甲方

1、Facebook证实研发AR眼镜，在现实世界构建VR/AR

Facebook证实正在研发增强现实（AR）眼镜，并宣布了名为“Live Maps”的项目。Live Maps使用机器视觉、本地化和众包绘图技术生成一个反映物理世界的共享虚拟地图。Facebook将利用从其24亿用户中收集的大量数据来构建Live Maps，提取带有地理标记的图像来生成“点云”，并创建精确的虚拟地球。

2、美图华为签战略合作协议，围绕5G、云计算、AI等领域深度合作

9月26日，美图公司与华为签订战略合作协议，未来5年双方将围绕互联网创新应用、To B行业解决方案、海外业务等方面进行深度战略合作。美图将与华为云一同探索5G + Cloud + X场景下的联合业务创新，共同打造面向未来的互联网社交和视频场景化解决方案。此外，双方将共同推动把美图AI开放平台的能力接入华为云。

3、返利网上线内容种草社区“发现好物”频道

近日，在线导购平台返利网的App改版后增加了大量内容带货功能，包含图文和短视频，还自建了包含UGC和PGC的内容种草社区“发现好物”。对此，返利网表示，内容化升级是其正在做的全新尝试，已经正式面向用户有一段时间。

4、华为：1-8月消费者业务持续高速增长

华为公布了截至今年8月各种设备的出货量增长情况，今年1-8月，智能手机出货量同比增长26%；笔记本电脑出货量同比增长249%；智能音频出货量同比增长256%；智能穿戴出货量同比增长278%。

5、任正非：6G和5G开发是并行的，华为会领先6G

华为创始人任正非表示，6G是和5G开发是并行的，6G是毫米波，6G真正规模化使用对于我们公司还很早。华为会领先6G。

乙方

1、贝索斯：亚马逊正探讨人脸识别如何监管

据外媒报道，亚马逊公司首席执行官贝索斯日前表示，该公司的公共政策团队正在研究有关人脸识别的拟议法规。人脸识别是一项新兴技术，这种技术之前已经让亚马逊公司云计算部门遭到了外界批评。此前，亚马逊曾努力向美国移民和海关执法局出售公司的人脸识别技术，亚马逊公司的员工和股东都提出了抗议，但亚马逊轻松否决了股东的一项提议。

2、阿里云智能总裁行癫：不能说我们完全不做SaaS

阿里巴巴CTO、阿里云智能总裁行癫今日在采访中回答了关于客户上云的问题，他称“如果一个简单的LaaS产品肯定不需要销售，为什么要销售？除非你的产品复杂到一定程度，你才需要给客户一个解决方案。到今天为止，我们大量的项目都是复杂性的解决方案。因此不能说我们完全不做SaaS。你要去问客户有什么问题，告诉他你这个问题可以这么来解决。然后客户才会选择上云。”

3、云徙科技发布数字双中台3.0

云徙科技在2019云栖大会完成今年数字双中台3.0发布。该中台除了持续深耕拓宽商业运营能力，更创新性引入面向企业CIO、研发团队的MPC（中台控制台）、BOC（商业运营中心）运营理念，以中台运营思维赋能业务差异性，未来让数字中台人人可运营。云徙科技副总裁李楠表示，数字双中台3.0不仅是从基础能力到商业能力的升级，更是通过数字中台驱动业务协同与智能运营。

4、“邻汇吧”完成B1轮融资，加速布局线下空间流量网络

近期，“邻汇吧”已经完成数千万元B1轮融资，投资方为德商资本和招商局创投。本轮融资资金将用于加速布局线下空间流量网络，帮助品牌方更好地在线下扩张。自2015年成立以来，邻汇吧从快闪场地切入线下流量赛道，长期致力于将线下人流动线上的闲置商业空间信息化和数据化，为品牌的线下地推、快闪店和无人零售设备的铺设等线下营销活动，提供数据化选址和场地预订服务。

媒介

1、美司法部长巴尔敦促司法部调查Facebook反垄断问题

据外媒报道，据知情人士透露，在美国司法部长威廉·巴尔敦促下，司法部打算调查Facebook的反垄断问题，此前联邦贸易委员会已经对其展开调查，因是它是否违反了反垄断法，损害了竞争。这位不愿透露姓名的消息人士说，司法部的调查重点将与FTC正在调查的行为不同。除了司法部和FTC，美国多个州的总检察长和众议院司法委员会也各自在对Facebook进行调查。

趋势

1、Strategy Analytics：2019年全球智能家居市场规模将超过1000亿美元

36氪获悉，Strategy Analytics发布的研究报告预测，到2019年，消费者在智能家居相关硬件、服务和安装费用上的支出将达到1030亿美元，并将以11％的复合年均增长率增长到2023年的1570亿美元。报告预测，2019年设备销量超过8.8亿台；设备支出550亿美元，占总支出的54%，并将以10％的复合年均增长率增长到2023年的810亿美元。

2、阿里首次公布人工智能调用规模：每天调用超1万亿次

9月26日，阿里巴巴在杭州云栖大会上首次公布人工智能调用规模：每天调用超1万亿次，服务全球10亿人，日处理图像10亿张、视频120万小时、语音55万小时及自然语言5千亿句。据阿里巴巴介绍，其已经成为中国最大的人工智能公司。同时，阿里巴巴首次披露人工智能的完整布局，包括AI芯片、AI云服务、AI算法、AI平台、产业AI。

3、《2019中国年轻创造力洞察报告》：95后开创意店铺平均增速比整体高近7倍

淘宝造物节发布的《2019中国年轻创造力洞察报告》显示，淘宝年轻人店铺中近四成都在经营创意商品，95后开创意店铺平均增速比整体高出近7倍。《报告》还显示，二次元与传统文化跨界形成的“二次元古风”是淘宝上95后的最爱，而90后是cosplay的主力。

海外

1. Unintended consequences of the shift from third-party to first-party cookies

从第三方cookie转向第一方的意外后果

The third-party cookie is crumbling. That’s a narrative that’s been around since the rise of mobile device usage and marketing, but it’s only now that the trend has a sense of real urgency attached to it.

Publishers, ad tech vendors, and agencies are all scrambling to figure out how to leverage first-party cookie-based models which can seriously reduce their reliance on the third-party cookie — a future that’s now critical to future survival thanks to data-privacy regulatory pressures and the anti-tracking path taken by the browsers.

2. Alexa Supports Billions Of Dollars Of Transaction

语音购物初出茅庐：AI助手Alexa为亚马逊带来数十亿美元交易

Today, most people engage with voice activated devices to do basic tasks like set alarms and play music. But Amazon revealed Alexa is supporting “billions of dollars” of transactions every year, excluding the revenue Amazon makes from selling its own products, Bloomberg reports. 

Voice has been slow to take off as a shopping mechanism for consumers, but RBC Capital Markets predicts Amazon will add $10 billion in incremental revenue from voice shopping alone by 2020. Alexa is also growing up: It now supports 100,000 skills and integrates with 85,000 devices, said Dave Limp, head of Amazon’s devices and services business at a press event in Seattle on Wednesday. 

3. Nike Gets In The Game

Nike也加入了martech大部队

While most retailers are battling through a tough stretch, Nike reported better-than-expected quarterly revenue. In its earnings call, investors noted the sports apparel brand’s recent acquisitions in digital data and technology, CNBC reports. Nike has been one of the first movers in a recent trend of retailers acquiring and investing in mar tech startups. 

Last month, Nike announced a deal for the inventory optimization tech company Celect, following its 2018 acquisition of Zodiac Metrics, a customer lifetime value analytics provider. “The digital capabilities that we’re creating and investing in are really going to make us a better innovation company – understanding the consumer, serving the consumer, leveraging the innovation that we invest in,” Nike CEO Mark Parker told investors. “It’s all making us better.”

4. There’s An Upside To Sharing Our Data

数据分享也有好的一面

Smart marketers today are trying to understand the impact of their advertising across a fragmented ecosystem of platforms. In particular, we want to understand deduplicated reach and ROI of advertising by gaining access to cross-platform video viewership data and other forms of media data.

The premise is simple, in theory, yet, it’s much more complicated in practice because so many different sources own and house data. Publishers have app data, MVPDs have app data, marketers have their own site and app data, and on it goes. Current solutions from third-party measurement providers require complicated implementation of tags and SDKs.

5. Scale, Please: Vox Media Shares Post-Merger Plans For New York Media

Vox Media将与New York Media合并

Vox Media and New York Media are merging to create a portfolio of brands so they can better compete against platforms and build diversified businesses at scale, the companies announced Tuesday.

“The conversations we have with marketers every day are about the engagement around our brands, scale and performance,” Vox Media Chief Revenue Officer Ryan Pauley told AdExchanger. “This [merger] objectively increases our value in each of those areas.”

6. Snapchat is becoming an outlet for video ad budgets

越来越多的广告主将广告预算投入Snapchat

Snapchat is becoming a bigger contender for video ad budgets in the U.K.

More advertisers are using money they would have spent on Facebook and Instagram to buy ads on Snapchat, according to six agency buyers interviewed for this article. It’s a contrast to where the mobile messaging app was last September when it wasn’t even on the media plans for some paid-social campaigns. Since the turn of the year, however, Snapchat has found its way on to more of those media plans, and in some cases can account for 20% of paid social budgets.