| 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上年 同期增减(%) | | --- | --- | --- | --- | | 营业收入 | 84.353.298.13 | 83.572.494.70 | 0 93 | | 利润总额 | -10.166.399.77 | -21,893,398.29 | 不适用 | | 归属于上市公司股东的净利润 | -9,527,266.89 | -21,338,283.24 | 不适用 | | 归属于上市公司股东的扣除非经常性 | -18,810,565.87 | -27,201,979.54 | 不适用 | | 损益的净利润 | | | | | 经营活动产生的现金流量净额 | -31,958,965.93 | -47,072,902.24 | 不适用 | 2024年，公司实现营业收入1.9亿元，同比下降21.65%；归属于上市公司股东的净利润为-2858.5万元，上年同期4446.46万元；归属 于上市公司股东的扣非净利润为-4473.5万元，上年同期2663.01万元；经营活动产生的现金流量净额为-3818.55万元，上年同期为 325.4 ...

这两天很多人来问我TikTok的事情，问得我都有点纳闷，我还以为前些天中国在发布会上的表态已经很清楚了，加上字节跳动那个字少事大的一句话公 告，态度已经定调，细节利益或许还有谈判空间，但核心技术不会出让。 结果一问才知道，原来是最近几天外媒在到处散播、渲染"TikTok算法卖给了美国"，甚至连"美国大胜利"都喊出来了。接着这批美国人的自嗨开始出口转 内销，于是国内也冒出来一批博主大喊"这回TikTok真保不住了"。 这些内容的信源基本来自美国媒体，所以决定还是来讲讲这件事。 字节全资控股公司仍运营TikTok美国业务 首先：TikTok全球业务和美国业务没有被出售，字节跳动也始终握有算法控制权。这次的框架是以"委托运营+授权使用"为基础的，而且这种路径其实是 跨国企业全球化中非常常见的合规路径。 我们明确一下字节跳动是怎么控制美国TikTok的： 字节跳动全资控股TikTok美国公司，TikTok美国公司经营TikTok在美业务，包括广告，电商等等。 到了2022年，因为美国对用户数据安全的担忧，TikTok启动了一个"得州项目"，成立了一个叫做"TikTok美国数据安全（TikTok US Data Sec ...

手机基础，刷手机的动作就不基础。苹果更新了iOS26之后，用户不语只是一味得对着手机吐舌头。 只要 iPhone 升级 iOS 26 系统之后，连接未知设备，比如陌生的电脑或者是充电宝，手机就会弹出"是 否允许数据传输"弹窗。如果不允许或者不选择的话，iPhone 将只能在陌生设备上充电。无论 iPhone 是 否解锁，都无法使用任何数据传输的功能。 如果需要频繁连接电脑传输数据，那么在 iOS 26 系统下、还能进入"设置-隐私与安全性-有线配件"里自 由更改配件连接的权限。对于普通用户来说，在自己的电脑上连接手机就不会频繁弹出提示，而在陌生 的设备上则可以保护数据安全。 虽然这个功能无法彻底消除攻击风险，但它增加了用户决策、拦截风险的环节，对"充电刺客"加强了防 护是不是很值得？ （文章来源：21世纪经济报道） iOS26究竟是抽象还是好用？ 苹果于上周发布了iOS 26正式版的更新，最新版本加入了头部跟踪功能，可用吐舌头、张嘴、微笑等动 作，实现截屏、调节音量、翻页等自定义功能，不过被网友们越玩越抽象。 今天我要给大家安利的功能，被很多测评博主忽略了，但是真的非常好用。 这次新增的安全充电功能，简直是防 ...

Group 1 - The core viewpoint of the news is that Tuoer Si's stock price has been declining, with a drop of 5.06% on September 23, bringing the total market value to 17.883 billion yuan and a cumulative decline of 3.75% over three days [1] - Tuoer Si Information Technology Co., Ltd. specializes in artificial intelligence products and services, big data products and services, and data security products and services, with revenue composition being 44.49% from AI software, 33.73% from big data software, 11.07% from security products, and 10.70% from system integration and others [1] Group 2 - From the perspective of Tuoer Si's top ten circulating shareholders, GF Fund's Guangfa CSI 1000 ETF increased its holdings by 593,200 shares in the second quarter, now holding 2.6802 million shares, which is 0.31% of the circulating shares [2] - The Guangfa CSI 1000 ETF has a current scale of 30.718 billion yuan and has achieved a return of 26.93% this year, ranking 1882 out of 4220 in its category [2] Group 3 - The fund manager of Guangfa CSI 1000 ETF is Luo Guoqing, who has a total tenure of 9 years and 349 days, with the fund's total asset scale at 67.565 billion yuan [3] - During Luo Guoqing's tenure, the best fund return was 78.4%, while the worst was -48.08% [3]

Group 1 - The company held a half-year performance briefing on September 22, 2025, attended by key executives to interact with investors and address their concerns [1][2] - The company is strategically entering the low Earth orbit satellite communication sector, which is expected to become a new growth engine due to its vast market potential [3] - The company's subsidiary, Datang Microelectronics, reported a revenue of 214 million yuan and a net profit of 74.16 million yuan in the first half of the year, indicating strong profitability in the security chip business [3] Group 2 - The domestic security chip market is experiencing significant growth opportunities due to accelerated localization and increasing data security demands, with the company leveraging its two decades of technological accumulation [3] - The company has subsidiaries recognized as "specialized and innovative" enterprises, enhancing its reputation in the industry [3] - The company is monitoring the development of eSIM technology and plans to adapt its business strategy accordingly to maintain market competitiveness [4]

White House press secretary Karoline Leavitt says that a deal is reached between the U.S. and China where TikTok's algorithm and data are controlled by America and are majority-owned by Americans in the United States.A preliminary deal to keep TikTok alive in the United States will not involve the federal government taking an equity stake or a "golden share" in the social media company, a senior White House official said Monday.The official confirmed that the deal will relocate the popular video app's U.S. ...

这位白宫官员周一概述称，此方案旨在确保在中资母公司字节跳动剥离TikTok后，美国收购方能完全掌 控其在美国的推荐算法。根据协议安排，美国TikTok持有者将从字节跳动租用算法副本，随后甲骨文将 对该算法进行"彻底重构"。 美国用户的数据将存储于由甲骨文管理的安全云服务器，并设置防护措施防止外国对手获取数据。字节 跳动将无法访问美国TikTok用户的信息，也无权控制其在美国市场的算法。 由于市场对甲骨文(ORCL.US)可能在TikTok相关交易中发挥作用持乐观态度，该公司股价在周一美股盘 前一度上涨近2%。 据一位白宫官员透露，作为将这款热门中资应用程序出售给美国投资者财团的新协议组成部分，甲骨文 将重建并确保TikTok美国版新算法的安全性。 这位白宫官员补充道，根据该交易，甲骨文将与美国政府合作，在从算法重新训练到应用开发和源代码 审查等各个方面开展工作。目前尚不清楚政府在对该应用、其算法和用户数据的监督中可能扮演什么角 色。 这位官员称，甲骨文在监督美国算法方面的部分作用将是"确保防止不当操纵"，但没有详细说明。 据了解，重新训练和保障算法将进一步扩大甲骨文与TikTok的盈利关系。这家总部位于奥斯汀 ...

Group 1 - The Hubei province has established a data industry fund with a total scale of 10 billion yuan, marking a significant investment in the data sector [1] - The fund, initiated by Hubei Big Data Group and related institutions, has an initial scale of 2 billion yuan and will focus on key areas such as big data, data element circulation, data security, green computing power, industrial internet, and artificial intelligence [1] - The establishment of the fund aims to enhance the data industry ecosystem in Hubei by strengthening and supplementing the data industry chain [1] Group 2 - In June, the Hubei Provincial State-owned Assets Supervision and Administration Commission collaborated with six provincial enterprises to establish Hubei Big Data Group [1] - The group will concentrate on sectors such as government affairs, manufacturing, transportation, healthcare, and education, with a focus on developing industry-specific AI models [1] - The initiative also aims to promote the integration of humanoid robots with brain-computer interfaces and intelligent large models [1]

Core Insights - TikTok has reached a temporary resolution regarding its operations in the U.S. following negotiations between China and the U.S., with a basic framework consensus achieved, although details on algorithm control remain unclear [2][3][5]. Group 1: Business Operations - TikTok is currently the fastest-growing revenue segment for ByteDance, with projected overseas revenue growth of 63% in 2024, accounting for approximately 25% of ByteDance's total revenue [3]. - TikTok's revenue for 2024 is estimated at $23 billion, reflecting a year-on-year growth of about 43% [3]. - The U.S. government has extended the execution grace period for TikTok's ban until December 16, 2025, allowing the platform to continue its operations in the U.S. market [2][4]. Group 2: Negotiation Outcomes - The recent negotiations in Madrid resulted in a basic framework consensus, with both sides expressing a willingness to resolve TikTok-related issues cooperatively [5]. - U.S. Treasury Secretary Scott Bentsen stated that TikTok's ownership would be transferred to an American company, but the specifics of the transaction remain undisclosed [5][7]. - The Chinese government has emphasized the importance of respecting corporate intentions and ensuring a fair investment environment for Chinese companies in the U.S. [2]. Group 3: Uncertainties - Key uncertainties in the TikTok transaction include the identity of the buyer and the ownership of algorithm control, which have not been publicly confirmed [7][8]. - The potential sale of TikTok's technology may require approval from Chinese authorities due to export control regulations [8]. - The implications of the U.S. transaction on TikTok's operations in other major markets remain uncertain, as does the interaction between U.S. and international versions of the app [9]. Group 4: Market Impact - Oracle has emerged as a significant player in the TikTok saga, having provided cloud and database services since 2020, and its stock price has doubled recently, increasing its market capitalization from approximately $400 billion to $877.1 billion [6]. - TikTok's ongoing challenges have led many creators and businesses to explore alternative platforms, reflecting a shift in user engagement and marketing strategies [12][16].

Group 1 - Hubei has established a data industry fund with a total scale of 10 billion RMB, initiated by Hubei Big Data Group and related institutions, with an initial scale of 2 billion RMB [1] - The fund will focus on key areas such as big data, data element circulation, data security, green computing power, industrial internet, and artificial intelligence, aiming to enhance Hubei's data industry ecosystem [1] - Hubei's digital economy has shown strong growth, with the core industry added value reaching 574.29 billion RMB in 2024, which is 2.4 times that of 2020, positioning it among the top tier in the country [1] Group 2 - Hubei Big Data Academy has been officially established to develop a curriculum covering artificial intelligence, data elements, and security compliance, supporting talent cultivation in the data industry [2] - The Hubei Computing Power Interconnection Platform has been launched to integrate provincial computing resources for efficient sharing and on-demand scheduling, with three advanced computing power clusters formed in Wuhan, Yichang, and the Xiangyang-Tianjin area [2]