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In the latest conference call, Pinterest executives pointed out that the impact of tariffs continues to have a significant and asymmetric effect on the advertising budget allocation of the platform's top clients.

In the latest conference call, Pinterest executives pointed out that the impact of tariffs continues to have a significant and asymmetric effect on the advertising budget allocation of the platform's top clients.

老虎证券老虎证券2026/02/12 21:47
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Despite the overall recovery in the advertising market, fluctuations in tariff policies have led some major clients to reassess their marketing investment priorities, a trend that is particularly evident in the cross-border e-commerce and consumer goods sectors. Platform operators have observed that some leading advertisers affected by tariff uncertainties are shifting their budgets toward performance-measurable channels, while the proportion of brand display ads has been adjusted. This structural change has prompted Pinterest to accelerate advertising product innovation, including enhancing shopping features and performance measurement tools, to help advertisers address marketing challenges in a complex trade environment.
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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