"游戏沪十条"即将出台 12月19日，2025游戏产业大会上传来重磅消息：上海即将推出支持游戏电竞产业发展十条举措（简 称"游戏沪十条"），将优质的资源精准投向关键环节，主要内容包括：打造产业高地、搭建出海跳板、 打响上海品牌、加强科技赋能、推动国际合作、完善产业生态、深入实施"游戏+"、完善金融支撑、优 化人才培养、提升电竞产业能级。2025年，上海网络游戏产业预计实现销售收入1707亿元，同比增长约 9.6%。在上海，一条覆盖技术、研发、运营、出海、衍生品开发等各关键环节、梯队完整的产业链已 然成型。 点评：上海市电子竞技运动协会秘书长朱沁沁曾参与政策草案的修订，他对第一财经记者表示，这份政 策是经过长期调研、精准把握行业重点板块和痛点后制定的，"游戏电竞产业链本身较长，仔细拆解这 十条会发现，其中囊括了产业链上下游的主要方向和核心主体，针对性和有效性很强。"这对本地经济 产业而言是清晰的方向性指引，也向外界传递了上海市政府在该产业领域持续深耕的明确态度。 阿里一周减持三家上市公司 阿里一周减持三家上市公司；宇树机器人助阵王力宏演唱会。 州法院申请破产，预计2026年2月前完成该程序。对于收购后的方向，杉 ...

Group 1: Fiscal Revenue and Economic Indicators - In the first 11 months of 2025, national tax revenue reached 16.48 trillion yuan, a year-on-year increase of 1.8%, with the growth rate slightly improving by 0.1 percentage points compared to the first 10 months [2] - Major tax categories showed stable growth, with VAT and domestic consumption tax increasing by 3.9% and 2.5% respectively, while personal income tax grew by 11.5% and corporate income tax increased by 1.7% [2] - The performance of the equipment manufacturing and modern service industries was strong, with tax revenue from computer and communication equipment manufacturing up by 14.1%, and scientific research and technical services up by 14.6% [2][3] Group 2: Employment Trends - The unemployment rate for urban youth aged 16-24 fell to 16.9% in November, a decrease of 0.4 percentage points from October, marking the lowest level in five months [4] - The overall urban unemployment rate remained stable at 5.1%, indicating ongoing employment pressures, particularly among the youth demographic [4] - Recent government meetings emphasized policies to stabilize employment, particularly for key groups such as college graduates and migrant workers [4] Group 3: EU Automotive Regulations - The EU proposed to amend its 2035 ban on the sale of fuel and diesel vehicles, easing carbon emission standards from a 100% reduction to a 90% reduction, allowing more flexibility for traditional car manufacturers [6][7] - The new car registration in the EU saw a 1.4% year-on-year increase in the first ten months of 2025, with hybrid vehicles leading the market share at 34.6% [6] Group 4: Financial Sector Developments - China International Capital Corporation (CICC) announced a merger with Dongxing Securities and Xinda Securities, with the new CICC expected to exceed 1 trillion yuan in total assets and significantly expand its retail network [8][9] - The merger aligns with regulatory guidance to cultivate leading investment banks in China, addressing the high level of competition and service price pressures in the domestic brokerage industry [8] Group 5: Real Estate Financing Issues - A trend of converting business loans to housing loans has emerged as the interest rate for existing housing loans has decreased to around 3%, but this practice lacks policy support and carries significant compliance risks [10][11] - The narrowing interest rate spread between business and housing loans has exposed borrowers to increased financial risks, as the complexities of such transactions can lead to funding gaps [10] Group 6: Apple’s Market Adjustments - Apple has adjusted its iOS applications in Japan to comply with new regulations, allowing developers to distribute apps through third-party stores and integrate various payment methods, significantly reducing its commission rates [12][13] - The reduction of the so-called "Apple tax" in various regions poses challenges to Apple's profit margins, especially as it maintains a higher commission rate in China compared to other markets [12][13] Group 7: Meituan's New Business Venture - Meituan has quietly launched a "Find House" feature, primarily focusing on rental and second-hand housing, while collaborating with third-party real estate service providers for traffic distribution [14][15] - The entry into the real estate market reflects Meituan's strategy to diversify its business amid intense competition in local services, although it faces risks associated with customer satisfaction in this new domain [14][15]

江苏 Jiang Su 王须中摄 视觉江苏网供图 股市 Equity Market 12月18日，三大指数涨跌不一，沪指低开回升，创业板指低开低走跌超2%。沪深两市成交额达1.66万亿元，较上一个交易日缩量1557亿元。全市场 近2900只个股上涨。医药商业、银行、零售等板块涨幅居前，电池、电网设备等板块跌幅居前。截至收盘，沪指涨0.16%，深成指跌1.29%，创业板 指跌2.17%。 国内 Domestic Global 当地时间本周三晚上9时，美国总统唐纳德·特朗普向全国发表讲话。特朗普表示，政府已经非常迅速地降低了高物价，并声称工资的上涨速度远远 快于通货膨胀。特朗普还称，新的美联储主席将很快被任命，他是一个认同低利率的人选。 江苏省工业和信息化厅日前在南京组织开展航空航天产业高质量发展座谈交流，记者从会上了解到，据可比口径，预计2025年全省航空航天集群规 上企业营业收入较2020年增长90％，"十四五"期间年均复合增长率14％左右。 为加快构建公平优质的基础教育体系，助力教育强省建设迈出坚实步伐，江苏省财政厅近期下达12.9亿元专项补助资金，聚焦学前教育、义务教 育、普通高中教育等关键领域，为全省基 ...

来源：环球网 【环球网科技综合报道】12月12日消息，据MLeX报道，美国第九巡回上诉法院近日对苹果公司与游戏 开发商Epic Games之间的长期法律纠纷作出最新裁决，部分推翻此前地方法院的相关制裁，允许苹果未 来对iOS应用内通过链接引导至外部网站完成的购买（即"链接外购"）收取"合理"佣金，但明确该佣金 费率需由地方法院进一步确定或双方协商达成，苹果目前暂无法立即重启收费。 这起纠纷的源头可追溯至2021年，美国地方法院法官伊冯娜·冈萨雷斯·罗杰斯曾颁布禁令，要求苹果允 许应用开发者在iOS应用中提供外部支付链接，以促进市场竞争，禁止苹果阻止开发者告知用户更优惠 的支付方式。苹果随后修改政策，允许提供相关链接，但规定用户点击链接后7天内在外部网站完成的 购买，开发者需向苹果支付27%的佣金（应用内购佣金为30%）。 Epic Games认为，这一27%的佣金费率仍偏高，且开发者还需额外支付第三方支付处理费，实质上违背 了2021年禁令的"反引导"精神，遂诉请法院裁定苹果藐视法庭。2024年4月，罗杰斯法官裁定苹果公然 违抗2021年禁令，认为27%的佣金设计旨在阻碍开发者提供、消费者使用外部链接，构成民 ...

Group 1 - The US stock market saw a broad increase, with the Nasdaq, Dow Jones, and S&P 500 indices rising by 0.57%, 0.44%, and 0.39% respectively [3] - The healthcare sector led the performance among US industries, with a gain of 3.73%, followed by utilities at 2.76% and information technology at 1.48% [3][21] - The pharmaceutical sector experienced significant stock price increases following an agreement between major US pharmaceutical companies and former President Trump to lower drug prices [5] Group 2 - The US government officially entered a shutdown on October 1, which has raised market risk aversion and led to a historic high in gold prices [4] - OpenAI's release of its advanced video generation model Sora 2.0 and new partnerships with South Korean companies have positively impacted the tech sector, particularly chip stocks [4] - The Brent crude oil price has been negatively affected by OPEC+ production increase expectations, while LME cobalt, copper, and COMEX gold saw significant price increases [3][13] Group 3 - The outlook for the Chinese stock market remains positive, with expectations for more policy support following the upcoming 20th Central Committee meeting [6] - The macroeconomic environment indicates a focus on liquidity, with expectations for a bullish stock market as fundamentals gradually improve [6]

Group 1 - The core viewpoint of the report highlights the performance of major US stock indices during the National Day holiday, with all three indices rising, particularly the Nasdaq, which led the gains [1][3] - In terms of sector performance, healthcare, utilities, and information technology sectors showed strong growth, with healthcare leading at 3.73% [3][4] - The report notes a significant rise in basic metal prices, while international oil prices fell sharply due to expectations of increased supply [1][3] Group 2 - The report discusses the impact of the US government shutdown that began on October 1, which has led to increased market risk aversion and a historical high in gold prices [4][5] - OpenAI's release of its advanced video generation model Sora 2.0 and new partnerships with South Korean companies are expected to boost the technology sector, particularly chip stocks [5] - The pharmaceutical sector is also highlighted, with major US pharmaceutical companies agreeing to lower drug prices, which is anticipated to significantly increase stock prices in the pharmaceutical and biotech sectors [5] Group 3 - The report expresses a bullish outlook for the Chinese stock market, particularly in October, anticipating favorable policies from the upcoming 20th Central Committee meeting [6] - It emphasizes the importance of liquidity in the macroeconomic environment, suggesting that a gradual recovery in fundamentals will likely lead to a bullish stock market [6]

Group 1 - Fiverr's CEO Micha Kaufman emphasizes the need for individuals to adapt to the changing job landscape influenced by AI, suggesting that traditional roles may become obsolete and that workers should focus on automating their tasks to free up time for more complex thinking [2][11][5] - The company has successfully navigated various technological shifts since its founding in 2010, including the transition from PC to mobile internet and the rise of the gig economy [2][3] - Fiverr went public in 2019 with a valuation of $650 million, and its revenue surged to $189.5 million in 2020 due to the COVID-19 pandemic and the shift to remote work [3][2] Group 2 - Kaufman warns that 99% of AI startups are likely to fail within one to two years, with only a few companies that provide foundational infrastructure or solve specific problems surviving [4][30] - He stresses that true innovation should focus on identifying new problems rather than merely optimizing existing products [4][30] - Speed is identified as a critical competitive advantage in the rapidly evolving AI market, where being first to test and validate ideas can determine a company's survival [4][30] Group 3 - The conversation highlights a collective anxiety regarding AI's impact on employment, with Kaufman stating that individuals must continuously update their skills and knowledge to remain relevant [11][14][16] - He argues that the essence of human value lies in creativity, aesthetic judgment, and moral discernment, which machines cannot replicate [11][14] - The current AI landscape is compared to the dot-com bubble, suggesting that many companies are entering the market without offering substantial value, leading to an inevitable market correction [30][19] Group 4 - Kaufman believes that the rapid pace of AI development has made traditional predictive models obsolete, as the industry is now characterized by uncertainty and volatility [39][40] - He notes that the market is currently oversaturated with AI companies, and only a few will emerge as leaders, similar to the consolidation seen in the cloud services market [32][40] - The importance of human creativity and the unique contributions of individuals are emphasized, as technology alone cannot drive success without the right people behind it [26][27]

Core Viewpoint - Apple is deepening its support for the next generation of developers in China by donating 30 million yuan to Zhejiang University and establishing a mobile application incubation fund in collaboration with the university [2][3][6]. Group 1: Donation and Collaboration - Apple announced a donation of 30 million yuan to Zhejiang University, reinforcing its commitment to supporting student and developer education in the Greater China region [2][3]. - The collaboration will focus on the establishment of the Apple Mobile Application Incubation Fund, which aims to provide cutting-edge technical training in areas such as app development, product design, marketing, and business operations [6]. - The fund will facilitate connections between student developers and industry leaders through workshops, internships, and mentorship programs, helping them succeed in the evolving iOS app economy [6]. Group 2: CEO's Engagement and Cultural Appreciation - Apple CEO Tim Cook expressed admiration for the innovative projects showcased at the Mobile Application Innovation Competition, calling them "unbelievable" [1]. - During his visit to China, Cook engaged with local culture, highlighting his appreciation for traditional Chinese art forms such as calligraphy and emphasizing the importance of preserving and passing down cultural heritage [15]. - Cook's interactions with the media were characterized by a positive outlook, although he chose not to comment on sensitive topics such as U.S. tariffs [15].

Core Insights - Apple has donated 30 million RMB to Zhejiang University to support programming education and establish a mobile application incubation fund [1] - The collaboration aims to provide cutting-edge technical training in app development, product design, marketing, and business operations [1] - The fund will facilitate connections between student developers and industry leaders through workshops, internships, and mentorship programs [1] Group 1 - Apple has previously donated a total of 50 million RMB to Zhejiang University over the past decade for the mobile application innovation competition [2] - The partnership aims to cultivate well-rounded talents by leveraging the strengths of both Apple and Zhejiang University [2] - Apple's total donations to Chinese philanthropic initiatives have reached 350 million RMB since 2020, supporting various educational projects [2]