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Meta(META.US)在英国推出付费无广告版Facebook和Instagram 最低每月2.99英镑
智通财经网· 2025-09-26 12:52
Meta还指出,用户账号中心中每新增一个订阅账号,将自动享受更低的附加费用:网页端每月2英镑, iOS和安卓移动端每月3英镑。 据了解,这家美国科技巨头曾于2023年在欧盟推出过定价更高的订阅服务,但该方案未获欧盟监管机构 认可。今年4月,欧盟委员会以Meta涉嫌违反《数字市场法》为由,对其处以2亿欧元罚款。6月,欧盟 委员会进一步表示,若Meta针对其"授权或付费"模式提出的有限调整方案未遵守4月发布的反垄断指 令,Meta或将面临每日罚款。 英国信息专员办公室(ICO)的发言人表示:"根据Meta采用的方案,用户可在个性化广告授权与付费订阅 免广告服务之间进行选择,即'授权或付费'模式。" ICO提到,经过与Meta就广告模型中个人信息使用方式的磋商,其对Meta要求用户授权使用个人信息进 行广告推送的决定表示欢迎。 智通财经APP获悉,Meta(META.US)即将在英国推出Facebook与Instagram的付费版本,用户支付费用后 即可免除这两个社交媒体平台的所有广告。 用户仍可选择继续免费使用含广告版本的服务。 针对用户首个Meta账户,该服务的订阅费用定为网页版每月2.99英镑,iOS和安卓移 ...
Meta AI Ray-Ban Display Glasses | The Brainstorm EP 102
ARK Invest· 2025-09-26 12:31
Meta's AR Glasses and Input Technology - Meta's Ray-Ban display glasses feature a 20-degree field of view AR lens using waveguide technology [1] - Meta is developing a wristband input device, acquired from Control Labs, that interprets electrical impulses from the brain to control digital interfaces [1] - The Meta Ray-Ban display glasses are priced at $800 [1] - Meta is focusing on the 10 most used smartphone features for its glasses, such as texting, video, and photo [1] - Meta has invested $70 billion in Reality Labs over the past five to six years, focusing on both VR and AR technology [2] Competitive Landscape in Wearable Technology - The human eye typically has over 180, potentially 210-degree field of view, making the glasses' 20-degree display a small heads-up display [1] - Meta's glasses have a brightness of 5,000 nits, exceeding most outdoor TVs [2] - AirPods are a bigger franchise already, but Meta glasses plus Meta management is better than Apple AirPods plus Apple management [3][4] - The future involves interconnected wearables (AirPods, glasses, smartwatches, smartphones) working together with personalized AI assistants [4] Coinbase and the Banking Industry - Coinbase is offering up to 11% yield on USDC through collateralized lending [4][5] - Coinbase is directly competing with traditional banks by offering checking, savings, yield generation, and lending services [4] - Coinbase's overcollateralized auto liquidation lending model differs from traditional banks [5] - Digital wallets are disrupting traditional banking, with wealth transferring to digitally native individuals [10][11]
OpenAI宣布与甲骨文和软银合作,在美国增设五个星际之门数据中心,美国众议院通过法案,加快可调度发电互联进程
Investment Rating - The report suggests a positive investment outlook for the nuclear power sector, particularly focusing on small modular reactors (SMRs) as a key energy solution for AI data centers in the future [4][46]. Core Insights - The Canadian data center market is projected to experience exponential growth, with planned projects nearing 9GW [9]. - The demand for AI computing power is surging, benefiting cloud infrastructure service providers like Oracle, which reported a 54% year-on-year increase in cloud infrastructure revenue [8]. - The U.S. energy market is witnessing significant changes, including the approval of policies to accelerate interconnection for dispatchable generation [1]. Global Infrastructure and Construction Equipment - North America's data center vacancy rates have reached a historic low of 1.6%, indicating strong demand [7]. - The average price for 250 to 500 kW cabinets has increased by 2.5%, while those over 10 MW have seen a 19% rise due to high demand and limited power supply [7]. Global Electrical and Intelligent Equipment - The gas turbine price index in the U.S. increased by 3.43% year-on-year as of August 2025, reflecting a stable competitive landscape [13]. - The production price index for electric and special transformers in the U.S. was stable at 440.55, with a year-on-year increase of 2.5% [24]. Global Energy Industry - The U.S. is experiencing fluctuations in wholesale electricity prices, with a notable decrease of 2.54% in average spot prices [3]. - The NYMEX natural gas futures price was reported at $2.81 per million British thermal units, down 7.9% week-on-week [3]. Global New Materials - The spot price for uranium was $75.13 per pound in August 2025, reflecting a 6% increase month-on-month [3]. - The price index for steel pipes and stainless steel increased by 0.58% month-on-month, with a year-on-year growth of 7.85% [3]. Investment Recommendations - The report highlights the importance of nuclear power in the energy mix for AI operations, recommending companies like Entergy, Talen Energy, and Constellation Energy for investment [4]. - It suggests monitoring companies involved in energy equipment, such as Oklo and NuScale Power, as they are positioned to benefit from the growing demand for nuclear energy solutions [4].
Facebook and Instagram to charge UK users £3.99 a month for ad-free version
The Guardian· 2025-09-26 11:19
Facebook and Instagram users in the UK are to be offered advert-free versions of the social networks for up to £3.99 a month.Mark Zuckerberg’s Meta has responded to regulatory warnings over personalised adverts, in which users’ data is crunched to produce targeted ads, by launching an ad-free subscription service.Web users will be charged £2.99 a month and mobile phone users £3.99 a month to scroll through Facebook and Instagram without targeted ads. If the accounts are linked, users only need to pay one mo ...
Meta to launch pay-or-consent model for Facebook, Instagram in UK
Seeking Alpha· 2025-09-26 11:03
Meta Platforms (NASDAQ:META) will soon launch paid versions of Facebook and Instagram in the U.K. which will remove advertising from both social media platforms. Meta has set the subscription for no ads cost at £2.99/month on the web or £3.99/month on iOS ...
Your ad-free Facebook feed will soon cost £2.99 a month in the UK
Invezz· 2025-09-26 10:47
Core Viewpoint - Meta Platforms Inc. is launching paid, ad-free versions of Facebook and Instagram in the United Kingdom, marking a significant shift in the global digital privacy landscape [1] Group 1 - The introduction of paid versions indicates a strategic response to increasing concerns over digital privacy [1] - This move may set a precedent for other social media companies to consider similar offerings [1] - The decision reflects Meta's adaptation to regulatory pressures and changing consumer preferences regarding privacy [1]
Meta to launch ad-free Facebook and Instagram subscriptions in UK
Reuters· 2025-09-26 10:38
Core Viewpoint - Meta Platforms is introducing an ad-free subscription option for Facebook and Instagram users in the United Kingdom in the near future [1] Group 1 - The subscription service will provide users with an alternative to the ad-supported model currently in place [1] - This move is part of Meta's strategy to diversify revenue streams amid increasing scrutiny and competition in the social media landscape [1]
苹果产业链强势拉涨消费电子板块 新华出海TMT指数周涨幅超4%
Xin Hua Cai Jing· 2025-09-26 10:29
Group 1 - The core viewpoint of the articles highlights that major tech companies like Apple and Meta are driving a recovery in the global consumer electronics industry through innovative product launches, which has positively influenced market sentiment and valuations [1][2]. - Apple's recent product launch on September 15 introduced the iPhone 17 series and Apple Watch Ultra 3, showcasing significant upgrades in AI capabilities, display technology, and communication features [1]. - Meta's introduction of the Meta Ray-Ban Display smart glasses at the MetaConnect conference marks a shift from concept to scalable application in the AR/VR market, with a comprehensive product matrix covering various price points and use cases [1]. Group 2 - As of September 26, the consumer electronics sector has seen a monthly increase of over 12%, with core companies in Apple's supply chain and semiconductor equipment manufacturers performing particularly well [2]. - The consumer electronics sector is projected to achieve a revenue of 886.56 billion yuan in the first half of 2025, reflecting a year-on-year growth of 24.81%, with net profit expected to reach 33.38 billion yuan, up 14.94% [2]. - China's consumer electronics market is expected to grow from 1.6587 trillion yuan in 2018 to 1.9772 trillion yuan in 2024, contributing over 40% to the global market valued at 1.2 trillion USD [2]. Group 3 - Long-term growth logic in the consumer electronics sector remains solid, with AI innovation expected to be a core driver, potentially accelerating the smartphone replacement cycle and hardware upgrade demand [3]. - Companies with strong R&D capabilities and engineering talent, particularly domestic leaders, are anticipated to benefit significantly from these trends [3]. - Luxshare Precision, a key player in Apple's supply chain, has seen its stock price rise by 39.73% in September, outperforming the consumer electronics sector's monthly increase of 12% [3]. Group 4 - The Xinhua TMT Index has increased by over 4% this week, with significant contributions from the consumer electronics, semiconductor, and server industries, driven by competition in edge AI hardware [4]. - Notable stock performances include Longchuan Technology, which surged nearly 50%, and several other companies like Luxshare Precision and Shanghai Electric, which saw increases of over 10% [4]. Group 5 - The Xinhua TMT Index stands at 3085.91 with a weekly increase of 4.32%, reflecting strong performance in the consumer electronics and semiconductor sectors [5].
X @Bloomberg
Bloomberg· 2025-09-26 10:20
Meta will soon offer paid versions of Facebook and Instagram in the UK that will remove advertising from both platforms https://t.co/xJtv8BVMVL ...
FBL: Strategic Tool For Active Traders Looking To Amplify Meta Gains
Seeking Alpha· 2025-09-26 08:20
Core Viewpoint - The article emphasizes the importance of conducting personal due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, and it is not intended as financial or investment advice [2][3]. - The author has no stock, option, or similar derivative positions in any of the companies mentioned, nor plans to initiate any such positions within the next 72 hours [1]. - The article acknowledges the potential for errors or misprints in the information provided, stressing the need for accuracy and up-to-date data [2]. Group 2 - The article clarifies that Seeking Alpha is not a licensed securities dealer, broker, or investment adviser, and the views expressed may not reflect those of the platform as a whole [3]. - Analysts contributing to the platform include both professional and individual investors, who may not be licensed or certified by any regulatory body [3].