Google Play Store Warning—Find And Delete All Apps On This List https://t.co/clY8rpvgSx ...

Google Play Store Warning—Find And Delete All Apps On This List https://t.co/Ej2AH7hRRq ...

Core Viewpoint - Bank of America highlights Alphabet's unique long-term investment appeal due to its integration of artificial intelligence technology and diverse business layout, reaffirming a "buy" rating with a target price of $200 [1] Group 1: AI and Search Monetization - Artificial intelligence is transforming the monetization landscape of Google Search, enhancing usability and functionality [1] - Key drivers of search business include: 1) significant improvement in search usability leading to revenue growth; 2) transition from traditional ad-supported search to paid tiers; 3) reduced risk from cost-per-click (CPC) to cost-per-action (CPA) transactions; 4) traffic growth from OpenAI acting as a competitive catalyst [1] - The rise of Google AI Overviews and AI Mode may reduce click volume but will enable better interpretation of query intent through targeted advertising [2] Group 2: Product Coverage and Growth Opportunities - Alphabet's management is increasingly focused on product coverage, with 15 products having 500 million users, positioning the company favorably due to its technical talent and vast data for AI model development [2] - Growth is expected from GoogleOne subscriptions, Workspace price increases, and system-level integrations with Android and ChromeOS, with projected subscription revenue driven by Gemini reaching $12 billion by 2027 and Workspace generating an additional $1 billion annually [2] Group 3: Competitive Landscape and Risks - The shift in information access and transactions from browser-based to mobile operating systems and applications may weaken Google's long-standing competitive advantage and reduce its market share [2] - Competitors like OpenAI and Meta are expanding rapidly, with potential advertising launches and AI functionalities targeting their large user bases [2] Group 4: Investment Perspective - Bank of America maintains that Alphabet holds an advantage in AI, reiterating a buy rating with a target price of $200, up from the current $166 [3] - Alphabet is expected to benefit from increasing mobile app usage, video consumption, Google Play activities, and connected vehicle activities, supported by strong cash flow for stock buybacks [3] - Caution is advised regarding high AI research costs projected at $75.2 billion by 2025 and potential antitrust litigation that may limit Google's search default settings [3]

全球短剧营销峰会 谷歌短剧白皮书发布会 中国上海 之前 iOS ATT 之后 泛娱乐专场 开 场 ： 全球化布局 全链路护航 Reported conversions 100% 安卓设备 ID IDFA Modeled IDFA Admob Android iOS ATT Terry Fung Google 大中 华区移动营销 事 业 部 总经 理 Proprietary + Confidential 短剧浪潮奔涌，全球瞩⽬ ⼀个属于中国短剧的时代 95% 内容精品化 疆域拓全球 增⻓与破局 本地自制剧 爆款频出 100+ 中国短剧开发者出海覆盖 的全球国家/地区数量 内容精品化 疆域拓全球 增⻓与破局 >100% 2024 中国短剧开发者在 ⾕歌营销投⼊同⽐增⻓率 携⼿共创，⻅证⾏业发展 夯实版权基⽯ 疏通解决脉络 合规引导 ⽅法升级 ⽣态⽀持 直联产品团队进⾏⾼ 阶产品测试和反馈 ⾕歌⽣态资源全⽅位 赋能短剧出海全链路 携手 Google 拓展全球版图 构建全链路保障 泛娱乐专场 谷歌短剧白皮书重磅来袭 解锁行业秘钥，洞察生态未来 Mingci Zhang Google 大中华区移动营销事业部高级增长经理 ...

Group 1 - Apple is set to unveil a new comprehensive gaming application at WWDC 2025, which will replace the outdated Game Center and integrate various gaming features such as achievements, global leaderboards, and social interactions [1][2] - The Mac version of this application is expected to allow users to play games downloaded from outside the App Store, indicating a significant shift in Apple's approach to gaming on its platforms [1][4] - Despite previous legal challenges regarding third-party payments, Apple continues to emphasize user safety and ecosystem integrity while adapting its services to market pressures [1][5] Group 2 - The new gaming application will include features like personalized game recommendations, a dedicated section for App Store games and Apple Arcade content, and enhanced communication tools through FaceTime and iMessage [2][3] - The introduction of this application is seen as a strategic move to strengthen Apple's channel advantages and retain developers within its payment ecosystem [5][8] - The gaming industry is experiencing a shift towards cross-platform products, with significant revenue being generated on PC platforms, which poses a challenge to Apple's traditional revenue model [6][7] Group 3 - The competitive landscape is intensifying, with major players like Google and Tencent expanding their cross-platform capabilities, prompting Apple to reconsider its strategies in the PC gaming market [11][12] - Apple's recent acquisition of a Canadian independent game studio signals its commitment to enhancing its gaming ecosystem and adapting to changing market dynamics [11][12] - The overall market pressure is driving Apple to evolve its gaming services, indicating that external competition is a key factor in its strategic decisions [11][12]

Core Viewpoint - Google plans to appeal a ruling against it for anti-competitive practices in online search, asserting that the original court decision was incorrect [2][4]. Group 1: Legal Proceedings - A federal judge in Washington found Google guilty of illegal practices to establish and maintain its monopoly in online search in the summer of 2024 [2]. - The judge's decision on potential remedies is expected by August 2025 [6]. Group 2: Proposed Remedies - The Justice Department is demanding significant remedies, including Google's divestiture from its Chrome browser and a ban on exclusivity agreements with smartphone manufacturers [3]. - Google has proposed more limited measures, such as allowing phone manufacturers to pre-install its Google Play app store but not Chrome or the search engine [5]. Group 3: Data Sharing and Consumer Impact - The Justice Department's proposal includes forcing Google to share data used to produce search results on Chrome, which Google argues would allow the government to control user data access [3][4]. - Google expressed concerns that the proposed remedies would benefit well-funded competitors like Bing but did not adequately address consumer benefits [4].

Alphabet(GOOGL.O)谷歌年度最盛大的开发者大会Google I/O 2025于本周二和周三在加州山景城的海岸 线圆形剧场举行。这是展示其全产品线发布动态的舞台，涵盖安卓、Chrome、谷歌搜索、YouTube，以 及当然不可或缺的AI聊天机器人Gemini等众多领域。 谷歌还专门为安卓更新举办了一场独立活动。公司宣布了多项新功能，包括寻找遗失安卓手机和其他物 品的新方式、Advanced Protection高级保护计划新增的设备级安全功能、防诈骗防盗的安全工具，以及 全新设计语言Material 3 Expressive。 以下是Google I/O 2025公布的重磅内容： Gemini Ultra Gemini Ultra（目前仅限美国）提供对谷歌AI应用与服务"最高级别的访问权限"，月费为249.99美元。套 餐内含Veo 3视频生成器、新推出的视频剪辑工具Flow，以及尚未上线的强大AI功能Gemini 2.5 Pro的 Deep Think模式。 订阅Gemini Ultra的用户还将获得更高配额的NotebookLM与图像混合应用Whisk，以及在Chrome中使用 Gemini聊 ...

Spotify said on Friday that Apple approved an update after a US federal judge ordered the tech giant to stop charging commission on purchases made through apps – threatening possible criminal contempt proceedings.The music app quickly turned around an update on Thursday, which will allow users to access pricing information, links to make purchases and more payment options, the company said in a blog post.“After nearly a decade, this will finally allow us to freely show clear pricing information and links to ...

据财联社报道，宝洁被欧盟反垄断监管机构调查，与可口可乐同时遭到突击检查。 当地时间周三（3月19日），欧盟委员会宣布对谷歌母公司Alphabet提起反垄断指控，并责令苹果公司采取措施遵守欧盟新出台的《数字市场法》。 一年之后，调查有了初步结果。根据此前发布的公告，欧委会指控谷歌有两项行为违反了DMA，首先是谷歌的搜索引擎优先显示指向Alphabet自家服务， 而非竞争对手的搜索结果，违反了以"透明、公平和非歧视"方式对待第三方服务的要求。同时，应用商店Google Play阻止开发者引导用户在其他渠道下载 应用软件，这就导致开发者也要像支付"苹果税"一样给谷歌支付高额佣金。 此外，欧盟委员会还"敲打"了苹果，要求其继续"拆围栏"， 遵循DMA的互操作性义务。简单而言，就是要求苹果硬件生态开源，一直以来，用户能在苹 果手机、电脑、手表、耳机等不同设备间切换，前提是都要有个"苹果全家桶"，但现在欧盟则要求苹果开放系统工具和访问权限，允许第三方的智能手 表、耳机和VR设备可以更顺畅地和IOS系统连接，比如更简便的设备配对、更互通的消息推送、更快的数据传输等。 不过，欧盟的调查公告发出后，两家公司的回应也并不服软。 ...

当地时间周三（3月1 9日），欧盟委员会宣布对谷歌母公司Al p h a b e t提起反垄断指控，并责令 苹果公司采取措施遵守欧盟新出台的《数字市场法》。 作 者丨赖镇桃 编 辑丨李莹亮 刘雪莹 据财联社报道，宝洁被欧盟反垄断监管机构调查，与可口可乐同时遭到突击检查。 欧盟此前已对谷歌苹果出手 根据《数字市场法》规定，如果欧盟委员会认定这些公司违规，它们将面临高达其全球年营 业额1 0%的罚款，对于再犯的公司，罚款将升至2 0%。这意味着谷歌2 0 2 4年营收3 5 0 0 . 2亿美 元，一旦欧盟重锤落地， 最高会被罚3 5 0亿美元，相当于去年三分之一的净利润拱手于人。 去年3月7日，欧盟《数字市场法》（DMA）正式生效。这部法律有着精准打击科技公司 的"超级反垄断法"之称，开创性地引入了"守门人"企业的概念，也就是六家大型科技公司因 为影响力巨大，所以会受到专门的严监管。 美国公司更受到欧盟的格外"关照"，六家"守门 人"企业里美国籍的就占五家。 当时DMA生效不到两周，法规的第一次亮剑就对准美国巨头。去年3月2 5日，欧盟以涉嫌违 反《数字市场法》之名，正式宣布对苹果、Al p h a b e t ...