此外，苹果公司还在测试Safari 18浏览器的新功能，包括"智能搜索"和"网页橡皮擦"。 其中，"智能搜索"可以利用苹果的设备端人工智能技术（特别是 Ajax 语言学习模型）来识别网页中的 主题和关键词，并以此为基础进行内容总结。在选择关键词时，苹果的LLM 软件会识别句子中提供解 释或描述物体结构的部分（具体取决于文本内容）。文本中重复出现的词语和关键句子会被识别为文本 主题。 而"网页橡皮擦"则允许用户删除网页上的特定内容，如广告或图像。该功能预计将建立在Safari现有的 隐私保护功能之上，允许用户从他们选择的任何网页中删除不需要的内容。 苹果的分析师评价称，对于标志性的iPhone和拥有超过 20 亿活跃设备的苹果公司来说，这场即将到来 的转变意义重大。自2007年推出第一款苹果智能手机以来，用户一直通过谷歌搜索来浏览网页。现在， 苹果的用户将进入一个由多家公司主导的人工智能世界。 美国东部时间5月7日晚，中美两国最大的搜索应用公司百度和谷歌，突然上演了股价"大跳水"。 截至美股收盘，谷歌母公司Alphabet的股价暴跌了7.6%，市值蒸发超过1500亿美元（约人民币1.08万亿 元）。同时，百度当 ...

【环球网科技综合报道】5月8日消息，据路透社报道，苹果公司近日向美国北加州地方法院提出紧急动议，请求暂停执行针对其App Store的新规则，这一 举动再次将苹果公司置于反垄断争议的风口浪尖。 此前，美国联邦法官Yvonne Gonzalez Rogers于5月1日作出裁定，认定苹果公司违反了2021年法院命令，未能在App Store中开放外部支付选项，构成反竞争 行为。法官指出，苹果不仅未能遵守命令，反而设计新的反竞争措施，意图维持其高利润的30%应用内购买抽佣模式。尽管苹果随后允许开发者引导用户通 过网页完成应用内购买交易，但仍强收27%的佣金。 5月2日，苹果更新了美国地区的App Store规则，不再限制开发者添加按钮、外部链接或其他行动号召，表面上看似允许开发者绕过30%的抽佣机制。然而， 这一变化并未平息争议，反而引发了更多质疑。裁决生效后，包括Kindle、Patreon和Spotify在内的多家知名应用迅速调整策略，在美国市场内启用外部支付 链接，为用户提供更多支付选择，直接挑战了苹果的支付垄断地位。 面对外界压力，苹果于5月6日正式提起上诉，试图撤销此前被强制要求允许开发者在应用内添加外部 ...

Core Viewpoint - The article discusses the significant impact of antitrust penalties on the financial performance of Xianju Pharmaceutical and other companies involved in price-fixing agreements for dexamethasone phosphate raw materials during the COVID-19 pandemic [1][3]. Group 1: Antitrust Penalties - Xianju Pharmaceutical was fined 195 million yuan for monopolistic practices, which accounts for 4.88% of its 2024 revenue and 49.17% of its net profit [1]. - Tianyao Pharmaceutical and Lianhuan Pharmaceutical were also penalized, with fines of 69.19 million yuan and 61.04 million yuan, respectively [1]. - The companies formed a price alliance, raising the price of dexamethasone phosphate from 0.35 yuan to a peak of 98.76 yuan, an increase of nearly 282 times [1]. Group 2: Financial Impact on Companies - In 2024, Xianju Pharmaceutical's net profit fell by 29.46% to 397 million yuan, largely due to the antitrust fine [2][4]. - The cash flow from operating activities for Xianju Pharmaceutical decreased by 33.05%, and cash reserves dropped by 16.76% [4]. - Tianyao Pharmaceutical's revenue in 2024 was 3.215 billion yuan, down 15%, but its net profit increased by 14% due to the fine being accounted for in 2025 [6][7]. Group 3: Market Adjustments and Strategies - Xianju Pharmaceutical is shifting its product structure and expanding into overseas markets to mitigate the impact of declining revenues from dexamethasone products [5]. - The company is focusing on high-margin areas such as respiratory and dermatological products, with sales in respiratory products growing by 31% in 2024 [5]. - Tianyao Pharmaceutical's steroid raw material business also saw a revenue decline of 16.9% in 2024, indicating broader market pressures [7]. Group 4: Ongoing Challenges - Tianyao Pharmaceutical has faced multiple antitrust penalties over the past four years, indicating a pattern of regulatory scrutiny [8]. - Lianhuan Pharmaceutical's future penalties remain uncertain as it plans to appeal the decision, highlighting the ongoing challenges within the industry [8].

Core Viewpoint - Google is prioritizing its own AI service, Gemini, over third-party AI companies by restricting access to key search result data, despite previous openness to some AI firms [1][2]. Group 1: Google's AI Strategy - Google has confirmed that it retains critical functionalities for its AI service, Gemini, while allowing limited access to its search results for other AI companies [1]. - The company has launched a "traceability" service within its Vertex AI platform, enabling AI models to utilize Google search results to enhance response accuracy [1]. - Google has invested approximately $3 billion in AI startup Anthropic, which has sought additional access to Google search data for its Claude model [2]. Group 2: Legal and Regulatory Context - The U.S. Department of Justice (DOJ) has proposed that Google share extensive data used to build search results, aiming to foster competition in the AI sector [2][3]. - A federal judge previously ruled that Google illegally monopolized the online search market, and hearings are ongoing to determine necessary corrective actions [2]. - Google's search head, Liz Reed, criticized the DOJ's data-sharing proposal as overly broad and a potential privacy violation, estimating it could require reallocating up to 2,000 engineers to compliance tasks [3]. Group 3: Competitive Landscape - Meta's CEO Mark Zuckerberg has indicated that Meta's AI models utilize Google services for information traceability, highlighting Google's competitive position in the AI space [3]. - OpenAI attempted to negotiate access to Google's search index but was denied, illustrating the competitive barriers in the industry [3].

对于这一重大信息，投资者质疑仙琚制药存在延迟披露问题。 仙琚制药在4月23日披露的2024年年报中进行了披露，并确认了预计负债和相关损失。 而早在4月21日，仙琚制药就收到了相关部门拟处罚的告知书。对此，仙琚制药没有进行单独披露。 受上述事项影响，2024年，仙琚制药归属于母公司股东的净利润(简称"归母净利润")同比下降近30%， 为3.97亿元。这已是公司归母净利润连续两年快速下降。 仙琚制药是一家老牌制药企业，公司的发展愿景为"成为全世界前十名的甾体药物供应商"。 不过，公司经营业绩处于止步不前状态。2020年至2024年的五个年度，公司营业收入在40亿元左右波 动，增长乏力。 垄断原料药被罚没近2亿 垄断原料药，仙琚制药（002332）(002332.SZ)收到了大额罚单。 5月5日晚，仙琚制药发布公告称，4月30日，公司收到天津市市场监督管理委员会下发的《行政处罚决 定书》，公司因涉及垄断地塞米松磷酸钠原料药价格，被罚没约1.95亿元。 在2024年业绩说明会上，多名参会投资者质疑"收到近2亿元的处罚通知，不公告，暗箱操作"。对此， 仙琚制药相关负责人没有作出具体解释。 仙琚制药在公告中表示，本次行政 ...

Core Viewpoint - The article discusses a recent ruling by a U.S. federal judge that Apple must comply with a court order to open its App Store to external payment methods, which is expected to enhance market competition and provide developers with more options [2][4][5]. Group 1: Legal Ruling and Implications - The court found that Apple's 30% commission on App Store sales is excessively high and anti-competitive, leading to a requirement for Apple to allow external payment options [4][5]. - Apple has been accused of creating new barriers to prevent developers from communicating with other companies and guiding consumers towards alternative payment methods [4][5]. - The ruling allows developers to direct users to external payment channels, potentially reducing Apple's revenue from in-app purchases [5][6]. Group 2: Developer Reactions and Market Dynamics - Developers are expected to take advantage of the ruling, with some already launching apps that bypass Apple's commission [5][6]. - Epic Games announced it would eliminate fees for the first $1 million in revenue for developers using its platform, highlighting a shift in the competitive landscape [8][12]. - The article notes that the opening of external payment options could lead to a restructuring of the app market, with developers and third-party platforms gaining more negotiating power [12][13]. Group 3: Global Context and Future Outlook - The ruling is part of a broader trend of increasing regulatory scrutiny on major tech companies, with similar actions being taken in Europe, including a €500 million fine against Apple [12][13]. - The article suggests that the competitive dynamics between developers and platform owners like Apple and Google may shift significantly, leading to lower commission rates and more favorable terms for developers [13]. - The potential for a new balance of power in the digital marketplace is emphasized, as developers seek to attract users to alternative payment methods while ensuring service quality [10][12].

Core Viewpoint - The recent ruling by the California District Court against Apple regarding its App Store practices has significant implications for developers and the competitive landscape of digital payments, allowing developers to direct users to external payment channels without incurring Apple's commission [1][3][4]. Legal Developments - The court found that Apple failed to comply with previous orders to provide developers with external payment options and imposed a ban on charging commissions for purchases made through these channels [1][2]. - The ruling highlighted Apple's attempts to maintain its revenue through anti-competitive practices, including imposing new barriers and discouraging users from using alternative payment methods [2][3]. Impact on Developers - Developers within the iOS ecosystem are now authorized to guide users towards external payment options, potentially increasing their revenue by avoiding Apple's 27% commission on external purchases [3][4]. - Companies like Epic Games have already announced plans to eliminate fees for developers on their platform, indicating a shift towards more favorable terms for developers [6][10]. Market Dynamics - The ruling is expected to reshape the competitive landscape, as developers may increasingly adopt external payment methods, leading to a decline in Apple's control over app distribution and payment processing [3][4][9]. - Chinese developers are also closely monitoring the situation, with some considering implementing external payment options for their games in the U.S. market [9][10]. Regulatory Environment - The ruling comes amid increasing scrutiny and regulatory actions against major tech companies, including a recent €5 billion fine imposed by the EU on Apple for similar anti-competitive practices [10][11]. - The evolving regulatory landscape is likely to pressure dominant platforms like Apple and Google to lower their commission rates and adapt to new market conditions [11].

Core Viewpoint - The U.S. Department of Justice (DOJ) has filed a motion in federal court requiring Google to divest two core assets of its online advertising business: the AdX advertising exchange platform and the publisher ad server, following a ruling that found Google engaged in illegal monopolistic behavior in the digital advertising market [1][2]. Group 1: DOJ's Actions and Rationale - The DOJ's request for divestiture stems from a ruling by Judge Leoni Brinkman, which identified Google's monopolistic practices in the digital advertising exchange and server sectors [1]. - The DOJ emphasized that Google's long-term abuse of market dominance has created a "self-preferencing" closed ecosystem, where it provides special privileges to its own advertising products, thereby forcing advertisers and publishers to rely heavily on its services [1][2]. Group 2: Google's Response and Proposed Solutions - Google has not publicly responded with a specific plan but has suggested compliance through technical openness and third-party oversight, including a commitment to open the AdX platform to all bidding systems without discrimination [2]. - The DOJ rejected Google's proposal for a "technical compatibility commitment," arguing that such measures would not fundamentally address the monopolistic structure, asserting that only the divestiture of illegally obtained monopolistic assets can restore market competition [1][2]. Group 3: Implications for the Advertising Industry - Analysts in the advertising technology sector suggest that the separation of the ad server from the exchange platform could reshape the digital advertising value chain, potentially leading to the emergence of more neutral advertising infrastructure service providers [2]. - Legal experts caution that enforcing the separation of a complex technological ecosystem may face execution challenges and could inadvertently harm small and medium-sized enterprises that depend on Google's technology during the divestiture process [2]. Group 4: Broader Context and Future Developments - The case is part of a broader DOJ antitrust lawsuit against Google initiated in 2023, with Judge Brinkman having already identified three illegal practices by Google in the advertising technology market [2]. - The outcome of this case is being closely monitored by the global digital advertising market, with other jurisdictions like the EU and the UK also investigating Google's advertising business, which may set important precedents for multinational tech antitrust enforcement [2].

Core Viewpoint - The termination of Google's Privacy Sandbox project, which aimed to phase out third-party cookies in Chrome, reflects significant industry resistance and regulatory pressures, highlighting the complexities of balancing user privacy with advertising business models [3][12]. Group 1: Background and Context - The "Facebook data scandal" in 2018 marked a pivotal moment for internet privacy, leading to a consensus on the importance of privacy security across the industry [1]. - Apple's introduction of intelligent tracking prevention in Safari in 2020 and Google's initial commitment to eliminate third-party cookies in 2021 were significant steps towards enhancing user privacy [1]. Group 2: Technical Aspects of Cookies - Cookies, developed by Netscape in 1994, serve as a means of information exchange between browsers and servers, primarily used to record user identities [5]. - First-party cookies enhance user experience by remembering login states and preferences, while third-party cookies allow advertisers to track user behavior across different websites [5][6]. Group 3: Industry Reactions and Implications - Google's decision to abandon the Privacy Sandbox project faced opposition from various stakeholders, including GitHub, the Electronic Frontier Foundation (EFF), and Microsoft, indicating widespread concern over the implications of such a move [3][9]. - The potential implementation of the Privacy Sandbox could have fundamentally restructured digital advertising by limiting advertisers' access to specific user data, thereby consolidating Google's control over user behavior insights [11]. Group 4: Regulatory Influence - The U.S. Department of Justice's antitrust actions against Google have intensified scrutiny on the company's practices, leading to concerns that the Privacy Sandbox could reinforce Chrome's market dominance under the guise of privacy protection [12].

美国司法部寻求剥离谷歌的ADX广告交易平台，并逐步剥离DFP发布商广告服务器。 ...