Morketing监测 5.30：美国将对中国科技产品征收高关税；百度短视频Nani高薪抢达人；奢侈品巨头纷纷布局电商渠道；微软市值首超Alphabet；OTT巨头或成广告主新宠

美国将对500亿美元中国高科技商品征收25%关税

虽然中美贸易战不打了，但我们真的就高枕无忧了么？本周二，美国白宫宣布将对从中国进口的含有“重要工业技术”的500亿美元商品征收25%的关税。其中包括与“中国制造2025”计划相关的商品。最终的进口商品清单将于2018年6月15日公布，并很快对这些进口产品征收关税。

微软市值首超Alphabet，成全球市值第三高公司

截至周二美股收盘，微软市值为7530.3亿美元，谷歌母公司Alphabet市值为7364.44亿美元，微软成为目前世界上市值第三高的上市公司，而Alphabet位居第四。苹果和亚马逊依然居于榜首和第二的位置。

阿里巴巴、菜鸟向中通快递投资 13.8 亿美元

5 月 29 日，双方签署了战略合作协议，预计交易将在 6 月初完成。本次交易前，中通已是菜鸟网络的小股东，其业务中有相当大比例自阿里巴巴。也是同一天，圆通、中通、申通、百世等企业宣布共同向菜鸟供应链全资子公司 “浙江驿栈” 合计增资 31.67 亿元。

腾讯微博App沉寂3年后低调更新 引发复活猜测

5月29日上午消息，有网友近日发现，腾讯微博安卓客户端在沉寂近3年后，于5月25日发布更新。截图显示，版本号为6.1.3，更新内容为错误修复（bugfix），此外没有更多说明。值得注意的是，腾讯微博安卓客户端的上一版本更新时间为2015年9月18日。沉寂近3年后的突然更新，旋即引发腾讯内部是否会“复活”腾讯微博的猜测。

抖音追击者再添一员，百度Nani抛上万底薪offer争夺达人

和微视类似，最早于2017年12月上线的Nani小视频目前也已获得百度公司级别的战略扶持，补贴计划于5月中旬正式开启。但和微视按条补贴策略不同的是，Nani小视频针对有经验的头部达人，采取底薪+补贴的新模式，月薪保底10000元，上设上限。

花椒进军PC端直播 上线“猫啵”推贵族系统

5月29日下午消息，花椒正式宣布推出PC端 “猫啵”直播产品，该产品将得到花椒在公会主播资源、流量、技术、运营推广等方面的全面扶持。同时还将推出面向土豪用户的贵族系统，享有各种特权。

陌陌高管解读财报：与抖音定位不同，不会同质化竞争

陌陌公司董事长唐岩表示，一个时长快速增长的短视频平台一定会对其它内容消费平台产生比较大的压力，但对于非同质化需求的平台的影响是非常有限的。主要原因是产品的定位以及满足核心用户的诉求不同，致使产品设计和用户使用产品的方式不同，即使在某些场景上有一些表面的重合也不会是同质化的竞争。

优信提交IPO招股书：2018年Q1净亏损8.394亿元，同比扩大

优信向美国证券交易委员会提交IPO申请书。招股书显示，在截至2018年3月31日的第一季度，优信总营收为6.494亿元人民币（约合1.033亿美元），同比增长93.2%；净亏损为8.394亿元人民币（约合1.335亿美元），去年同期为5.108亿元人民币。

为抢占支付市场，Facebook将在印度上线WhatsApp Pay

据彭博社报道，Facebook最快将于下周在印度上线其WhatsApp支付服务，以抢占市场份额。不过据消息人士透露，其当地合作企业并没有完全准备好。消息人士称，WhatsApp将与HDFC Bank、ICICI Bank、和Axis Bank就支付业务开展合作。

俄罗斯要求苹果下架聊天应用Telegram：期限为一个月

在加强该国互联网服务监管后，俄罗斯要求苹果公司合作屏蔽加密聊天应用Telegram。俄罗斯电信监管机构称，今天已于苹果公司取得联系，并要求后者停止在App Store内向俄罗斯用户提供Telegram应用。该机构补充道，苹果公司将有一个月时间将Telegram从俄罗斯区应用商店下架。

迪士尼正在筹备资金，以备收购21世纪福克斯需要大量现金

据CNBC报道，迪士尼正在为收购21世纪福克斯公司筹备大量现金。此前迪士尼以524亿美元全股票报价与21世纪福克斯达成收购协议。不料却遭康卡斯特横插一脚，以600亿美元向21世纪福克斯发出全现金收购要约。目前，迪士尼正准备应对这一事件，因为21世纪福克斯董事会决定将现金作为与迪士尼交易的一部分，而目前该交易都是股票。迪士尼正在考虑是否会在现有的出价基础上增加现金

奢侈品巨头纷纷下场布局电商渠道，Lyst获LVMH集团新一轮融资

英国奢侈品电商平台Lyst从奢侈品巨头LVMH集团获得了新一轮融资。具体融资金额未披露，但据外媒消息，此次融资额为6000万美元，其中LVMH贡献了大约45％。作为交易的一部分，LVMH首席数字官Ian Rogers将加入Lyst董事会。

搜狐公司宣布股东批准拟议重组

搜狐公司股东批准拟议重组。搜狐特拉华公司将被解散，已发行的所有普通股将被注销，代表搜狐开曼公司普通股的美国存托股份将按比例分配给搜狐特拉华公司股东。解散生效后，搜狐集团的上市控股母公司将由特拉华州公司变更为开曼群岛公司，但集团的业务、营运及资产将与清算交易之前无异。

360：80%钱包都或多或少存在漏洞

据B圈App，今日下午360召开EOS漏洞发布会，给20多个钱包进行了检测，发现80%的钱包都存在或多或少的漏洞。同时将提供了解决方案。在此之前，已经提交了门罗币的漏洞，过几天会提交以太坊的漏洞。

陌陌Q1净收入同比增长64％至4.351亿美元

陌陌Q1净收入同比增64％至4.351亿美元，净利润从去年同期8120万美元增到2018年Q1的1.299亿美元。Non-GAAP净利润从去年同期9070万美元增57％至2018年Q1的1.423亿美元。3月月活跃用户为1.03亿。经调整后每ADS收益69美分。

报告：女性玩家热衷“小额消费”

伽马数据发布了《2018年女性游戏研究报告》，调查发现，女性游戏付费用户更倾向于小额消费，付费的游戏大都集中在前女性游戏依然是以消除、换装类等游戏，各端口月均消费在100元以下的占比普遍在6成左右，显示出女性用户付费强度较低的特征。

QuestMobile大众体育洞察报告：小程序在体育主题营销中更能体现其价值

QuestMobile今日发布大众体育洞察报告。报告显示，小程序在体育主题营销中更能体现其价值。以蒙牛为例，小程序连接线上线下，开展2018世界杯主题营销活动，上线当月小程序DAU即突破100万。但是，微信小程序还未给体育资讯带来明显的流量加持，QuestMobile数据显示，资讯类小程序还较少，用户DAU排在前列的主要为传统媒介的小程序。体育资讯类小程序上线后流量平平。

蓝洞起诉堡垒之夜：状告其公司侵犯了版权

根据来自Korea Times的报道显示，《绝地求生》开发商蓝洞已经正式向首尔中央地方法院提起了诉讼，状告Epic Games侵犯了其游戏的版权和知识产权，这或许是这两大火爆游戏版权问题的正式交锋

界面和新世相 想带你看看凌晨四点的上海

它由3个故事组成：24小时便利店里的店员小哥，为加班到很晚的女生保留一份便当；一对赌气吵架的情侣，在乘坐专车途经环形的南浦大桥时借助惯性彼此靠近；深夜下班的姑娘被壮汉尾随，他只是为了让她帮忙发一条给家人报平安的短信。

日本出租车和雀巢合作 给女乘客提供“睡美人”服务

最近出租车公司日本交通株式会社（Nihon Kotsu）和雀巢合作，提供了一种颇为豪华的服务：大型的丰田Esquire，座椅和脚底都有蓬松的软垫，窗帘是黑色的。还有包括卸妆棉、湿纸巾在内的护肤品套装，小镜子以及没有咖啡因的雀巢咖啡可以取用（防止你到家了还睡不着）。

Netflix, Amazon, Hulu, Roku, Apple等OTT巨头或成广告主新宠

The new reality of consumer channel choice has thrown a wrench into the decades-old media model that funnels millions of brand advertising dollars to linear television. Competition for these dollars comes from all corners of the media ecosystem, especially as digital increasingly turns into a video platform and TV goes digital through OTT and other touch points.

Google and Facebook, the already-crowned champions of previous battles for search and social dollars, are throwing their hats into the ring for these budgets via YouTube and Facebook Watch. But the duopoly’s success is far from assured as other players nip at their heels. Not only do the next three years represent an incredible opportunity for smaller walled gardens such as Snap, Pinterest, Twitter and LinkedIn, let’s not consider TV – or, rather, the world of monetized video content – down for the count.

While traditional media companies and telcos are finding their own ways to compete in this new reality – a topic that deserves a column of its own – a very new sort of competitor is emerging in the form of over-the-top (OTT) titans: Netflix, Amazon Prime, Hulu, Roku and Apple.

营销云的未来是什么？

Adobe, Salesforce and others were building their marketing clouds in earnest. In 2009, Adobe bought web analytics company Omniture for $1.8 billion, and it ended up making seven more acquisitions and is still going. 

In 2011, Salesforce bought social media monitoring company Radian 6, and quickly followed with its $689 million acquisition of Buddy Media in 2012 and a $2.5 billion blockbuster acquisition of ExactTarget in 2013. Both made several other game-changing acquisitions.

At Oracle, we got busy fast. I oversaw the purchase and integration of nine companies, deploying more than $6 billion in capital. By the time I left in 2016, the company was one of the leaders in the marketing cloud space. Our thesis was right: Demand for these kinds of tools, from social media monitoring to digital marketing automation and website analytics, was expanding exponentially.

As importantly, the CMO didn’t want to continue to buy non-integrated point solutions across channels, life cycle stages or each part of the workflow. They wanted an all-inclusive “stack” that allowed all of this to be enabled with one strategic tech, data and measurement platform and one strategic vendor or partner.

Marketing clouds are now all-encompassing. They’re robust, mature and broad. Companies can use one cloud and access a plethora of different tools and programs. However, competition among the big software operators is heating up. Each do different things well, but they don’t do everything well, which means these businesses will need to continue making acquisitions or find other ways to fill the holes in their offerings.

Snapchat正秘密计划推出第一个开发者平台

Snapchat is secretly planning the launch of its first full-fledged developer platform, currently called Snapkit. The platform’s prototypes indicate it will let other apps offer a “login with Snapchat” options, use the Bitmoji avatars it acquired and host a version of Snap’s full-featured camera software that can share back to Snapchat. Multiple sources confirm Snap Inc. is currently in talks with several app developers to integrate Snapkit.

The platform could breathe new life into plateauing Snapchat by colonizing the mobile app ecosystem with its login buttons and content. Facebook used a similar strategy to become a ubiquitous utility with tentacles touching everyone’s business. But teens, long skeptical of Facebook and unsettled by the recent Cambridge Analytica scandal, could look to Snapchat for a privacy-safe way to log in to other apps without creating a new username and password.

苹果App Store变现领先优势再度扩大，也让它饱受攻击

It’s a truism that iOS users and Apple App Store downloads generate more value for brands than downloads that happen through Google’s Play store. But over the past couple of years Apple has been running away with the market, according to an investor note by Katy Huberty, managing director of Morgan Stanley’s research division. Apple is the world’s biggest company, but investors still may be “underestimating the strength of its app store business,” reports CNBC. An App Store download generates four times the revenue of a download from the Play Store. Apple’s quarterly revenue per device grew from $3.27 at the beginning of 2016 to $5.08 now, while Google Play per-device revenue went from 35 cents to 47 cents.

Just four days into GDPR, Google and Facebook are already on the receiving end of lawsuits brought by consumers under Europe’s sweeping new privacy law. Austrian lawyer Max Schrems, who brought a case against Facebook in 2013 that resulted in the invalidation of the Safe Harbor data-sharing agreement between the EU and US, filed the complaints, accusing both platforms of using “forced consent” to operate their businesses. Facebook, for example, can infer sensitive information about users’ political beliefs, sexual orientation, religion and ethnicity without them explicitly sharing it on their profile. "Facebook has trackers on 40% of websites that are visited in the world," Michael Veale, a tech policy at University College London, tells CNN. "The law forbids Facebook from making these inferences without explicit consent."