Core Viewpoint - Apple Inc and OpenAI are facing a lawsuit from Elon Musk's X Corp, which accuses them of conspiring to monopolize the markets for smartphones and generative AI [1] Group 1 - The lawsuit was filed by X Corp against Apple and OpenAI, alleging anti-competitive behavior [1] - The federal judge did not dismiss the lawsuit, allowing it to proceed [1] - The case highlights ongoing concerns about market monopolization in the tech industry [1]

Group 1 - Tencent has reached an agreement with Apple, where Apple will handle payments for WeChat mini-games and apps, taking a 15% cut from the revenue [2] - During Tencent's Q3 2025 earnings call, executives confirmed ongoing cooperation with Apple and expressed a constructive attitude towards the progress of mini-game ecosystem development, with specific details pending official announcement [3] - Apple has a longstanding practice of taking a commission from app developers on the App Store, with a 30% cut for apps generating over $1 million annually and a 15% cut for smaller developers [3] Group 2 - According to Sensor Tower, the "Apple tax" generated approximately $22.34 billion globally in 2023, with over 40 billion yuan coming from China alone [4] - Tencent reported Q3 revenue of 192.87 billion yuan, a 15% year-on-year increase, and a net profit of 63.13 billion yuan, up 19% year-on-year [4]

Core Viewpoint - Tencent has reached an agreement with Apple, where Apple will handle payments for WeChat mini-games and apps, taking a 15% cut from the revenue generated [1][2]. Group 1: Agreement Details - The agreement allows Apple to process payments for WeChat mini-games, marking a significant collaboration between Tencent and Apple [1]. - Tencent executives confirmed the ongoing positive relationship and collaboration with Apple during a recent earnings call, indicating a constructive attitude towards the progress of the mini-game ecosystem [2]. Group 2: Revenue Sharing Structure - Apple traditionally charges a 30% commission on in-app purchases for apps generating over $1 million annually, while a 15% cut applies to smaller developers [3]. - The "Apple tax" generated approximately $22.34 billion globally in 2023, with over 40 billion yuan coming from China alone [3]. Group 3: Tencent's Financial Performance - Tencent reported a revenue of 192.87 billion yuan for Q3, reflecting a 15% year-on-year growth, and a net profit of 63.13 billion yuan, up 19% year-on-year [4].

据分析，达成协议之后，一方面为苹果开辟了新的收入来源，另一方面也减轻了腾讯所面临的压力。苹 果此前要求腾讯堵上漏洞——一些应用开发者利用这些漏洞，把用户引导到外部支付系统，从而绕过 iPhone通常 30%抽成 的规则。 所谓"苹果税"，是指苹果对App Store上所有应用的数字内容消费抽取15%～30%的佣金。每当苹果用户 通过苹果手机应用商店付费下载App或在App内部购买数字商品/服务时，苹果公司会扣留交易金额的一 部分作为"过路费"，再将剩下的转给相应的App开发者。 据中国基金报11月13日消息，据悉，苹果和腾讯敲定微信游戏15%的抽成协议。今后在微信小游戏和小 程序中的支付将由苹果来处理，苹果并从中抽取 15%的分成 。 对此，腾讯管理层表示，腾讯与苹果一 直在不同领域展开良好的合作和沟通，"到目前为止，我们会保持建设性的态度，等待事态的发展。" （原标题：苹果将从微信小游戏中抽成15%？腾讯回应） ...

Apple was on Thursday refused permission to appeal against a London tribunal ruling that it abused its dominant position by charging app developers unfair commissions. ...

腾讯高层在业绩沟通会上表示，我们与苹果公司有非常好的关系，并在不同领域展开了合作，我们也在 持续沟通，以推动小游戏生态更进一步健康发展，让其更加活跃，到目前为止，我们对这一块的进展感 到非常乐观，可以说有建设性进展，也可以说我们对当前的进展持建设性态度。目前我们还需要进一步 去等待官方公告，请大家等一等。 责任编辑：何俊熹 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪科技讯 11月13日晚间消息，近日有外媒报道，腾讯控股有限公司与苹果公司达成协议，苹果将负 责微信小游戏和应用程序中的支付，并从中抽取 15% 的佣金。在今日举行的腾讯集团Q3业绩沟通会 上，腾讯高管对消息进行了回应。 ...

Core Viewpoint - A prominent technology analyst has criticized Oracle Corp.'s AI strategy as "bad behavior" and an "irresponsible investment," contrasting it with the more stable, customer-driven AI initiatives of competitors like Microsoft, Amazon, and Google [1][2]. Group 1: Business Model and Margins - Oracle is perceived as "borrowing to provide capacity for startups," which is considered a high-risk strategy compared to its competitors who have established customer bases and cash reserves [2]. - The new AI business of Oracle is described as a "bad business with very low margins," with gross margins of 30-40% being viewed unfavorably compared to the 80% gross margins of its core business [2]. Group 2: Order Backlog and Demand Concerns - Oracle's reported $455 billion order backlog is questioned, with skepticism about the legitimacy of deals, particularly with OpenAI, which are labeled as "false promises" lacking real demand [3]. - Concerns are raised about a significant $300 billion deal with OpenAI, which is not set to commence until 2027, leading to doubts about OpenAI's ability to meet a $60 billion annual commitment [3]. Group 3: Stock Performance and Market Reaction - Despite skepticism, Oracle's stock has outperformed the S&P 500, gaining 36.72% year-to-date compared to the S&P 500's 16.74% return, although it has recently seen a decline [4]. - The stock's recent appreciation attributed to AI developments has diminished, indicating potential volatility in market perception [4].

走进腾讯滨海大厦，小程序、地图定位、云计算等技术构建起急救"智慧大脑"。腾讯打造的"企鹅急救 助手"小程序，一旦有人触发求助，系统即刻匹配附近的急救志愿者与AED设备，规划最优救援路径， 同时将专家指导实时推送至施救者手中。截至目前，该体系已在全国救助38799名突发疾病患者。 从"心光大道"的理念传播到模拟空间的技能培训，从重点人群的精准赋能到科技平台的全域联动，深圳 通过"一键触发、四方联动"的协同机制，让急救资源快速聚合、高效流转。这座城市用全民参与的温度 与科技创新的速度，编织起一张覆盖全城的生命守护网，为社会急救体系建设提供了"深圳样本"。 转载请注明央视财经 （央视财经《金牌新字号》）在深圳欢乐港湾的"心光大道"上，一个个金色手印见证着平凡人的救援力 量 —— 扫码即可解锁背后的生命救援故事，这句"微小勇气是挽救生命的超能力"，正是深圳"5分钟社 会急救圈"的生动注脚。如今，这座城市正以"科技+全民参与"的双轮驱动，将黄金救援时间压缩至极 限，让城市效率体现在每一次关乎生命的极速响应中。 深圳的急救体系建设始于理念革新。深圳市急救中心主任朱虹深耕急救领域31年，她介绍，心脏骤停患 者的抢救成功率每 ...

| 今开 | 267.50 | | 最高 | 267.83 | | 成交量 | 1.21万手 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 268.37 | | 最低 | 261.11 | | 成交额 | 3.21亿 | | 换手率 | 3.98% | | 市盈(TTM) | 112.49 | | 总市值 | 1063亿 | | 分时 | 王日 | 日K | 周K | 月K | 季K | 年K | 更多v | | 267.50 | | | | | | | -0.32% | | 35 | | WM | | | | | | | | | | | | | | -2.67% | IT之家 11 月 13 日消息，迅雷今日发布截至 2025 年 9 月 30 日的第三季度未经审计财报，靠投资影石赚了 5.4 亿 美元，是自己利润的近 103 倍。 迅雷财报显示，2025 年第三季度： 两项利润差额如此之大，迅雷集团董事长兼首席执行官李金波表示："我们第三季度业绩表现超出预期，总营收 达到 1.264 亿美元，同比增长 57.7%，这得益于所有主要业务 ...

Core Insights - Alibaba is launching a personal AI assistant named "Qwen" to compete in the global AI application market, positioning it against ChatGPT [1] - The initiative is part of Alibaba's broader AI strategy, following a significant investment of 380 billion in AI infrastructure earlier this year [1] - The Qwen model has become the leading open-source large model globally, with its latest version, Qwen3-Max, released in September, featuring over 1 trillion parameters and a pre-training data volume of 36 trillion tokens [2] Group 1 - Alibaba has initiated the "Qwen" project, aiming to create a personal AI assistant that directly competes with ChatGPT [1] - The company views this move as a critical step in the "future battle of the AI era," leveraging the open-source advantages of the Qwen model [1] - Over 100 engineers are working on the project in a dedicated area at Alibaba's headquarters in Hangzhou, with an international version of the Qwen app also in development [1] Group 2 - The Qwen model has achieved over 600 million downloads globally, indicating its widespread adoption [2] - Airbnb's CEO has publicly stated that the company relies heavily on Qwen, citing its superior speed and performance compared to OpenAI's models [2] - Nvidia's CEO has noted that Qwen has captured a significant share of the global open-source model market and continues to expand its presence [2] Group 3 - Following the announcement of the Qwen project, Alibaba's stock price surged over 5% on the Hong Kong stock exchange [3]