这一成果的背后，是八方腾泰长期以来在数字营销领域的深耕细作。作为思美传媒全国数字营销总部的 运营载体，八方腾泰早已在行业内积累了深厚的资源沉淀与口碑认可，在2025年正式成为 Apple Ads 官 方合作伙伴，并连续多年获得包含百度、巨量引擎、腾讯广告等多家主流数字媒体重要服务商认证，更 以专业的服务能力斩获百度营销科学 AIA 金牌认证服务商、M360 AI 增长创新奖金奖、中国广告业大 奖长城奖铜奖等多项行业重磅荣誉，形成了技术、资源、服务三位一体的核心竞争力。 对于思美传媒而言，此次核心代理资质的获得具有重要意义。在数字化转型加速推进的背景下，公司正 着力构建内容、数据与技术驱动的营销生态，而八方腾泰拿下的多平台核心代理权，将进一步拓宽公司 的流量入口与服务边界，为客户提供更具针对性的垂直行业营销解决方案。依托 AdPex 一站式智能投 放平台等技术工具，公司可实现从策略制定、创意生成到效果优化的全链路服务，助力广告主在存量竞 争时代实现高效增长。 展望2026年，八方腾泰将持续深化与头部媒体平台的战略协同，聚焦营销技术融合与数据能力升级，探 索更具创新性的智能化、一体化营销模式，持续提升行业影响力。 ...

文 丨 《 BUG》栏目 周文猛 科技巨头苹果公司，又又又收到巨额罚单了。 近日 ，意大利竞争与市场管理局 宣布 对苹果公司和苹果意大利公司 等 处以 9863.5万欧 元 （ 约 8.17亿元 ） 罚款，原因是滥用市场支配地位 ， 苹果的 "应用追踪透明 度"（ATT）政策有限制竞争的性质。 这不是苹果 首次 因 ATT 政策 "栽跟头"， 今年 3月，苹果公司还因同样的理由收到法国 竞争管理局开出的1.5亿欧元（约12.42亿元）罚单。 据《 BUG》栏目统计，今年以来，苹果也屡屡因滥用市场支配地位收到欧盟多国罚单，累 计罚单金额超207亿元。 频频收到巨额罚单之下，苹果的反垄断困境始终围绕一个核心：利用 iOS生态的封闭性和 主导地位，制定有利于自身的规则。而这一行为，也正引发越来越多国内消费者不满，面对 处罚消息，目前多数网友的反映是："也该罚一罚了！""国内什么时候跟上？" 收 8.1 亿元 罚单 ， 客服回应 " ATT政策 " 争议 公开资料显示，苹果 "应用追踪透明度"（简称ATT）政策，是苹果公司于2021年4月面向 iOS生态开发者及用户推出的一项"隐私保护"政策。该政策要求所有通过App ...

近日，意大利竞争与市场管理局宣布对苹果公司和苹果意大利公司等处以9863.5万欧元（约8.17亿元） 罚款，原因是滥用市场支配地位，苹果的"应用追踪透明度"（ATT）政策有限制竞争的性质。 这不是苹果首次因ATT政策"栽跟头"，今年3月，苹果公司还因同样的理由收到法国竞争管理局开出的 1.5亿欧元（约12.42亿元）罚单。 据《BUG》栏目统计，今年以来，苹果也屡屡因滥用市场支配地位收到欧盟多国罚单，累计罚单金额 超207亿元。 频频收到巨额罚单之下，苹果的反垄断困境始终围绕一个核心：利用iOS生态的封闭性和主导地位，制 定有利于自身的规则。而这一行为，也正引发越来越多国内消费者不满，面对处罚消息，目前多数网友 的反映是："也该罚一罚了！""国内什么时候跟上？" 文 丨 《BUG》栏目 周文猛 科技巨头苹果公司，又又又收到巨额罚单了。 收8.1亿元罚单，客服回应"ATT政策"争议 公开资料显示，苹果"应用追踪透明度"（简称ATT）政策，是苹果公司于2021年4月面向iOS生态开发者 及用户推出的一项"隐私保护"政策。该政策要求所有通过App Store分发的第三方应用，必须遵守更为严 格的iOS设备隐私规则。 ...

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 ...

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]

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]