Core Viewpoint - The European Union is demanding major tech companies, including Apple, Google, Snapchat, and YouTube, to explain their measures for protecting children online, emphasizing the need for enhanced privacy, security, and safety [2][4]. Group 1: EU Actions and Regulations - The European Commission has initiated requests for information under the Digital Services Act (DSA) to assess the practices of Apple, Google, Snapchat, and YouTube regarding the protection of minors online [2][3]. - The EU is also investigating Meta's Facebook and Instagram, as well as TikTok, due to concerns about their platforms' addictive nature for children [4]. - Denmark, holding the rotating EU presidency, is advocating for collective action to safeguard minors, including a proposed ban on social media for children under 15 [5]. Group 2: Future Considerations - EU ministers are set to discuss age verification on social media and potential measures to enhance online safety for minors [6]. - A joint statement is expected to support EU chief Ursula von der Leyen's initiative to explore a potential EU-wide digital majority age, with plans to establish a panel of experts for further assessment [8].

Technology & Development - The industry emphasizes understanding the difference between progressive web apps and those distributed through app stores like Google Play or Apple Store [1] - The industry acknowledges Google's statement that noncustodial wallets are not within the Play Store's scope, but the distinction remains important [1]

Investment Rating - Investment rating is maintained at "Buy" [3] Core Views - The company reported FY25Q3 revenue of $94 billion, a year-over-year increase of 9.6%, slightly above Bloomberg consensus expectations by 5.30% [6] - Operating profit reached $28.2 billion, up 11.2% year-over-year, exceeding Bloomberg consensus by 9.26% [6] - GAAP net profit was $23.4 billion, reflecting a 9.3% year-over-year increase, also above Bloomberg consensus by 9.31% [6] - Service revenue was $27.4 billion, up 13.3% year-over-year, surpassing Bloomberg expectations by 2.14% [6] - Product revenue was $66.6 billion, a year-over-year increase of 8.2%, exceeding Bloomberg expectations by 6.83% [6] - iPhone revenue was $44.6 billion, up 13.5% year-over-year, higher than Bloomberg expectations by 11.29% [6] - The Greater China region saw a revenue increase of 4.35% year-over-year, marking the first positive growth in two years, driven by national subsidy policies and promotional activities [6][7] - The company anticipates revenue growth of $416.5 billion, $438.1 billion, and $464.3 billion for FY2025, FY2026, and FY2027 respectively, with year-over-year growth rates of 6.5%, 5.2%, and 6.0% [9] Summary by Sections Financial Performance - FY25Q3 revenue was $94 billion, operating profit was $28.2 billion, and GAAP net profit was $23.4 billion, all exceeding expectations [6] - Service revenue reached $27.4 billion, while product revenue was $66.6 billion, with notable performance in iPhone and Mac sales [6][7] Regional Performance - The Greater China region achieved a revenue of $15.4 billion, marking a 4.35% increase year-over-year, attributed to national subsidies and promotional sales [6][7] - Other regions, including the US, Europe, Japan, and Asia-Pacific, also showed positive growth trends [6] Product Insights - Mac revenue increased by 15% year-over-year, driven by new M4 chip products [7] - iPad revenue declined by 8.1% year-over-year due to high base effects from the previous year [7] - Service business revenue reached a record high, with significant growth in Apple TV+ viewership and Apple Store revenue [7] Future Outlook - The company plans to launch the iPhone 17 series in September, with a focus on new product features [8] - Attention is drawn to the progress of Apple intelligence and the Google antitrust case, which may impact service revenue and overall profits [8][9]

Group 1 - Shanghai police dismantled a criminal gang selling counterfeit Labubu toys, with a case amount exceeding 12 million yuan [1] - ByteDance donated 10 million yuan to support disaster relief efforts in severely affected areas, focusing on emergency supplies for children and the elderly [2] - China's import and export trade with Central and Eastern European countries reached a record high of 522.88 billion yuan in the first half of the year, a year-on-year increase of 6.8% [4] Group 2 - Hunan's import and export to the EU grew by nearly 30% in June, with Germany being the largest trading partner, showing a growth of 35.1% [6] - Shanghai's first aviation pre-clearance cargo station started trial operations, improving customs efficiency by approximately 30% and reducing logistics costs by 15% [7] - Apple announced the closure of its first direct store in China, located in Dalian, which will cease operations on August 9, 2025 [8] Group 3 - Zhongshi Technology stated that its thermal management solutions are versatile and applicable in the robotics field [9] - Microsoft introduced the Copilot mode in its Edge browser, enhancing user experience with AI features that predict user actions [10] - Huatai Securities expects the Federal Reserve to maintain its current interest rate during the July meeting, with future rate decisions dependent on economic data from July to August [11]

值得关注的是，此次关停将成为苹果公司在中国市场关闭的首家直营门店。目前苹果公司尚未公布闭店具体原因。 大连百年城店开业至今已近十年，此次关闭引发市场广泛关注。苹果公司未对闭店原因及后续布局做出进一步说明。 苹果公司中国官网7月28日发布公告称，Apple Store大连百年城店将于2025年8月9日20时正式停止营业。该店于2015年10月24日开业，不仅是苹果公司在大 连的首家直营店，也是辽宁省第二家官方零售门店。 ...

| | | 7月29日，据苹果中国官网显示，AppleStore大连百年城店将于2025年8月9日20点停止营业，这也成为苹果中国首家关停的直营店。 新的直营店在深圳即将开张。7月25日，苹果中国官网宣布，Apple Store深圳前海壹方城店将于8月16日开幕，这将是深圳第三家苹果直营店。官网信息显 示，目前苹果在中国大陆共有49家直营店，其中北京有5家。 5月2日，苹果发布2025财年第二财季，即2025年一季度的财报。一季度，苹果实现营收953.59亿美元，同比增长5.08%；净利润为247.80亿美元，同比增长 4.84%。其中，大中华区收入为160.02亿美元，同比下降2.26%，上年同期为163.72亿美元。 来源：北京日报客户端 记者：袁璐 如遇作品内容、版权等问题，请在相关文章刊发之日起30日内与本网联系。版权侵权联系电话：010-85202353 对此，苹果向记者提供一则声明回应称，鉴于大连百年城购物中心内多家零售商的离开，苹果决定于2025年8月9日关闭那里的零售店。声明表示，这家店的 团队成员将有机会继续在苹果担任他们的职务。同时，苹果期待与消费者在附近的Apple大连恒隆广场零售店见面 ...

7月29日消息，苹果中国官网显示，AppleStore大连百年城店将于2025年8月9日20：00停止营业。据深 圳新闻网称，这成为苹果中国首家关停的直营店。针对停业的原因，记者致电苹果大连百年城店，客服 称"原因暂时不是很清楚"。对于停业后是否会在附近再开新店，该客服表示，"暂时没有收到通知。"该 店关闭之后，苹果在大连将仅剩下恒隆广场一家门店。(界面) ...

金十数据5月21日讯，今日有多个博主和网友发帖称，中国内地的苹果Apple Store即日起支持微信支 付。Apple Store线下零售店自2018年2月7日起便已支持支付宝（线上更早）、2019年香港&澳门Apple Store也已支持AliPay HK。中国内地Apple Store零售店目前接受银联卡、支付宝与微信支付，以及 Visa、Mastercard、JCB、American Express支付卡。 （IT之家） 苹果门店支持微信支付 ...