每日监测

Morketing·每日监测08.04:有传言称苹果iPhone 14起价为799美元,与iPhone 13相同;Meta请求法官强制Snap提供数据:帮助抵御反垄断诉讼

张禹成  · 2022-08-04 10:33

【摘要】 每日监测

一、品牌


有传言称苹果iPhone 14起价为799美元,与iPhone 13相同


据报道,尽管有各种各样的升级,但有传言称,苹果即将推出的iPhone 14起价为799美元,这与去年推出的iPhone 13起价相同。分享这一消息的博主指出,在智能手机市场放缓之际,苹果将坚持相同的起价,以抵消需求下降的影响。(TechWeb)


比亚迪:7月新能源汽车销量16.25万辆


比亚迪在港交所公告称,7月新能源汽车销量16.25万辆,上年同期5.05万辆,本年累计销量80.39万辆,同比增长292%;7月新能源汽车动力电池及储能电池装机总量约为7.287GWh。


浙江上海Hitcard潮玩卡获红杉资本投资

近日,红杉资本对卡牌厂商上海Hitcard潮玩卡进行投资,持股比例达6.67%。Hitcard潮玩卡是一家卡牌潮流文化品牌,致力于用科技工艺升级类卡类消费品,此前曾获泡泡玛特与上海联创投资创始人冯涛的投资。(infiC)


任天堂第一财季盈利与营收均不及预期,Switch销量暴跌22%


任天堂发布财报称,截至6月底的第一财季盈利与营收均不及预期,日元走软未能抵消硬件和软件销售下滑的影响。财报显示:公司当季营业利润下降15%至1016亿日元,营收为3075亿日元,分别低于分析师平均预期的1152亿日元和3321亿日元。公司的软件销量从去年同期的4530万份降至4140万份,而Switch游戏机的销量同比下降22%,从上年同期的445万部降到343万部。(新浪财经)


二、互联网平台


苹果第二季度下架43.9万款App:久未更新


据报道,今年二季度,苹果谷歌合计从各自的应用程序店下架59.2万款App,相比一季度的22万款增加很多。其中,苹果二季度下架应用43.9万款,比一季度增加约87倍。在苹果下架的应用中有64%至少2年甚至更长时间没有升级过。根据Pixalate的统计,苹果下架的应用约有31%没有明确隐私政策。虽然苹果从App Store产品页删除了应用,但已经下载的用户仍然可以继续使用。(新浪科技)


Meta请求法官强制Snap提供数据:帮助抵御反垄断诉讼


据报道,Facebook母公司Meta Platforms请求法官强制Snap提供一些必要数据,以帮助Meta抵御美国政府的反垄断诉讼。Meta在法庭文件中称:“经过数月的延迟,Snap拒绝提供Meta要求的绝大多数文件。”Snap则在一份法庭文件中称:“Meta的这份数据索取请求应该被撤销,因为它过于宽泛且过于繁重。Meta索要的文件,几乎涵盖Snap的每一个部门、每一款产品,以及几乎所有的业务。”(新浪科技)


消息称游戏设计软件开发商Unity准备分拆中国业务:正寻找投资者合作


据报道,知情人士透露,游戏设计软件开发商Unity Software准备分拆中国部门,以求在全球最大的游戏市场扩张业务。Unity正在寻找战略投资者合作,谈判的业务估值超过10亿美元。(新浪科技)


快手成立独立to B业务部门,将发布StreamLake品牌


快手宣布将于8月10日召开StreamLake品牌发布会,推出面向各行业的音视频+AI产品与解决方案,这意味着快手正式进军to B赛道。快手已于近日成立独立业务部门“溪流湖”,负责研发to B相关业务。快手高级副总裁于冰兼任溪流湖业务负责人,向快手CTO陈定佳汇报。


三、案例


当泰国广告拍成中国风




瑞幸七夕与悲伤蛙联名


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四、趋势洞察


中信证券:相对看多食品饮料、计算机、电力设备及新能源、有色金属和通信


中信证券指出,截至2022年7月29日,从成长偏离度看,商贸零售、煤炭、汽车、电力设备及新能源、电力及公用事业行业的景气度较高。以业绩估值比价衡量配置性价比,上述五个行业中,煤炭、电力设备及新能源、汽车行业的估值相对更合理。依据2022Q2季报重仓股信息,多指标综合模型相对看多食品饮料、计算机、电力设备及新能源、有色金属和通信。(第一财经)



银河证券:下半年家电需求改善,关注两条主线


银河证券指出,展望下半年,家电行业面临的原材料涨价,海运不畅等外部负面因素逐步减弱,稳增长背景下地产景气度边际改善,促消费政策逐步落地、疫情压制的需求释放等因素推动家电需求改善。建议关注两条主线,一、受益于基本面改善的传统家电龙头,二、关注景气度处于高位的细分行业龙头。(第一财经)


五、海外


联合利华品牌 Liquid IV 首次涉足电视、OTT、户外和 MMM


You can call it a heat wave – but Liquid I.V. sees an opportunity.


The Unilever-owned brand, which makes powder that gets added to water to improve hydration (and taste), began its first national branding campaign a week ago, including its first TV, OTT and out-of-home media buys.


Liquid I.V. was acquired by Unilever in 2020 and six months ago added Stacey Andrade, a long-time brand director at Procter & Gamble, as its VP of marketing.


The brand and the company have now reached an “inflection point where we feel very well equipped to scale,” Andrade said.


Driving awareness and educating consumers are the top orders of business. And for Liquid I.V., which found its early traction as a Facebook and Instagram-based brand, that means exercising very different marketer muscles.


我们可以谈谈房间里的 HIPAA 吗?“一切照旧”的终结


Meta is being sued again. (We’re sure you’re not surprised.) And this time it’s about health-related data.


In June, The Markup uncovered that the websites of 33 of Newsweek’s top 100 hospitals had a Meta pixel embedded that was transmitting data from online portals to Facebook when patients scheduled appointments.


Hospitals need site tags to fire when a patient schedules an appointment or is directed to a clinic so as to be able to track patients in its care system. They have legitimate use cases for the data and for carrying a Meta pixel. Problem is, Facebook uses the data for targeted advertising, retargeting, prospecting and attribution.


Meta was hit with a HIPAA violation this week because it didn’t sign business associate agreements, the HIPAA-mandated legal contract between parties that share protected health information (PHI).


The only reason Facebook is getting sued is because it used PHI that came directly from hospitals. If Facebook had received health information from, say, a Fitbit or period-tracking app, HIPAA wouldn’t even apply – which means HIPAA doesn’t provide enough protection in a post-Roe world.




信息来源于网络

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