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欧盟对Meta发起反垄断调查 事关旗下社交平台AI新规
Nan Fang Du Shi Bao· 2025-12-06 15:33
又一起涉AI反垄断案件出现。12月4日,欧盟委员会宣布对Meta启动正式的反垄断调查,以评估该公司旗下的 WhatsApp一项有关AI功能的新政策,是否涉嫌损害市场竞争。 欧盟委员会宣布对Meta发起反垄断调查 今年10月,WhatsApp更新了其商业API政策,新增"AI提供商"的章节,明确禁止AI模型商在WhatsApp分发AI助手 服务。该条款将于2026年1月15日生效。 具体而言,该条款指出,AI或机器学习技术的提供商和开发者,被严格禁止直接或间接访问或使用WhatsApp商业 解决方案,用于提供、交付、提供销售或以其他方式使此类技术可用。 WhatsApp的"AI提供商"规定 这些AI提供商包括但不限于大型语言模型、生成式人工智能平台、通用人工智能助手,以及Meta自行认定的类似 技术;所针对的是这些技术的主要功能——也就是说,企业仍可在WhatsApp使用其它AI工具的辅助性或支持性功 能。 尽管有上述限制,Meta指出,用户可根据《WhatsApp 商业解决方案条款》将AI提供商作为第三方服务提供商, 只要该行为不会导致商业解决方案数据被用于创建、开发、训练或改进任何其他AI模型。 Meta明 ...
META, NFLX, CRM, And More: 5 Stocks That Dominated Investor Buzz This Week - Apple (NASDAQ:AAPL), Salesforce (NYSE:CRM)
Benzinga· 2025-12-06 14:30
Retail investors talked up five hot stocks this week (Dec. 1 to Dec. 5) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Meta Platforms Inc. (NASDAQ:META) , Salesforce Inc. (NYSE:CRM) , UiPath Inc. (NYSE:PATH) , Netflix Inc. (NASDAQ:NFLX) , and Tesla Inc. (NASDAQ:TSLA) , spanning social networking, AI, software, robotics, streaming, and automotive, reflected diverse retail interests.Meta PlatformMeta Platforms faced an EU antitrust probe launc ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-06 12:10
BREAKING: 𝕏 is officially the #1 news app in SwedenPeople are sick on Censorship, as a result 𝕏 Is doing a huge surge in downloads. https://t.co/T5MXmy36aW ...
谁在TikTok电商生态里真正赚钱?
Sou Hu Cai Jing· 2025-12-06 10:23
当TikTok电商规模突破万亿美元大关,服务商赛道成为跨境创业的"香饽饽",但冰火两重天的景象却格外刺眼:有人凭借精准布局单月营收破百万,有人跟 风入局却陷入"投钱不赚、接单亏本"的死循环。 这场分化并非偶然,而是模式选择、能力壁垒与生态适配度共同作用的结果。在流量红利退去、竞争加剧的2025年,TikTok服务商的生存差距,mcn早已超 越"运气"层面,857成为一场硬实力的较量。 赛道选择:选对"战场"比努力更重要 TikTok服务商的三大核心赛道——MCN、TAP、TSP,如同三条通往不同目的地的道路,选对方向直接决定了盈利天花板。 头部玩家的赛道基因匹配 赛道适合团队基因核心模式典型案例MCN内容创作能力突出达人孵化、商单分成、深耕打赏文化区中东地区主播,依靠打赏与商单实现高分成TAP流量运 营与广告优化官方认证资质,承接广告投放赚取佣金投放团队凭借5%-10%佣金快速起量TSP电商基因与服务整合店铺代运营、直播操盘、供应链对接广州 某TSP聚焦非洲大码女装,单月GMV破百万 挣扎者的粗放式操作 模式进化:从"单点服务"到"生态共生" 精准定位案例:广州某TSP服务商聚焦非洲大码女装垂直赛道,一个月打 ...
Meta Platforms, Inc. (META): A Bull Case Theory
Yahoo Finance· 2025-12-05 23:05
We came across a bullish thesis on Meta Platforms, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $647.10 as of December 2nd. META’s trailing and forward P/E were 28.67 and 22.17 respectively according to Yahoo Finance. Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices. META reported a blockbuster Q3 ...
Meta Preps Major Metaverse Cuts, Analysts Predict Earnings Pop
Benzinga· 2025-12-05 18:24
Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.JPMorgan analyst Doug Anmuth maintained an Overweight rating on Meta with a price forecast of $800.Bank of America Securities analyst Justin Post reiterated a Buy rating on Meta with a price forecast of $810.Also Read: Meta Pl ...
Meta reaches AI deals with CNN, Fox News, other media outlets
New York Post· 2025-12-05 18:13
Mark Zuckerberg’s Meta has reached deals to pay Fox News, CNN and several other news publishers in exchange for using their articles in its AI chatbot, the company said Friday.The tech giant said the partnerships will give users more access to “real-time content” in the form of links to articles and websites when they submit queries to its AI tools.In addition to CNN and Fox News, Meta struck agreements with Fox Sports, Le Monde Group, People, the Daily Caller, the Washington Examiner, USA Today and the USA ...
Meta Platforms Reality Labs cuts signal continued financial discipline, analysts say
Proactiveinvestors NA· 2025-12-05 18:08
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Stock Market Navigates Midday Trading with Fed Rate Cut Hopes and Key Economic Data in Focus
Stock Market News· 2025-12-05 17:07
Market Overview - U.S. equities are showing mixed to positive sentiment as investors assess economic data and anticipate a Federal Reserve meeting next week [1] - Major U.S. stock indexes exhibit varied movements, with the S&P 500 and Nasdaq showing upward trends, while the Dow Jones hovers around flat [2] - S&P 500 futures are up 0.3%, Dow futures increase 0.1%, and Nasdaq futures rise 0.4%, indicating cautious optimism in global markets [3] Federal Reserve and Economic Data - The Federal Reserve's final FOMC meeting of 2025 is scheduled for December 9th and 10th, with an 87% probability of a 25-basis-point interest rate cut anticipated [4] - The release of the Personal Consumption Expenditures (PCE) price index for September 2025 is expected to provide insights into inflation and its impact on the Fed's decision [5] - Upcoming economic releases include the Job Openings and Labor Turnover Survey (JOLTS) on December 9th and the Consumer Price Index (CPI) around December 12th [6] Corporate News and Stock Movements - Netflix is acquiring Warner Bros. Discovery for $82.7 billion, impacting its stock performance [7] - Ulta Beauty's stock surged by 7% after reporting stronger-than-expected earnings and raising its sales outlook [7] - HP Enterprise's stock dropped following disappointing quarterly results and a subdued outlook [7] - Dollar General shares rose over 14% after boosting its full-year comparable sales forecast [12] - Meta Platforms' stock increased by over 3% after announcing plans to cut the metaverse group's budget by up to 30% [12] - Hormel Foods reported stronger-than-expected fourth-quarter earnings, leading to a stock rise of over 3% [12] - Science Applications International's stock closed up over 16% after reporting strong Q3 adjusted EPS and raising its full-year adjusted EPS estimate [12] Labor Market Insights - Initial jobless claims fell to 191,000 for the week ending November 29th, a decrease of 27,000, indicating a resilient employment situation [8]
Meta Platforms Has Lost $73 Billion on Reality labs. Are Its Spending Cuts Enough for META Stock?
Yahoo Finance· 2025-12-05 16:58
The metaverse was once hailed as the next great frontier in digital innovation, with tech giants pouring billions into immersive reality, advanced wearables, and 3D virtual platforms. However, the slowdown in investor enthusiasm and overall adoption has also made the largest spender in the industry, Meta Platforms (META), confront the issue of how far and how quickly it should go with this big, ambitious vision. No company has bet more heavily on the metaverse than Meta, whose Reality Labs division has ra ...