关注吴大爷二三事，一起共同成长 知识分享 丨生活感悟 学习思考，寻找自我。 大家好，我是满肚子鸡汤的吴大爷，一个天天在键盘上敲打心灵，喜欢给人讲知识讲故事的男人。 "流量易逝，内容永生。" 当这句话从一位深耕电商的前辈嘴里说出时，我的脑海中仿佛响起了钟声——一切关于"电商"这个赛道的迷雾，忽然就被拨开了一角。 电商的本质，不在"电"，而在"商"。 这似乎是一句老生常谈，却常常被平台规则、新功能和KPI冲昏头脑的运营人所忽视。 如今随着内容电商的浪潮一波接一波地拍来，我们愈发需要重新审视"内容"与"信任"在其中扮演的角色。 一、信任的迁徙：从被动接受到主动选择 这样的"被动信任"正在被"主动信任"取代。 什么叫主动信任？ 是用户相信平台的筛选机制，相信平台推送给自己的商品已经过审慎的优化和筛选。 这是一种对平台整体生态的信任升级。 （当然你也可以认为是大数据更精准了。） 以抖音为例，它的场均UV价值大约为0.98元。 也就是说，每一个用户的每一次有效访问，几乎都能被精准地"变现"。 为什么？ 过去，内容电商大多数依赖IP式信任，粉丝量越大、KOL话语权越强，成交就越容易。 因为它的内容和算法已经把"信任"从"I ...

Apple appealed after a judge found the tech giant violated a court order.The appeal came days after U.S. District Judge Yvonne Gonzalez Rogers found that Apple disobeyed a ruling in a case involving Fortnite maker Epic Games and the Apple App Store, Seeking Alpha reported Monday (May 5). The ruling required Apple to permit greater competition for app downloads and payment methods in the App Store.“Apple’s continued attempts to interfere with competition will not be tolerated,” Rogers said Wednesday (April 3 ...

RESTON, Va., May 5, 2025 /PRNewswire/ -- Leidos (NYSE:LDOS) will modernize and operate information technology systems for the Defense Threat Reduction Agency (DTRA) enterprise that will help the agency deter, prevent and prevail against emerging threats around the world.  As part of this IT transformation, Leidos will support DTRA's advance toward a Zero Trust cybersecurity posture.Through a recently awarded $205 million contract, Leidos will use artificial intelligence technologies to accelerate DTRA's pro ...

Apple on Monday lodged an appeal to challenge a US judge’s ruling that ordered the tech company to immediately open its lucrative App Store to more competition.Apple in a court notice said it will ask the San Francisco-based 9th US Circuit Court of Appeals to review the April 30 ruling, which found the company in contempt of an earlier order in a 2020 antitrust lawsuit brought by Epic Games.US District Judge Yvonne Gonzalez Rogers said in her decision that Apple willfully failed to comply with a 2021 injunc ...

The Buy Thesis UMH Properties (NYSE:UMH) offers an enticing combination of value and growth. Specifically, it has a greater than 5 year runway of double-digit organic growth, yet it trades at a steep discount to net asset value [NAV]. This discount places it at 17.5X forward AFFO which is far cheaper than other REITs with similar growth profiles. This article will discuss: Fundamentals of manufactured housing (MH) sector UMH’s growth pipeline What the market is missing in UMH’s value AFFO/share trajectory ...

欧盟委员会副主席：微软已经承诺遵守欧洲的规定 金十数据5月5日讯，欧盟委员会副主席特里萨·里贝拉周一表示，微软(MSFT.O)董事长布拉德·史密斯告 诉欧盟委员会，无论是否同意，微软都将遵守欧盟的规定。在与记者的聊天中，里贝拉说："我认为， 更有价值的做法是承认，如果我们想在这个市场经营，就必须遵守规则，我们要尊重规则，而不是简单 地说'你们针对我是因为我是美国人'。"微软上月表示在全球范围内将其聊天和视频应用Teams与Office 软件分开销售。六个月前，微软在欧洲将这两款产品分开销售，以避免欧盟潜在的反垄断罚款。 ...

FIRST QUARTER 2025 SUPPLEMENTAL DATA MARCH 31, 2025 ABOUT PARK AND SAFE HARBOR DISCLOSURE About Park Hotels & Resorts Inc. Park (NYSE: PK) is one of the largest publicly-traded lodging real estate investment trusts ("REIT") with a diverse portfolio of iconic and market-leading hotels and resorts with significant underlying real estate value. Park's portfolio currently consists of 40 premium-branded hotels and resorts with approximately 25,000 rooms primarily located in prime city center and resort locations ...

Core Viewpoint - Akamai Technologies and P3M Works have formed a strategic partnership to provide zero trust identity, credential, and access management (ICAM) solutions specifically for UK government and defense supply chains, addressing the need for enhanced security in third-party access and supply chain operations [1][2][3] Group 1: Partnership Details - The collaboration combines Akamai's zero trust security capabilities, already implemented in U.S. Department of Defense networks, with P3M's expertise in UK government requirements [1][2] - The focus will be on Akamai's Zero Trust Federated ICAM solutions, which facilitate secure collaboration with vendors and contractors while minimizing exposure to cyber threats [2][3] - The joint offering will be available to UK government agencies and their supply chain partners starting in Q3 2025 [4] Group 2: Security Features - Key features include federated identity management, zero trust policy enforcement, continuous authentication, and comprehensive auditing of third-party activities [7] - The solutions will utilize a policy engine for dynamic, context-aware access decisions based on identity, device health, and behavioral analytics [3] - The approach aims to mitigate supply chain vulnerabilities and insider threats through continuous verification of access requests, even in challenging environments [3] Group 3: Company Backgrounds - Akamai is recognized for its cybersecurity and cloud computing solutions, providing defense-in-depth to safeguard enterprise data and applications globally [9] - P3M Works specializes in cyber resilience consultancy for public sector and defense organizations, focusing on protecting national security against evolving cyber threats [6][8]

1.FY25Q2业绩略超预期、主因规避关税政策而提前备货 营收954亿美元，YoY+5.1%，预期945亿。指引FQ3营收增速低至中个位数%。EPS 1.65美元，预期1.62 美元。产品收入687亿，YoY+2.7%；iPhone收入468亿，YoY+1.9%；据IDC，由于iPhone16e推出以及关 税前备货，25Q1 iPhone出货量5790万(YoY+10%）。大中华区营收160亿美元，YoY-2.3%。 2.股东回报 现金股息提高4%至每股0.26美元，董事会新增批准1000亿美元额度回购计划。 3.焦点1）苹果AI更新延期、未说明Siri的升级时间表 承认苹果仍需更多时间研发具备AI功能的Siri。数据中心及基座模型自建之外也使用第三方。此前在中 国区，阿里巴巴与苹果就AI业务达成合作。 焦点2）明确关税影响以及供应链本地化计划 除却苹果的提前采购，期间初、末的渠道库存相当，并未看到显著证据表明终端需求被提前释放； 基于当前关税条件，预计FQ3(4-6月)成本增加9亿（FQ2的产品成本为440亿），毛利率45.5%-46.5% （FQ2毛利率47.1%）； FQ3在美国市场销售的大多数iPho ...

Core Points - The U.S. government's remedies trial in the Google antitrust case regarding its advertising technology is set to begin on September 22 [1] - U.S. District Judge Leonie Brinkema ruled that Google is liable for "willfully acquiring and maintaining monopoly power" in online advertising markets [2] - The court found that Google has maintained its monopoly through contractual policies and technological integration between its publisher ad server and ad exchange [3] - An August ruling determined that Google holds a monopoly in internet search, marking a significant antitrust ruling in the tech industry [4] - U.S. District Judge Amit Mehta concluded that Google is a monopolist and has acted to maintain its monopoly in the search market [5] - Google faces challenges not only from antitrust allegations but also from increasing competition in the generative AI market from companies like OpenAI and Anthropic [6]