作者 | 冬梅 褚杏娟 在生成式人工智能竞争进入平台级整合阶段之际，苹果与谷歌之间的一项多年合作协议，正在悄然重塑整个行业的力量格局。 今天凌晨，苹果和谷歌正式官宣了合作消息，双方已达成一项多年期合作协议：下一代 Apple Foundation Models 将基于谷歌的 Gemini 模型及其云技 术构建。这些模型将为未来的 Apple Intelligence 功能提供核心支持，其中包括今年将推出的更具个性化能力的 Siri。 双方在联合声明中称，在经过审慎评估后，苹果认为谷歌的 AI 技术为 Apple Foundation Models 提供了目前最具能力的技术基础，并对其将为苹果用户 解锁的全新创新体验充满期待。与此同时，Apple Intelligence 仍将运行在苹果设备端及其私有云计算体系之上，并继续保持苹果在行业内领先的隐私保 护标准。 值得注意的是，苹果目前在与 OpenAI 合作，将 CatGPT 整合至 Siri 和苹果智能中，专门处理可调用该 AI 模型海量知识库的复杂查询。目前尚不清楚 与谷歌的合作，会对未来 ChatGPT 的整合事宜产生何种影响。苹果向 CNBC 表示，不会 ...

Core Viewpoint - The article discusses the impact of price control measures implemented by e-commerce platforms, particularly during the "Double Eleven" shopping festival, which restricts merchants' pricing strategies and affects consumer purchasing behavior [1][5][9]. Group 1: E-commerce Platform Dynamics - E-commerce platforms like JD.com are enforcing "lowest price" policies, requiring brands to maintain uniform pricing across platforms, which limits competition and creates challenges for merchants [1][4]. - The "Double Eleven" shopping festival has evolved from a simple discount day to a complex event that significantly influences consumer habits and business operations, becoming the largest shopping festival globally [3][4]. - The current phase of the festival emphasizes brand value and user experience rather than just gross merchandise volume (GMV), reflecting a shift in focus amid regulatory scrutiny [4][8]. Group 2: Merchant Challenges - Merchants face a dilemma due to price constraints imposed by platforms, which can lead to penalties for non-compliance, effectively binding them to platform demands [4][5]. - Many brands are heavily reliant on specific platforms for sales, making it difficult to resist pricing pressures despite potential disagreements [4][6]. - The practice of price control is seen as a "business shackle" that stifles innovation and competitiveness among merchants [4][5]. Group 3: Consumer Impact - Consumers are losing their ability to compare prices effectively, as platforms enforce uniform pricing, leading to a perception that promotional events lack genuine discounts [6][9]. - The homogenization of prices across platforms diminishes the excitement and value traditionally associated with shopping festivals like "Double Eleven" [6][9]. - The article highlights concerns that such practices may violate legal standards regarding fair competition, as established in previous antitrust cases [6][7]. Group 4: Industry Recommendations - Experts advocate for a return to fair competition, urging platforms to allow merchants greater autonomy in pricing and promotional strategies to foster a healthier market environment [7][8]. - Regulatory bodies are encouraged to strengthen enforcement against anti-competitive practices, ensuring that platforms do not impose unfair pricing constraints on merchants [8][9]. - The focus should shift back to enhancing consumer experience and operational efficiency rather than relying on restrictive measures to maintain market share [8][9].

Core Viewpoint - The automatic price adjustment feature of Ctrip has caused significant frustration among hotel operators, leading to regulatory scrutiny and potential changes in the online travel industry landscape [2][10][18]. Group 1: Ctrip's Automatic Price Adjustment - Hotel operators have reported that Ctrip's "automatic price adjustment" feature frequently alters room prices without their consent, often resulting in prices that do not even cover costs [2][6]. - The process to disable this feature is complicated and time-consuming, leading to further dissatisfaction among hotel managers [10][12]. - Regulatory bodies have taken notice, with the Zhengzhou Market Supervision Administration recently addressing Ctrip for violating e-commerce laws by unreasonably restricting merchants' pricing rights [11][18]. Group 2: Regulatory Actions and Industry Response - Ctrip has faced multiple regulatory meetings, indicating a growing intolerance from authorities regarding its practices [3][5]. - The regulatory body has mandated Ctrip to rectify its practices, including revising contract terms and optimizing its pricing tools to protect merchant rights [11][18]. - New competitors like JD.com and Douyin are entering the market, offering favorable terms to hotel operators, which could shift the balance of power away from Ctrip [13][14][17]. Group 3: Market Dynamics and Future Outlook - The entry of new players is seen as a positive development for hotel operators, providing them with more options and reducing reliance on a single platform [17][20]. - The competitive landscape is expected to evolve, focusing more on service quality, technological innovation, and ecosystem development [18][20]. - As the market transforms, consumers may benefit from more transparent pricing and improved service quality, marking a shift away from the previous dominance of platforms like Ctrip [20].

京东集团4月21日发布致全体外卖骑手兄弟们的公开信（简称"公开信"）。 原文如下： 各位外卖骑手兄弟们： 近期，有竞对平台再次玩起"二选一"游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取 封杀措施。过去，各位骑手都是在三大平台之间自由接单，才能保证自己的收入。因个别平台"二选一"行 为，大家的收入会降低16%—25%左右，我们对各位的遭遇深表同情，也对个别平台违法违规行为表示谴 责。虽然有人明说不会做，但是大家都知道他们一定会暗暗做的！ 为了支持外卖骑手自由接单，保障大家的收入，京东推出以下紧急援助措施： 1.所有被竞对平台封杀的骑手，京东保证给予足够单量，确保收入不降； 2.加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名； 3.所有骑手，如有对象，京东可以优先为您的对象安排工作，比如全职快递员、全职保洁，实现"双职 工"待遇，大幅提高家庭收入； 4.京东集团对兼职骑手永不强迫"二选一"，鼓励大家在各平台自由接单，保障收入最大化！ 在此我们也公开奉劝某平台： 你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期 对骑手事故率超过快递小哥三倍 ...