如何知道双十一活动从哪一天开始？很简单，把手机握在手里，打开微博 App——如果你跳转到了电商平台，那双十一活动就开始了。 每逢 618、双十一，关于「摇一摇」广告的讨论就要上一次热搜。但今年的情况有些不同——广州地铁 App 的出现，把手机「摇一摇」广告的扰民程度提 升，到了一个全新的水平。 尽管「摇一摇」广告让大家深恶痛绝，但事实上，对于这种现象，有关部门也多次出手整治：在 2022 年 12 月，中国信通院、电信终端产业协会就联合推动 制定 APP「摇一摇」开屏信息弹窗跳转相关标准，试图规范化 App 的开屏「摇一摇」广告，从而杜绝「自动跳转」现象，维护用户合法权益。 2025 年 7 月，全国网络安全标准化技术委员会秘书处也发布了《网络安全标准实践指南——摇一摇广告触发行为安全要求》（下文简称《要求》），明 确： 第三方广告 SDK 运营者确保设置的摇一摇广告跳转灵敏度阈值，不会在用户走路、乘车、拿起、放下移动智能终端等用户非自主意愿触发的情 况下出现误导、强迫跳转。 关于「摇一摇」的触发下限，《要求》也有明确的规范： 图片来源：微博 这里小雷给不在广州的朋友们简单解释一下：最近广州地铁 App「突发 ...

Core Viewpoint - Berkshire Hathaway's portfolio is strategically positioned to capitalize on the artificial intelligence (AI) boom, with significant investments in key companies that are well-placed to benefit from AI advancements [1][2]. Group 1: Berkshire Hathaway's Portfolio Overview - Berkshire Hathaway's stock portfolio includes nearly four dozen companies with a combined market value exceeding $300 billion [1]. - Approximately 28% of Berkshire Hathaway's portfolio is concentrated in three AI-related stocks [2]. Group 2: Key Investments in AI Stocks - **Apple Inc.** - Position value is $76.0 billion, representing 24.3% of the portfolio [3]. - Apple has a vast ecosystem with over 2.3 billion active devices, making it well-suited for distributing AI products and services [3]. - Despite a slow start in AI, with initial features underperforming, Apple is revamping its Siri assistant and exploring third-party AI integrations [4]. - **Mitsubishi Corp** - Position value is $9.4 billion, accounting for 3% of the portfolio [7]. - Mitsubishi Corp is involved in developing AI technologies through its subsidiary, MC Digital, which offers technology products and consulting services [7][8]. - Berkshire Hathaway has increased its stake in Mitsubishi Corp to about 10.2%, indicating strong confidence in its future prospects [9]. - **Amazon.com Inc.** - Position value is $2.5 billion, making up 0.8% of the portfolio [10]. - Amazon's AI growth is driven by its cloud platform, AWS, which saw a 20% revenue growth in Q3 2025 [11]. - The company is also leveraging robotics, with potential to replace up to 600,000 human workers, enhancing profit margins in its e-commerce segment [11][13].

Core Insights - Apple generated $391 billion in annual revenue and $94 billion in profit in fiscal year 2024, making it the world's most valuable brand and largest technology company by revenue [1] - The company operates 512 retail stores in 23 countries and has a strong market presence in the US, with 40 stores in the UK as of March 2025 [1][2] - Apple released around 30 new products in 2024, including the iPhone 16 and iPad Pro M4, which feature significant upgrades to retain customer loyalty and boost sales [3] Company Overview - Apple Inc. is a public company listed on the NYSE under the AAPL symbol, owned by its shareholders, with Tim Cook as CEO since March 2025 [2] - The company generated $201.18 billion from iPhone sales, $37 billion from wearables, $30 billion from Mac, and $26.69 billion from iPad in 2024 [6] - Apple's services segment, including Apple Music and Apple TV+, generated $96.2 billion in 2024, accounting for 25% of total revenue [6] Market Position - Apple's iOS holds a 27.65% global market share in mobile operating systems, significantly outperforming Android in the US and several other countries [3] - The iPhone is Apple's top revenue generator, contributing 51% of total revenue in 2024, with over 1.38 billion users worldwide [7] Business Strategy - Apple plans to invest $600 billion in the US over four years and hire 20,000 people, enhancing its manufacturing capabilities domestically [4] - The company has committed to a $100 billion investment in America to mitigate risks from geopolitical challenges, such as the US-China tariff war [3][4] Shareholder Structure - As of September 2025, Apple had approximately 14.9 billion shares outstanding, with institutional investors owning 63.86% of the company [9] - Apple has returned over $945 billion to shareholders since 2012 through buybacks and dividends, with a plan to return $100 billion in 2025 [19] Historical Context - Apple was founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne, and went public in 1980, extending ownership to external investors [5][12] - The company has undergone five stock splits since its IPO, with the most recent being a 4-for-1 split in August 2020 [12]

Group 1 - Liu Qiangdong humorously responded to a photo of him and his wife, indicating a light-hearted approach to public scrutiny [1] - Nvidia's founder Jensen Huang completed his annual stock selling plan, having sold 25,000 shares, part of a larger plan to sell up to 6 million shares by year-end [1] - OpenAI's CEO Sam Altman refuted claims of the company planning an IPO, stating that there are no specific timelines or decisions made by the board [1] Group 2 - Xiaomi maintained its position as the leading smart speaker brand in China with a market share of 48.8%, showing a 6 percentage point increase year-on-year [1] - The overall smart speaker market in China saw a decline in sales volume by 11.9% year-on-year, totaling 3.057 million units [1] Group 3 - Huawei's HarmonyOS 6 is set to introduce file transfer capabilities with Apple devices by December 2025, enhancing cross-platform functionality [2] - Xiaopeng Motors' CEO He Xiaopeng was selected as the final torchbearer for the 15th National Games, highlighting the role of tech entrepreneurs in public events [2] Group 4 - Elon Musk predicted that traditional smartphones and apps will disappear within the next 5-6 years, suggesting a shift towards AI-generated content consumption [2] Group 5 - Google announced that its new AI model, Gemini 3, will be released in 2025, aiming to enhance performance and capabilities compared to its predecessor [3] Group 6 - Geoffrey Hinton warned that tech giants must resort to layoffs to profit from AI investments, indicating a potential shift in labor dynamics due to AI advancements [4] Group 7 - OpenAI lifted the invitation-only restriction for its AI video generation tool Sora 2, making it available for users in the US, Canada, Japan, and South Korea [5] Group 8 - Several new automotive companies reported monthly deliveries exceeding 40,000 units, driven by a strong market during the "golden September and silver October" period [6] - The expected impact of the 2025 vehicle replacement policy is anticipated to boost overall automotive sales, particularly in the electric vehicle segment [6] Group 9 - The production of industrial robots in China reached 76,300 units in September, marking a 28.3% year-on-year increase, with total production for the year surpassing last year's figures [8] Group 10 - An international research team developed a superconducting germanium material, paving the way for advancements in quantum devices based on existing semiconductor technologies [9]

Event Focus - Apple is hosting an all-day online activity streaming from Cupertino focused on game development for iOS, iPadOS, macOS, and visionOS [1] - The event aims to help developers succeed in the Apple ecosystem by leveraging Metal, optimizing for Apple silicon, designing handheld experiences, and navigating the App Store [1] Session Highlights - Morning session (10:00 a.m - 12:30 p.m PT) covers topics like charting a course to Apple platforms, leveling up with Apple game technologies, bringing PC and console games to Mac, power/performance/scale on iPhone and iPad, and designing great interfaces for handheld games [1] - Afternoon session (1:30 p.m - 3:30 p.m PT) focuses on transforming games with Apple Vision Pro, unlocking success with premium games on the App Store, boosting discoverability and engagement with the Apple Games app, and exploring curation and featuring on the App Store [1] Resources and Engagement - Additional sessions, appointments, and workshops are available via the full schedule of Meet with Apple activities worldwide [1] - Apple provides developer resources including video sessions, documentation, forums, and a developer app [1]

Core Viewpoint - Huawei aims to build an AI-centric, all-scenario intelligent operating system ecosystem rather than a traditional application ecosystem [3] Group 1: Development and Adoption of HarmonyOS - The user experience of HarmonyOS is described as a "smile curve," indicating a gradual improvement as more applications are developed and launched [4] - As of October 22, the number of devices running HarmonyOS 5 reached 23 million, making it the fastest-growing operating system in smart terminal history [4] - Huawei has launched 30,000 native HarmonyOS applications and cloud services, although it still lags behind iOS and Android [5] Group 2: AI Integration in HarmonyOS - HarmonyOS 6 showcases the integration of AI into the operating system, enhancing user experience from the ground up rather than merely adding features [6] - AI capabilities are embedded throughout the operating system, providing functionalities such as automatic photo composition and intelligent call screening [7][9] - The AI assistant, Xiaoyi, serves as a unified entry point for various applications, allowing users to perform tasks through natural language commands [15][18] Group 3: Development Framework and Tools - Huawei has introduced the HarmonyOS Intelligent Agent Framework (HMAF), which provides a unified language and interface for developers to create AI applications [27] - The framework includes over 50 development components and 240+ standard intents, aiming to reduce the cost of developing AI capabilities within applications [27] - The company has opened up its capabilities to developers, allowing for the creation of intelligent agents that can perform complex tasks and provide personalized services [27] Group 4: Organizational Changes and Strategic Focus - Huawei has made significant organizational adjustments to enhance its focus on AI, including appointing Yu Chengdong as the head of the Product Investment Review Committee [30][31] - This restructuring aims to streamline AI development across the company, leveraging Huawei's extensive product ecosystem and technological capabilities [31] - The overarching goal is to position HarmonyOS as a key player in the AI landscape, moving beyond traditional application ecosystems to an AI-centric operational framework [31][32]

Core Viewpoint - Apple plans to introduce advertisements in its Maps application as early as next year, which may lead to user dissatisfaction [1][4] Group 1: Advertising Strategy - Apple is accelerating its plan to bring more advertising to iOS, specifically in the Apple Maps app [4] - The advertising model will allow restaurants and other businesses to pay for more prominent placement in search results, similar to the "search ads" in the App Store [4] - The new ad version in Apple Maps is expected to have a more user-friendly interface compared to competitors like Google, utilizing AI technology to enhance relevance and practicality of results [4] Group 2: User Sentiment and Concerns - Some users have expressed dissatisfaction with the increasing promotional content on iPhones, including ads for services like AppleCare+, Apple Music, Apple TV, and Fitness+ [4] - Consumers have criticized the addition of ads on high-priced devices, such as a phone costing $2000 (approximately 14,255 RMB), viewing it as excessively profit-driven and inappropriate [4]

This could be part of a larger strategy to introduce more advertising in iOS. https://t.co/zpQjAiyyEV ...

Core Insights - The emergence of generative AI has led to a global consensus on its technological direction, with various industries, including IT, manufacturing, and finance, seeking to leverage AI for innovation [1] - The release of HarmonyOS 6 marks a significant advancement in human-computer interaction, enhancing system-level AI capabilities and establishing a collaborative ecosystem for third-party applications [3][4] Group 1: AI Interaction and User Experience - HarmonyOS 6 simplifies AI interaction, allowing users to issue commands across various devices seamlessly through a unified AI service, Xiaoyi [4][5] - The new Harmony Agent Framework enables efficient communication and integration among third-party AI agents, enhancing user experience [5][7] - Users can now perform complex tasks, such as medical inquiries, with simple voice commands, showcasing the system's advanced AI capabilities [4][8] Group 2: Ecosystem and Application Development - HarmonyOS 6 has integrated over 80 third-party AI applications across diverse sectors, including healthcare, entertainment, and shopping, enhancing user convenience [7][16] - Major applications from Tencent and other developers have been fully adapted to HarmonyOS, introducing innovative features and improving user experience [16][19] - The "one-touch" feature allows for seamless content sharing and collaboration across devices, further enhancing the ecosystem's functionality [17] Group 3: System Upgrades and AI Capabilities - The upgrade includes significant enhancements to built-in applications, such as advanced photo editing features powered by AI [8][9] - HarmonyOS 6 introduces intelligent document management and note-taking capabilities, streamlining user workflows [11][13] - Xiaoyi's capabilities are set to expand, including support for multiple dialects and advanced research assistance features [11][13] Group 4: Market Growth and Future Prospects - HarmonyOS has rapidly gained market traction, with over 23 million devices deployed, making it the fastest-growing operating system in smart terminal history [19] - The transition from "usable" to "user-friendly" is a key focus for HarmonyOS 6, aiming for innovative breakthroughs in user experience [14][19] - The future development of HarmonyOS will rely on collaboration with third-party developers to enhance its AI capabilities and user engagement [19][20]

Core Insights - The launch of HarmonyOS 6 marks a significant milestone in the evolution of the Harmony ecosystem, with over 60 Tencent products now available and regular updates from partners like Alipay and Meituan [1][2] - HarmonyOS aims to create a next-generation operating system for the era of intelligent connectivity, moving beyond traditional operating systems like Windows, Android, and iOS [3][5] Group 1: Product Features and Innovations - HarmonyOS 6 introduces a "super assistant" named Xiao Yi, capable of performing various tasks such as photo editing and providing descriptions for visually impaired users, showcasing a comprehensive upgrade in intelligent experiences [5] - The new Harmony Star River interconnect architecture enhances cross-device collaboration, allowing seamless sharing of files and experiences between devices [5][7] - The security features of HarmonyOS 6 have been upgraded with the Star Shield security architecture, providing proactive safety measures such as AI fraud detection and privacy protection for financial applications [5][7] Group 2: Ecosystem Development - The ecosystem surrounding HarmonyOS is expanding rapidly, with over 2.3 million HarmonyOS 5 devices in use as of October 22, indicating strong user trust and support from partners [2] - The operating system is designed to foster innovation among developers by providing open access to core capabilities, enabling a cycle of developer innovation, enhanced user experience, and increased ecosystem attractiveness [7][8] - HarmonyOS is positioned as a collaborative platform rather than a closed system, encouraging deep co-creation with numerous developers [8]