沃尔玛这步棋很关键，_老虎社区_美港股上老虎 - 老虎社区

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薪响事成
08-15

沃尔玛这步棋很关键，既是降本增效，也是广告业务自主化的信号，对TTD冲击不小，亚马逊可能是最大赢家。

沃尔玛不满高费率而改协议 TradeDesk(TTD.US)面临丢失大客户

智通财经APP获悉，广告技术公司 Trade Desk可能面临失去其最重要客户之一沃尔玛的风险。根据此前为期四年的协议，Trade Desk 是为那些利用沃尔玛顾客数据进行网络广告投放的广告商提供独家技术服务的公司。消息人士透露，Trade Desk的高昂费用让沃尔玛感到不满，因此他们决定重新协商合作关系。据相关消息人士透露，Trade Desk 会以两位数的费率向沃尔玛的广告客户收取使用该技术的费用。一位Trade Desk员工透露，沃尔玛对顾客购物数据严加保密，以免落入亚马逊之手。

沃尔玛不满高费率而改协议 TradeDesk(TTD.US)面临丢失大客户

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Desk(TTD.US)可能面临失去其最重要客户之一沃尔玛(WMT.US)的风险。消息人士透露，这家零售巨头去年重新协商了与 Trade Desk 的合作协议，如今已拥有使用其他公司广告购买平台的选择权。根据此前为期四年的协议，Trade Desk 是为那些利用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-15/doc-infkzstm3053164.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4534":"瑞士信贷持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) 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ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4023":"应用软件","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4155":"大卖场与超市","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY 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Desk的高昂费用让沃尔玛感到不满，因此他们决定重新协商合作关系。据相关消息人士透露，Trade Desk 会以两位数的费率向沃尔玛的广告客户收取使用该技术的费用。相比之下，亚马逊向广告商收取的费用仅为 1%，这一比例较之前(5%和 7%)有所降低。一位Trade Desk员工透露，沃尔玛对顾客购物数据严加保密，以免落入亚马逊之手。该员工表示，Trade Desk 已为沃尔玛构建了其技术的独立版本，该版本运行在微软的 Azure 平台上，不过其大部分业务仍依赖亚马逊云服务品台AWS。另一位了解沃尔玛想法的人士表示，该零售商还可能通过收购现有的广告购买平台来实现这一目标，或者干脆从零开始打造自己的广告购买平台。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TTD":1,"WMT":1}},"isVote":1,"tweetType":1,"viewCount":1552,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","TTD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":92,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}