智能手表等第三方配件在 iOS 26.3 中也将获得重大突破。它们将能够接收来自 iPhone 的通知，用户不 仅可以查看收到的通知，还能直接进行回复。此前，这项功能通常仅限于 Apple Watch 用户使用。不 过，出于功能唯一性和稳定性的考虑，通知一次只能转发到一台已连接的设备，并且为第三方设备启用 通知功能后，向 Apple Watch 发送的通知将会被禁用。 来源：环球网 欧盟委员会表示，开发者可以利用 iOS 26.3 的这些新功能，对第三方电视、智能手表和耳机进行测 试。该功能预计将于 2026 年在欧洲全面推出，旨在进一步构建一个更加互联互通的数字生态系统，让 所有欧盟公民都能从中受益。同时，iOS 26.3 预计将于 1 月底正式发布，为欧盟的设备制造商和用户带 来新的体验。 需要指出的是，近距离配对和通知功能的更改仅适用于欧盟的设备制造商以及 iPhone 和 iPad 用户。 【环球网科技综合报道】12月23日消息，据Macrumors报道，在《数字市场法案》的要求下，苹果公司 做出重大调整，将向第三方配件提供与自家产品相同的功能和设备特性访问权限。在即将推出的 iOS 26.3 系统中 ...

摩洛哥《晨报》12月16日报道，摩洛哥电信运营商Orange宣布正式接入地中海Medusa海底光缆，并成 功启用其自主设计和运营的摩洛哥首个开放式海底电缆登陆站。 Medusa是地中海地区最长的海底光缆，全长8700公里，在欧洲与北非共设18个登陆点，总容量达 20Tbps。该光缆旨在应对日益增长的带宽需求，保障地中海两岸之间数据交换的安全性。 Medusa登陆摩洛哥将加强摩的国际连通能力，增强摩的数字主权，使其国际连接路线更加多样，降低 对单一基础设施的依赖。 为接入Medusa海底光缆，摩洛哥Orange公司在15个月内建成了摩首个开放式海底光缆登陆站。登陆站 占地3500平方米，IT容量达140千瓦，可提供高达20Tbps的可扩展国际连接。这一基础设施向所有运营 商开放，旨在构建面向未来的海底光缆连接平台，并吸引领先的技术合作伙伴，尤其是超大规模数据中 心，这对构建强大且具有竞争力的国家数字生态系统而言具有战略意义。 ...

Core Insights - Schlumberger and SBM Offshore have formed an exclusive digital alliance aimed at optimizing offshore production system performance [1] - The alliance combines Schlumberger's digital technologies and expertise in subsurface, subsea, surface production, and recovery with SBM Offshore's digital capabilities in the lifecycle management of Floating Production Storage and Offloading (FPSO) units [1] - The partnership aims to create an AI-driven digital ecosystem to enhance FPSO digital asset management, improve operational efficiency, and reduce total ownership costs for offshore operators [1] Summary by Sections - **Digital Ecosystem Integration** - The digital ecosystem will integrate SBM Offshore's operational workflows, data, and lifecycle expertise with Schlumberger's digital technologies, including the OptiSite solution based on Cognite Data Fusion [2] - Once fully implemented, the system will enable offshore asset operating teams to proactively identify and address potential issues in operations, maintenance, and engineering before they escalate [2] - **Data Analysis and Decision-Making** - The goal will be achieved through real-time contextual data analysis of the entire asset infrastructure, including subsea wells, risers, pipelines, and topside systems [2] - The ecosystem will facilitate more efficient and flexible decision-making throughout the entire lifecycle of offshore production [2]

Group 1 - The core point of the news is that Zheng Zhigang, a prominent entrepreneur from Hong Kong, has been appointed as the Chairman of the Board for Crisp Momentum Inc., a U.S. short video content production and distribution company, after resigning from his positions at New World Development [1][2]. - Zheng Zhigang has acquired approximately 24% equity in Crisp Momentum Inc. through his wholly-owned ALMAD Group [1]. - Zheng's resignation from New World Development was to allocate more time for public service and personal matters, highlighting his shift in focus towards new ventures [2]. Group 2 - Crisp Momentum Inc. is building a platform that connects global creators with audiences, emphasizing the significance of mobile video as a powerful narrative medium [3]. - With Zheng's vision and investment, Crisp Momentum Inc. is poised to expand its brand scale and enhance mobile-first entertainment experiences for millions of users worldwide [3]. - Zheng believes that short video content is reshaping interactions with culture, information, and entertainment, and he sees potential for Crisp Momentum Inc. to become a global industry leader [3].

Core Insights - The Central Asian e-commerce market, particularly in Uzbekistan, is experiencing explosive growth driven by a young population and advancements in digital infrastructure [1][2] - Uzbekistan's e-commerce market is projected to exceed $2 billion in the next five years, with online retail share expected to rise from 3% to 15% [1] - The integration of e-commerce, fintech, and logistics is crucial for platforms like Uzum Market to connect Chinese manufacturing with Central Asian consumers [1][5] E-commerce Market Growth - Uzbekistan's e-commerce market is forecasted to grow approximately sevenfold, reaching $12 billion by 2027 [1][2] - The establishment of the largest logistics center in the region by Uzum Market has facilitated online shopping, especially in remote areas [1][2] Mobile Internet and Government Support - The cost of mobile internet in Uzbekistan has decreased by nearly 90% over the past four years, enhancing access to digital services for millions [2] - The government is providing significant support to the e-commerce sector, including a reduced tax rate of 1% for freelancers and individual entrepreneurs selling online starting January 1, 2026 [2] Employment and Market Accessibility - E-commerce platforms are providing a quick entry point for small and medium-sized enterprises (SMEs) into the national market, creating new job opportunities [2][3] - Over 17,000 entrepreneurs are currently selling products on Uzum Market, which has become one of the largest taxpayers in the country [2] Consumer Behavior and Product Availability - E-commerce is enhancing the availability of affordable and diverse products for residents in remote areas, with over 1,100 pickup points established across 400 residential areas [3] - Approximately 30% of sellers on Uzum Market are women, providing them with low-cost entrepreneurial opportunities [3] Cross-Border E-commerce Opportunities - Uzum Market is facilitating access for Chinese sellers to the Uzbek market, indicating strong local demand for Chinese products [3][5] - The platform offers support for Chinese manufacturers, including a new delivery model and partnerships with logistics companies for cross-border shipping [3] Strategic Investments - Tencent's investment of nearly $70 million in Uzum Market highlights the platform's potential due to its large user base, stable operations, and comprehensive logistics system [5] - Uzum is positioned as a digital ecosystem integrating e-commerce, fintech, and logistics, serving millions of consumers and thousands of sellers [5][6] Market Comparison - The e-commerce market in Central Asia, including Uzbekistan, is still developing compared to China's mature and competitive landscape [5][6] - The underdeveloped nature of the Central Asian e-commerce market presents significant future growth potential as payment and logistics infrastructures improve [6]

Financial Data and Key Metrics Changes - The company's top line reached TRY 53 billion, reflecting a year-on-year growth of 12% [4] - Group EBITDA rose by 15% year-on-year to TRY 23 billion, with a solid margin of 43.5% [5] - Net income from continuing operations increased by 37% year-on-year to TRY 4.4 billion [5][21] Business Line Data and Key Metrics Changes - The mobile segment saw 816,000 postpaid net additions, the highest in over five years, with mobile ARPU increasing by 9.8% year-on-year [6][7] - Fixed broadband segment remained stable with 3.3 million subscribers, while residential fiber ARPU increased by 17.5% year-on-year [13] - Digital Business Services grew by 39%, exceeding TRY 4.9 billion in revenues, driven by recurring service revenues [14] Market Data and Key Metrics Changes - The mobile churn rate was 2.2%, influenced by high competition in the mobile number portability market [8] - The share of high-speed packages in the fixed broadband segment increased by 16 percentage points year-on-year [13] Company Strategy and Development Direction - The company is committed to maintaining its leadership position in the mobile market through investments in 5G and digital transformation initiatives [9][10] - A focus on customer experience and dynamic pricing practices is emphasized to enhance retention and competitive positioning [11][12] Management Comments on Operating Environment and Future Outlook - Management expects a moderation in performance in the second half of the year, forecasting year-on-year inflation at 30.5% [18] - The company remains cautious about its guidance, considering the high base effect from the previous year and inflation dynamics [42][43] Other Important Information - CapEx intensity for the quarter was 16.9%, with over 80% allocated to mobile and fixed networks [23] - The company’s cash position reached TRY 117 billion, with a net debt position of TRY 25 billion at the end of the quarter [25] Q&A Session Summary Question: Update on fixed concession and 5G - Management indicated that the Minister of Transport and Infrastructure mentioned a potential renewal of Turk Telekom's concession for 25 years, with a goal for 5G services to be available by 2026 [31][32] Question: Guidance for the second half of the year - Management stated that strong first-half performance provides headroom for guidance, but expects growth to taper off due to contract structures and inflation [42][43] Question: Future of the TOG project and its impact on profits - Management acknowledged the cyclical nature of the automotive industry and indicated that TOG will take time to reach sustainable profitability, but remains confident in the long-term value of the investment [44][46] Question: Increase in financing costs and income - Management explained that effective balance sheet management has mitigated the impact of high interest rates, resulting in a net positive income from FX management [50] Question: Turkcell entering the mobile market - Management noted that there is no clear information regarding becoming the fourth mobile operator and emphasized the challenges of building a mobile network [55][56]

Group 1: Digital Economy in Indonesia - Indonesia aims to become the leader of the digital economy in Southeast Asia, with a digital trade value reaching $82 billion in 2023 and projected to grow to $90 billion in 2024 [1] - The Indonesian government released the "2030 National Strategy for Digital Economy Development" in December 2023, indicating a strong commitment to digital transformation [1] - The digital economy is expected to reach approximately $210 billion by 2030, accounting for about 40% of the total digital economy in ASEAN countries [1] Group 2: Competition in the Food Delivery Market - Indonesia's food delivery market is projected to grow at a rate of 18%, reaching over $5.4 billion in 2024, making it the largest and fastest-growing market in Southeast Asia [2] - The competition in the food delivery sector has been dominated by two major players, Grab and Gojek, which have established a duopoly over the market [2] Group 3: Gojek's Growth and Expansion - Gojek, founded in 2010, has expanded from motorcycle ride-hailing to include food delivery, logistics, and financial services, boasting over 3 million online drivers and 5.3 million partner merchants [6] - Gojek's total gross transaction value (GTV) is expected to grow by approximately 30% year-on-year, with online orders increasing by 38% in 2024 [7] - The merger of Gojek and Tokopedia into Goto has allowed the company to attract significant international investment and focus on financial services, with a loan portfolio growth of 108% [7][8] Group 4: Grab's Market Position - Grab has become the largest ride-hailing and food delivery company in Southeast Asia, with a market share of approximately 50% in ride-hailing and 47% in food delivery in Indonesia [10][11] - Grab's acquisition of Uber's business in Indonesia in 2018 solidified its market position, while its integration of financial services through investments in local fintech companies has created a comprehensive digital ecosystem [10][11] Group 5: Competitive Landscape and Future Outlook - The competition between Grab and Gojek reflects a shift from price competition to ecosystem competition, with both companies striving to build comprehensive digital platforms [13] - The digital economy in Indonesia is still concentrated in major cities, indicating potential growth opportunities in smaller cities as infrastructure improves [14] - As the digital economy matures, new entrants will need substantial capital investment to compete effectively in the market [15]

Financial Data and Key Metrics Changes - Total revenue growth for the second quarter of 2025 was 6.3%, despite a challenging environment in Mexico, offset by solid trends outside Mexico and currency tailwinds [18][19] - Operating income increased by only 0.2% year-over-year, impacted by inflationary effects on costs and expenses [18] - Net consolidated income decreased by 64.3% to COP 5,600,000,000, primarily due to a noncash foreign exchange loss and lower interest income [19][20] Business Line Data and Key Metrics Changes - Proximity Americas division saw same store sales decline by 0.4%, with a solid average ticket growth of 6.6% but weaker traffic, which contracted by 6.6% [20][21] - OXXO LATAM experienced same store sales growth in the high teens, indicating better performance compared to Mexico [20] - Health division revenues increased by 15.6% in pesos, with same store sales growing 13.1%, driven by strong performance in Colombia and Ecuador [27] Market Data and Key Metrics Changes - Coca Cola FEMSA revenues increased by 5%, despite nearly 10% volume decline in Mexico and Central America due to adverse weather conditions [29] - Valora in Europe reported total revenues increased by 31.4% in pesos, driven by strong retail performance in Switzerland [26] Company Strategy and Development Direction - The company is focusing on enhancing its digital ecosystem through SPIN, aiming to integrate digital and physical experiences to meet consumer needs [6][10] - There is a strategic emphasis on financial services, including savings and credit products, to drive monetization opportunities [38][49] - The company plans to maintain operational discipline and strategic investments to navigate the evolving consumer environment [31][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging consumer environment in Mexico and the need for commercial initiatives to improve traffic [21][22] - There is cautious optimism for the second half of the year, with expectations for stable full-year operating margins at Proximity Americas [31][32] - The management team is focused on improving profitability through operational efficiency and cost discipline [27][28] Other Important Information - The company has successfully completed the divestiture of its logistics business and is prioritizing investments in core operations [30][31] - The company is committed to deploying approximately COP 66,000,000,000 in shareholder remuneration through dividends and share repurchases [31] Q&A Session Summary Question: What are the missing pieces to maximize SPIN and SPIN Premier? - Management highlighted the importance of leveraging data from the Premier Rewards program to enhance retail media efforts and drive higher commercial income [36][38] Question: Are there better traffic data for SPIN users compared to non-users? - Management confirmed that users of the SPIN program tend to visit stores more frequently, indicating a positive impact on traffic [41][42] Question: How does FEMSA Digital fit within OXXO? - Management expressed excitement about the collaboration between SPIN and OXXO, emphasizing the need for a digital value proposition leveraging OXXO's physical footprint [48][49] Question: What initiatives are being taken to improve traffic at OXXO? - Management mentioned various initiatives, including adjustments in product offerings and promotional activities to address traffic challenges [58][59] Question: What is driving the volatility in net income? - The primary reason for the decline in net income was attributed to foreign exchange losses on U.S. Dollar cash balances, alongside higher taxes [86][87]

Summary of Freedom Holdings Investor Day Company Overview - **Company Name**: Freedom Holding Corporation - **Founded**: 2008 during the financial crisis - **Core Business**: Digital brokerage providing access to global markets, particularly U.S. markets, for retail investors in Kazakhstan and beyond [4][72] - **Market Position**: Top stockbroker by trading volume in Kazakhstan since 2014, with millions of accounts on the Kazakhstan Stock Exchange [5][6] Industry Insights - **Kazakhstan as a Testing Ground**: The country is viewed as a key market for technology-enabled services, serving as a testing ground for new technologies before rolling them out in Europe [3][4] - **Digital Ecosystem Development**: The company recognizes the need to build a digital ecosystem that includes banking and insurance services to remain competitive against global players [7][9] Financial Performance - **Market Capitalization**: Recently surpassed USD 10 billion, marking a significant milestone for the company [17] - **Focus on Future Growth**: Emphasis on reinvesting profits for future growth rather than focusing solely on current financial performance [12][16] - **Profitability**: The company remains profitable but acknowledges the potential volatility in financial conditions due to changing interest rates [14][15] Product Offerings - **Super App Development**: The company is focused on integrating various services into a super app, which is expected to enhance customer retention and reduce acquisition costs [20][24] - **Brokerage Technology**: Freedom Broker app (TraderNet) is a key product, with licenses in multiple countries including Kazakhstan, Uzbekistan, and the U.S. [21][22] Technological Advancements - **AI Utilization**: The company employs predictive AI for risk management, customer insights, and fraud detection, enhancing its competitive edge in consumer lending and insurance [28][29][30] - **Data Infrastructure Investment**: Significant investments in data centers in Kazakhstan to support growth and ensure data security [49][50][54] Market Opportunities - **Central Asia and Caucasus**: Kazakhstan is positioned as a financial hub for Central Asia, with plans to enhance connectivity and financial services across the region [42][43][44] - **Global Expansion**: The company aims to replicate its successful digital ecosystem in Europe and the U.S., competing with established fintech firms [65][66][78] Regulatory Environment - **Regulatory Stability**: The company emphasizes the importance of consistent regulations for long-term planning and investment [96][97] - **Astana International Financial Centre**: The establishment of this center aims to create a favorable regulatory environment for financial services in Kazakhstan [90][91] Strategic Vision - **Long-term Goals**: Freedom Holding aims to become a leading global digital ecosystem provider, leveraging its experience and technology to compete on a global scale [66][67] Conclusion - **Future Outlook**: The company is optimistic about its growth potential in Kazakhstan and beyond, focusing on technology integration, market expansion, and building a robust digital ecosystem to meet evolving consumer needs [65][66][68]