MTM20240312的个人主页 - 老虎社区

MTM20240312

MTM20240312

buy the rumor sell the news

IP属地：广东

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0勋章

12-18 23:30

不懂呀所以没去关注

12-18 23:29

$草姬集团(02593)$ 我是缺乏对这类股票的信仰所以也轮不到赚人家的💰

12-18 23:28

$特斯拉(TSLA)$ 不敢不敢[笑哭]

12-17 23:10

$特斯拉(TSLA)$ 继续涨涨涨没有理由的涨吧[笑哭]

12-17 23:08

$特斯拉(TSLA)$ 500没啥问题还有两周呢

12-16 22:25

$特斯拉(TSLA)$ 450很快就到了吧看这意思特斯拉会没尽头了若是想想比特币都可以疯涨特斯拉疯涨就不吃惊了

12-14

Replying to @vision:说明了2024年我认识了老虎平台加入了美股投资 //@vision:说明了啥//@MTM20240312:那就用老虎公仔吧他说明了一切

12-13

今天是13号吗我穿越了吗暴跌是说美股还是A股呢

12-13

$毛戈平(01318)$ 根据中概股的惯性最好见好就收吧

12-13

$博通(AVGO)$ 我不太明白其涨势是不是没有其他可追的了[笑哭]

12-13

$特斯拉(TSLA)$ 肯定要加仓呀事实证明特斯拉是最棒[笑哭] [笑哭]

12-13

all in 感觉还是挺有风险呀作为我的重仓股却是表现最吃力的科技股，我希望谷歌可以再来一波涨[笑哭] [笑哭]

12-13

肯定可以呀因为比特币还会继续涨 [笑哭]

12-13

哎这样一窝蜂搞这个产能过剩倒闭的肯定也会一个接一个

12-13

$草姬集团(02593)$ 还是算了吧那个赌场不敢进了

12-13

那就用老虎公仔吧他说明了一切

12-13

为啥财报没有超预期还是大涨呢？

博通第四财季调整后净营收140.5亿美元，分析师预期140.8亿美元。预计第一财季营收大约146亿美元，分析师预期146.1亿美元。博通美股盘后涨2.4%

12-13

$老虎证券(TIGR)$ 老虎会涨的我看好[笑哭]

12-13

没有一点想玩gme的欲望，可能因为感觉更像赌吧

12-13

不是应该进行有效指引不要动不动就断人家生路

去老虎APP查看更多动态

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让我少个点肉离场呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/337192728109328","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 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 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&nbsp;&nbsp;&nbsp;<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 \"P\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" 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ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","00700":"腾讯控股","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1517":"云办公","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","TCEHY":"腾讯控股ADR","LU0048580855.USD":"富达大中华区A","AAPL":"苹果","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" 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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 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感谢老虎～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/378348976918968","isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3454016442520150","idStr":"3454016442520150"},"content":"2024年进场难道不是应该买英伟达吗？","text":"2024年进场难道不是应该买英伟达吗？","html":"2024年进场难道不是应该买英伟达吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357833258885416,"gmtCreate":1728398348031,"gmtModify":1728398352374,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357833258885416","isVote":1,"tweetType":1,"viewCount":5138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"content":"是非常勇敢","text":"是非常勇敢","html":"是非常勇敢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365595755827352,"gmtCreate":1730296841495,"gmtModify":1730331325740,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"若按照百分比 那肯定是reddit了 只是太小仓[笑哭]<a 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我中途下车了 后悔是没用的 主要前两周比较凶险 没有挺[笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 我中途下车了 后悔是没用的 主要前两周比较凶险 没有挺[笑哭]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 我中途下车了 后悔是没用的 主要前两周比较凶险 没有挺[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/300493546324168","isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580379683829186","authorId":"3580379683829186","name":"Henry王","avatar":"https://static.tigerbbs.com/6d0c857fd1641d10f6b0f0a93af856b3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580379683829186","idStr":"3580379683829186"},"content":"每次下车后就开始涨[笑哭]","text":"每次下车后就开始涨[笑哭]","html":"每次下车后就开始涨[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321870153449656,"gmtCreate":1719590593603,"gmtModify":1719590595540,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a 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