Morketing·每日监测6.11：世界杯门票遇冷；奥特曼称OpenAI预计一年内上市；微信推出朋友圈搜索功能

何小鹏内部信：将亲自带队机器人业务，拉通集团所有资源冲刺量产

6月10日消息，小鹏集团董事长、CEO何小鹏发布内部信，分享了机器人业务最新安排、节奏安排、接下来重点工作以及路线的差异性。何小鹏表示，从即日起，除担任小鹏集团CEO外，他还将亲自兼任机器人业务的“CEO”，做出这个决定，是因为小鹏机器人正式迎来量产和商业化的前夜。

他透露，自己和团队将投入更多精力到机器人业务中，拉通集团所有资源，要把汽车业务积累的供应链、制造、品质、全球化能力，毫无保留地复制到机器人业务上，用最快的速度、最高的质量，把IRON送到客户手中。

荣耀YOYO与微信首个A2A合作正式上线

36氪获悉，6月10日，荣耀正式官宣，荣耀YOYO与微信的AI生态合作成果正式落地。荣耀YOYO支持发微信消息、拨打微信语音、视频通话，并已完成全量机型推送。

美的与阿里巴巴达成战略合作

36氪获悉，6月10日，美的集团与阿里巴巴集团签署战略合作协议，双方将充分发挥各自核心优势，共同探索“全屋智能+AI大模型+商业生态”的下一代业务形态，共同提升用户体验，创造新的商业价值。

亚瑟士计划2027年分拆旗下鬼冢虎业务

日本运动用品制造商亚瑟士6月10日宣布，将旗下品牌鬼塚虎转移至亚瑟士全资子公司OT GROUP，生效日期暂定为2027年1月1日。同时，亚瑟士决定将各区域运营公司的鬼塚虎业务剥离，并重组为OT GROUP的子公司。

二、互联网

微信推出朋友圈搜索功能

腾讯微信官方账号“微信派”6月10日正式宣布，推出朋友圈搜索功能，用户通点击「我-朋友圈」，通过右上角搜索入口就能快速找到自己发过的朋友圈，包括正文、配图、链接以及评论；朋友圈相册还能按年/月/日来缩放切换查看。目前，该功能正逐步开放给用户使用。

奥特曼称OpenAI预计一年内上市

当地时间6月8日，OpenAI首席执行官山姆·奥特曼在一条Slack消息中告知员工，预计OpenAI将“在未来一年内”上市。奥特曼表示，实际时间可能有所提前或推迟，但“现在提交申请可为我们提供更大灵活性”。同一天，OpenAI宣布已向美国证监会秘密提交IPO的S-1草案。

OpenAI考虑大幅降价，以期在与Anthropic的用户争夺战中占据有利地位

据报道，OpenAI考虑大幅降价，以期在与Anthropic的用户争夺战中占据有利地位。

速卖通近400个品牌销量超越亚马逊

36氪获悉，速卖通2026海外618今日收官。据了解，6月以来，速卖通共有383个品牌日销GMV超越亚马逊，超7成品牌实现数倍反超。公开数据显示，6月速卖通品牌GMV渗透已达40%，西班牙、法国、波兰等国本地订单规模反超跨境，进一步加速品牌化和本地化布局。

甲骨文CFO：公司积压订单达6380亿美元，体现市场对AI基建和云服务的需求旺盛

美东时间周三盘后，甲骨文公司首席财务官希拉里・芭芭拉・马克森表示，在截至5月31日的财年末，公司剩余履约义务规模达6380亿美元，同比激增363%，预计其中12%将在未来12个月内确认为收入，另有34%将在未来13至36个月内确认。马克森表示：“这一创纪录的数值，依托客户长期合约支撑，充分体现了市场对人工智能基础设施、云服务的旺盛需求，也让我们对未来营收增长具备极高能见度。”

三、广告片

王老吉×哈兰德：满脑子都是哈兰德哈哈哈哈王老吉

当所有品牌都在这个夏天挤进足球热潮，王老吉抓住一个真正属于自己的差异化沟通切口：不只是让观众看完广告记住那一声“哈～”，更是让一声声“哈～”，唤醒每个人在夏天就喝王老吉的爽感记忆。

四、洞察趋势

李佳琦直播间：618“他经济”升温

李佳琦直播间数据显示，今年618以来，直播间男性用户客单价、复购率均同比明显上涨。李佳琦直播间指出，618期间，25岁以下“Z世代”男性成为新用户中主力消费人群，推动男士护肤、男士服饰和智能数码成为直播间核心增量品类。其中，男士素颜霜、控油精华、止汗露、防晒霜等产品销量增速同比均超150%。

世界杯门票遇冷，近18万张门票待转售

据财联社，北京时间6月12日，2026年美加墨世界杯将举行揭幕战。目前，国际足联（FIFA）官方转售平台上挂牌出售的门票达17.6万张，主要集中在小组赛阶段。

对FIFA而言，若比赛出现大量空座将十分尴尬。先前，该机构将本届世界杯门票价格定得远高于往届，并表示此举符合当地市场环境。而高昂的初始票价以及“动态定价”机制引发球迷团体和地方政界人士的强烈不满。纽约州和新泽西州总检察长均已就“高得离谱”的票价展开调查。

高盛警示AI涨势过热但尚未达泡沫极值

五、海外营销

为什么世界杯将首次引入比赛内广告

When the World Cup kicks off on Thursday, viewers across the world will see something they have never seen before in a soccer match: in-game ads.

For the first time, FIFA has mandated three-minute “hydration breaks” in each half for all 104 matches of the World Cup, during which time broadcasters will be permitted to show commercials.

The governing body of global soccer has described the breaks as in service of “player welfare.” The stoppages were implemented as a one-off during a Netherlands vs. Mexico match played in Brazil in 2014 when temperatures reached above 90 degrees. But for this World Cup, the breaks will take place no matter the temperature.

According to The Athletic, a handful of guardrails will govern the breaks. The stoppages do not have to feature ads—they could just show footage of the players on the sideline, hydrating and adjusting their strategy. If they do cut away to commercial, they can only do so 20 seconds after the break has begun and must return to the game 30 seconds before play resumes. This gives the broadcasters two minutes and ten seconds to work with per half.

According to a representative for Telemundo, which owns the rights to the Spanish-language broadcast of the tournament in the U.S., the promotions shown during the breaks will largely consist of “squeezeback ads,” enabling the broadcast to show the scene on the pitch while enveloping the shot with a branded wrapper.

Fox, which owns the rights to the English-language broadcast in the U.S., did not respond to a request for comment.

The breaks mark a notable milestone in the broadcast history of the sport, which typically consists of two, 45-minute periods of ad-free play separated by a halftime. In introducing almost five minutes of potential commercial inventory to each match, FIFA is fundamentally reshaping the game.

This could have profound implications for the sport. It could spark fan backlash, as commercial stoppages are a hallmark of American sports but are absent in global soccer. In Britain, for instance, the broadcaster ITV has said it will not show commercials during the breaks due to strict advertising limits set by the U.K. regulator Ofcom.

The in-game pauses also effectively split the two-half match into four quarters, further mirroring the structure of American pastimes like football and basketball.

The spots themselves could become, in time, more valuable than Super Bowl inventory, given the global scale of soccer.

亚马逊DSP新增阿德莱德的竞标前关注定向功能

Your attention is becoming an actual currency for ad deals.

That’s the pitch for the attention measurement provider Adelaide, which, on Tuesday, announced that pre-bid targeting using its proprietary attention metric, called AU, is now live in Amazon DSP. Advertisers can target high- and medium-attention ad inventory while filtering out low-attention placements.

In addition, Amazon DSP is integrating Adelaide’s AU Quality Floor, a feature that avoids less appealing impressions since it excludes inventory with an AU score in the bottom 10%. The Quality Floor feature also defaults to excluding inventory from publishers designated as made-for-advertising (MFA) sites, per supply chain quality measurement vendor Jounce Media.

While the AU Quality Floor is exclusive to Amazon DSP, AU-based pre-bid targeting is also available in other DSPs, including The Trade Desk, Viant, Yahoo DSP, Adobe Advertising DSP and Equativ. With the addition of Amazon DSP, “we are continuing our mission to make AU available everywhere,” Adelaide CEO Marc Guldimann told AdExchanger.

Although attention metrics have reached a tipping point in terms of DSP adoption, some brands, including Nestlé, are still in the early phases of testing attention as a currency for ad deals. For now, the brand is still determining whether attention is a valid proxy signal for media quality and high-lifetime value (LTV) audiences, said Benjamin Lichtman, head of performance marketing analytics and insights at Nestlé Health Science.