1月26日消息，据彭博社报道，TikTok选择了一位内部人士来领导其新成立的美国业务，这位高管与娱 乐界有着深厚的联系，并且曾向字节跳动的高层汇报工作。 TikTok 全球领导人周受资的长期得力助手亚当·普雷瑟被选中领导这家新实体，正式名称为 TikTok 美国 数据安全合资企业。 份最高职位让普雷瑟掌管着一个价值至少140亿美元的社交媒体现象级平台，该平台在美国拥有超过半 数的用户。 美国总统唐纳德·特朗普曾表示，TikTok帮助他赢得了2024年入主白宫的机会。 尽管普雷瑟在许多科技圈内相对默默无闻，但他多年来一直担任公司高层领导职务，并被广泛认为是 TikTok在美国最具影响力的领导人。 据一位熟悉公司情况的人士透露，他长期以来被视为首席执行官的有力竞争者，内部人士认为他是常驻 新加坡的周受资在美国的延伸。 这位人士还表示，普雷瑟直接向周汇报工作，而周则向字节跳动联合创始人兼首席执行官梁汝波汇报。 普雷瑟与娱乐界关系密切，并拥有在中国的工作经验。 他曾就读于洛杉矶最负盛名的高中之一——哈佛西湖中学，之后在耶鲁大学获得本科和研究生学位，主 修中国语言文学和东亚研究。 在Ticketmaster Enter ...

最近，移动应用数据分析商 Sensor Tower 发布了一份《State of Mobile 2026》。 报告提到，2025 年，移动市场的各项关键数据都破了纪录： 尤其是，AI 应用的增长不但没有减速，反而更快了。 可以说，AI 正在全面重塑移动市场。 以下是报告中与 AI 相关的核心内容摘要，完整报告详见： https://sensortower.com/report/state-of-mobile-2026/download ⬆️关注 Founder Park，最及时最干货的创业分享 超 19000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 下载量、应用内购 （IAP） 收入、用户时长，全部创下历史新高； 全球 IAP 收入，同比猛增 10.6%，达到 1670 亿美元。市场的重心已经彻底向"赚钱"倾斜。 AI 应用的下载量翻倍，达到 38 亿次；IAP 收入增长超过三倍，突破 50 亿美元； ChatGPT 以 34 亿美元的 IAP 收入位居年度第三，成为有史以来最快达到 30 亿美元年收入的应用； 用户 ...

拉扯了整整6年，TikTok在美国，终于"有了个说法"。 北京时间1月23日，TikTok官方发布声明称，已成立TikTok美国数据安全合资有限责任公司（TikTok USDS Joint Venture LLC，简称TikTok USDS）。 该合资公司将全面负责TikTok美国的数据保护、算法安全、内容审核及软件保障，且字节跳动会继续拥有TikTok算法的知识产权，并以授权方式向该合 资公司开放使用。 换句话说，美国要"安全"，字节要"算法"，双方各退一步，各自拿走最想要的东西。 这场始于2019年的跨国科技与政治博弈，至少在眼下，算是暂时告一段落。 算法在字节，安全在美国 从披露的信息看，TikTok USDS的架构设计，并不陌生，甚至可以说相当"克制"。 该合资企业将由首席执行官亚当·普雷瑟 (Adam Presser) 和首席安全官威尔·法雷尔 (Will Farrell) 共同领导。普雷瑟此前曾领导TikTok在美国保护美国用户数 据的工作，而法雷尔则领导了这项工作的隐私和安全工作，属于"自己人管自己事"，而非外来接管。 c TikTok Below is today's official ann ...

Core Insights - TikTok has finalized a historic deal to establish a majority American-owned joint venture to avoid a potential U.S. ban, marking a significant milestone after years of legal and political challenges since 2020 [1][4] Group 1: Joint Venture Structure - The new entity, TikTok USDS Joint Venture LLC, is built on the TikTok U.S. Data Security organization and aims to meet U.S. regulatory requirements set by a previous executive order [2][6] - American entities will hold an 80.1% stake in the joint venture, while ByteDance retains a 19.9% stake [7] - The joint venture will be managed by three companies: Oracle, Silver Lake, and MGX, each holding a 15% stake [7] Group 2: Governance and Management - The joint venture will have a seven-member board of directors, predominantly American, including representatives from major investment firms and technology companies [12] - Adam Presser has been appointed as the CEO of the new joint venture, with other board members including TikTok CEO Shou Chew and executives from Oracle, Silver Lake, and MGX [12] Group 3: Data Security and User Experience - The venture will create a domestic cloud environment under Oracle to enhance data privacy and cybersecurity for U.S. user data, apps, and algorithms [10] - The content recommendation algorithm will be secured within Oracle's U.S. cloud environment [10] - The joint venture aims to ensure that U.S. users maintain a "global TikTok experience," allowing for worldwide creator discovery while managing commercial activities like e-commerce and advertising [13]

TikTok today announced a long-awaited deal for a majority American-owned joint venture it said “will operate under defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation, and software assurances for U.S. users.” The hugely popular video sharing social app also revealed that it has more than 200 million U.S. users. The JV, built on the foundation of what the partners are calling the TikTok U.S. Data Security (USDS) organization, will ...

Group 1 - The report highlights a significant update to the Alibaba Qianwen App, which now integrates services from Taobao, Alipay, and other Alibaba businesses, allowing users to order food, shop, and book travel directly within the app [1][8] - The app has introduced a "Task Assistant" feature that can handle complex tasks such as making restaurant reservations and generating reports, currently in a testing phase [1][9] - The Qianwen App aims to differentiate itself by focusing on task quality and value, targeting educated and tech-savvy users while leveraging Alibaba's ecosystem for enhanced functionality [1][9] Group 2 - According to Sensor Tower data, the fourth quarter of 2025 saw strong revenue generation from short video and AI imaging tools, with global in-app purchases for short video applications exceeding $2.8 billion, marking a 116% year-over-year increase [2][11] - The report notes that short video applications accounted for half of the top 20 non-gaming overseas revenue-generating apps in Q4 2025, driven by seasonal shopping events [2][14] - Active user rankings show that applications like Temu, SHEIN, and AliExpress are leading in user engagement, indicating a robust demand for cross-border e-commerce applications [2][18] Group 3 - The investment strategy suggests a positive outlook for Hong Kong stocks, particularly in the internet and technology sectors, with companies like Alibaba, Tencent, and Meituan expected to benefit from increased capital expenditure and AI adoption [3] - The report identifies emerging consumer brands with strong growth potential, such as Maogeping and Mixue Group, as key beneficiaries in the domestic consumption sector [3]

Group 1 - The core viewpoint of the articles highlights the strong performance of non-gaming mobile applications in Q4 2025, driven by seasonal demand and the success of cross-border e-commerce, short videos, and AI applications [1][2] - ByteDance's TikTok and CapCut dominated the revenue charts, showcasing the effectiveness of overseas applications in capitalizing on seasonal traffic [1] - Global in-app purchase revenue for short video applications exceeded $2.8 billion, marking a year-on-year increase of 116%, with short video apps accounting for a significant portion of the top 20 non-gaming applications by overseas revenue [1] Group 2 - Kunlun Wanwei's FreeReels saw a remarkable download increase of approximately 580%, ranking 7th in downloads, while ShortMax's downloads surged over 130% [2] - ByteDance's AI applications, including Dola (Cici, the overseas version of Doubao), experienced a download growth of 98%, and Gauth's downloads increased by 218% [2] - Xiaomi's system-level tool applications captured nearly one-third of the active user rankings, with Temu surpassing 760 million global monthly active users, and AliExpress experiencing a 5.5% increase in active users in Q4 [2]

Core Insights - The global non-gaming mobile applications market experienced strong performance in Q4 2025, driven by seasonal consumption peaks and the success of ByteDance's TikTok and CapCut, which dominated revenue, downloads, and MAU rankings [1][9] Group 1: Revenue Performance - The short video sector and AI imaging tools emerged as the two major winners in Q4, with global in-app purchases for short video applications surpassing $2.8 billion, reflecting a 116% year-on-year increase [2] - ReelShort and DramaBox topped the revenue and download charts for short video applications, with DramaBox's revenue increasing by 75% to $530 million and downloads surging by 112% [2] - Dramawave, under Kunlun Wanwei, saw a 20% quarter-on-quarter revenue growth and an impressive 28-fold annual revenue increase, ranking among the top five [3] Group 2: Download Performance - The download rankings highlighted significant growth driven by year-end promotions and holiday entertainment demand, with AliExpress experiencing a 12% quarter-on-quarter increase in downloads [4] - AI search application Seekee maintained a strong position in the download rankings, while Kunlun Wanwei's FreeReels saw a remarkable 580% increase in downloads, ranking seventh [4] - ShortMax also demonstrated significant growth with over a 130% increase in downloads, indicating a shift towards multi-platform development in the short video sector [4] Group 3: Active User Metrics - Xiaomi's ecosystem solidified its global user base, with system-level tools occupying nearly one-third of the active user rankings, supported by hardware shipments in South Asia, Southeast Asia, and Russia [7] - Temu, along with SHEIN and AliExpress, maintained a strong position in the active user rankings, with Temu's global monthly active users exceeding 760 million [7] - WPS Office experienced a 2.8% increase in active users, bolstered by the integration of AI office assistants, enhancing its competitiveness in the overseas mobile office market [8] Group 4: Industry Trends - The seasonal benefits are being systematically leveraged by Chinese developers, with key consumption and holiday periods becoming significant growth engines for both cross-border e-commerce and content applications [9] - AI is accelerating the commercialization of tool applications, significantly enhancing product value and user willingness to pay, leading to dual growth in revenue and usage for multiple applications in Q4 [9] - The hardware ecosystem remains a solid long-term moat, with companies like Xiaomi establishing high-frequency, essential usage scenarios in overseas markets, providing a stable user base for Chinese applications [9]

Core Viewpoint - Apple has launched a new subscription service called Creator Studio to enhance its creative software offerings and address increasing market competition [1] Group 1: Subscription Service Details - Creator Studio includes key creative software such as Final Cut Pro, Logic Pro, and Pixelmator Pro, priced at $12.99 per month or $129 per year, with a one-month free trial available [1] - A special discounted subscription plan for students and educators is offered at $2.99 per month or $29.99 per year [1] Group 2: Competitive Landscape - The subscription model allows sharing among up to six family members, a feature not available in Adobe's offerings, which enhances Apple's competitive edge [2] - The creative software market is becoming increasingly competitive, with Adobe launching its Premiere software on mobile platforms to counter emerging tools like CapCut and Instagram's Edits [2] Group 3: Strategic Acquisitions - Apple plans to complete the acquisition of Pixelmator by the end of 2024, strengthening its creative software ecosystem [3] - The application Photomator, developed by the Pixelmator team, will remain a standalone subscription service priced at $7.99 per month or $29.99 per year [3]

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights that the domestic AI sector has transitioned from quantitative accumulation to qualitative breakthroughs, supported by government policies and advancements in core technologies [5] - The launch of the DeepSeek V4 model is anticipated to enhance code generation and long-context processing capabilities, positioning domestic AI models among the global top tier [6] - Domestic AI chip performance is evolving from "following" to "benchmarking," with major players like Huawei planning significant upgrades to their chip series [7] - The capital expenditure (Capex) for domestic cloud service providers (CSPs) is expected to increase significantly in 2026, with ByteDance planning around 160 billion RMB and Alibaba over 380 billion RMB for technology development [8] - The user penetration of AI applications is rapidly increasing, with monthly active users (MAU) for AI applications in China growing from 135 million in January 2024 to 544 million in January 2025 [9] Summary by Relevant Sections Industry Basic Situation - The closing index is at 5653.73, with a 52-week high of 5841.52 and a low of 3994.26 [2] Relative Index Performance - The relative performance of the computer industry compared to the CSI 300 index shows fluctuations, with a notable increase of 41% from January 2025 to January 2026 [4] Investment Recommendations - The report suggests focusing on various sectors, including internet companies like Alibaba and Tencent, AI agents, and domestic and overseas computing power providers [10]