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破局者鸿蒙:日增15万终端,国产OS的星辰大海与全球“新选择”
证券时报· 2025-12-24 04:15
一个操作系统,究竟能撬动多少经济?据 苹果在 其 官网披露 的 全球开发者以及 App生态收益情况 , 全球 App Store在2024年共促成 了 1.3万亿美元 (约合人民币 9.15万亿元) 开发者营业额和销售额。 这一数字,已经逼近 9.675万亿元的2024年中国新建商品房销售额。 面对这万亿级 别 的超级 赛道 ,中国却长期 缺乏属于自己的 "参赛选手" ,直至鸿蒙问世 并发展壮大 。 12月20日晚,当 中央广播电视总台 和广东省人民政府联合主办的 "鸿蒙星光盛典" 播出, 四万盏灯球在深圳龙岗体育中心应声而亮 的那一刻 , 以鸿蒙为代表的国产操作系统 绽 放出了属于自己的 "破晓" 之光。 这场高规格的盛典,远不止一场光影盛宴。其本质是"数字中国"战略迈入全面深化新阶段后的一场"科技阅兵",更是中国在底层操作系统上 实现自主创新、坚定走向科技自立自强的一次庄严宣誓。如今,鸿蒙已超越单一操作系统产品的范畴,演变为一个观测中国科技自主创新进 程、审视软件产业链价值重估、洞察"数字中国"基础设施建设的立体化样本。 速度与质变:跨越 分水岭 ,成为全球生态" 新选择 " 在全球操作系统长期两极格局背 ...
苹果被罚款上亿美元
Di Yi Cai Jing Zi Xun· 2025-12-22 08:12
编辑 |钉钉 12月22日,意大利反垄断监管机构表示,已对苹果公司及其两家子公司处以9860万欧元(约合1.1553亿 美元)的罚款,原因是它们涉嫌滥用市场支配地位,在iOS移动应用分发领域占据主导地位。 记者|钱童心 ...
Where is Apple Inc. (AAPL) Headed According to Wall Street?
Yahoo Finance· 2025-12-21 14:57
Apple Inc. (NASDAQ:AAPL) is one of the most widely held stocks by hedge funds in 2025. On December 17, Jefferies analyst Edison Lee lifted the price target on Apple Inc. (NASDAQ:AAPL) to $283.36 from $246.99 while maintaining a Hold rating on the stock. The firm raised its Q1 and fiscal year 2026 iPhone unit estimates by 7% and 3%, respectively. It also included a foldable phone as of fiscal year 2027, adding that the company is considerably resilient to memory cost increases supported by its high average ...
Liquid Glass Showcase: CNN | Meet with Apple
Apple Developer· 2025-12-19 20:00
Hi everyone, I'm Kevin Long, director of Apps at CNN. I've been with CNN for four years, leading our efforts to deliver world class News experiences on iOS and Android. Mobile is at the forefront of CNN's digital strategy.It's where our most engaged users are, whether they're watching live videos, reading breaking news, or getting alerts in real time. Our goal is to deliver fast, seamless and native experiences that feel right at home on Apple devices. Our motivation to adopt Apple technologies early stems ...
周受资内部信曝TikTok美国方案;海南封关首日iPhone最高可减2000多元;腾讯辟谣元宝背后由真人运营丨邦早报
创业邦· 2025-12-19 00:08
Group 1 - TikTok CEO Zhou Shuzi announced the establishment of a new joint venture, TikTok USDS Joint Venture LLC, to handle data protection and algorithm security in the U.S. while ByteDance retains control over e-commerce and advertising [1] - The new joint venture is expected to be finalized by January 22, 2026, and will focus on content review and software security [1] Group 2 - Hainan Free Trade Port officially launched its full island closure operation, leading to significant discounts on iPhone products, with prices reduced by over 2,000 yuan for certain models [3] - The iPhone 17 Pro Max 256GB version is priced at 9,299 yuan, which is 700 yuan cheaper than e-commerce platforms [3] Group 3 - OpenAI is in preliminary talks for a new funding round, aiming for a valuation of approximately $750 billion, with potential funding reaching hundreds of billions [3] - This valuation represents a 50% increase from the previous funding round in October 2022 [3] Group 4 - Elliott Investment Management has accumulated over $1 billion in shares of Lululemon and is advocating for a former Ralph Lauren executive to become the new CEO [12] - Lululemon's current market capitalization is around $25 billion [12] Group 5 - Apple announced adjustments to its iOS rules in Japan, allowing developers to use third-party app stores and payment methods, in compliance with new regulations [12] - This change enables developers to add alternative payment options within their apps [12] Group 6 - Honda confirmed a temporary suspension of production at its joint venture factory in China due to supply chain issues, specifically related to semiconductor shortages [16] - The suspension will last for three days starting December 29, 2023 [16] Group 7 - Xiaomi's founder announced the official release of the Xiaomi 17 Ultra next week, following leaked images of the device [7] - The new model is expected to generate significant consumer interest [7] Group 8 - Amazon is restructuring its AI team, integrating chip and model development under a new business unit led by a veteran from its cloud computing division [18] - This move aims to enhance Amazon's capabilities in artificial intelligence and maintain competitiveness in the market [18]
Liquid Glass Showcase: LTK | Meet with Apple
Apple Developer· 2025-12-18 22:31
Hello, I’m Jeseka Hahn, VP of product design at LTK. You know that moment when a creator shares something and you think to yourself, I need that. Well, that's LTK it's a social community for recommendations across everything you're into.And millions of people trust LTK creators purchasing $6 billion in recommendations every single year. Today, I'll share three lessons we learned when we made one bold decision to rebuild our app with SwiftUI from the ground up, using Apple's native design at the core. Start ...
开放第三方支付 苹果在日调整规则
Bei Jing Shang Bao· 2025-12-18 16:01
对消费者而言,iOS开放侧载后,用户选择下载的渠道变得更加丰富了,并且在App内付费可以享受和 安卓手机一样的价格。对开发者来说,iPhone开放侧载,意味着开发者不会处处受App Store的审核限 制,开发难度变低了,也不用被苹果强制抽佣,更多的钱握在自己手中。但是未经苹果审核的应用程序 如果在第三方平台上架,可能存在安全隐患。 截至目前,在外链第三方支付方面,美国直降为零;欧盟降至首年12%、次年起10%;日本降至最低 10%。 作为苹果全球第四大营收市场,早在去年,日本政府就已明确向苹果施压,通过法规要求其开放外链支 付、第三方应用商店及网页侧载渠道。 去年4月,日本国会正式通过上述《促进法》,该法案效仿欧盟《数字市场法》,授权日本公平贸易委 员会通过指定具有垄断地位的软件提供商,对其施加一系列禁止行为与合规义务,旨在为日本营造一个 良性的手机移动生态竞争环境,刺激创新与消费。而在今年7月,日本公平贸易委员会(JFTC)公布了 法案附属法规与执行细则。 日本成为亚洲第一个打破苹果App Store应用内购买(IAP)与应用分发规则的国家。12月18日,苹果对 日本地区的iOS应用进行调整。这一系列调整 ...
Apple, Google Announce Major Changes In Japan As New App Competition Law Takes Effect - Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG)
Benzinga· 2025-12-18 12:11
In response to Japan’s Mobile Software Competition Act (MSCA), Apple Inc. (NASDAQ:AAPL) and Google-parent Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) have announced significant changes. Japan's MSCA Opens App Store CompetitionThe MSCA, which took effect on Thursday, introduces new options that allow developers to distribute apps through alternative app stores and handle payments for digital goods and services outside Apple's in-app purchase system.These changes, while providing new opportunities for develope ...
【美股盘前】美国11月CPI报告今晚揭晓;美光科技大涨近10%,存储概念股集体跟涨;白银成全球第四大资产,市值超越谷歌;黄仁勋:英伟达尚未向OpenAI付款
Mei Ri Jing Ji Xin Wen· 2025-12-18 10:23
① 【三大期指齐涨】道指期货涨0.06%、标普500指数期货涨0.33%、纳指期货涨0.63%。 ② 【美国11月CPI报告今晚揭晓】北京时间21:30,由于美国政府停摆,原定于12月10日发布的美国11 月CPI报告揭晓。分析师普遍预期11月CPI同比涨幅将扩大至3.1%(略高于9月份的3.0%),核心CPI年 化预计维持在3.0%的水平不变。 据巴克莱银行收集的数据显示,期权交易员押注标普500指数当日(周四)的涨跌幅度将在0.7%以内。 这远低于截至今年9月的过往12份CPI报告引发的1%平均实际波动幅度。"(11月CPI)可能的结果对股 市的影响极为有限,"法国巴黎银行(BNP Paribas)美国股票和衍生品策略主管Greg Boutle表示,"CPI 数据要产生影响的门槛非常高,必须出现大幅偏离预期的结果。" ⑥ 【白银成全球第四大资产,市值超越谷歌】截至发稿,白银价格报66.08美元/盎司。前一日,白银价 格首次突破66美元/盎司,年内涨幅近130%。目前,白银的总市值已达到3.752万亿美元,超过AI巨头谷 歌,跃居全球第四大资产,仅次于黄金、英伟达和苹果。 ⑦ 【苹果调整日本iOS规则:支持 ...
苹果在日本调整iOS规则:支持第三方应用商店和支付
第一财经· 2025-12-18 06:07
2025.12. 18 12月18日,苹果对日本地区的iOS应用进行调整,以符合日本《特定智能手机软件竞争促进法》的规定。 根据新规,日本地区的开发者拥有多重新权益:可通过非App Store的第三方应用商店分发iOS应用,也能在App内直接接 入PayPay、LINE等第三方支付工具,或者通过外链引导用户前往应用外网页等渠道完成数字商品及服务交易,对应苹果 佣金率仅为10%-21%;同时,苹果需允许通过网页侧载方式分发应用,针对这类交易仅收取5%的核心技术费。这一系列 调整彻底打破了苹果此前在iOS生态中的渠道独占格局,而其费率水平远低于中国市场当前执行的标准。 本文字数:1143,阅读时长大约2分钟 作者 | 一财科技 日本成为亚洲第一个打破苹果App Store应用内购买(IAP)与应用分发规则的国家。 日本税费的变动并非个例,过去几年来,全球多个国家和地区已通过立法或司法裁决推动苹果渠道规则调整。今年4月,美 国加州北区法院裁定,美国开发者可在应用内添加外部交易链接,且无须向苹果支付任何佣金;6月,俄罗斯通过法律修正 案,强制苹果开放侧载功能,禁止其强制定价和限制支付方式;10月,英国竞争上诉法庭认定 ...