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友谅投行
集中投资
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友谅投行
2023-11-30
$阿里巴巴(BABA)$
$腾讯控股ADR(TCEHY)$
段傻有发疯了,哈哈哈哈哈
@汤臣二品业主
友谅投行
08-26
$西方石油(OXY)$
我在西方石油8块钱的时候就说众人恐慌,巴菲特在87元买入,我说他违背自己。傀儡段永平这会跟着买西方石油。
@陈友谅一战定乾坤
友谅投行
2023-04-29
$第一共和银行(FRC)$
我哥哥在第一银行是贷款部审批经理人。请各位股东放心持有,安心。
@中国投资教父陈友谅
友谅投行
09-30
$腾讯控股ADR(TCEHY)$
$阿里巴巴(BABA)$
$百度(BIDU)$
我哥是JP摩根财团董事会成员!中概股法案马上要来,全仓做空!加油!
@跳水英雄全蓝蝉
友谅投行
2023-10-19
$老虎证券(TIGR)$
他越这么做,我就越觉得不好,这是用户全部注销了。你要这么活跃气氛?
@尼日利亚的陈友谅
友谅投行
08-07
苹果最终妥协,一个小众手机系统生态,怎么可能比得过微信?在中国做生意,还是听腾讯的话比较好。
@陈友谅一战定乾坤
爆火的小游戏,成了苹果 VS 腾讯的导火索
友谅投行
01-19
$英伟达(NVDA)$
这么高市盈率,相当于国道飙车,迟早出问题。
@陈友谅
友谅投行
07-20
$百度(BIDU)$
今天李彦宏在我们董事会开会,上面打了招呼,萝卜快跑项目要全面停工停薪了。网上也有这些事。
@陈友谅
友谅投行
12-17 22:35
$知乎(ZH)$
@我只有100股伯克希尔A
让芝加哥总部的资本拉起来。拉到35美元一股。
友谅投行
2022-11-15
$腾讯控股ADR(TCEHY)$
$腾讯音乐(TME)$
宝贝,宝贝。
友谅投行
2022-12-20
$腾讯音乐(TME)$
$腾讯控股ADR(TCEHY)$
宝贝,宝贝。
友谅投行
2022-10-08
$腾讯控股ADR(TCEHY)$
$阿里巴巴(BABA)$
宝贝,宝贝。
友谅投行
12-11
$DiDi Global Inc.(DIDIY)$
我哥是滴滴那边大股东,他说明年开始靴子落地,请各位股东安心持有。
@春日部股民
友谅投行
12-10
$英伟达(NVDA)$
昨天黄仁勋还和我们一起喝酒。
@春日部股民
黄仁勋昨天晚上回美国没有? 领导那边很急,要他回话。
友谅投行
01-20
$小鹏汽车(XPEV)$
哈哈哈哈哈哈😁
@陈友谅
友谅投行
06-28
$英伟达(NVDA)$
这是上海爷叔,黄仁勋那边的人,1800美元/股的逻辑是AI大革命。黄仁勋上次在总部开会和我们说是他最兴奋的时机。请各位股东,安心持有,放心持有。静待春暖花开。
友谅投行
05-17
$Faraday Future(FFIE)$
@狗一样的东哥
我哥昨天和贾跃亭喝酒到12点多才坐私人飞机回国。请各位股东相信我们,一定会崛起。放心,安心购买。
友谅投行
01-24
$DiDi Global Inc.(DIDIY)$
我哥哥现在在滴滴董事会,明天启动一项大的资金回购。请各位股东放心,安心。
@陈友谅
友谅投行
01-25
$微软(MSFT)$
这股票挺恶心的,非常稳定,毫无波动,长期高估。
去老虎APP查看更多动态
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[开心] [开心]","text":"孩子,药不能停!一天你们不装能die么? [开心] [开心]","html":"孩子,药不能停!一天你们不装能die么? [开心] [开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":354974885409032,"gmtCreate":1727673344338,"gmtModify":1727869803738,"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557008405269629","idStr":"3557008405269629"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 我哥是JP摩根财团董事会成员!中概股法案马上要来,全仓做空!加油!<a href=\"https://laohu8.com/U/3569968827736584\">@跳水英雄全蓝蝉 </a> ","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 我哥是JP摩根财团董事会成员!中概股法案马上要来,全仓做空!加油!<a href=\"https://laohu8.com/U/3569968827736584\">@跳水英雄全蓝蝉 </a> 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href=\"https://laohu8.com/S/AAPL\">苹果</a>,遇到了同样强硬的<a href=\"https://laohu8.com/S/00700\">腾讯</a>。</p><p>“苹果税”的战火,在国内重燃。</p><p>8 月 2 日,据外媒报道,苹果已于过去几个月,向腾讯、字节施压,要求两家公司“封堵漏洞”,因为微信、抖音的平台开发者,都在把用户引向外部支付系统,从而规避 30% 的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。</p><p>按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内购买(IAP)”渠道进行支付,苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等,都必须遵守类似规定。</p><p>这不是苹果和腾讯*次就“苹果税”开战。2017 年,苹果曾要求微信公众号打赏功能接入 IAP,腾讯拒不接入,一度因此下线了打赏功能。之后苹果就此问题作出让步,专门修改了开发合同条款,允许公众号使用微信支付打赏。</p><p>这次苹果和腾讯“战事”的重启,原因是另一个——小游戏。</p><p>小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题,现在它已经是<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>元的赛道,并且仍未见到天花板。这次的微信小游戏,则已做成了一块大蛋糕。无论苹果还是腾讯,都不想在这个问题上作出让步。而微信的用户体量,在国内互联网生态中的重要地位,以及可能的监管介入,都给这个问题,增加了更多不确定性。</p><p>苹果 VS 腾讯,来到了更严峻的“Round 2”。</p><p>1、“苹果税”的微信漏洞</p><p>此次苹果发现的“漏洞”,是指微信小游戏玩家充值时,系统会将用户导向一个“客服聊天”界面,用户向客服发送充值指令后,客服返回一条支付链接,之后用户就可以通过微信支付完成充值。在抖音上,也存在类似情况。</p><p>对字节来说,想完成相关整改相对难度较低,因为抖音从上线之初就接入了苹果的 IAP 系统,“抖币”充值、直播打赏等应用内消费,本来就是走的 IAP,只需对小游戏的相关充值功能进行统一规范即可,字节在发展过程中已经与“苹果税”打了太多交道。</p><p>但对微信来说,事情就要复杂很多,因为微信在 IAP 接入上一直保持着很高的“抵触”,甚至为了不接入 IAP,放弃了很多业务。</p><p>2017 年,微信上线了公众号打赏功能,读者可以使用微信支付,直接向创作者打赏,就像“发红包”一样。当时苹果就表示,用户阅读公众号文章并打赏,是一种“内容消费”行为,需按苹果的规定接入 IAP。</p><p>但腾讯表示,微信并未从打赏中抽成,这个功能只是为了增加平台活跃,之后一度下线了打赏功能。之后双方经过一年多时间的沟通,苹果最终作出了让步,增加了一条“用户向其他用户赠予礼金,可以不通过 IAP”的条款,之后公众号打赏功能基于这一条款重新上线。</p><p>包括微信表情包的“付费赞赏”功能,也套用了同一条款。微信之所以没有付费售卖的表情包,背后也大概率与苹果的 IAP 限制有关。</p><p>如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带,苹果和腾讯有交涉的空间,微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则,牵涉到苹果的核心利益。</p><p>实际上,光是微信小程序和小游戏本身,就已经踩在了苹果的敏感地带上。苹果的开发者条款规定,不能将应用本身打造成一个“应用平台”,此前<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Meta 推出自家的云游戏平台时,苹果都毫不留情地“重拳出击”。对微信,苹果则采取了“睁一只眼闭一只眼”的态度,基本将微信小程序视为了公众号功能的延伸。之后又对其他云游戏平台也进行了松绑。</p><p>但针对手游充值是否接入 IAP 的问题上,苹果几乎没有让步空间,这是苹果软件服务收入的关键命脉所在。一旦微信小游戏的交易充值模式“跑通”,更多游戏开发商可能都会效仿此方式,绕开苹果税。</p><p>这对苹果来说,*是不可接受的。</p><p>2、“小游戏”的大蛋糕</p><p>在此之前,无论是公众号、表情包打赏,还是小程序,腾讯和苹果的矛盾顶多算是“摩擦”,都是技术层面的问题,并没有实际的利益争端。</p><p>从商业模式上,微信几乎*绕开了苹果当初为 App Store 设定的“抽成模式”。从最初,微信的商业化就不依赖用户的直接付费,而是通过广告、引流实现。自 2011 推出至今,微信用户的绝大多数消费行为,都是通过微信支付实现,绕开了苹果的限制。</p><p>直到今天,也只有视频号的直播打赏功能,按苹果的规定接入了 IAP,用户需要充值“微信豆”,才能进行打赏,但这一功能在微信内依然相对较为“边缘”。</p><p>微信小游戏在上线之初,也游走在微信平台的边缘。但随着平台发展,小游戏正在成为微信平台上,一块不容忽视的大蛋糕。</p><p>在今年 7 月的微信小游戏开发者大会上,微信官方透露,目前小游戏用户已达 10 亿,月活 5 亿,已经有 240 多款游戏的季度流水超千万,而最头部的小游戏如“咸鱼*”、“寻道大千”,流水甚至可以达到数十亿级别。</p><p>根据市场调研数据估算,2023 年微信小游戏的平台年流水约为 242 亿元,iOS 平台的流水也很可能有百亿级别。按照苹果 30% 的抽成比例,光是搞定微信,苹果就能拿到数十亿的潜在收入。</p><p>对苹果来说,这是不容忽视的增量。根据苹果刚刚发布的 2024 年三季度财报,软件服务收入已经成为了*的增长发动机,在苹果的整个收入结构里占 28%,考虑到软件服务的毛利率相比硬件更高,这块业务对苹果利润的驱动只会更大。</p><p>而且,小游戏的市场体量正在迅速增长。小游戏开发的投入极低,<span>毛利</span>极高,只需要一个很小的团队,在很短的时间里就能做出一款小游戏,投量后就能迅速产生收入转化。据业内人士透露,小游戏开发的毛利率甚至能达到 95% 左右。</p><p>目前,腾讯针对安卓平台的小游戏充值,会抽成 40%,对 iOS 平台则暂时不抽成。很显然,微信希望通过这一态度来缓和形势,背后必然在与苹果就相关问题进行沟通谈判。</p><p>问题相对很复杂。因为苹果针对中小开发者,有“苹果税”优惠。年流水低于 100 万美元的开发者,可以适用 15% 的优惠费率。但在微信小游戏的问题上,苹果只与腾讯之间有“开发者协议”,所有小游戏开发商的流水全部要算到腾讯的头上,则无法适用任何优惠,深究下去,微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题,同样是苹果的敏感点。</p><p>3、苹果的软肋</p><p>彭博社发布报道后,包括苹果、字节、腾讯,都未就此报道发表回应。</p><p>不难判断,苹果也大概率不希望矛盾扩大,如果事件进入舆论视野,最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA(数字市场法案)对苹果发起了监管审查,要求 iOS 必须开放第三方 App Store,也不得强制开发者使用 IAP 作为支付渠道。</p><p>苹果表面上配合欧盟法案,进行了合规整改,允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”,将苹果税换了一个名头,保留了下来,大部分开发者都表示,在苹果新的规则下,并不存在任何第三方应用商店、支付渠道的生存空间,因为开发者依然要交一大笔钱给苹果。</p><p>目前苹果税的问题在欧洲还没有尘埃落定,如果苹果在中国与巨头大规模开战,问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性,这场争端甚至可能会决定苹果未来十年业务发展的命运。</p><p>此前曾有消息,华为在鸿蒙系统上免除了对微信的全部抽成,不收取任何费用,对其他开发者则设定了 20% 的抽成比例,低于苹果的 30%。</p><p>但对苹果这样的全球化企业来说,问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”,都会被视为是设定了不公平的竞争环境,引发更大的麻烦。此前无论是与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Netflix、Spotify 还是 Epic 的争端,根本都在于苹果不希望动摇这一延续了 15 年之久的 App Store 规则。</p><p>只不过现在,对苹果来说,问题正在变得越来越复杂,越来越难以应对。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爆火的小游戏,成了苹果 VS 腾讯的导火索</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n爆火的小游戏,成了苹果 VS 腾讯的导火索\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 12:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>强硬的苹果,遇到了同样强硬的腾讯。“苹果税”的战火,在国内重燃。8 月 2 日,据外媒报道,苹果已于过去几个月,向腾讯、字节施压,要求两家公司“封堵漏洞”,因为微信、抖音的平台开发者,都在把用户引向外部支付系统,从而规避 30% 的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1526":"科网股","BK1609":"ChatGPT概念","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA 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的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内购买(IAP)”渠道进行支付,苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等,都必须遵守类似规定。这不是苹果和腾讯*次就“苹果税”开战。2017 年,苹果曾要求微信公众号打赏功能接入 IAP,腾讯拒不接入,一度因此下线了打赏功能。之后苹果就此问题作出让步,专门修改了开发合同条款,允许公众号使用微信支付打赏。这次苹果和腾讯“战事”的重启,原因是另一个——小游戏。小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题,现在它已经是数百亿元的赛道,并且仍未见到天花板。这次的微信小游戏,则已做成了一块大蛋糕。无论苹果还是腾讯,都不想在这个问题上作出让步。而微信的用户体量,在国内互联网生态中的重要地位,以及可能的监管介入,都给这个问题,增加了更多不确定性。苹果 VS 腾讯,来到了更严峻的“Round 2”。1、“苹果税”的微信漏洞此次苹果发现的“漏洞”,是指微信小游戏玩家充值时,系统会将用户导向一个“客服聊天”界面,用户向客服发送充值指令后,客服返回一条支付链接,之后用户就可以通过微信支付完成充值。在抖音上,也存在类似情况。对字节来说,想完成相关整改相对难度较低,因为抖音从上线之初就接入了苹果的 IAP 系统,“抖币”充值、直播打赏等应用内消费,本来就是走的 IAP,只需对小游戏的相关充值功能进行统一规范即可,字节在发展过程中已经与“苹果税”打了太多交道。但对微信来说,事情就要复杂很多,因为微信在 IAP 接入上一直保持着很高的“抵触”,甚至为了不接入 IAP,放弃了很多业务。2017 年,微信上线了公众号打赏功能,读者可以使用微信支付,直接向创作者打赏,就像“发红包”一样。当时苹果就表示,用户阅读公众号文章并打赏,是一种“内容消费”行为,需按苹果的规定接入 IAP。但腾讯表示,微信并未从打赏中抽成,这个功能只是为了增加平台活跃,之后一度下线了打赏功能。之后双方经过一年多时间的沟通,苹果最终作出了让步,增加了一条“用户向其他用户赠予礼金,可以不通过 IAP”的条款,之后公众号打赏功能基于这一条款重新上线。包括微信表情包的“付费赞赏”功能,也套用了同一条款。微信之所以没有付费售卖的表情包,背后也大概率与苹果的 IAP 限制有关。如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带,苹果和腾讯有交涉的空间,微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则,牵涉到苹果的核心利益。实际上,光是微信小程序和小游戏本身,就已经踩在了苹果的敏感地带上。苹果的开发者条款规定,不能将应用本身打造成一个“应用平台”,此前微软、谷歌、Meta 推出自家的云游戏平台时,苹果都毫不留情地“重拳出击”。对微信,苹果则采取了“睁一只眼闭一只眼”的态度,基本将微信小程序视为了公众号功能的延伸。之后又对其他云游戏平台也进行了松绑。但针对手游充值是否接入 IAP 的问题上,苹果几乎没有让步空间,这是苹果软件服务收入的关键命脉所在。一旦微信小游戏的交易充值模式“跑通”,更多游戏开发商可能都会效仿此方式,绕开苹果税。这对苹果来说,*是不可接受的。2、“小游戏”的大蛋糕在此之前,无论是公众号、表情包打赏,还是小程序,腾讯和苹果的矛盾顶多算是“摩擦”,都是技术层面的问题,并没有实际的利益争端。从商业模式上,微信几乎*绕开了苹果当初为 App Store 设定的“抽成模式”。从最初,微信的商业化就不依赖用户的直接付费,而是通过广告、引流实现。自 2011 推出至今,微信用户的绝大多数消费行为,都是通过微信支付实现,绕开了苹果的限制。直到今天,也只有视频号的直播打赏功能,按苹果的规定接入了 IAP,用户需要充值“微信豆”,才能进行打赏,但这一功能在微信内依然相对较为“边缘”。微信小游戏在上线之初,也游走在微信平台的边缘。但随着平台发展,小游戏正在成为微信平台上,一块不容忽视的大蛋糕。在今年 7 月的微信小游戏开发者大会上,微信官方透露,目前小游戏用户已达 10 亿,月活 5 亿,已经有 240 多款游戏的季度流水超千万,而最头部的小游戏如“咸鱼*”、“寻道大千”,流水甚至可以达到数十亿级别。根据市场调研数据估算,2023 年微信小游戏的平台年流水约为 242 亿元,iOS 平台的流水也很可能有百亿级别。按照苹果 30% 的抽成比例,光是搞定微信,苹果就能拿到数十亿的潜在收入。对苹果来说,这是不容忽视的增量。根据苹果刚刚发布的 2024 年三季度财报,软件服务收入已经成为了*的增长发动机,在苹果的整个收入结构里占 28%,考虑到软件服务的毛利率相比硬件更高,这块业务对苹果利润的驱动只会更大。而且,小游戏的市场体量正在迅速增长。小游戏开发的投入极低,毛利极高,只需要一个很小的团队,在很短的时间里就能做出一款小游戏,投量后就能迅速产生收入转化。据业内人士透露,小游戏开发的毛利率甚至能达到 95% 左右。目前,腾讯针对安卓平台的小游戏充值,会抽成 40%,对 iOS 平台则暂时不抽成。很显然,微信希望通过这一态度来缓和形势,背后必然在与苹果就相关问题进行沟通谈判。问题相对很复杂。因为苹果针对中小开发者,有“苹果税”优惠。年流水低于 100 万美元的开发者,可以适用 15% 的优惠费率。但在微信小游戏的问题上,苹果只与腾讯之间有“开发者协议”,所有小游戏开发商的流水全部要算到腾讯的头上,则无法适用任何优惠,深究下去,微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题,同样是苹果的敏感点。3、苹果的软肋彭博社发布报道后,包括苹果、字节、腾讯,都未就此报道发表回应。不难判断,苹果也大概率不希望矛盾扩大,如果事件进入舆论视野,最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA(数字市场法案)对苹果发起了监管审查,要求 iOS 必须开放第三方 App Store,也不得强制开发者使用 IAP 作为支付渠道。苹果表面上配合欧盟法案,进行了合规整改,允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”,将苹果税换了一个名头,保留了下来,大部分开发者都表示,在苹果新的规则下,并不存在任何第三方应用商店、支付渠道的生存空间,因为开发者依然要交一大笔钱给苹果。目前苹果税的问题在欧洲还没有尘埃落定,如果苹果在中国与巨头大规模开战,问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性,这场争端甚至可能会决定苹果未来十年业务发展的命运。此前曾有消息,华为在鸿蒙系统上免除了对微信的全部抽成,不收取任何费用,对其他开发者则设定了 20% 的抽成比例,低于苹果的 30%。但对苹果这样的全球化企业来说,问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”,都会被视为是设定了不公平的竞争环境,引发更大的麻烦。此前无论是与亚马逊、Netflix、Spotify 还是 Epic 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他越这么做,我就越觉得不好,这是用户全部注销了。你要这么活跃气氛?@尼日利亚的陈友谅","images":[{"img":"https://static.tigerbbs.com/874f28f7e7a5a94a7217e6ef28bfa636","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/232190893678896","isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":9,"crmLevelSwitch":1,"idStr":"3579612413176972","authorIdStr":"3579612413176972"},"content":"朋友,你这个通知怎么没有超链接啊,我们的通知都是能点进去的","text":"朋友,你这个通知怎么没有超链接啊,我们的通知都是能点进去的","html":"朋友,你这个通知怎么没有超链接啊,我们的通知都是能点进去的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":335905106731088,"gmtCreate":1723044416043,"gmtModify":1723045011554,"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"themes":[],"htmlText":"苹果最终妥协,一个小众手机系统生态,怎么可能比得过微信?在中国做生意,还是听腾讯的话比较好。<a href=\"https://laohu8.com/U/3569968827736584\">@陈友谅一战定乾坤 </a> ","listText":"苹果最终妥协,一个小众手机系统生态,怎么可能比得过微信?在中国做生意,还是听腾讯的话比较好。<a href=\"https://laohu8.com/U/3569968827736584\">@陈友谅一战定乾坤 </a> ","text":"苹果最终妥协,一个小众手机系统生态,怎么可能比得过微信?在中国做生意,还是听腾讯的话比较好。@陈友谅一战定乾坤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/335905106731088","repostId":"2457285746","repostType":2,"repost":{"id":"2457285746","kind":"news","pubTimestamp":1723004940,"share":"https://www.laohu8.com/m/news/2457285746?lang=&edition=full","pubTime":"2024-08-07 12:29","market":"hk","language":"zh","title":"爆火的小游戏,成了苹果 VS 腾讯的导火索","url":"https://stock-news.laohu8.com/highlight/detail?id=2457285746","media":"极客公园","summary":"苹果 VS 腾讯,来到了更严峻的“Round 2”。如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带,苹果和腾讯有交涉的空间,微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则,牵涉到苹果的核心利益。目前,腾讯针对安卓平台的小游戏充值,会抽成 40%,对 iOS 平台则暂时不抽成。","content":"<html><body><article><p>强硬的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,遇到了同样强硬的<a href=\"https://laohu8.com/S/00700\">腾讯</a>。</p><p>“苹果税”的战火,在国内重燃。</p><p>8 月 2 日,据外媒报道,苹果已于过去几个月,向腾讯、字节施压,要求两家公司“封堵漏洞”,因为微信、抖音的平台开发者,都在把用户引向外部支付系统,从而规避 30% 的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。</p><p>按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内购买(IAP)”渠道进行支付,苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等,都必须遵守类似规定。</p><p>这不是苹果和腾讯*次就“苹果税”开战。2017 年,苹果曾要求微信公众号打赏功能接入 IAP,腾讯拒不接入,一度因此下线了打赏功能。之后苹果就此问题作出让步,专门修改了开发合同条款,允许公众号使用微信支付打赏。</p><p>这次苹果和腾讯“战事”的重启,原因是另一个——小游戏。</p><p>小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题,现在它已经是<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>元的赛道,并且仍未见到天花板。这次的微信小游戏,则已做成了一块大蛋糕。无论苹果还是腾讯,都不想在这个问题上作出让步。而微信的用户体量,在国内互联网生态中的重要地位,以及可能的监管介入,都给这个问题,增加了更多不确定性。</p><p>苹果 VS 腾讯,来到了更严峻的“Round 2”。</p><p>1、“苹果税”的微信漏洞</p><p>此次苹果发现的“漏洞”,是指微信小游戏玩家充值时,系统会将用户导向一个“客服聊天”界面,用户向客服发送充值指令后,客服返回一条支付链接,之后用户就可以通过微信支付完成充值。在抖音上,也存在类似情况。</p><p>对字节来说,想完成相关整改相对难度较低,因为抖音从上线之初就接入了苹果的 IAP 系统,“抖币”充值、直播打赏等应用内消费,本来就是走的 IAP,只需对小游戏的相关充值功能进行统一规范即可,字节在发展过程中已经与“苹果税”打了太多交道。</p><p>但对微信来说,事情就要复杂很多,因为微信在 IAP 接入上一直保持着很高的“抵触”,甚至为了不接入 IAP,放弃了很多业务。</p><p>2017 年,微信上线了公众号打赏功能,读者可以使用微信支付,直接向创作者打赏,就像“发红包”一样。当时苹果就表示,用户阅读公众号文章并打赏,是一种“内容消费”行为,需按苹果的规定接入 IAP。</p><p>但腾讯表示,微信并未从打赏中抽成,这个功能只是为了增加平台活跃,之后一度下线了打赏功能。之后双方经过一年多时间的沟通,苹果最终作出了让步,增加了一条“用户向其他用户赠予礼金,可以不通过 IAP”的条款,之后公众号打赏功能基于这一条款重新上线。</p><p>包括微信表情包的“付费赞赏”功能,也套用了同一条款。微信之所以没有付费售卖的表情包,背后也大概率与苹果的 IAP 限制有关。</p><p>如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带,苹果和腾讯有交涉的空间,微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则,牵涉到苹果的核心利益。</p><p>实际上,光是微信小程序和小游戏本身,就已经踩在了苹果的敏感地带上。苹果的开发者条款规定,不能将应用本身打造成一个“应用平台”,此前<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Meta 推出自家的云游戏平台时,苹果都毫不留情地“重拳出击”。对微信,苹果则采取了“睁一只眼闭一只眼”的态度,基本将微信小程序视为了公众号功能的延伸。之后又对其他云游戏平台也进行了松绑。</p><p>但针对手游充值是否接入 IAP 的问题上,苹果几乎没有让步空间,这是苹果软件服务收入的关键命脉所在。一旦微信小游戏的交易充值模式“跑通”,更多游戏开发商可能都会效仿此方式,绕开苹果税。</p><p>这对苹果来说,*是不可接受的。</p><p>2、“小游戏”的大蛋糕</p><p>在此之前,无论是公众号、表情包打赏,还是小程序,腾讯和苹果的矛盾顶多算是“摩擦”,都是技术层面的问题,并没有实际的利益争端。</p><p>从商业模式上,微信几乎*绕开了苹果当初为 App Store 设定的“抽成模式”。从最初,微信的商业化就不依赖用户的直接付费,而是通过广告、引流实现。自 2011 推出至今,微信用户的绝大多数消费行为,都是通过微信支付实现,绕开了苹果的限制。</p><p>直到今天,也只有视频号的直播打赏功能,按苹果的规定接入了 IAP,用户需要充值“微信豆”,才能进行打赏,但这一功能在微信内依然相对较为“边缘”。</p><p>微信小游戏在上线之初,也游走在微信平台的边缘。但随着平台发展,小游戏正在成为微信平台上,一块不容忽视的大蛋糕。</p><p>在今年 7 月的微信小游戏开发者大会上,微信官方透露,目前小游戏用户已达 10 亿,月活 5 亿,已经有 240 多款游戏的季度流水超千万,而最头部的小游戏如“咸鱼*”、“寻道大千”,流水甚至可以达到数十亿级别。</p><p>根据市场调研数据估算,2023 年微信小游戏的平台年流水约为 242 亿元,iOS 平台的流水也很可能有百亿级别。按照苹果 30% 的抽成比例,光是搞定微信,苹果就能拿到数十亿的潜在收入。</p><p>对苹果来说,这是不容忽视的增量。根据苹果刚刚发布的 2024 年三季度财报,软件服务收入已经成为了*的增长发动机,在苹果的整个收入结构里占 28%,考虑到软件服务的毛利率相比硬件更高,这块业务对苹果利润的驱动只会更大。</p><p>而且,小游戏的市场体量正在迅速增长。小游戏开发的投入极低,<span>毛利</span>极高,只需要一个很小的团队,在很短的时间里就能做出一款小游戏,投量后就能迅速产生收入转化。据业内人士透露,小游戏开发的毛利率甚至能达到 95% 左右。</p><p>目前,腾讯针对安卓平台的小游戏充值,会抽成 40%,对 iOS 平台则暂时不抽成。很显然,微信希望通过这一态度来缓和形势,背后必然在与苹果就相关问题进行沟通谈判。</p><p>问题相对很复杂。因为苹果针对中小开发者,有“苹果税”优惠。年流水低于 100 万美元的开发者,可以适用 15% 的优惠费率。但在微信小游戏的问题上,苹果只与腾讯之间有“开发者协议”,所有小游戏开发商的流水全部要算到腾讯的头上,则无法适用任何优惠,深究下去,微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题,同样是苹果的敏感点。</p><p>3、苹果的软肋</p><p>彭博社发布报道后,包括苹果、字节、腾讯,都未就此报道发表回应。</p><p>不难判断,苹果也大概率不希望矛盾扩大,如果事件进入舆论视野,最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA(数字市场法案)对苹果发起了监管审查,要求 iOS 必须开放第三方 App Store,也不得强制开发者使用 IAP 作为支付渠道。</p><p>苹果表面上配合欧盟法案,进行了合规整改,允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”,将苹果税换了一个名头,保留了下来,大部分开发者都表示,在苹果新的规则下,并不存在任何第三方应用商店、支付渠道的生存空间,因为开发者依然要交一大笔钱给苹果。</p><p>目前苹果税的问题在欧洲还没有尘埃落定,如果苹果在中国与巨头大规模开战,问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性,这场争端甚至可能会决定苹果未来十年业务发展的命运。</p><p>此前曾有消息,华为在鸿蒙系统上免除了对微信的全部抽成,不收取任何费用,对其他开发者则设定了 20% 的抽成比例,低于苹果的 30%。</p><p>但对苹果这样的全球化企业来说,问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”,都会被视为是设定了不公平的竞争环境,引发更大的麻烦。此前无论是与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Netflix、Spotify 还是 Epic 的争端,根本都在于苹果不希望动摇这一延续了 15 年之久的 App Store 规则。</p><p>只不过现在,对苹果来说,问题正在变得越来越复杂,越来越难以应对。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爆火的小游戏,成了苹果 VS 腾讯的导火索</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n爆火的小游戏,成了苹果 VS 腾讯的导火索\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 12:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>强硬的苹果,遇到了同样强硬的腾讯。“苹果税”的战火,在国内重燃。8 月 2 日,据外媒报道,苹果已于过去几个月,向腾讯、字节施压,要求两家公司“封堵漏洞”,因为微信、抖音的平台开发者,都在把用户引向外部支付系统,从而规避 30% 的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1526":"科网股","BK1609":"ChatGPT概念","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA 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的“苹果税”。苹果警告,如果不修补漏洞,将拒绝微信和抖音后续在 App Store 上架更新。按照苹果的开发者条款,用户在 App 内消费的内容,都必须通过苹果的“应用内购买(IAP)”渠道进行支付,苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等,都必须遵守类似规定。这不是苹果和腾讯*次就“苹果税”开战。2017 年,苹果曾要求微信公众号打赏功能接入 IAP,腾讯拒不接入,一度因此下线了打赏功能。之后苹果就此问题作出让步,专门修改了开发合同条款,允许公众号使用微信支付打赏。这次苹果和腾讯“战事”的重启,原因是另一个——小游戏。小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题,现在它已经是数百亿元的赛道,并且仍未见到天花板。这次的微信小游戏,则已做成了一块大蛋糕。无论苹果还是腾讯,都不想在这个问题上作出让步。而微信的用户体量,在国内互联网生态中的重要地位,以及可能的监管介入,都给这个问题,增加了更多不确定性。苹果 VS 腾讯,来到了更严峻的“Round 2”。1、“苹果税”的微信漏洞此次苹果发现的“漏洞”,是指微信小游戏玩家充值时,系统会将用户导向一个“客服聊天”界面,用户向客服发送充值指令后,客服返回一条支付链接,之后用户就可以通过微信支付完成充值。在抖音上,也存在类似情况。对字节来说,想完成相关整改相对难度较低,因为抖音从上线之初就接入了苹果的 IAP 系统,“抖币”充值、直播打赏等应用内消费,本来就是走的 IAP,只需对小游戏的相关充值功能进行统一规范即可,字节在发展过程中已经与“苹果税”打了太多交道。但对微信来说,事情就要复杂很多,因为微信在 IAP 接入上一直保持着很高的“抵触”,甚至为了不接入 IAP,放弃了很多业务。2017 年,微信上线了公众号打赏功能,读者可以使用微信支付,直接向创作者打赏,就像“发红包”一样。当时苹果就表示,用户阅读公众号文章并打赏,是一种“内容消费”行为,需按苹果的规定接入 IAP。但腾讯表示,微信并未从打赏中抽成,这个功能只是为了增加平台活跃,之后一度下线了打赏功能。之后双方经过一年多时间的沟通,苹果最终作出了让步,增加了一条“用户向其他用户赠予礼金,可以不通过 IAP”的条款,之后公众号打赏功能基于这一条款重新上线。包括微信表情包的“付费赞赏”功能,也套用了同一条款。微信之所以没有付费售卖的表情包,背后也大概率与苹果的 IAP 限制有关。如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带,苹果和腾讯有交涉的空间,微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则,牵涉到苹果的核心利益。实际上,光是微信小程序和小游戏本身,就已经踩在了苹果的敏感地带上。苹果的开发者条款规定,不能将应用本身打造成一个“应用平台”,此前微软、谷歌、Meta 推出自家的云游戏平台时,苹果都毫不留情地“重拳出击”。对微信,苹果则采取了“睁一只眼闭一只眼”的态度,基本将微信小程序视为了公众号功能的延伸。之后又对其他云游戏平台也进行了松绑。但针对手游充值是否接入 IAP 的问题上,苹果几乎没有让步空间,这是苹果软件服务收入的关键命脉所在。一旦微信小游戏的交易充值模式“跑通”,更多游戏开发商可能都会效仿此方式,绕开苹果税。这对苹果来说,*是不可接受的。2、“小游戏”的大蛋糕在此之前,无论是公众号、表情包打赏,还是小程序,腾讯和苹果的矛盾顶多算是“摩擦”,都是技术层面的问题,并没有实际的利益争端。从商业模式上,微信几乎*绕开了苹果当初为 App Store 设定的“抽成模式”。从最初,微信的商业化就不依赖用户的直接付费,而是通过广告、引流实现。自 2011 推出至今,微信用户的绝大多数消费行为,都是通过微信支付实现,绕开了苹果的限制。直到今天,也只有视频号的直播打赏功能,按苹果的规定接入了 IAP,用户需要充值“微信豆”,才能进行打赏,但这一功能在微信内依然相对较为“边缘”。微信小游戏在上线之初,也游走在微信平台的边缘。但随着平台发展,小游戏正在成为微信平台上,一块不容忽视的大蛋糕。在今年 7 月的微信小游戏开发者大会上,微信官方透露,目前小游戏用户已达 10 亿,月活 5 亿,已经有 240 多款游戏的季度流水超千万,而最头部的小游戏如“咸鱼*”、“寻道大千”,流水甚至可以达到数十亿级别。根据市场调研数据估算,2023 年微信小游戏的平台年流水约为 242 亿元,iOS 平台的流水也很可能有百亿级别。按照苹果 30% 的抽成比例,光是搞定微信,苹果就能拿到数十亿的潜在收入。对苹果来说,这是不容忽视的增量。根据苹果刚刚发布的 2024 年三季度财报,软件服务收入已经成为了*的增长发动机,在苹果的整个收入结构里占 28%,考虑到软件服务的毛利率相比硬件更高,这块业务对苹果利润的驱动只会更大。而且,小游戏的市场体量正在迅速增长。小游戏开发的投入极低,毛利极高,只需要一个很小的团队,在很短的时间里就能做出一款小游戏,投量后就能迅速产生收入转化。据业内人士透露,小游戏开发的毛利率甚至能达到 95% 左右。目前,腾讯针对安卓平台的小游戏充值,会抽成 40%,对 iOS 平台则暂时不抽成。很显然,微信希望通过这一态度来缓和形势,背后必然在与苹果就相关问题进行沟通谈判。问题相对很复杂。因为苹果针对中小开发者,有“苹果税”优惠。年流水低于 100 万美元的开发者,可以适用 15% 的优惠费率。但在微信小游戏的问题上,苹果只与腾讯之间有“开发者协议”,所有小游戏开发商的流水全部要算到腾讯的头上,则无法适用任何优惠,深究下去,微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题,同样是苹果的敏感点。3、苹果的软肋彭博社发布报道后,包括苹果、字节、腾讯,都未就此报道发表回应。不难判断,苹果也大概率不希望矛盾扩大,如果事件进入舆论视野,最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA(数字市场法案)对苹果发起了监管审查,要求 iOS 必须开放第三方 App Store,也不得强制开发者使用 IAP 作为支付渠道。苹果表面上配合欧盟法案,进行了合规整改,允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”,将苹果税换了一个名头,保留了下来,大部分开发者都表示,在苹果新的规则下,并不存在任何第三方应用商店、支付渠道的生存空间,因为开发者依然要交一大笔钱给苹果。目前苹果税的问题在欧洲还没有尘埃落定,如果苹果在中国与巨头大规模开战,问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性,这场争端甚至可能会决定苹果未来十年业务发展的命运。此前曾有消息,华为在鸿蒙系统上免除了对微信的全部抽成,不收取任何费用,对其他开发者则设定了 20% 的抽成比例,低于苹果的 30%。但对苹果这样的全球化企业来说,问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”,都会被视为是设定了不公平的竞争环境,引发更大的麻烦。此前无论是与亚马逊、Netflix、Spotify 还是 Epic 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