凤凰网财经讯 2月5日电，美股三大指数集体低开，纳指跌1.33%，道指跌0.6%，标普500指数跌0.9%。 谷歌跌超6%，公司资本支出指引过高引市场担忧。 蔚来涨超7%，公司首次录得单季度经调整经营利润。 高通跌超10%，公司Q2业绩指引疲软。减肥药概念股受挫，诺和诺德跌超4%，礼来跌超3%。 公司消息 【欧盟裁定Apple Ads和Apple Maps不符合《数字市场法》指定标准，苹果回应：欢迎】 欧盟委员会2月5日裁定，苹果公司的在线广告服务Apple Ads和地图服务Apple Maps不应被纳入《数字 市场法》（DMA）的指定范围。 欧盟委员会称得出结论，苹果在Apple Ads和Apple Maps方面不符合"守门人"的资格，因这些平台服 务"均不构成商业用户接触最终用户的重要门户"。这一评估基于多方面考虑，包括Apple Maps在欧盟的 整体使用率相对较低，以及Apple Ads在欧盟在线广告领域的规模非常有限。 苹果在一份声明中表示："欢迎欧盟委员会就Apple Maps和Apple Ads做出的决定。这些服务在欧洲面临 激烈竞争，很高兴欧盟方面承认它们不符合《数字市场法》的指定标准。" 【 ...

作者：电报君 1. 2月5日(周四)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.26%，标普期货跌0.61%， 纳指期货跌0.98%。 2. 截至发稿，欧洲股市主要指数齐跌。欧洲斯托克50指数跌0.56%，英国富时100指 数跌0.48%，法国CAC40指数跌0.11%，德国DAX30指数跌0.59%。 3. 截至发稿，WTI原油跌2.06%，报 63.8美元/桶。布伦特原油跌1.97%，报68.09美元/桶。纽交所黄金跌1.39%，报4882.0美元/盎司。 市场消 息 1、美国与俄罗斯就延长新削减战略武器条约进行谈判。 2、英国宣布与美国建立伙伴关系，推动关 键矿物供应链投资。 3、美元走弱与市场波动率形成历史罕见相关性，加剧汇市震荡，上周外汇期权市 场出现两日历史天量成交。 4、美国1月挑战者企业裁员人数达10.8435万人，创2009年以来1月最高水 平，同比激增118%，主要来自运输、科技、医疗保健行业。 5、摩根大通预计今年央行黄金净买入量 将达800吨，仍比2022年之前水平高70%，并预计2026年底金价推高至每盎司6300美元。 6、英国央行 以5比4投票结果维持基准利率在3.7 ...

Core Viewpoint - The European Commission has determined that Apple Ads and Apple Maps do not meet the criteria for designation under the EU's Digital Markets Act due to their limited usage and scale in the European market [1] Group 1: Apple Ads - Apple Ads has a limited scale in the EU online advertising market, which influenced the European Commission's decision [1] Group 2: Apple Maps - Apple Maps has relatively low usage in the EU, contributing to the conclusion that it should not be designated under the Digital Markets Act [1]

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Core Insights - Simic Media (002712.SZ) has secured key agency qualifications for 2026, enhancing its collaboration with major digital media platforms and top smartphone manufacturers like OPPO, vivo, Honor, Xiaomi, and Huawei, which will drive business growth in the upcoming year [1][2] Group 1: Agency Qualifications - The company has achieved dual advantages of exclusivity and core agency status, becoming the exclusive service provider in practical tools, office, and medical sectors for OPPO's advertising [1] - Simic Media is recognized as the core agency for vivo's marketing effect advertising, covering popular sectors such as education, practical tools, leisure, and efficiency [1] - The company continues to solidify its core agency status with Honor, particularly in tools, education, and information reading sectors, while also becoming a key agency in the lifestyle service sector for Xiaomi [1] Group 2: Long-term Strategy and Achievements - The success is attributed to Bafang Tengtai's long-term dedication to digital marketing, having established a strong reputation and resource base in the industry [2] - Bafang Tengtai became an official partner of Apple Ads in 2025 and has received multiple certifications from major digital media service providers, showcasing its professional service capabilities [2] - The company has won several prestigious awards, including the Baidu Marketing Science AIA Gold Certification and the M360 AI Growth Innovation Award, enhancing its core competitiveness in technology, resources, and services [2] Group 3: Future Outlook - Looking ahead to 2026, Bafang Tengtai plans to deepen strategic collaboration with leading media platforms, focusing on the integration of marketing technology and data capability upgrades [3] - The company aims to explore innovative, intelligent, and integrated marketing models to enhance its industry influence [3] - Simic Media intends to accelerate its digital transformation and innovative business layout, solidifying its leading position in digital marketing and fostering a collaborative growth ecosystem with partners [3]

Core Viewpoint - Apple has been fined significantly for abusing its market dominance, particularly due to its "App Tracking Transparency" (ATT) policy, which has been deemed to restrict competition and harm third-party developers [3][10][11]. Group 1: Fines and Legal Issues - The Italian Competition and Market Authority imposed a fine of €9.8635 million (approximately ¥817 million) on Apple for its ATT policy, which limits competition [3]. - Earlier in March, Apple received a €150 million (approximately ¥1.242 billion) fine from the French Competition Authority for similar reasons related to the ATT policy [11]. - Cumulatively, Apple has faced fines exceeding ¥20.7 billion this year across multiple European countries due to its market practices [10][11]. Group 2: ATT Policy and Its Implications - The ATT policy, launched in April 2021, requires third-party apps to obtain explicit user consent for data collection, but it has been criticized for being overly restrictive and not aligning with Italian privacy laws [5][6]. - Apple's approach to data collection shows a double standard, as its own apps require only a single user consent for data collection, while third-party apps face stricter requirements [7][9]. - The enforcement of the ATT policy has been seen as damaging to the interests of third-party developers and advertisers, leading to accusations of market dominance abuse [6][11]. Group 3: Global Market Impact - Apple has faced multiple fines globally, including a potential fine of $38 billion (approximately ¥2.671 trillion) in India for not allowing third-party payment solutions and charging a 30% commission [12]. - In the UK, Apple lost a significant lawsuit regarding app store commissions, resulting in a claim of £1.5 billion (approximately ¥14.226 billion) due to unfair practices [13]. - The company has adjusted its commission rates in various regions, lowering them below 30% in the US, Europe, and other markets, but maintains the highest rates in China [15][16].

Core Viewpoint - Apple Inc. has been fined €98.635 million (approximately ¥817 million) by the Italian Competition and Market Authority for abusing its market dominance through its App Tracking Transparency (ATT) policy, which is seen as anti-competitive [2][12] Group 1: Fines and Legal Issues - This is not the first fine for Apple regarding the ATT policy; in March, the company was fined €150 million (approximately ¥1.242 billion) by the French Competition Authority for similar reasons [2][6] - Apple has accumulated fines exceeding ¥20.7 billion this year alone due to various anti-competitive practices across multiple European countries [2][8] - The company faces potential fines of up to $38 billion (approximately ¥267.1 billion) in India related to its refusal to allow third-party payment systems [7][17] Group 2: ATT Policy and Market Impact - The ATT policy, introduced in April 2021, requires third-party app developers to obtain explicit user consent to collect data, but it imposes repetitive consent requests that do not align with Italian privacy laws [3][13] - Apple's approach has been criticized for creating a double standard, where its own apps require only a single consent for data collection, while third-party apps face stricter requirements [4][14] - The enforcement of the ATT policy has been deemed to harm the interests of Apple's business partners, particularly those reliant on advertising revenue [4][15] Group 3: Consumer Sentiment and Market Dynamics - There is growing dissatisfaction among consumers in China regarding Apple's market practices, with many calling for similar penalties to be imposed domestically [2][19] - Apple's commission rates, known as the "Apple Tax," have been reduced in various regions, but remain the highest in China at 30% and 15% for different categories [19] - The fines and regulatory scrutiny have led Apple to adjust its practices in response to international pressure, indicating a shift in its market strategy [19][8]

Market Updates - CME Group suspended trading due to cooling issues at CyrusOne data center, impacting stock index futures [1][4] - Major ETFs showed pre-market gains: SPY +0.26%, QQQ +0.42%, DIA +0.11% [1] - European indices showed mixed performance: DAX down 0.03%, FTSE 100 up 0.11%, CAC 40 up 0.10%, Euro Stoxx 50 down 0.02% [2][3] Retail Sector Insights - Black Friday marks the start of the holiday shopping season, with NRF predicting 186.9 million shoppers, a record high [5] - Expected sales for November and December to exceed $1 trillion, but growth forecasted to slow to 3.7%-4.2% from last year's 4.8% [5] - Average spending per consumer projected at $890.49 [5] Employment Market Concerns - Goldman Sachs warns of a softening labor market, with WARN claims at the highest level since 2016, indicating rising layoffs [7] - Sectors like technology, industrial products, and food and beverage are driving the increase in layoffs [7] Cryptocurrency Market Developments - The cryptocurrency market's volatility is impacting publicly traded companies holding digital assets, leading to significant stock price declines [8] - At least 15 Bitcoin treasury companies have seen their stock prices fall below net asset value [8] - Standard Chartered predicts accelerated consolidation in the digital asset treasury sector [8] Company-Specific News - Jefferies Group is under investigation by the SEC regarding its disclosures related to First Brands, a bankrupt auto parts supplier [10] - Bawang Tea reported a 75% increase in overseas GMV for Q3, with total GMV reaching 7.93 billion yuan [11] - Apple may face strict regulations under the EU's Digital Markets Act concerning its advertising and mapping services [12]

Group 1: Market Overview - CME Group suspended trading due to cooling issues at CyrusOne data center, affecting stock index futures [1] - Major ETFs showed pre-market gains: SPY +0.26%, QQQ +0.42%, DIA +0.11% [1] - European indices showed mixed performance: DAX down 0.03%, FTSE 100 up 0.11%, CAC 40 up 0.10%, Euro Stoxx 50 down 0.02% [2][3] Group 2: Retail Sector Insights - Black Friday marks the start of the holiday shopping season, with NRF predicting 186.9 million shoppers, a record high [4] - Expected sales for November and December to exceed $1 trillion, but growth forecasted to slow to 3.7%-4.2% from last year's 4.8% [4] - Average consumer spending projected at $890.49 [4] Group 3: Employment and Economic Policies - Trump announced strict immigration policies, potentially tightening labor market supply amid weak non-farm employment data [5] - Goldman Sachs warned of a softening labor market, with WARN claims at the highest level since 2016, indicating rising layoffs in various sectors [6] Group 4: Cryptocurrency Market Dynamics - Recent volatility in the cryptocurrency market has negatively impacted publicly traded companies holding Bitcoin, leading to significant stock price declines [7] - At least 15 Bitcoin treasury companies have seen their stock prices fall below net asset value of their tokens [7] - Standard Chartered predicts accelerated consolidation in the digital asset treasury sector [7] Group 5: Corporate Developments - Jefferies Group under investigation by SEC regarding disclosures related to bankrupt First Brands [9] - Bawang Tea reported Q3 results with global GMV of 7.93 billion yuan, net income of 3.208 billion yuan, and a 75.3% increase in overseas GMV [10] - Apple faces potential scrutiny under EU's Digital Markets Act for its advertising and mapping services [11] Group 6: Investment Trends - Bridgewater's recent investment in CoreWeave raises interest despite warnings of an AI bubble [12] - OpenAI is in talks for a $38 billion loan to expand infrastructure, highlighting the competitive landscape in AI [11]

Core Points - The European Union's antitrust regulators are evaluating whether Apple's advertising service Apple Ads and mapping service Apple Maps should be subject to the strict regulations of the EU's Digital Markets Act after meeting key criteria [1] - Apple argues that its services should be exempt from these regulations, claiming that Apple Ads is not a major player in the EU online advertising market compared to competitors like Google, Meta, Microsoft, TikTok, and X [2] - The EU Commission has stated that Apple has officially reported that its advertising and mapping services meet two criteria of the Digital Markets Act: having over 45 million monthly active users and a market capitalization of €75 billion (approximately $79 billion) [1] Summary by Sections Regulatory Evaluation - The EU will make a final decision within 45 working days on whether to classify Apple Ads and Apple Maps as "gatekeepers" under the Digital Markets Act [1] - If classified as gatekeepers, Apple will need to comply with a series of mandatory obligations and prohibitions within six months [1] Apple's Position - Apple has submitted a formal rebuttal to the EU, emphasizing that Apple Ads has a significantly lower market share in the EU compared to its competitors [2] - For Apple Maps, Apple claims its usage in the EU is much lower than that of Google Maps and Waze, and it does not serve as a key intermediary connecting business users with end users [2]