一、品牌

雅诗兰黛因过分依赖中国代购遭遇集体诉讼

化妆品巨头雅诗兰黛曾经依赖“代购”在中国占领市场，中国近年来对“代购”规范管理之后，其营收大受影响，但该公司迟迟未向股东披露这一风险。直到2023年11月披露时，其股价大跌19%，市值蒸发87亿美元，导致很多股东受到严重损失，因此在美国提起集体诉讼。雅诗兰黛曾试图驳回这一诉讼，美国地区法院近日裁定，这一集体诉讼可继续进行，雅诗兰黛可能面临高额赔偿。雅诗兰黛集体诉讼的原告方是那些在2022年2月3日至2023年10月31日期间购买了雅诗兰黛普通股的投资者。诉讼指控雅诗兰黛在中国对“代购”这类灰色市场销售的过度依赖。中国自2022年对这类灰色市场进行严格管理后，雅诗兰黛的销售额大幅下降，但该公司直到2023年11月才公开相关风险。雅诗兰黛曾试图驳回诉讼，但法院认为其披露存在“误导性遗漏”和“半真半假”，因此在4月2日裁定可以继续该诉讼可以继续推进。

苹果手机9天涨价500元

近日，杭州和广州等地的非官方授权手机经销商反映，iPhone16系列价格出现上涨，尤其是高端机型如iPhone16 Pro Max，涨幅约300至500元。苹果官方渠道（包括直营店、Apple Store等）售价保持不变。有手机商家表示，前几天，有机型最高涨到接近9000元，但其实是没什么人买的，有价无市。

苹果联手阿里百度，AI国行版iPhone将于年中前上市

综合报道，苹果联手百度、阿里，正积极推进在国行版iPhone上引入AI功能的计划，最快计划在iOS 18.5版本中推出专为中国市场打造的Apple Intelligence功能。预计这一目标将在2025年中期之前实现。值得一提的是，苹果这次并没有与百度或者阿里签署独占协议，而是都有合作。

宗馥莉接任重庆娃哈哈昌盛饮料公司董事

爱企查App显示，近日，重庆娃哈哈昌盛饮料有限公司发生工商变更，宗庆后卸任董事长，新增宗馥莉为董事，同时，法定代表人及多位主要人员均发生变更。该公司成立于2007年7月，法定代表人为祝丽丹，注册资本1625万美元，经营范围包括饮料及乳制品的生产、销售本公司产品。股东信息显示，由浙江娃哈哈昌盛饮料集团有限公司、荣辉投资有限公司分别持股51%、49%。

法国人抵制美货风潮：从可乐到麦当劳

法国《20分钟报》9日报道，随着特朗普政府的关税政策一再加码，法国“抵制美货”的风潮也愈演愈烈，来自法国布列塔尼地区的本土品牌“布雷兹可乐”有望成为除可口可乐和百事可乐外的第三大品牌。据报道，虽然目前该品牌可乐在法国的市场份额与可口可乐、百事可乐等巨头相比差距明显，但在“抵制美货”和“支持法货平替”的趋势下正越来越受欢迎。58岁的法国居民弗雷德里克表示：“我取消了Netflix（美国在线影片租赁提供商）会员，不再买可口可乐而选择布雷兹可乐，还删除了我的Airbnb（美国民宿软件）账号。”最新一项调查显示，可口可乐与麦当劳如今是法国人最抵制的美国品牌，不少网民甚至自发地组成了“抵制美货消费者群”“欧洲平替交流群”。

二、互联网

SHEIN计划赴伦敦进行首次公开募股

腾讯科技报道，据知情人士透露，跨境快时尚电商SHEIN已获得英国金融行为监管局（FCA）的批准，计划赴伦敦进行首次公开募股（IPO）。这一批准标志着SHEIN在推进伦敦上市进程中迈出了关键一步。早在2024年6月，该公司便已向英国监管机构秘密提交了上市申请文件。

滴滴宣布投入20亿稳就业促消费，积极应对外部挑战

4月12日，滴滴宣布将追加投入20亿元专项资金，聚焦“稳就业促消费”以及助力制造业“走出去”，切实发挥平台企业责任，积极应对外部不确定性带来的挑战。滴滴表示，2025年将追加投入10亿元，通过多项举措帮助出口重点区域的新增司机群体实现顺利过渡；追加投入10亿元用于乘客补贴，有效带动关联消费活力；于2030年前在墨西哥市场引入10万辆国产电动车并协同建设1万个国产公共充电桩，助力中国新能源产业走向全球。

OpenAI宣布ChatGPT自4月30日起停用GPT-4模型，全面升级至4o版本

OpenAI宣布GPT-4将于4月30日从ChatGPT中移除，但仍可在API中使用。OpenAI表示，GPT-4退役后完全由新型原生多模态模型GPT-4o取代。根据官方评估报告，GPT-4o在写作质量、编程辅助、STEM领域全面超越GPT-4模型，而且最近又进一步升级改善了GPT-4o的指令遵循、问题解决和对话流程。OpenAI于2023年3月14日正式发布GPT-4，目前官网页面中GPT-4已经新增了“即将于4月30日下线”的提示信息。

消息称字节正自研AI眼镜据

据科创板日报报道，两位知情人士透露，字节跳动正计划推出自家的AI智能眼镜。据其中一位知情人士透露，字节跳动预计将在其智能眼镜中，提供类似自研模型豆包的AI功能。目前，字节跳动推出这款智能眼镜的时间和销售地区尚未确定。据了解内情的人士透露，字节跳动正在与供应商谈判，确定产品功能、技术规格、成本以及发布时间。

QQ音乐正式上线“榜单AI深度解读”功能

QQ音乐正式推出行业首创的“歌曲榜单AI深度解读”功能，该功能融合DeepSeek、文曲Podcast、自研TTS大模型琴语与自动混音技术，通过富有情感起伏的AI拟人化语音解说，帮助用户了解上榜歌曲的创作灵感、歌词意象等，使单纯的旋律享受升级为兼具艺术鉴赏与知识科普的深度体验。据介绍，依托琴语大模型的先进技术，“歌曲榜单AI深度解读”通过三重核心能力为乐迷打造沉浸式音乐认知，具有专业性、高自然、超拟人等突出特点。

三、广告片

美的：和茨姆去日喀则找春天

去年的西藏日喀则，经历了一场6.8级的地震，经过了一个难熬的冬天。虽然新闻的热度已经过去，但却是他们最需要换新家电的时候，美的决定做一件更长情的事，赠送多套全屋家电给日喀则有需要的民宿。

GUCCI 携手非遗手工艺人呈现「竹」的的匠心精神

GUCCI携手竹雕艺术家洪建华、苏扇艺术家盛春、竹胎漆器艺术家李海生、竹编灯笼艺术家吴素英、炮厝竹编灯笼艺术家潘燕青发布非遗工艺短片，呈现自然与匠艺的和谐共鸣。

四、趋势洞察

欧盟或撤销对华电动汽车关税

当地时间4月10日，欧盟委员会宣布与中国达成重要共识，双方将启动以“最低进口价格”机制替代现行对华电动汽车关税的谈判。这一突破性进展标志着持续近半年的贸易争端出现实质性缓和，为全球新能源汽车产业格局带来新的变量。欧盟发言人表示，欧盟委员会贸易和经济安全委员谢夫乔维奇（Maros Sefcovic）与中国商务部部长王文涛进行了交谈，双方同意将通过设定中国对欧洲出口电动汽车最低价格以替代去年10月起欧盟开始征收的电动汽车关税。“设定最低价格”这一贸易策略旨在“既维护欧洲市场公平，又为合法贸易创造空间”，相较于去年实施的反补贴税，这种价格管控方式更具灵活性和可操作性。

研究显示：关税将使美国家庭平均损失4400美元美国

耶鲁大学预算实验室4月10日发布的一项研究显示，关税将使美国家庭平均损失4400美元。研究人员表示，美国消费者面临的总体平均有效关税税率为25.3%，为1909年以来的最高水平。报告显示，长期来看，美国经济将持续萎缩0.6%，相当于每年减少1600亿美元。此外，到2025年底，失业率将上升0.5个百分点，就业岗位将减少70万个。

五、海外资讯

雅虎被问责，考虑退出Ad Tech领域

A German appeals court ruled that major social ad platforms may not suspend or deactivate accounts without notice or explanation. 

It’s another example of how one really ticked-off individual can become a thorn in the side of multi-hundred-billion-dollar companies. Think Max Schrems and Alastair Mactaggart. In this case, a suit was brought against Meta by a German resident fed up that they had no recourse to deal with their Facebook account’s removal. 

From there, the ball kept bouncing. Business accounts were added to the decision, and platforms are now required to share a fact-based explanation for why an account is being deactivated. Affected users can bring their case before a German court. 

This ruling upholds a previous decision and is therefore final, Höppner writes. 

It’s worth noting that this ruling only applies in Germany. Regardless, many advertisers welcome any antitrust spotlight trained on the practice of ad platform account suspensions. These suspensions constitute a major wrench in the works for agencies. And given the scale of the problem this causes for brands – not being able to run ads on platforms like Google or Meta is no joke – complainants get little to no service. 

Ya-Who’s Buying?

Nine years ago, Yahoo was in talks with Verizon on what would become a $4.8 billion acquisition of the OG internet company. Roughly a year later, Yahoo was combined with AOL as Oath, which eventually became Verizon Media before returning to the Yahoo brand following its acquisition in 2022 from Verizon by PE firm Apollo Global Management.

Quite a circuitous journey.

Now, the Yahoo DSP business is potentially up for sale, investment bankers and potential acquirers who have been approached tell Digiday.

Apollo has been unwinding Yahoo’s assets. In 2023, it shuttered the Yahoo supply-side ad tech business, made up of an SSP and exchange. And just last month, Yahoo sold TechCrunch to Regent, another private equity firm.

One complication related to the potential sale of Yahoo’s DSP would be if it were then severed from the valuable identity data it has as part of Yahoo, which still owns the Yahoo and AOL email services (lol) and search engines (hah). It sounds like a punch line, but these are also meaningful first-party assets. 

Verizon retained a 10% stake when it sold Yahoo in 2021, which was important for Apollo, too, because that stake enabled an exclusive data licensing agreement between Yahoo and Verizon. Perhaps the same trick might work again. 

Block Listing

One painful reality for digital media publishers – and news publishers in general since print newspapers and magazines are toast – is that advertisers scrutinize web placements with a disproportionate level of intensity compared to other channels. 

There is, for instance, no widespread assumption that advertisers between certain broadcast news shows are voicing support for the ideas or images displayed during those news segments.

And the same usually goes for entertainment content.

Coffee Mate, for example, launched Piña Colada as a new creamer flavor in conjunction with the HBO show “The White Lotus” – with no clue that poisoned piña coladas would be a major plot twist on the show.

Obviously, it’s hilarious that the writers threw that curveball at a brand partner, and kudos to Coffee Mate, which is fully here for the joke, as The Wall Street Journal reports. 

On social channels, too, advertisers are embracing “unhinged” behavior that feels more authentic and sometimes even pushes the boundaries of decency.

But what does all this have to do with the plight of news publishers?

Well, unhinged is fine on social, but god forbid an IAB standard ad unit appears on the same page as a word that has any relation whatsoever to a hot-button issue.

Snap新AI广告

The creative on Snapchat has evolved a lot since those puking rainbow filters.

On Tuesday, Snap released sponsored AI lenses, a new generative AI ad format that users can interact with.

The format, which Snap has been testing since late last year, is powered by One Snap, the company’s name for its homegrown generative AI tech.

Snap’s philosophy when it comes to using generative AI is “as a tool to enhance creativity, not replace it,” Grace Kao, VP of consumer and business marketing, told AdExchanger.

The new sponsored AI lenses format is an example of that ethos in action, she said.

“We’re helping advertisers find new ways of storytelling and driving engagement,” Kao said, “while ensuring that these experiences feel organic and fun for Snapchatters.”

AI-generated vibes

The new format allows users to incorporate themselves into branded AI-generated visuals using the front-facing camera on their phone.

Tinder, for example, which tested the format before its general release, created an AI lens called “My 2025 Dating Vibe” around New Year’s Eve that automatically incorporated users into different themed backgrounds while wearing distinct outfits, like standing on a bridge in Amsterdam donning a studded black leather jacket.

Uber Eats, also an early tester, developed an AI lens using a similar idea timed to Thanksgiving to place people in different cozy and festive settings.

The idea is to “go beyond static ads,” Kao said, so users can more “organically integrate brands into their conversations with their friends.”