1. 11月28日(周五)美股盘前，由于 CyrusOne 数据中心出现冷却问题，芝加哥商品交易所集团 ( CME ) 暂停交易，导致股指期货周 五继续停牌。然而，追踪主要股票指数的 ETF 在盘前交易中上涨：SPY +0.26%，QQQ +0.42%，DIA +0.11%。 2. 截至发稿，德国DAX指数跌0.03%，英国富时100指数涨0.11%，法国CAC40指数涨0.10%，欧洲斯托克50指数跌0.02%。 | 德國DAX30 | 23,770.64 | 23,782.08 | 23,718.00 | -7.15 | -0.03% | | --- | --- | --- | --- | --- | --- | | * 英國富時100 | 9,704.30 | 9.719.41 | 9,697.21 | +10.37 | +0.11% | | 法國CAC40 | 8,107.72 | 8,115.16 | 8,084.23 | +8.25 | +0.10% | | ਂ 歐洲斯托克50 | 5,651.85 | 5,656.55 | 5,640.75 | -1.32 | -0.02% | 市场消息 芝商所 ...

1. 11月28日(周五)美股盘前，由于 CyrusOne 数据中心出现冷却问题，芝加哥商品交易所集团 ( CME ) 暂停交易，导致股指期货周 五继续停牌。然而，追踪主要股票指数的 ETF 在盘前交易中上涨：SPY +0.26%，QQQ +0.42%，DIA +0.11%。 非农持续萎靡之际，特朗普祭出"核弹级"移民限制! 试图封死第三世界劳动力闸门。美国总统唐纳德·特朗普当地时间周四晚间宣 布了一项全面收紧美国移民规定的重磅计划，其中包括暂停来自"第三世界国家"的移民，以及取消在美"非联邦公民"享有的所有 联邦福利和政策补贴。特朗普对于美国国内非法移民的最新立场意味着，在非农就业数据报告已经显著走弱的同时，未来劳动力 市场供给还可能被特朗普政策进一步收紧。因此美国劳动力市场短期内更像是一场"慢性衰退"，不至于瞬间断崖式崩塌，却足以 让美国经济步入长期缓慢甚至负增长区间。 高盛警示：裁员潮持续蔓延，美国就业市场疲软迹象加剧。高盛在其新发布的报告中警告称，美国劳动力市场可能开始走软，因 为私营部门数据显示多个行业正在出现日益加剧的裁员潮。高盛表示，美国各州与计划大规模裁员相关的申报——即WARN申报 ——已飙 ...

苹果于周五回应称，已向欧盟反垄断监管机构提交正式反驳意见。该公司强调，Apple Ads在欧盟在线 广告服务市场中并非主要参与者，其市场份额远低于谷歌(GOOGL.US)、Meta(META.US)、微软 (MSFT.US)、TikTok及X平台等竞争对手，且该服务未使用来自其他苹果服务或第三方平台的数据。 至于Apple Maps，苹果强调其在欧盟市场的使用率远低于Google Maps、Waze等同类产品，且不具备直 接连接商业用户与终端用户的关键中介功能。 欧盟委员会透露，苹果已正式通报其广告与地图服务已满足《数字市场法案》中"守门人"(gatekeepers) 的两项判定标准：相关服务月活跃用户数超4500万，且公司市值达到750亿欧元(约合790亿美元)。符合 该标准的企业需遵守一系列强制性义务与禁止性规定。 欧盟委员会将在45个工作日内就是否将苹果这两项服务列为"守门人"作出最终裁定。若裁定通过，苹果 需在六个月内完成合规整改。 智通财经APP获悉，欧盟反垄断监管机构表示，在苹果(AAPL.US)的广告服务平台Apple Ads与地图服务 Apple Maps达到关键标准后，将评估其是否应受制于欧 ...

Core Insights - U.S. tech giant Apple has informed the European Commission that its core platform services, Apple Ads and Apple Maps, comply with the thresholds established by the Digital Markets Act [1]

Core Insights - The company, Wanka Yilian (1762.HK), won two awards at the 2025 Modern Advertising Awards for its innovative use of Apple Ads in competitive marketing strategies [1][2] Group 1: Award-Winning Campaigns - The first award-winning project, "Dynamic Equilibrium: Responding to Competitive Pressure with Apple Ads Cost Control and Traffic Expansion," showcased the company's ability to handle vast amounts of user behavior data, processing trillions of data points daily to create a data asset of billions [1] - The second project, "Rock-Paper-Scissors Strategy Combo, Helping 58.com Break Through Apple Ads Keyword Competition," highlighted the company's unique advantages in keyword competition, utilizing advanced data processing to identify long-tail keywords and competitive niches [2] Group 2: Technological Integration - The integration of AI technology and data processing with advertising marketing scenarios has enabled the company to transition from "smart algorithms" to "full AI decision-making," significantly enhancing marketing precision and efficiency [2] - The platform's ability to dynamically adjust advertising strategies based on real-time data feedback and continuous AI optimization is expected to drive substantial revenue growth for the company in 2025 [2]

Core Insights - The company won a gold and bronze award at the 2025 Modern Advertising Awards for its Apple Ads case studies, showcasing its strategic partnership with Alibaba Cloud and recognition from companies like NetEase Games and 58.com [1] - The company's intelligent marketing system is built on vast data resources, processing trillions of user behavior data daily, which forms a data asset of billions, enabling precise marketing strategies [1][2] Group 1: Awards and Recognition - The company received a gold award for its project with NetEase Games and a bronze award for its project with 58.com at the 2025 Modern Advertising Awards [1] - The awards highlight the company's capabilities in managing advertising costs and expanding traffic in competitive environments [1] Group 2: Intelligent Marketing System - The company’s intelligent marketing system leverages extensive data (603138) to enhance advertising efficiency and control customer acquisition costs [1] - The platform processes vast amounts of user behavior data, creating a comprehensive data asset that supports targeted marketing efforts [1] Group 3: AI Technology Integration - The integration of Alibaba's AI model has significantly enhanced the company's advertising platform, enabling automated and precise ad placements [2] - The platform features ROI prediction, real-time bidding, and dynamic budget adjustment models, optimizing advertising strategies based on real-time data [2] Group 4: Revenue Growth Projections - The company experienced over 400% revenue growth in overseas markets in the first half of 2025, with expectations for continued acceleration in the second half [2] - The company aims for a 50% increase in global revenue for 2025, targeting a revenue goal of 4 billion yuan [2]

Core Insights - The company reported a revenue of 3.558 billion yuan for the first half of 2025, representing a year-on-year growth of 26.78% in a slightly growing advertising market [1] - The integration of AI technology is enhancing the quality and efficiency of advertising marketing, while the company is also expanding into the new cultural tourism sector [1][5] Group 1: AI Empowerment in New Media - The company is actively strengthening AI technology to build a content production system centered around artificial intelligence, achieving capabilities such as AI-generated creative ads and automated ad analysis [2] - The subsidiary, Bafang Tengtai, launched the AdPex one-stop intelligent advertising platform, which aims to provide efficient and cost-effective advertising solutions [2] - Bafang Tengtai has become an official partner of Apple Ads, providing significant opportunities for the company's international advertising market expansion [2] Group 2: Collaboration with Major Media - The company continues to deepen collaborations with leading media platforms like ByteDance, Tencent, and Baidu, leveraging the user base and traffic resources of emerging social media [3] - These partnerships enable the company to better understand market dynamics and meet diverse client needs, thereby solidifying its advertising marketing business [3] Group 3: Policy Support for Cultural Tourism - The cultural tourism sector is experiencing accelerated growth due to policies aimed at boosting domestic demand and consumption [4] - The company has leveraged its internal resources to gain experience in new media marketing for cultural tourism projects, collaborating with local governments to create unique tourism products [4] - The partnership with Alibaba Cloud is aimed at strengthening rural digital infrastructure, promoting rural revitalization, and creating new opportunities in cultural tourism [4] Group 4: Business Growth Potential - The company's steady revenue growth in new media and cultural tourism reflects its efforts and potential in exploring new growth paths [5] - With the support of AI technology and favorable policies, the company is expected to achieve significant breakthroughs in the cultural tourism sector, providing strong momentum for long-term development [5]

Core Insights - Apple has introduced significant updates to the App Store during WWDC25, focusing on enhancing app visibility and user experience through new features like App Tags, natural language search, and custom product pages [1][32]. Group 1: App Tags - The introduction of App Tags aims to help users better understand the features or functionalities of apps and games, generated by Apple's large language model and verified by human review [3]. - App Tags will be displayed on product pages and in key areas of the App Store, allowing users to discover apps based on specific functionalities rather than just categories [4][7]. - The feature will roll out in phases, starting with a limited number of apps in the US App Store, expanding to all apps and other markets later this year [6]. Group 2: Natural Language Search - The App Store will now support natural language search, enabling users to describe their needs in everyday language for more accurate search results [9]. - This feature is currently limited to English and a select number of apps in the US, with plans for broader implementation [11]. - The traditional ASO (App Store Optimization) approach will be restructured, encouraging developers to embed scenario-based descriptions in metadata rather than relying solely on keyword stuffing [12]. Group 3: Custom Product Pages - Developers can now assign keywords to custom product pages, allowing these pages to appear in search results for those specific keywords [13]. - This change enables the display of different content for various keywords, potentially increasing download conversion rates [18]. - The custom product pages will not require additional review once keywords are assigned, streamlining the process for developers [15]. Group 4: Screenshot Keywords - There are speculations that Apple may be using OCR technology to extract text from app screenshots, which could influence search rankings by enhancing keyword relevance [20]. - Recommendations for optimizing screenshots include using high-contrast text, easily readable fonts, and focusing on a single keyword theme per screenshot [21][23]. Group 5: Accessibility Feature Tags - Apple has added accessibility feature tags to app product pages, allowing users to see if an app supports specific accessibility functions before downloading [25]. - This feature will be available in beta and is expected to fully launch later this year, with implications for app visibility in search results based on user queries related to accessibility [31]. Conclusion - The new features and updates from Apple are designed to improve app exposure, data attribution, and download conversion rates, making it essential for developers to adapt their strategies accordingly [32].