沃尔玛不满高费率而改协议 TradeDesk(TTD.US)面临丢失大客户

市场资讯08-15

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：智通财经）智通财经APP获悉，广告技术公司 Trade 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...

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薪响事成
08-15
薪响事成
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。

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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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4613","symbol_name":"AI应用软件","start_time":0,"source_url":"https://finance.sina.com.cn/stock/t/2025-08-15/doc-infkzstm3053164.shtml","article_id":"2559926569","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2559926569","pubTimestamp":1755230400,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"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 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12:00","market":"sh","language":"zh","title":"沃尔玛不满高费率而改协议 TradeDesk(TTD.US)面临丢失大客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2559926569","media":"市场资讯","summary":"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。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>（来源：智通财经）</p><p cms-style=\"font-L\">智通财经APP获悉，广告技术公司 <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a>(TTD.US)可能面临失去其最重要客户之一<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>(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。</p><p cms-style=\"font-L\">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。这些广告商利用这些数据来进行精准的广告定位。</p><p cms-style=\"font-L\">该报告称，这一举措可能会对直接竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)有利。亚马逊近期加大了在互联网上处理广告销售业务的力度，并向广告商提供激励措施，以吸引他们放弃使用Trade Desk平台。</p><p cms-style=\"font-L\">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。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。</p><p cms-style=\"font-L\">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<a href=\"https://laohu8.com/S/MSFT\">微软</a>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。</p><p cms-style=\"font-L\">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。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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":{"BK4613":"AI应用软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4504":"桥水持仓","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1066051498.USD":"HSBC 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","TTD":"Trade Desk Inc.","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-15/doc-infkzstm3053164.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2559926569","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经）智通财经APP获悉，广告技术公司 Trade 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。这些广告商利用这些数据来进行精准的广告定位。该报告称，这一举措可能会对直接竞争对手亚马逊(AMZN.US)有利。亚马逊近期加大了在互联网上处理广告销售业务的力度，并向广告商提供激励措施，以吸引他们放弃使用Trade Desk平台。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。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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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