万咖壹联 20260112 摘要 我们总结了三大核心优势：首先，我们与包括苹果在内的六大顶级手机厂商形 成了战略紧密合作，为其整个生态系统提供服务。其次，我们覆盖了中国最主 流的游戏公司，包括腾讯、网易和三七互娱等，共计 1,300 多家，并且跟随苹 果出海，覆盖约 20 亿手机用户。第三，我们是三个智能终端硬件标准联盟的 重要成员，包括硬核联盟、快应用联盟和金标联盟，这些联盟统一了中国安卓 手机应用商店的标准，并推动了智能终端的软件生态技术标准化。 生成式 AI 时代如何优化内容与流量？ 在生成式 AI 时代，搜索信息变得更加高效精准。传统 PC 时代的信息搜索面临 信息杂乱无序的问题，而移动互联网时代通过算法推送内容，虽然相对精准但 仍存在一定局限性。而在 AI 搜索时代，通过像豆包这样的 AI 助手，可以根据 用户需求快速提供准确答案，并附带相关视频推荐。这种方式不仅提高了信息 获取效率，还能通过精准匹配用户需求，实现更高效的广告投放。例如，当用 户请求下载一款适合初学者玩的德州扑克游戏时，AI 助手会根据预先打好的标 签推荐最符合要求的游戏，从而实现内容即广告，提高广告投放效果和 ROI （投资回报率 ...

据了解，若该法案正式立法，苹果需通过应用商店收集用户信息以完成年龄核验，但苹果在声明中强 调，此举将迫使企业收集未成年人敏感文件，违背隐私保护原则。其核心立场是：家长应在创建儿童账 户时自主提供年龄信息，年龄确认措施只需核实"创建者为成年人"，而非过度收集用户数据。 苹果进一步提出两项关键诉求：一是应用商店与开发者无需留存任何年龄判定相关信息；二是家长应拥 有"是否向开发者共享孩子年龄范围"的决定权。此前，苹果全球隐私负责人希拉里・韦尔已致信该委员 会，直言法案"会让数百万成年人仅为下载应用就提交私人信息"，并指出苹果现有年龄确认功能可在保 护隐私的前提下保障儿童安全，无需依赖敏感信息收集。 来源：环球网 【环球网科技综合报道】12月11日，据9to5mac报道，苹果CEO蒂姆・库克日前现身美国华盛顿特区， 与众议院能源和商务委员会议员会面，就《应用商店问责法案》展开游说——苹果明确反对该法案 中"强制应用商店承担年龄验证责任"的条款，称其将损害用户隐私，主张由家长主导儿童账户年龄管 理。 目前，苹果已构建相关配套机制：应用商店设有年龄分级制度，儿童账户支持细化年龄范围设置，且已 针对2026年1月1日生效的 ...

Group 1: Core Insights - Vivo's mobile internet business serves over 400 million users with applications, short videos, and advertising, processing daily data volumes in the range of hundreds of billions [1] - The transition from Kafka to Apache Pulsar addresses scalability and performance issues, enabling effective management of massive data traffic and improving operational efficiency [3][4] Group 2: Business Challenges - Vivo's original Kafka-based messaging system faced limitations due to increasing topic and partition numbers, leading to performance degradation and high operational costs [3] - The inability of Kafka to dynamically scale and the reliance on partition numbers for performance created significant challenges during traffic spikes [3] Group 3: Technical Selection - Apache Pulsar was chosen for its advantages, including a stateless broker architecture that supports rapid scaling and a unique bundle mechanism that manages large numbers of topics effectively [4] - Pulsar's support for multiple consumption modes enhances its ability to handle varying traffic demands and ensures message order [4] Group 4: Implementation and Optimization - Vivo optimized Pulsar's bundle management and data retention strategies, improving data distribution and monitoring capabilities [5][6] - Adjustments to load balancing and client performance parameters significantly enhanced the system's ability to handle high message volumes [6] Group 5: Didi's Big Data Operations - Didi's big data team adopted Apache Pulsar in 2021, replacing the DKafka system and resolving long-standing operational challenges [7][9] - The transition to Pulsar improved performance, cost efficiency, and reliability, addressing issues such as disk I/O bottlenecks and complex load balancing [8][9] Group 6: Didi's Implementation and Optimization - Didi optimized hardware configurations and utilized Pulsar's ensemble mechanism to ensure balanced data distribution and efficient resource utilization [10] - The system's design allows for quick scaling and fault recovery, ensuring continuous service during peak loads and failures [10][12]

Group 1 - The European Commission plans to inquire about major tech companies like Apple, Google, Microsoft, and Booking.com regarding their measures to prevent online financial fraud [1][2] - Henna Virkkunen, the European Commission's technology affairs chief, stated that financial fraud has become a new priority for the Commission, aiming to ensure that tech companies are doing their utmost to detect and prevent fraudulent activities [2] - The inquiry will focus on how Apple and Google manage fake applications in their app stores, how Google and Microsoft handle false search results, and how Booking.com addresses fake property listings [2] Group 2 - The European Commission is currently requesting information but may proceed with investigations and impose fines, with the Digital Services Act allowing fines up to 6% of a company's global annual revenue [2]

Market Overview - Major U.S. index futures are showing positive movement, with Dow futures up 0.20%, S&P 500 futures up 0.52%, and Nasdaq futures up 1.12% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.91%, Pinduoduo up 2.21%, NetEase up 4.6%, JD.com up 1.28%, Trip.com up 3.67%, Baidu up 1.91%, and Li Auto up 3.63% [2] AI Talent Acquisition - Microsoft is intensifying efforts to recruit AI talent from Meta, implementing a competitive hiring process to match Meta's lucrative compensation packages, including multi-million dollar signing bonuses [2] Economic Outlook - UBS has adopted a rare "firmly bearish" stance on the U.S. economy, the dollar, and U.S. equities, predicting a sharp slowdown in Q4 GDP growth to 0.9% from 2.0% in Q2, significantly below market expectations. UBS maintains a long-term bearish view on the dollar and warns of risks related to overvaluation in U.S. equities, particularly in tech stocks [2] Stock Price Adjustments - Morgan Stanley has lowered the target price for Eli Lilly from $1,135 to $1,028 while maintaining an "overweight" rating [2] Webtoon Entertainment - Webtoon Entertainment, a subsidiary of South Korea's Naver, saw its stock rise over 40% in pre-market trading after reporting better-than-expected Q2 earnings and announcing a partnership with Disney. JPMorgan has raised its target price from $9 to $14 per share [3] Apple Response - Apple has responded to Elon Musk's antitrust allegations, asserting that its App Store operates on fair principles without favoritism. Apple emphasized that its platform uses objective standards for app recommendations to ensure a safe environment for users and fair competition for developers [3] Cryptocurrency IPO - Bullish, a cryptocurrency exchange operator and owner of CoinDesk, successfully raised $1.1 billion through its IPO, selling 30 million shares at $37 each, exceeding the previously advertised price range of $32 to $33 [3] CoreWeave Financials - CoreWeave, known as "NVIDIA's favorite," saw its stock drop nearly 10% after reporting a significant increase in adjusted net losses for Q2, reaching $130.8 million compared to $5 million in the same period last year, with analysts expecting a loss of $96.3 million [4]

Group 1 - The core viewpoint is that Apple is expected to receive approval from the EU antitrust authority regarding its app store fees and rules, potentially avoiding daily fines [1] Group 2 - The approval would allow Apple to continue its current business practices without facing penalties [1] - This development highlights the ongoing scrutiny of major tech companies by regulatory bodies in Europe [1] - The outcome may set a precedent for how app store policies are regulated in the future [1]

Core Viewpoint - Apple is expected to receive approval from the EU antitrust authority regarding its app store fees and rules, which will help the company avoid daily fines. A decision is anticipated in the coming weeks [1] Group 1 - Apple is likely to gain approval from the EU for its app store practices [1] - The approval will assist Apple in avoiding potential daily fines [1] - A decision from the EU is expected within the next few weeks [1]

Core Insights - Apple has modified its App Store rules in the European Union to comply with antitrust orders [1] Group 1 - The changes in the App Store rules are a direct response to regulatory pressures from the European Union [1]

Core Viewpoint - Apple is preparing to adjust its App Store to appease EU antitrust regulators and potentially avoid further fines related to the Digital Markets Act (DMA) [1] Group 1: Regulatory Adjustments - Apple plans to propose changes by June 26 to make it easier for third-party developers to direct users outside of Apple's ecosystem for software purchases [1] - This commitment follows weeks of tense discussions with EU regulators and aims to address alleged violations of the DMA [1] Group 2: Potential Consequences - If Apple fails to submit the proposals by the deadline, the European Commission will prepare a formal charge against the company [1] - In April, both Apple and Meta were found to have violated the DMA, leading to significant regulatory scrutiny [1]

Core Viewpoint - Apple is preparing to adjust its App Store to avoid further fines from the European Union, which issued a deadline on June 26 for compliance with the Digital Markets Act (DMA) [1] Group 1 - The European Union has issued a final ultimatum to Apple regarding compliance with the DMA [1] - The adjustments to the App Store are aimed at preventing additional penalties from the EU [1]