2025.11. 14 本文字数：1275，阅读时长大约2分钟 作者 | 第一财经 郑栩彤 前一日，有市场消息称苹果、腾讯就小游戏内购抽成15%佣金达成一致，北京时间11月14日，苹果在官网确认了这一消息。 虽然未直接表达对苹果税的不满，但腾讯管理层谈及游戏行业或数字内容行业与应用商店之间天然的紧张关系，称根源是应用商店收取约30%佣金，游 戏行业认为这是沉重负担。管理层称，随着时间推移，无论是出于监管原因还是商业原因，趋势都是应用商店抽佣比例变化或降低。 围绕苹果税，此前市场猜测苹果和腾讯之间存在紧张关系。去年曾有市场传言称iPhone16不适配微信、用户要在苹果和微信间"二选一"，虽然"二选一"局 面未出现，但小游戏是否、如何收苹果税仍在一年多的时间中悬而未决。 如今向小游戏开发者收取15%的税率，或是一个相对折中的办法。在国内，小游戏业态仍较新兴。据微信今年6月披露的数据，超40万的小游戏开发者群 体中，超8成是30人以下的小团队。此前有知情人士向记者分析，如果是30%的苹果税，对小游戏开发者而言可能造成压力。 "苹果App Store支持小程序（Mini Apps）和小游戏。"苹果表示，参与小程序合作 ...

Core Viewpoint - A group of 55 Chinese consumers has filed a complaint against Apple, accusing the company of abusing its market dominance by restricting payment channels and charging high commissions, which they argue undermines consumer choice and fair trade in China [1][4]. Group 1: Complaint Details - The complaint requests that Apple open third-party payment channels beyond In-App Purchase (IAP) for Chinese consumers without charging any commissions [4]. - It also demands that Apple allow access to iOS applications from sources other than the App Store, again without any associated fees [4]. - Additionally, the complaint calls for a reduction in the commission rate for in-app purchases to be lower than the most favorable rates in other countries [4]. Group 2: Context of Apple's Market Practices - The term "Apple Tax" refers to the 10%-30% commission Apple charges developers for transactions made through its App Store, which has drawn criticism globally [6]. - The European Union has previously investigated Apple for its App Store commission policies, leading to significant fines and rulings against the company [6][7]. - Other countries, including Japan and Australia, have also initiated investigations or legal actions against Apple for similar anti-competitive practices [8].

其中，下载次数最多的山寨应用"Sora 2–AI Video Generator"通过关键词优化App Store搜索，短短时间 内获超5万次安装。另一款"Sora 2–Video Generator AI"表现稍逊，但下载量已超6000次并持续增长。 截至目前，仍有少数Sora品牌假货存留，如"PetReels—Sora for Pets"和"Viral AI Photo Maker: Vi-sora"， 尽管下载量有限，却潜在制造消费者混淆。Appfigures指出，这些山寨的总盈利超过16万美元，考虑到 其短暂生命周期，这笔"快钱"颇为可观。 这些山寨应用如何通过苹果的App Review审核流程仍是个谜。Appfigures表示，苹果最终下架了多数山 寨应用，但审核机制的漏洞显而易见。苹果已被要求就此置评，包括如何允许这些商标侵权应用上线以 及剩余假货的移除计划，但截至发稿前未作回应。科技评论家约翰·格鲁伯（John Gruber）将此称为"本 周App Store最大骗局"，呼吁苹果加强AI时代下的品牌保护。 百万狂欢：AI视频的"ChatGPT时刻" 10月10日消息，OpenAI视频生成应用So ...

Core Viewpoint - The shutdown of 91 Assistant marks the end of the "jailbreak era" and signifies the decline of third-party app stores that once dominated the mobile application distribution landscape [8][11]. Group 1: Background and Development of 91 Assistant - 91 Assistant was developed in 2007 by Xiong Jun to simplify the complex operations of iTunes for early iPhone users, quickly gaining over 200,000 users within two months [2]. - It became the only cross-terminal and cross-platform content distribution platform at the time, addressing the limitations of Apple's App Store, which was known for its high-quality but closed ecosystem [4][6]. - The software gained popularity by providing easy jailbreak operations and free downloads of paid applications, becoming a crucial channel for non-official app downloads for iOS devices [4][6]. Group 2: Market Dynamics and Acquisition - In 2009, 91 Assistant expanded to the Android platform, adding features like Android flashing and phone management, which significantly increased its user base [6]. - By 2013, the platform had achieved over 10 billion cumulative app downloads, averaging 8 downloads per person in China, leading to its acquisition by Baidu for $1.9 billion, one of the largest mergers in the internet industry at that time [6]. - After the acquisition, it was rebranded as "Baidu 91" but continued to operate independently within Baidu's ecosystem [6]. Group 3: Decline of Third-Party App Stores - The rise of official app stores and improved app distribution by smartphone manufacturers led to a significant decline in the presence of third-party app stores like 91 Assistant [6][11]. - The shutdown of 91 Assistant on September 28, 2023, along with the earlier closure of similar services like PP Assistant, signifies the end of an era dominated by third-party app distribution [8][10]. - Other similar tools have also gradually exited the market since 2014, although their impact on the early smartphone development phase remains significant [11]. Group 4: Transition and Future Outlook - Despite the decline of many "mobile assistant" tools, some have successfully transitioned, such as Coolapk, which evolved from a mobile assistant to a community-focused platform for product discussions and social interactions [11].

Group 1 - Jack Ma's return to Alibaba is deemed impossible by internal sources, emphasizing that he has never truly left the company [1][2] - Alibaba announced four organizational culture adjustments, including opening internal forums and enhancing employee mobility [2] - Xiaomi's CEO Lei Jun described the past month as the most challenging since the company's inception, reflecting on personal and professional struggles [3] Group 2 - Xiaomi faced backlash from SU7 Ultra pre-order customers over misleading advertising regarding a carbon fiber hood, leading to demands for refunds [4][5] - Zero One's co-founder Dai Zonghong has left to start a new venture focused on AI infrastructure, receiving investment from Innovation Works [6] - Alibaba's application vision team leader Bo Liefeng has quietly left the company, joining another tech giant [7] Group 3 - The collaboration details for the domestic version of Apple's AI indicate that Baidu's technology contribution is only 35%, with Alibaba providing the majority [8][9] - Apple's App Store commission revenue exceeded $10 billion last year, doubling over four years, raising concerns about its business practices [10] - Ele.me utilized humanoid robots for street promotions of its "flash purchase" service, aiming to leverage local technology trends [11] Group 4 - The Trump administration plans to lift AI chip restrictions imposed during the Biden era, aiming to simplify regulations and boost innovation [13][14] - OpenAI appointed a new CEO, Fidji Simo, as part of a restructuring plan to enhance its competitive edge in the AI sector [15][16] - OpenAI is reportedly negotiating a $3 billion acquisition of AI programming assistant developer Windsurf, marking its largest acquisition to date [17] Group 5 - Taobao's instant retail service "Flash Purchase" faced a system crash on its first day due to overwhelming user demand, highlighting the challenges of rapid scaling [18][19] - ByteDance announced the open-source release of a new AI project, DeerFlow, aimed at enhancing deep research capabilities [21] - Google introduced an upgraded AI model, Gemini 2.5 Pro, which significantly improves coding and interactive web application development [22][23]

家办热点 1.2025福布斯中国家族资产管理人评选报名启动 近日，福布斯中国与美传思维携手推出"2025福布斯中国家族资产管理人评选"。本次评选旨在弘扬中国家族文化，普及家族 资产管理的意义、方法论和价值观，并展示家族资产管理领域的卓越人士，以凸显智慧与能力、爱与责任，而非财富。 本次评选构建了兼具国际视野与中国智慧的评估体系，通过选拔与表彰在家族资产保值增值（资产管理）、家庭可持续美好 生活（财富规划）、家族企业（家族事业）成长与传承等维度表现卓越的机构与个人，推动行业标准建设与经验共享，助力 中国财富管理生态从"经验驱动"向"专业引领"转型，进而打造出具有公信力的中国家族资产管理交流平台。（福布斯） 2.资产管理信托管理办法有望年内落地，信托业发展迎新变革 近日，国家金融监督管理总局公布2025年规章制定工作计划，备受关注的信托行业迎来重要消息：2025年将重新修订《信托 公司管理办法》，同时制定《资产管理信托管理办法》。这一系列举措，将对信托行业的发展产生深远影响。 早在2024年底，《中国网财经》等媒体就曾报道，监管人士在2024年中国信托业年会上透露，正在制定"1+N"制度体系。其 中"1"是指《关 ...