一、品牌

波司登：24/25上半财年营收约人民币88亿，同比上升17.8%

波司登公布了24/25上半财年报告，财报显示，24/25上半财年，波司登收入同比上升17.8%至约人民币88亿元；权益股东应占溢利上升23%至约人民币11.3亿元。波司登经营溢利同比上升19.6%，主营业务单元（撇除女装业务）的经营溢利同比上升28.3%。波司登品牌收入同比上升19.4%至约人民币52.8亿元。雪中飞品牌收入约为人民币3.9亿元，同比上升47.1%，毛利率同比上升6.0个百分点。

名创优品：第三季度总营收45.2亿元，同比增长19.3%

名创优品发布2024年第三季度财报，财报显示，该季度实现总营收45.2亿元，同比增长19.3%；经调整净利润6.86亿元，同比增长6.9%；毛利率为44.9%，较去年同期上升3.1个百分点，再次创下历史新高。前三季度，名创优品集团总营收122.8亿元，同比增长22.8%，；海外业务收入突破45亿，同比增长41%；调整后净利润19.3亿元，调整后净利率15.7%。

外交部回应优衣库不用新疆棉

外交部发言人毛宁主持11月29日例行记者会。会上有外媒记者提问称：优衣库(UNIQLO)创始人柳井正近日在接受BBC采访时明确表示，优衣库不使用来自中国新疆地区的棉花。尽管中国是优衣库的重要市场，门店数量甚至超过了日本，但柳井正坚持这一策略不变。这一表态引发了广泛的讨论和关注。毛宁对此表示，新疆地区的棉花是世界上最好的棉花之一。我们希望有关企业能够排除政治压力和不良干扰，独立自主作出符合自身利益的商业决策。

特步宣布完成出售KP Global，派付特别股息每股0.447港元

特步国际公告，11月30日，出售事项已根据购股协议的条款完成；KP可换股债券的发行已根据KP认购协议完成。于出售事项完成后，KP Global集团不再为公司的附属公司，相关财务数据将不再综合入账至集团的账目。董事会宣布，宣派及分派特别股息的所有条件均已获达成。特别股息每股0.447港元预期将于12月6日以现金分派及支付予所有于特别股息记录日期（即9月9日）名列股东名册的股东。

霸王茶姬：11月热茶销售较9月提高22%

霸王茶姬在全国门店上新新品晴山栖谷，该产品的原料为黄茶茶类中的皖西黄大茶。据霸王茶姬黄茶原叶供应商、黄山水工茶业有限公司创始人江正南透露，目前霸王茶姬皖西黄大茶订单规模已达数百吨。考虑到去年皖西黄大茶产量在5千吨左右。如果一年有500吨的下单量，霸王茶姬能给皖西黄大茶带来10%的增量。此外，霸王茶姬11月门店销售数据显示，热茶销售较9月提高了22%。

二、互联网

辟谣抖音去年广告收入4000亿元

近日，有消息称“抖音电商去年GMV达2万多亿元，广告收入高达4000亿元”。对此消息，11月29日，抖音集团副总裁李亮发文回应称：该内容与事实严重不符。李亮表示，抖音广告收入中只有一部分来自电商业务，大部分来自非电商的信息流广告，不合适直接与电商公司进行对比。

加拿大竞争局起诉谷歌，指其在线广告存在反竞争行为

当地时间11月28日，加拿大竞争局发布声明称，该局正在就谷歌在加拿大在线广告技术服务中存在的反竞争行为采取法律行动。声明称，调查发现，作为加拿大最大的网络广告技术提供商，谷歌滥用其市场主导地位，通过实施反竞争行为，阻止对手竞争，抑制创新，抬高广告成本并减少发行机构的收入。加拿大竞争局表示，他们向竞争法庭提出申请，要求谷歌出售两项广告技术工具、支付罚款，并禁止谷歌继续从事反竞争行为。声明称，事件的最终决定权在竞争法庭。

美团：第三季度营收935.8亿元，同比增长22.4%

美团发布2024年第三季度财报，财报显示，该季度实现营收935.8亿元，同比增长22.4%；三季度，美团核心本地商业业务分部的营收达694亿元，同比增长20.2%。平台即时配送订单量达71亿笔，同比增长14.5%。

加拿大多家媒体起诉OpenAI侵犯版权

11月29日，加拿大多家主流媒体以侵犯版权为由，对开发ChatGPT的美国开放人工智能研究中心OpenAI联合提起诉讼。此前，美国“纽约时报”就以侵犯版权为由将OpenAI告上了法庭。参与起诉的原告方包括加拿大“多伦多星报”及该集团旗下的大都会媒体集团、邮报集团、“环球邮报”、加拿大通讯社、加拿大广播公司等在加拿大具有广泛影响的媒体。它们指称，OpenAI“经常违反”版权和在线使用条款，从加拿大媒体上抓取大量内容，以帮助开发ChatGPT等产品。

英特尔发布全新企业AI一体化方案

12月1日，英特尔发布全新企业AI一体化方案。该方案基于英特尔至强处理器和英特尔Gaudi 2D AI加速器在内的全栈硬件，以及OPEA开放软件平台，为企业客户提供开放、可扩展的端到端解决方案。作为其中首个落地的方案，英特尔与新华三共同发布新华三AIGC灵犀一体机。

辛巴被举报带货涉虚假宣传，市监局已立案 

11月29日，举报辛巴直播带货的博主@桃白白style，收到了广州市白云区市场监督管理局的纸质答复书。答复书显示，经调查，博主举报的辛巴在10月19日直播推广中涉嫌虚假宣传的情况，部分属实，决定依法立案调查。据此前报道，辛巴及其徒弟蛋蛋在一场直播带货中，宣称一款“合普诺爱毕可免疫球乳铁蛋白”的调制乳粉对鼻炎、发烧、脚气、口气、荨麻疹等症状有效果，且能在两小时内显著提升免疫力。博主桃白白style据此向广州市场监管部门进行了实名举报，质疑辛巴的该场直播带货涉嫌虚假宣传。

三、广告片

Apple圣诞节最新广告

作为西方最重要的节日，圣诞广告苹果自然也不能缺席，今年苹果的圣诞广告用双重视角讲述了一个被Apple科技改变的家庭。听力障碍的父亲因为有了AirPods改变了对世界的感知，体会到了家的温馨。

美团外卖：出门在外，也做你的好搭子

当在家点外卖成了习以为常，下面两只小片想提醒你，思路打开，其实出门在外，一样需要美团外卖。

四、趋势洞察

美国今年“黑色星期五”实体零售增长疲软，线上消费激增

据初步估计，今年“黑色星期五”美国零售实体店的销售额同比仅增长了0.7%，数据公司Facteus的数据显示，实体店的销售额也有所下降。然而，根据万事达卡顾问公司的数据，美国电子商务在线销售额却大幅增长了14.6%，该数据是衡量美国万事达卡支付网络零售销售额的一个指标，并对现金和支票支付进行了估算，估算值并未根据通货膨胀率进行调整。Facteus称，今年“黑五”线上销售额增长了11.1%，店内销售额下降了5.4%，若计入通胀，线上销售额增长8.5%，店内销售额下降8%。

机构：2024年Q3全球折叠屏智能手机出货量同比下降1%

根据Counterpoint Research最新的全球折叠屏智能手机市场追踪报告，在经历连续六个季度同比增长后，2024年第三季度全球折叠屏智能手机出货量同比下降1%。这是该市场历史上首次在第三季度出现下滑，主要原因是三星全新Galaxy Z6系列表现平淡。

五、海外资讯

Temu 和 Shein升级黑色星期五广告

The cost of online marketing is increasing as brands like Temu and Shein engage in fierce bidding wars for visibility on Black Friday. This surge is evident in the rising “cost per click” for popular Google search keywords. Retailers are intensifying their efforts to secure top positions in search engine results to attract the largest possible share of online shoppers.

This competition has sharply driven up the prices they are willing to pay for prime advertising space. Both Temu and Shein have adopted aggressive marketing strategies, targeting their rivals’ keywords to outrank them in search results. This tactic increases their visibility and diverts potential customers from competitors.

The increased marketing costs reflect a broader trend in the retail industry, where online visibility on key shopping days like Black Friday is crucial. Retailers are willing to incur higher advertising expenses to capitalize on the surge in consumer spending during this period. Helen Reid, a London-based reporter, noted that the competition extends beyond keywords, influencing the overall marketing strategies of major retail companies.

As brands vie for consumer attention, the stakes continue to rise, making it a winner-takes-all scenario in the digital marketing arena. Data on Google search ads compiled for Reuters reveals that Temu has been bidding on popular keywords such as “Walmart Black Friday deals,” “Kohls Black Friday,” and “Bed Bath Beyond.” Similarly, Shein has targeted keywords like “Walmart clothes,” “Zara jeans,” “Mango dresses,” and “Nordstrom Rack shoes” in the U.S.

The cost of keywords like “Walmart clothes” has soared, rising 16-fold over the past two years.

梦想游戏公司的《皇家王国》打破纪录

Dream Games has released a new mobile game called “Royal Kingdom”, a spinoff of their popular title “Royal Match”. The game launched globally on November 21st and has already made an impressive debut, generating $450,000 in gross revenue within its first four days on the market. This surpasses the initial performance of its predecessor, which earned $108,000 during its first four days.

During its 19-month soft launch period, “Royal Kingdom” amassed $21.2 million in total revenue. UK-based players contributed the majority of this, spending $15.8 million and accounting for 73% of the lifetime player spending. Following the full launch, UK players continued to show strong support, spending an additional $250,000 in just four days.

SeenThis 任命 Hannah O'Neill 为欧洲、中东和非洲地区销售副总裁

Adaptive streaming technology company SeenThis has appointed experienced adtech professional Hannah O’Neill as VP Sales, EMEA. Meanwhile, former UK GM Nick Titmus has moved to a new role as VP Sales, Expansion.

In her new role, Hannah will be responsible for running the EMEA team, ensuring that SeenThis is offering the right mix of products for its agency and direct clients, as well as tech partners.

She brings over 20 years’ industry experience to the role. Before joining SeenThis, Hannah was at Nano Interactive, most recently as VP, Sales. She also spent 10 years at Amobee, culminating in a role as VP Agency Partnerships, EMEA. She’s also active in various industry groups, including Digital Leading Ladies, and is the UK IAB representative for SeenThis. 

Commenting on her new role, Hannah said: “I’m really enjoying the great team environment at SeenThis, which has enabled me to hit the ground running. We’re fortunate in having fantastic technology to work with, so we’re focused on maximising the potential of our existing clients, consolidating what we already have, but also looking at where we can expand into new areas.”

Thomas Houge, CCO at SeenThis added: “Hannah is an important hire for us as we look to build on our achievements in 2024. Her vast experience will be a key asset in helping SeenThis embark on the next stage of our development.”