nearly $200bn, is forecast to exceed TV advertising for the first time this year.
例如,在美国,在线广告和电子商务的增长自本10年早些时候以来已再次加速,去年广告收入增长了22%,电子商务增长了15%。预计全球在线广告支出(近2000亿美元)今年将首次超过电视广告。
The disruption is deeper than the numbers suggest. In ecommerce, the adoption of technologies such as geolocation and machine learning are “changing retail at what is probably an accelerating rate”. And the collection of data on a mass scale is about to have a profound impact. Ms Meeker’s tip for a sector on the cusp of upheaval: healthcare, where regulations and barriers to sharing data have slowed innovation, but which she now says is ripe for change.
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