Okay US government, you forced the sale of TikTok here in the US. You broke it, you own it, now you have to defend it. ...

TikTok《2026 年度趋势报告》以 "不可替代的本能（Irreplaceable Instinct）" 为核心主题，揭示了后 AI 时代用户行为从被动应对 转向主动创造的关键转变。报告基于平台 AI 工具数据分析与全球用户洞察，提炼出三大核心趋势信号，为品牌和营销者提供了 精准的行动指南。 报告核心主题 "不可替代的本能" 强调，2026 年用户将摆脱 2025 年的被动生活状态，通过真实的好奇心、坚定信念和关怀重新 培养人与人之间的连接，这种情感联结正是技术无法替代的核心价值。AI 在此过程中扮演 "创意放大器" 的角色，而非替代品， 数据赋能与人类本能结合才能引领文化趋势。 三大趋势信号构成报告核心洞察：其一为 "真实共鸣（Reali-TEA）"，幻想逐渐褪色，用户更倾向于在混乱中共同构建新现实， 通过分享生活中的真实故事、困境与小确幸建立情感连接，#lockedin、#hygiene 等话题的高热度印证了这一趋势，品牌需以真 诚倾听和共情内容贴近用户；其二是 "好奇探索（Curiosity Detours）"，好奇心成为新货币，用户不再依赖单一路径获取信息， 而是在 TikTok 上通过搜索和互动 ...

引 言 TK磊哥：我把TTS电商这几年的发展总结为三个阶段，商家自我摸索模式到快速跑马圈地构建壁垒，再到主动或被动出击竞争。2026做TikTok，要么成 为"头部"，要么"隐姓埋名"。 临近春节，TikTokShop美区跨境电商，提高保证金门槛，发布超级头商Top计划，提高直邮加白标准，提高Am对接标准，提高图文带货申请标准，T3以 下卖家，瞬间被"降权"；同样看地球另一边，TikTok Shop东南亚跨境电商，发布"亿级领跑团"专项计划，扶持头部商家全球化品牌建设，加速引入国际优 质品牌与内贸优质商家。 而TikTok欧盟、拉美、日本等新站点，平台还是在积极的拓商和拓机构，只要你愿意来，大门就敞开。 站在TikTok电商发展的十字路口，不禁有一些想要表达的，写一篇深度内容给准备今年要入局TikTok Shop电商的从业者们。 01 有没有机会，依然有。 2025年的TTS电商数据，东南亚和美区，平均的同比增长，都是翻倍的，欧盟，拉美，日本这些新市场更加不用说。 在TikTok Shop电商的增幅大于当地国家电商的平均增幅两倍以上的情况下，有没有机会，自然不用评价。 但大市场的机遇，更多的是平台侧的机遇，微 ...

Literally fining a product 6% of its global revenue because people like it too much.Digital EU 🇪🇺 (@DigitalEU):The Commission preliminarily finds TikTok’s addictive design in breach of the Digital Services Act (#DSA).This includes features such as infinite scroll, autoplay, push notifications and its highly personalised recommender system.Discover what's next: https://t.co/v1uhqSdL2S. https://t.co/gqcOA5Nxp7 ...

EU says TikTok must disable ‘addictive’ features like infinite scroll, fix its recommendation engine https://t.co/6XBw2Nkj8p ...

The EU’s warning to TikTok and steps to restrict social media risks stoking tensions with Washington. https://t.co/PnWdX4U42i ...

Group 1: Alphabet (Google) - The European Commission has launched an antitrust investigation into Alphabet's Google regarding its use of online content from publishers and YouTube in the AI business [1][11] - Google was fined €2.95 billion (approximately $3.46 billion) by the European Commission on September 5 for anti-competitive behavior in its advertising technology business [1][11] - In September 2024, Google appealed against a €1.49 billion antitrust fine related to hindering competition in online search advertising and won the case [1][11] - Google lost an appeal against a €2.42 billion fine for unfairly benefiting from its own comparison shopping service [1][11] - The UK antitrust regulator preliminarily found Google abusing its dominant position in digital advertising in September 2024 [1][11] - France's competition authority fined Google €25 million for alleged violations of EU intellectual property regulations in March 2024 [1][11] Group 2: Amazon - The German Federal Cartel Office has prohibited Amazon from setting price caps for online retailers on its German e-commerce platform and has reclaimed millions of euros from the company for anti-competitive behavior [2][12] - In November 2024, the EU General Court upheld the classification of Amazon as a platform strictly regulated under EU online content regulations [2][12] Group 3: Apple - Italy's competition authority fined Apple and its subsidiaries €98.6 million in December 2024 for allegedly abusing its dominant position in the mobile app market [4][13] - In October 2025, civil rights organizations filed complaints against Apple regarding its App Store and device-related terms with EU antitrust regulators [4][13] - The UK Competition and Markets Authority recognized Apple and Google as having "strategic market positions" and gained the authority to require specific remedies from both companies [4][13] - Apple was fined €500 million under the Digital Markets Act in April 2025, while Meta was fined €200 million [4][14] - Apple lost an appeal against a German regulatory assessment that would impose stricter controls on the company [4][14] - Apple lost an appeal against an EU directive requiring it to repay €13 billion in taxes to Ireland [4][14] - Apple agreed to open its contactless mobile payment system to competitors to resolve an EU antitrust investigation [4][14] - Brussels fined Apple €1.84 billion in March 2024 for suppressing competition in the music streaming sector [5][15] Group 4: Meta - The European Commission initiated an antitrust investigation into Meta's WhatsApp AI features in December 2024 [7][16] - Meta was fined €797.72 million in November 2024 for abusing its market position to support Facebook Marketplace [7][16] - The company was accused of violating the Digital Markets Act with its new "pay or agree" advertising model in July 2024 [7][16] Group 5: Microsoft - The European Commission accused Microsoft of illegally bundling its Teams chat video application with its Office software in June 2024 [8][17] Group 6: TikTok - The EU tech regulator accused TikTok of violating online content regulations due to addictive features and may require product design changes [9][18] - Preliminary investigation results in October 2025 indicated that TikTok and Meta violated obligations under the Digital Services Act by not providing sufficient public data access to researchers [9][18] - TikTok was accused in May 2025 of failing to comply with the Digital Services Act regarding the publication of an advertising library and facilitating user identification of fraudulent ads, but made concessions to enhance transparency to avoid fines [9][18] Group 7: X (formerly Twitter) - French police raided the offices of X, owned by Elon Musk, as part of an expanding investigation [10][19] - The European Commission announced an investigation into X's Grok chatbot for potentially spreading illegal content in January 2026 [10][20] - In December 2025, X was fined €120 million for violating online content regulations, marking the first penalty since the implementation of the Digital Services Act [10][20]

🚨NEW: EU HITS TIKTOK WITH CHARGES FOR BREACHING ONLINE CONTENT RULESThe European Commission issued preliminary findings on Friday, accusing TikTok of violating EU digital rules through addictive features, including autoplay, infinite scroll, and push notifications.Regulators said these features put users' brains on "autopilot" and encourage compulsive behavior.The action follows global pressure on social media platforms over youth addiction. ...

TikTok has been warned by the EU that it needs to overhaul the design of its platform over fears addictive features could “harm the physical and mental wellbeing of its users” https://t.co/5RJYP6JHwh ...

Investment Rating - The report indicates a positive investment outlook for Chinese overseas investments, with a focus on high-quality growth and strategic cooperation in global markets [5][12]. Core Insights - Chinese enterprises' overseas direct investment (ODI) reached USD 174.4 billion in 2025, marking a year-on-year increase of 7.1%. Non-financial ODI was USD 145.7 billion, up 1.3% [12][25]. - Investment in countries participating in the Belt and Road Initiative (BRI) saw a significant increase, with non-financial ODI amounting to USD 39.7 billion, a growth of 17.6% [25]. - The report highlights a notable recovery in overseas mergers and acquisitions (M&A), with announced transaction amounts reaching USD 43.6 billion, a nearly 40% increase year-on-year [36][39]. - The global economic landscape is characterized by resilience despite challenges, with a projected growth rate of 3.1% for 2026 [5][59]. Summary by Sections 1. Overview of Chinese Overseas Investment in 2025 - The report outlines that China's GDP grew by 5% in 2025, surpassing 140 trillion RMB for the first time [5]. - The overall ODI growth reflects a robust performance amid global economic uncertainties [5][12]. 2. Key Highlights of Chinese Enterprises Going Abroad - Direct investment in BRI countries accounted for 27% of total ODI, an increase of 4 percentage points from the previous year [25]. - New contracts signed in overseas projects reached USD 289.2 billion, up 8.2%, with completed turnover at USD 178.8 billion, a 7.7% increase [51]. 3. Analysis of Overseas M&A - The number of M&A transactions was 429, a slight decrease of 1%, but the value of large transactions (over USD 1 billion) increased significantly [36][39]. - The most active sectors for M&A included consumer goods, TMT (Technology, Media, and Telecommunications), and mining and metals [39][42]. 4. Factors Influencing Overseas Investment in 2026 - The report anticipates continued high-quality outbound investment, driven by China's strategic focus on expanding domestic demand and optimizing investment structures [5][59]. - Geopolitical dynamics and trade relations, particularly with the U.S. and European countries, are expected to shape investment strategies [5][66]. 5. Policy Support for Overseas Investment - The report emphasizes the Chinese government's commitment to enhancing support for enterprises going abroad, including the establishment of a comprehensive service system for overseas operations [17][20].