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科技巨头监管新常态:天价罚金倒逼苹果(AAPL.US)欧盟AppStore开放第三方支付

Core Viewpoint - Apple Inc. announced significant changes to its App Store operations in the EU to comply with the EU Digital Markets Act, avoiding potential economic penalties [1][2] Group 1: Policy Changes - Starting June 26, developers in the EU and EEA countries will be allowed to display external purchase channels on their apps [1] - Users will have more options for purchasing digital goods and services outside the official App Store [1] - A unified fee structure will be implemented by January 1, 2026, transitioning to a digital goods transaction commission model [1] Group 2: Regulatory Context - The policy adjustment is a direct response to a €500 million (approximately $585 million) antitrust fine imposed by the EU Commission [2] - Apple is one of the first six "gatekeepers" identified under the EU Digital Markets Act, alongside Google, Amazon, Meta, Microsoft, and ByteDance [2] - The EU's definition of "gatekeepers" includes companies providing core digital services with annual revenues exceeding €7.5 billion or a market capitalization above €75 billion [2] Group 3: Market Reaction - Following the announcement, Apple's stock price fell by 0.28% during regular trading, closing at $201.00 per share [2] - The stock price rebounded by 0.36% in after-hours trading, indicating a technical correction [2]