消息面上，近日，万咖壹联旗下智能营销平台玩咖欢聚正式通过Apple官方审核，成为大中华区为数不 多获得AppleAds官方合作伙伴认证的技术型服务商。此次认证直接加固了万咖壹联的生态壁垒，让其 成为全球市场中唯一同时获得苹果官方认可、且深度绑定华为HarmonyOS及四大Android厂商的技术中 台，这使万咖壹联在移动生态中展现出了强大的统治力。 盈立证券发布研报称，万咖壹联是中国领先的移动互联网AI营销科技公司，是游戏分发与移动广告领 域的"隐形冠军"及生态核心服务商。该行指出，公司全球化战略成效显著，2025年上半年海外收入同比 激增439.1%，达4190万元，预计下半年增长幅度会更大。公司计划未来3-4年内将海外收入占比提升至 30%左右，成为公司核心增长引擎。此外，公司将AI手机视为未来5-10年的机遇，正在进行前瞻性技术 储备。 万咖壹联(01762)尾盘涨超13%，截至发稿，涨12%，报0.84港元，成交额2415.81万港元。 ...

Core Insights - The 2025 App Store Awards highlighted two standout applications in China: CapWords as the "App of the Year" and the shooting game "Valorant" as the "Game of the Year" [3][5][16] Group 1: CapWords - CapWords revitalizes language learning through a unique approach combining real-life scenarios and AI interaction, inspired by the founder's parenting experience [8][10] - The app utilizes Apple's Augmented Vision Kit for image extraction and offers voice synthesis for natural pronunciation, supporting 12 languages with a recognition accuracy of over 95% [10][12] - CapWords received accolades for its user-friendly design and innovative approach, earning the title of "App of the Year" in China [14] Group 2: Valorant - Valorant successfully transitioned the excitement of PC gaming to mobile, adhering to Apple's localization service standards [16][18] - The game achieved a monthly active user count of 50 million shortly after launch, benefiting from Apple's ecosystem and targeted distribution [18] - The success of Valorant demonstrates the App Store's ability to support both small creative teams and large IPs, emphasizing quality and user demand [18] Group 3: App Store Initiatives - In 2025, the App Store introduced three key initiatives aimed at improving communication between developers and users, enhancing transparency and resource integration [20][22] - The introduction of Accessibility Nutrition Labels allows developers to clearly communicate their app's accessibility features, benefiting both users and developers [20][22] - The new "Teen" age rating provides clearer guidelines for app content, helping parents make informed choices while ensuring compliance with social responsibilities [22][24] Group 4: App Store Ecosystem - The App Store has evolved into a comprehensive mobile ecosystem, accessible in 175 countries and supporting 40 languages, with over 800 million weekly visits [26] - The platform's value lies in its fair and transparent rules, which protect against malicious competition and reward innovation [26] - The App Store aims to ensure that quality applications are recognized and user needs are met, reinforcing its role as a community builder in the mobile ecosystem [26]

Core Viewpoint - Google is integrating ChromeOS with Android to enhance mobile computing experiences, indicating a shift in focus away from ChromeOS as its standalone platform faces decline [1][6][18] Group 1: ChromeOS and Chromebook Status - ChromeOS has been showing signs of abandonment, with Chromebooks being in a "vegetative state" as the market for netbooks has diminished due to the rise of tablets [1][4] - The Chromebook's appeal in the education sector was due to its cloud-based storage and management capabilities, making it suitable for K12 environments [3][4] - The price advantage of Chromebooks over iPads contributed to their popularity during the pandemic, allowing ChromeOS to briefly become the third-largest desktop operating system [4][6] Group 2: Decline of Web Ecosystem - The decline of the web ecosystem and the rapid development of mobile ecosystems have outpaced Google's expectations, leading to the downfall of ChromeOS [6][16] - Early ChromeOS was limited to web browsing and lacked the functionality of native applications, which contributed to its decline as web applications failed to compete with mobile apps [9][11] - Google's attempts to revitalize the web ecosystem through Progressive Web Apps (PWA) have not gained traction, further marginalizing ChromeOS [13][16] Group 3: Future of Android and ChromeOS - Android has evolved to include features specifically for larger screens, making it a more versatile platform compared to ChromeOS [16][18] - The competition between web apps and native mobile apps has solidified the latter's dominance, leading to a diminished role for ChromeOS in the broader ecosystem [11][16]