一、品牌

lululemon：2024财年全球业务净营收达106亿美元，同比增长10%

lululemon发布了2024财年第四季度及全年财报。财报显示，第四季度，公司全球净营收36亿美元，同比增长13%；其中国际业务净营收同比增长38%。2024财年，公司全球净营收达106亿美元，同比增长10%，其中国际业务净营收同比增长34%。在中国大陆市场，2024财年第四季度，中国大陆业务净营收同比增长46%，整个财年中国大陆市场净营收同比增长达41%。截至2024财年底，lululemon在中国大陆的门店数量达到151家。

比亚迪李云飞：整个行业应为消费者负责，拒绝透支性营销

3月30日，比亚迪集团品牌及公关处总经理李云飞今日在中国电动汽车百人会论坛2025上表示，汽车行业应该“技术要创新，营销要守正”。首先，整个行业应该为消费者负责，要拒绝夸大式的宣传，如果夸大最终可能会受到市场的反噬；其次，建议以量产为准，拒绝透支性的营销；第三，要比技术拼产品，而不是搞各种拉踩，甚至说话时阴阳怪气，这样的话，我们是抵制和反对的，我也相信绝大多数的人和我们一样，对这种行为是非常讨厌的。最后，要维护清朗的网络环境，要打击造谣抹黑黑公关。

库克：苹果正向缅甸和泰国地震灾区捐款

北京时间3月31日，苹果公司首席执行官蒂姆・库克在社交媒体X发文宣布，苹果公司正在向缅甸和泰国地震灾区捐款，以支持当地的救援工作。

叶国富：永辉超市未来3年将孵化100个亿元级单品

永辉超市改革领导小组组长叶国富3月29日在2025年度全球供应商大会上表示，永辉超市未来要坚持调改，今年将完成超200家门店调改。叶国富在现场宣布，未来3年永辉将孵化100个亿元级单品，成为永辉的品质首选。叶国富将亲自筛选永辉超市首批200家核心供应商，并与供应商董事长建立年度对话机制。

阿迪达斯官宣潘展乐成为品牌代言人

3月29日，阿迪达斯官宣巴黎奥运会游泳冠军潘展乐成为品牌代言人。

茶百道：2024年实现营收49.2亿元，注册会员数达到1.39亿

茶百道发布2024年业绩公告。公告显示，茶百道2024年实现营收49.2亿元，注册会员数达到1.39亿，其中活跃会员数达5929万。2024年茶百道在国内共推出60款新品，并完成42款经典产品的升级迭代。2024年，茶百道新增加盟商1348名，门店规模稳步提升，门店数同比增长7.6%。自2024年初在韩国首尔开设海外首店以来，茶百道已在韩国、泰国、澳大利亚、马来西亚、西班牙等多个国家陆续开设18家门店，国际化进程稳步推进。

二、互联网

马斯克宣布旗下公司xAI收购X

据美国有线电视新闻网（CNN）等媒体28日报道，美国亿万富豪马斯克宣布其旗下人工智能初创公司xAI以330亿美元的价格，收购了他的社交平台X。马斯克当地时间28日在X发帖称，xAI以全股票交易的方式收购了X，这笔交易后对xAI的估值为800亿美元，对X的估值为330亿美元。

红果短剧总编辑乐力：精品化是微短剧发展的核心方向

3月28日，第十二届中国网络视听大会“千行百业入剧来：微短剧产业生态与艺术创新论坛”在成都圆满落幕。该论坛由红果短剧主办，聚焦微短剧产业升级与融合。论坛上，红果短剧总编辑乐力指出，红果短剧已与多机构合作开发多元内容，涵盖科普、文旅等领域。他强调，精品化是微短剧发展的核心方向，需兼顾“真善美”的选题、竖屏美学呈现及专业制作水准，探索“微短剧+”的多元生态，推动产业升级。

亚马逊AWS中国裁员10%？官方回应：严重失实，持续在积极招聘

据相关媒体报道，AWS大中华区近期通过“三年期不续签和PIP”两种方式陆续进行裁员，范围大致涵盖了所有部门，“比例约10%”。对此，亚马逊AWS中国区回应称：“相关报道严重失实，亚马逊云科技持续在中国积极招聘人才。”

Keep：2024年营收20.66亿毛利9.65亿，毛利率持续提升

运动科技公司Keep公布了截至2024年12月31日的2024年度业绩报告。报告期内，Keep实现营收20.66亿元，经调整净亏损（非国际财务报告准则计量）4.69亿元；录得毛利9.65亿元，毛利率由上一年度的45.0%提升至46.7%。用户规模方面，2024年，Keep平均月活跃用户和平均月度订阅会员分别为2992万和316万，会员渗透率为10.6%。截止到2024年底，Keep平台拥有超过4亿注册用户和1亿年度活跃用户，年度运动用户超过 5500万。

百度智能云首创“AI+IP”生态战略，构建AIGC商业落地新范式

3月28日，由百度智能云主办的“千帆思享会——AI for IP创新超级能量场”活动在北京举行。会上，百度智能云宣布推出行业首个“AI+IP”全链路生态合作模式，将为IP持有方和B端企业提供“合规授权+技术工具+商业变现”的一站式服务，推动IP的跨界创新与内容创作、价值释放的全面升级。作为战略落地的重要实践，百度智能云携手生数科技与一众行业伙伴正式发布了AIGC动漫产业创制平台。

三、广告片

金城武代言MUJI拍摄广告片

3月28日，MUJI中国在其社交媒体发布了，金城武的广告拍摄的幕后花絮。身穿MUJI汉麻系列服饰的金城武，将身心交给自然牵引，镜头所捕捉到一个低调而质朴的世界，他立身其中，仿佛不经意间融入了那份「少即是多」的生活态度。

可口可乐携手贾冰拍摄广告片

夏天即将到来，全国多地也将迎来“一天三顿小烧烤”模式。到底什么和烧烤最配呢？可口可乐携手贾冰，用两支广告给出了答案。

四、趋势洞察

IDC：预计2026年中国机器人流程自动化+AI市场规模突破70亿元

IDC咨询报告显示，2025年，机器人流程自动化（RPA）与人工智能（AI）的深度融合正成为重塑企业运营效率的核心引擎。IDC研究显示，中国RPA+AI解决方案市场规模在2023年已达24.7亿元人民币，同比增长15.9%，并预计在2026年突破70亿元大关。

联想美国PC市场份额增至17.2%，缩小与戴尔、惠普差距

Canalys最新数据显示，2024年美国PC市场（包含台式机与笔记本电脑) 全年出货量达6921万台，同比增长5.2%。其中，联想以1187.2万台的出货量稳居第三，市场份额从2023年的16.0%攀升至17.2%，进一步缩小与惠普（25.3%）、戴尔（22.8%）的差距。

五、海外资讯

广告技术为何引领企业内部革命

The biggest cloud tech companies, including and especially Amazon Web Services, Snowflake, Databricks and, of course, the Google Cloud Platform, are investing heavily in their own ad tech and marketing verticals.

But, funnily enough, ad tech vendors themselves tend to avoid the big public clouds, instead relying on their own servers and network hardware. In cloud terminology, this would be referred to as “on-prem,” which usually doesn’t actually mean “on premises.” It’s referring to servers and other network hardware that’s co-located in database centers (or “co-los,” rhymes with “polos”). What a fun new world of jargon.

However, the ad tech instinct to own one’s networking hardware is a notable deviation from other business categories, where the de facto path is to license one or multiple of AWS, GCP and Microsoft Azure. An enterprise client might lean further still on tech like Snowflake, say.

The reason why ad tech is an “on-prem” comes down to the perception of what a real-time interaction is on the internet, said Srini Srinivasan, founder and CTO of Aerospike. His company, a database vendor that helps businesses set up their own networks or integrate with other cloud providers, gave a presentation on cloud infrastructure tech Wednesday at an event hosted by FreeWheel in New York City.

The real real-time bid

While the term “real time” is bandied about everywhere, what companies and customers really need in the moment has some bandwidth built in, Srinivasan said. If a payment provider like PayPal, relied on databases in NYC, Chicago and San Francisco, it might be essentially unaffected if it temporarily lost service from one of those three AZs (“Availability Zones,” the network tech jargon for surrounding areas served closely by a database center).

If the time it takes to process a payment goes from a quarter of a second to three-quarters of a second, that’s fine. If it’s taking five seconds, that’s a serious problem, he added, because people ditch the payment, and the company is more vulnerable to fraud.

In ad tech, though, the real-time window is about as close as one can get to actually “real time,” as opposed to just a figure of speech.

Aerospike, which was founded in Mountain View, California, working mainly in fraud and cybersecurity, opened a New York City office in 2010 to meet the sudden demand from ad tech companies with overrun network systems, according to Srinivasan. AppNexus was testing IT and cloud tech options to reduce the number of timed-out bids it was missing due to bottlenecks or fluctuations in network bandwidth, he said. At the time, it was missing 2% of bids.

Another early Aerospike client was Beeswax – and thus Aerospike’s role with FreeWheel, which acquired Beeswax. Although FreeWheel does build ad tech products on AWS as well.

What Aerospike brings is great parallel capacity, said Xiaoli Liu, FreeWheel’s executive director of software engineering, at the same event. “So whenever there’s a hard drive or hardware failure, it’s not going to put us down or take the cluster down.”

Even brief issues with a database center could mean the Comcast-owned FreeWheel misses hundreds of thousands if not millions of opportunities to serve an ad and take in accurate data on that impression. Liu added that these hotspots in bandwidth also often occur for Comcast or FreeWheel’s other broadcast partners during the most inopportune moments. The Olympics, for instance, are broadcast by FreeWheel’s sister company, NBCUniversal, but FreeWheel is also the vendor right now for March Madness broadcasts by Paramount and Warner Bros. Discovery.

Srinivasan added that media companies can open up new revenue streams, too, if they can reliably process transactions before a game. The Indian Premier League, which is a cricket league, had its opening day this week, he said. The broadcaster is also doing fantasy league sign-ups, and the big flood of those happens just before the game starts. But once the season starts, it’s done. There’s a huge value in being able to take as many of those last-minute submissions.

Liu said that one problem, and a reason why FreeWheel works with Aerospike and AWS, is that the demands on bandwidth and the nodes that the company operates are increasing almost exponentially and have been for years. Viewers are moving from cable to internet streaming content. More TV ads are transacted via real-time bids. FreeWheel’s overall bandwidth demands are a constant up-and-to-the-right pull, but its processing speed per ad transaction must remain a nearly flat line.

The competitive angle

In the world of CTOs, there’s less competitive tension with the likes of AWS and GCP, even for CTOs at ad tech companies that compete primarily with Amazon’s and Google’s ad tech units. Which, by the way, are the main rivals to the FreeWheel SSP.

FreeWheel’s decision to own its network hardware, solid-state drives and use its own co-located database centers (companies that own their own servers and network hardware rather than default to the big public clouds still almost always use shared data centers) comes down to cost, efficiency and control, per Liu.

Control even goes to the network level, he said. Aerospike collaborates closely with Intel, and so, as an Aerospike customer, it made sense to consolidate to Intel chips, for example. But what that means is that FreeWheel has more control over how a specific stream or traffic is processed and sent, accommodating for bandwidth needs. Defaulting entirely to AWS would mean all streams are essentially treated the same.

Srinivasan compared the idea to a highway that might have different lanes for express drivers, certain local exits or carpoolers. All the lanes move faster because people aren’t switching between them, and specific moments when traffic bottlenecks occur are more easily managed.

However, regardless of whether any CTO would say they’d happily use AWS or GCP if they could pay less for the same efficiency and risk levels, Aerospike itself is keenly aware it’s selling to ad tech companies.

After all, “it’s not like Aerospike is the only one doing this,” Srinivasan said. “All the big companies have their own thing that they built.”

Except that Aerospike “is not interested in competing with any of our customers,” he added. Aerospike customers are, for the most part, tech companies trying their best to compete with Google and win.

“That’s the advantage to solve this by anybody else,” he said.