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反垄断风暴下,谷歌广告业务的扩张简史

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2024nian,zaichixubuduandefanlongduanfengbaoxia,gugezaimeiguobentuyijingjieshouleduocifanlongduanshenpan。

yicizai8yuefen,meiguolianbangfaguanxuanbugugesousuoyinqingyewushuyulongduan,zheishimeiguozhengfuzaiyixiliezhenduidaxingkejigongsidefanlongduansusongzhongdeshoucishengli。

lingwaiyiqisusongjujiaoyugugedexianjinniu——guanggaoyewu。jinniangugeguanggaoyingshouzaisanjidudadao659yimeiyuan,zengzhangle10.6%。

zongguangugeguanggaoyewudefazhanguiji,jianguanjigouhejingzhengduishouduigugedelongduankongsuyizhibujueyuer。

gugedeguanggaodiguoruhejianlide,youshizenyangxingchengsuowei“longduan”de?jintiandaokedocheniliaoyiliao。

01 并购:完成惊险一跃

gugechengliyu1998nian,zai2000niandeshihoucaituichugoogle adwords。zuichu,gugeshicaiyongmeiqiancizhanshifeiyong (cpm) moshijinxingshoumai,zheishidangshizuizhuliudeshoumaimoshi。

buguodaole2002 nian,gugetuichugengjiazhuzhongshixiaodedianjifufeippc(pay per click) moshi,diyicigaibianleshuziguanggaoshichangdegeju:xiangjiaoyuchuantongdecpmmoshi,ppcgengkanzhongtoufangderoi,tongshiguliguanggaozhuyouhuaguanggaosucaiheluodiye,yitigaoguanggaozhiliangdefen,congerjiangdimeicidianjichengben(cpc)。

yikaosousuoyewu,gugezai2005niandeshihou,guanggaoyingshouyijingtupo60yimeijin。zaidalaosousuoguanggaodegenjizhihou,gugekaishitansuozhanshileiguanggaoyewu,yinweidangshipinpaidetoufanghaishipingmianmeitidesilu:maibanmianmaiguanggaowei。jingzhundingweideyingxiaosiluhaibuchengzhuliu,zhanshileiguanggaojuyougengdadeshichang。

jinerzai2005nian,gugetuichuzhanshiguanggaowangluo(gdn),yunxuguanggaoshangzaigugedesousuochangjingwaifabuguanggao,yicixiyingengduoguanggaokehu。

gdndetuichubaolulegugezaishuziguanggaolingyudeyexin,tabumanzupianjusousuoguanggaoyiou,shiyewangxianglequanju,yipinidezitaifukanzhezhenggeshuziguanggaoshichang。

2007nian,mingyundechilunkaishizhuandong。gugeyi31yimeiyuanshougou doubleclick,gaibinggouzai2008nianzhengshidedaomeiguojianguanbumenpizhun,chengweidangshishuziguanggaoshishangzuidaguimobinggou。

doubleclickciqianshiguanggaojishufuwulingyudejueduilaoda,kongzhizhe60%demeitiguanggaofuwuqishichang。

weileyingduigugeyudoubleclickdehebing,weiruan、yahuyekaishibinggouguanggaojishugongsi。

qizhongweiruanzai2007nian,yi63yimeiyuanshougouledoubleclickjingzhengduishouaquantive。danshiweiruanbinggouhoujianchijiabeitourusousuoguanggaoerbushizhanshiguanggao,zaijiashangweiruanyigongchengshiweizhongxindewenhuayuaquantiveyiguanggaoweizhongxindesiweimoshiyuelaiyuenanyironghe,zuizhongweiruandezheicishougoubingweijitadailaizugoudehaochu。genjumeiguokejimeitigeekwiredebaodao,weiruanjianjile62yimeiyuandezichan,bingyu2013nianyijin5000wanmeiyuandejiagejiangatlasbufenchushoujilefacebook。

doubleclickshougouanbujinzhijieranggugekongzhilechaoguo31%dezaixianguanggaoshichang,hairanggugechengweizaixianguanggaode“maijia、maijiahepaimairen”,bangzhugugegaibianleguanggaoxingyeyouxiguize,yiyuechengweiwukezhengyideguanggaojishujutou。

kuaijindaojintianlaikan,zheiyibinggouqiashigugekuozhangbufadekaishi。dangshi,meiguolianbangmaoyiweiyuanhui(ftc)jiucengfachujinggaocheng,ruguogugeliyongshougoujiangzijidechanpinkunbangzaiyiqi,zaochengfanjingzheng,jianguanjigoujiangjieru。jiushihoukanlai,meiguodejianguanjigougengshanyuyuceweilai,erbushizuzhiweilai。

2008niandao2011nian,wochengzhiweibinggouzhengheqi,zaizheiyiqijian,gugekaishileshuziguanggaolingyudeshougejimoshi:

2009nian,gugezuojia7.5yimeiyuanshougouleyidongguanggaopingtaiadmob,zheiranggugedeguanggaowangluocongpcwangzhan,kuozhandaoyidongduanwangye;

2010nian,shougouledsp(xuqiufangpingtai)invite media,jiangqiyuzijidspjishuzhenghe,tuichuledisplay &video 360(dangshichengwei“doubleclick bid manager”),zheishidegugenenggouxiyingengduodaxingdeguanggaokehuheguanggaodailijigou 。

2011nian,chizi4yimeiyuanshougoulessp(gongyingfangpingtai)admeld,liangnianhoujiangqijishuzhenghedaogugedeguanggaojiaoyipingtaiadxzhong,suihouguanbilezheijiagongsi。

zheixieshougouzuizhongdoutongguolemeiguoheoumengdefanlongduanjianguanshencha。jieci,gugechubuwanchenglezaixianguanggaolingyudebuju,diandinglezaixianguanggaoxiaoshouliuchengdejichusheshi,qiemeigelianludoushishichangdejueduilingdaozhe。

02 警告:第一张黄牌

xiamianyizhangtushizhenggeshuziguanggaodetoufangliucheng,congzhongnengkanchugugezaishuziguanggaolingyudetongzhili。

shuziguanggaodetoufangfenchenggongxuliangduan。dangyonghufangwenwangzhanshi,gongyingfangpingtai(ssp)xunsuzhanshikongyudeguanggaowei。

yucitongshi,xuqiufangpingtai(dsp)daibiaoguanggaozhu,saomiaosuoyoudemubiaoshouzhong。

zaiguanggaojiaoyipingtai(adx)shang,guanggaozhudejingjiadoujujiaozaizuiyoujiazhideshouzhongshenshang。

shishidejingjiakaishihou,zuigaochujiadeguanggaozhuyingdeguanggaozhanshijihui。

keyikanchu,zaiguanggaodetoufangguochengzhong,youxuduobutongdeliuchenghexitongzaixianghuzuoyong,ergugezaimeigeguanjianliantiaoshangdouzhanjulezhudaodiwei,birutazaigongyingduan,tongguodfp(doubleclick for publisher)kongzhile90%yishangdead server,zaixuqiuduankongzhile80%yishangdeguanggaowangluohe40%zuoyoudedsp。

gugezaizhenggechanyelianshangdoubujulezijidexitong,gegexitongzhijiandejiaohudoubuhuichanshengtaidademoca。ranerruguoguanggaozhushiyonggugedejingpinyugoogleguanggaofuwujiaohu,qingkuangjiubuyiyangle。

liru,ruguogoogledeguanggaoshichangadxxiangfeigooglegoumaigongjufasongjingjiaqingqiu,zezheilianggexitongbuhuilijijianrong,zheihuijibushiyonggugechanpindeyonghudailaiyanchi。zaishijianmingandehuanjingzhong,toufangxiangguanguanggaozhixujifenzhiyimiao,gugedechanpinkeyiwumocafangwen,erdisanfangzeyudaoyanchi。

gugezaiguanggaoshichangdedakuozhangyinqileoumengdezhuyi,bingzhongyuzai2010nianduigugedesousuoheguanggaoxingweizhankailediaocha——zheixiangdiaochaduonianlaiyuyanyulie,shiduigugeguanggaozhanjushichangzhudaodiweidezuizaojinggaozhiyi。

dao2012nian,jianguanjigoudechixujinggaoranghenduomeitifangkaishijuexing。tamenkaishiyishidao,yaoxiangcongzaixianguanggaozhonghuoli,jiubixuzunshougugedeyouxiguize。ruruoburan,gugejiuyoukenengjiangdimeitidequanzhong,yingxiangguanggaozhuxiadanxiaolv,congerladimeitiguanggaokucundexiaohao。

daole2014nian,gugedangshijiguanggaozhuheguanggaogongsizhidingleyixiangguize:tongguoruanyingjianshidejucuo,jiangliangkuanguanggaojishugongjukunbangzaiyiqixiangguanggaozhutuixiao。huanjuhuashuo,gugexiwangguanggaozhuzaidoubleclick adxshangdeguanggaozhanshicishujirutamendexieyi,zhinengtongguo doubleclick bid manager (dbm) goumai,zheirangyixieguanggaozhuyekaishibuman。

zuizhong,gugebakongzhulegongxuliangduan:meitifanghaoxiangbeikunzaigugedeguanggaopaobujishang,bunengtingxia,zhinengbeidongwangqianpao,erguanggaozhuyequeshaoqitagenghaodexuanze。

zheizhongdui google jishuderiyiyilaikaishirangmeitiheguanggaozhugandaolebuan。

03 威胁:Header Bidding的崛起

mou4aguanggaogongsidezongjinglizhiyan:womendeguanggaofeibeigugebangjiale。

yushiguanggaozhuheguanggaogongsidachenglekongqiandetuanjie,yichangguanggaoyehegugedeboyilakailedamu。

2015nian,guanggaoshangzhaodaoleyizhongqiaomiaodefangfalaibaituogugeduiguanggaoshourudelongduan:header bidding(biaotoujingjia,yeyizuotoubujingjia)。

zaicizhiqian,guanggaoxunjiadeguochengshipubuliumoshi:meitifachuguanggaoqingqiuhou,huiyizhaoguanggaowangluo(ad network)dequanzhongcongshangdaoxiayiyijinxingqingqiu,ruguoquanzhonggenggaodeguanggaopingtaiwufatianchongguanggao,jiuhuixiangxiachuandao,xunwenquanzhonggengdideguanggaolaihuodetianchongguanggaowei。

zheizhongpubuliudemoshiyousangetedian:

1、xunjiadeshunxushixitonggenjuecpmlishipingjunzhilaipanduanguanggaopingtaidequanzhong,suoyixitongmeicidouyouxianqingqiupingjunecpmgenggaodeguanggaowangluo。

2、youyugugedeadxguanggaojiaoyisuoheguanggaofuwuqidouzhanjuzhudaodiwei,quanzhonggenggao,suoyijibendoushiyouxiangugedeguanggaowangluobaojia,daozhiqitadepingtaishaolecanyubaojiadejihui。

3、ruguoyizhimeiyoujingjia,jiuxuyaobuduanhuichuanshuju,daozhicengjibianduo,congerchanshenggengduoyanchi,guanggaojiazaixiaolvjiuhuibianman。

header biddingbiaotoujingjiayupubuliubutong。zuizaofaqizheshiyijiaguanggaowangluogongsiappnexus。jiandanlaijiang,header bidding xinjianleyitaoguanggaozhuyumeitiliuliangfangdeduijiexieyi,rangmeicideguanggaodeqingqiuyouxianzhichiheader biddingdeguanggaozhuhuozhedsp。

meitifangkeyiyongheader biddingfanhuideguanggaodejiagezuoweidijia,quqingqiugugedengqitaguanggaolianmengpingtai。ruoqitaguanggaowangluowugaoyucijiagedeguanggaofanhui,zepuguangheader bidding deguanggao,ruoyoufanhuigaoyucijiagedeguanggao,zepuguanggugedengguanggaolianmengdeguanggao。

dangran,headerbiddingbushishenmexinjishu,ershijidaoleshichangshangyizhongxindexuanze,tadetuixingduigugeguanggaoyewuchanshenglelianggeyaomingdechongji:

1、gugeguanggaoyewujianlidehuchenghepofang:meitifangzhaodaolejiejing,keyiraoguoyijingduijiedegugeadx/ssp,zhijieduihuaduogeguanggaoxuqiufang。

2、gugezaiguanggaoshichangdedingjiaquanshoudaochongji:meitifangkeyishedinggenggaodedijia,erbushigugeduijiageshuolesuan,zheiyouzhuyuweichijingzhengxingshichang,gengzhongyaodeshimeitifabufangnenghuodechaoguo30%yishangdeguanggaofei。

04 反击:三招制衡标头竞价

gugexiudaoleweixie,juedingzheshoufanji。xianzaizongjielaikan,tayonglesanzhaoyingdui。

fanjidediyizhaoshi last look,zheishiyigefeichangliumangdegongneng。

jutilaishuo,jiushizaiguanggaozhutongguoheader biddingwanchengduimeitiguanggaoweijingbiaohou,gugejiuhuijiangzhongbiaojiagetigongjizijideguanggaopingtaishangdeguanggaokehu,ruguozheixiekehuyuanyitigonggaoyuzhongbiaojiadejiage,napagaochuyifenqian,jiukeyiyouxiannaxiazheigegaojiazhiguanggaowei。

“last look”ranggugezijideguanggaozhugengrongyinadaokucun,suoyimeta deqiangaoguancaihuishuo:dajiadouzhinengchigooglechishengxiade。

jiuxiangjinrongshichangdeneibujiaoyiyiyang,gugeyongyoucanyujingjiadegoumaipingtai,tanenggoukandaosuoyoujingjia,bingyoukenengdiaozhengguize,jianggengduojiaoyiyindaodaozijideguanggaoxitongshang。

gugedierzhaoshi,tuichuampcongjishushangzuzhiheader bidding。

ampjiaccelerated mobile pages,shiyizhongzhizuowangzhandegeshi。zaizheiyigeshixia,

guanggaosudugengkuai,bichangguiguanggaojiazaikuai6bei。qieguanggaohenqingliang,bichangguiguanggaoqing 3 bei,nengyouxiaoditigaoyidongwangyedejiazaisuduheyonghutiyan。

buguoampzaijishushangduiheader biddinggouchengleyidingdexianzhi。header biddingtongchangxuyaozaiyemiantoubuqianrudaima,yibiantongshixiangduogeguanggaojiaoyipingtaifasongguanggaoqingqiu,bingjinxingshishijingjia。youyuampduijiaobenjiazaihezhixingdexianzhi,tabuyunxuzaiyemiandeguanjianlujingzhongzhixingdisanfangjiaoben,zheishidechuantongdeheader biddingnanyizaiampyemianshangshixian。

disanzhaoshidazhao——tuichugongkaijingjia(open bidding),zhijieyingduiheader bidding。

gongkaijingjiashiyunxuduogexuqiufangzaifuwuqiduantongshijingjia,paimaifashengzaidefuwuqishang,

gugedegongkaijingjiashiyizhongfuwuqidaofuwuqi(server-to-server)dejishu,tongguogugeguanggaoguanliqi(google ad manager)shishiheguanli。zheizhongfangshikeyijianshaoyemianjiazaiyanchi,tigonggenghaodeyonghutiyan,youqishizaiyidongshebeishang。

xiangbizaiheader biddingshang,meitifangkeyikandaogengduodepaimaixijie(liruweishenmemouxieguanggaozhuyingdelepaimai),gugedegongkaijingjiameiyouzheizhongtoumingdu,duifabushanglaishuogengxiangshiyige“heixiang” 。

qiezaigongkaijingjiazhong,feigugeguanggaojiaoyipingtaibixuzhifu 5%-10% defeiyongcainengcanyu,ergugezijidechanpinzewuxuzhifu,zheiranggugehuodelejiageyoushi。chubanshangyebeijinzhiweibutongdejiaoyipingtaishezhibutongdejiagedijia,yinciwufagulifeigugedexuqiu。

zhengdanggugebuduanchushoufanjideshihou,header biddingzhenyingdeyuanjundaole!——lingyijiaguanggaojutoufacebookjiaruzhanju:2017nian,facebookgongkaixuanbuzhichiheader bidding,bingxuanbuyu《huashengdunyoubao》、《fubusi》he《meiriyoubao》dengmeiticeshiheader bidding。facebookhaipengjileguge,chengshuziguanggaoxingyeyizhizaijianglirunjiaoji“zhidingguizebinghunxiaoshishidedisanfangzhongjianren”。

facebookdejiamengzhenfenleguanggaojie。dangshideshichangyizhirenwei,youlefacebookzheigedage,header biddingbidinghuijikuagugezaishuziguanggaoshichangdezhudaodiwei。

05 绝地之蓝:Facebook的倒戈

haojingbuzhang,dangmengjunyugugeguanggaodejuezhanyichujifazhiji,xijuxingdezhuanzhefashengle——「daitoudage」gaibianxingjinfangxiang,jiangpaokouhuanhuanzhuandong,duizhunlemengjuntongban。

facebookdaogele!tajiarulegugedezhenying,zheiyimufangfozhijiecongyinmushangdejingdiandianyingzhongyueranerchu:“congjinwanghou,womenjianggongxiangzheipianxingkong。”

facebookdedaogeshigugeliyoudejieguo。

facebookbujinshidaxingguanggaopingtai,yeguanggaoyededajinzhu。2017nianqiguanggaoyingshoujiangjin400yimeiyuan,eryingxiaofeiyongjiuyou47yi。taduiheader biddingmoshidezhichilinggugeshengandanyou。gugeyishidao,xuyaobuxiyiqiedaijiarangfacebooktuichuzhanzheng,yuzijizhanzaiyiqi。

yushibei《niuyueshibao》chengzhiwei:「gugeguanggaolongduanxingweidianfeng」dejedi blue——juedizhilanjihuadanshengle。

「juedizhilan」jihuademingzi,shidui《xingqiudazhan》xiliedianyingdeyinyong,jumeitituiceyulanpifujuediwushiaila·saikulayouguan,tabeizhongchengyuxinzhixudekelongrenzhihuiguanbulaibeipanbingshahai。gugeyongyigeguanyubeipandegushilaimingmingzheicidejiaoyi,qizhongdefengciyiweibuyaneryu。

shuangfangzaipaizhuoxiawanchenglejiaoyi:facebook tongyijianshaocanyuheader bidding,chengnuozijikuayingyongyidongguanggaopingtaiaudience networkzainenggoushibiezuizhongyonghudeqingkuangxia,zhishaocanyu90%gugeguanggaoziyuandejingbiao。erqie,zaixieyidisinian,facebookmeinianxianggugetoufanggaoda 5 yimeiyuandeguanggao。

googlejidaofacebookdetequanshi「zaimeichangbisaidejuesaizhongshoufachuchang」:zaishiyonggugeguanggaoxitongdeqiantixia,baozhengfacebookzaigugetoufangguanggaoshide“xinxi、suduheqitayoushi”。birufacebookdejingbiaochujiashijianwei300haomiao(erqitagongsizewei 160 haomiao),zheinengdadatishengfacebookguanggaoweijingbiaodechenggonglv。

zheiyixieyizhidaomeiguodekesasizhouzongjianchazhangdesusongzhongcaixianggongzhongpilu,buguogugehefacebookdoufourenleshangshuzhikong,bingchengjiaoyibushejifanlongduanwenti。

jutoudehezuojiasuleguanggaoshichangdeliangjigeju。2019nian,gugehefacebookzhanjule60%yishangdeshuziguanggaozhichu,shuangguatoulongduan(duopoly)zhengshixingcheng。

06 隐私沙盒:下一个技术底牌?

zaifanlongduandiaochachixujinxingdetongshi,yinsifaguidelijianyexuanzailekejijutoumendetouding。

2018nian5yue25ri,oumengxuanbushishi《tongyongshujubaohutiaoli》(gdpr),zheishiyixiangquanmiandeyinsiheshujubaohufagui。tongnian6yue,meiguotongguolejuyoulichengbeiyiyidejiazhouxiaofeizheyinsifaan(ccpa)。yinsibaohutishangyicheng,chengweihulianwangheguanggaoxingye,disanfangcookiedexiaoshichengweiqushi。

gugeduiyinsibaohujishushangchengxianchulekongqiandejijitaidu,tuichutidaidisanfangcookiedejiejuefangan——“yinsishahe(privacy sandbox)”jihua。gugehaizuochuchengnuo,bushiyongleisicookiedejishugenzongyonghu,yijibujinxingziwoyoudai。

zheiyijihuatongguoyinruxindeguanggaojishu,rufloc(federated learning of cohorts),zhizaizaibuyilaidisanfangcookiedeqingkuangxia,shixianguanggaodegexinghuatoufang 。zheiyijishutongguojiangyonghujiyuxingquguirubutongde“qunti”,erbushizhuizongdangeyonghudexingwei,congerbaohuyonghuyinsi 。

raner,yinsishahejihuayiranyinqileguanggaoshanghejianguanjigoudeshuangzhongdanyou。

congguanggaozhuliyicengmian,meiguohudongguanggaojuiabfabudebaogaochengcheng,yinsishahejiangyanzhongyizhixuduodangqiandeshuziguanggaoxingshi,qieguodudaoyinsishahe,xuyaojinxingzhongduodejichusheshibiange,bingkenengduiguanggaojishugongsi、meitifangheguanggaoshangchanshengfumianyingxiang。

congfanlongduancengmiankan,jianguanjigouleisiyingguojingzhengheshichangguanlijucma,yedanxinzheikenenghuijinyibugonggugugezaishuziguanggaoshichangdezhudaodiwei,shideqitaguanggaopingtaichuyubuliweizhi,zhuyaoyouduogefangmiandekaoliang:

1、yinweigugedechromeliulanqizhanjule63.14%deliulanqishichang(statcountershuju),eryinsishahejihuashimorenjichengzaichromezhongde,zheishidegugenenggouzaiyonghuyinsiheguanggaojishudeweilaifangxiangshangfahuijuedingxingzuoyong。

2、tongguoyinsishahe,gugexiangdangyuzhidinglexingyebiaozhun,yougengdahuayuquan,nenggouzhudaoguanggaojishudefazhanfangxiang,zheikenenghuishideqitaguanggaopingtainanyiyuzhijingzheng。

3、jinguangugeyijingzuochuchengnuo,dantahuibuhuitongguoqitafangshijixushoujiheliyongyonghushuju,zengqiangqizaiguanggaogexinghuahedingweifangmiandenengli。zheiyeshigeweizhishu。

07 谷歌的反驳:数字广告市场的边界是什么?

qiaozhihuashengdundaxuefaxueyuanjiaoshoubalake·liqimancheng,meiguosifabuduigugeguanggaojishususongshiyige“bigugesousuoangengnan、yexugengzhongyaodeanjian”。

shuangfangzhenglundeqizhongyigejiaodianjiushi:gugesuochudeshuziguanggaoshichangdaodishishenme?bianjiezainali?

muqianlaikan,shuangfanggezhiyici。

sifaburenwei,gugeyizhizaishuziguanggaolingyushougoujingzhengduishou,caozongguanggaopaimai,rangzijizaishuziguanggaochanyeliandemeigejiedianshang,douzhanyouzhishaoyibandeshichangfene,“mouxiehengliangbiaozhunxiashichangfeneshenzhigaoda91%”,zheiyuanyuanchaochu70%dezhunxian。ruguozaicibeipandinglongduan,gugedeguanggaojishuyewukenengyejiangmianlinchaifendejieguo。

gugebianjiecheng,sifabuweilequebaogugeshichangfenechaoguolongduansuoxude 70% demenjian,duishuziguanggaoshichangdedingyiyoushipianpo。suozhideshuziguanggaoxiaaidijuxianzailewangzhanguanggaoshang,erxianzaideguanggaozhichuyuelaiyuewangtiktokdengshipinapp,huozhenetflixdengctvdengshuzipingtaishangfenliu。ciwai,yamaxunsuozaidelingshoumeitiyezaichixukuozhang,buduantunshisousuoguanggaohezhanshiguanggaoshichang。guanggaoshichangdejingzhengchengduyuanbisifabusuomiaoshudeyaojilie。gugeyuanyinstatistadeshujucheng,2024 nianqishuziguanggaoshichangfenewei 25.6%,qieweilaideshichangfenehaijiangjinyibuxiajiang。

huadaozuihou,qishitouzizhedaduoduigugedejianguanxinwenyouxiemamule。huaerjiequanshangboensitandefenxishimake·shimulikeshuoleyijuraoyouyiweidehua:ziweiruanfanlongduansusongde25nianli,meiguozhengfujianguanduidaxingkejigongsidelongduandiweijihumeiyourenheyingxiang。

2000 nian,weiruanyinqizhanjuzhudaodiweidewindowspingtaizaimeiguosifabufaqideyicijuyoulichengbeiyiyidesusongzhongbaisu,bingbeilelingfenchai。suihouweiraotiqishangsu,zuizhongyuanpanjuebeituifan,weiruanyugengyouliyushangyedexiaobushenzhengfudachenghejie。

lishizongshijingrendexiangsi。jiexialaidetelangpuzhengfu,duiyukejichuangxindezhichilidujiangxianzhuzengqiang,meiguokejixingyezaiweilaisinianjiangyinglaiyigegengjiakuansongdezhengcehuanjing。

suoyijiuxianzaikanlai,gugeguanggaoyewudemingyunzouxiangsihumeiyouneimebeiguanle。

本文为转载内容,授权事宜请联系原著作权人。

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反垄断风暴下,谷歌广告业务的扩张简史

xianzaikanlai,gugeguanggaoyewudemingyunzouxiangsihumeiyouneimebeiguan。

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2024nian,zaichixubuduandefanlongduanfengbaoxia,gugezaimeiguobentuyijingjieshouleduocifanlongduanshenpan。

yicizai8yuefen,meiguolianbangfaguanxuanbugugesousuoyinqingyewushuyulongduan,zheishimeiguozhengfuzaiyixiliezhenduidaxingkejigongsidefanlongduansusongzhongdeshoucishengli。

lingwaiyiqisusongjujiaoyugugedexianjinniu——guanggaoyewu。jinniangugeguanggaoyingshouzaisanjidudadao659yimeiyuan,zengzhangle10.6%。

zongguangugeguanggaoyewudefazhanguiji,jianguanjigouhejingzhengduishouduigugedelongduankongsuyizhibujueyuer。

gugedeguanggaodiguoruhejianlide,youshizenyangxingchengsuowei“longduan”de?jintiandaokedocheniliaoyiliao。

01 并购:完成惊险一跃

gugechengliyu1998nian,zai2000niandeshihoucaituichugoogle adwords。zuichu,gugeshicaiyongmeiqiancizhanshifeiyong (cpm) moshijinxingshoumai,zheishidangshizuizhuliudeshoumaimoshi。

buguodaole2002 nian,gugetuichugengjiazhuzhongshixiaodedianjifufeippc(pay per click) moshi,diyicigaibianleshuziguanggaoshichangdegeju:xiangjiaoyuchuantongdecpmmoshi,ppcgengkanzhongtoufangderoi,tongshiguliguanggaozhuyouhuaguanggaosucaiheluodiye,yitigaoguanggaozhiliangdefen,congerjiangdimeicidianjichengben(cpc)。

yikaosousuoyewu,gugezai2005niandeshihou,guanggaoyingshouyijingtupo60yimeijin。zaidalaosousuoguanggaodegenjizhihou,gugekaishitansuozhanshileiguanggaoyewu,yinweidangshipinpaidetoufanghaishipingmianmeitidesilu:maibanmianmaiguanggaowei。jingzhundingweideyingxiaosiluhaibuchengzhuliu,zhanshileiguanggaojuyougengdadeshichang。

jinerzai2005nian,gugetuichuzhanshiguanggaowangluo(gdn),yunxuguanggaoshangzaigugedesousuochangjingwaifabuguanggao,yicixiyingengduoguanggaokehu。

gdndetuichubaolulegugezaishuziguanggaolingyudeyexin,tabumanzupianjusousuoguanggaoyiou,shiyewangxianglequanju,yipinidezitaifukanzhezhenggeshuziguanggaoshichang。

2007nian,mingyundechilunkaishizhuandong。gugeyi31yimeiyuanshougou doubleclick,gaibinggouzai2008nianzhengshidedaomeiguojianguanbumenpizhun,chengweidangshishuziguanggaoshishangzuidaguimobinggou。

doubleclickciqianshiguanggaojishufuwulingyudejueduilaoda,kongzhizhe60%demeitiguanggaofuwuqishichang。

weileyingduigugeyudoubleclickdehebing,weiruan、yahuyekaishibinggouguanggaojishugongsi。

qizhongweiruanzai2007nian,yi63yimeiyuanshougouledoubleclickjingzhengduishouaquantive。danshiweiruanbinggouhoujianchijiabeitourusousuoguanggaoerbushizhanshiguanggao,zaijiashangweiruanyigongchengshiweizhongxindewenhuayuaquantiveyiguanggaoweizhongxindesiweimoshiyuelaiyuenanyironghe,zuizhongweiruandezheicishougoubingweijitadailaizugoudehaochu。genjumeiguokejimeitigeekwiredebaodao,weiruanjianjile62yimeiyuandezichan,bingyu2013nianyijin5000wanmeiyuandejiagejiangatlasbufenchushoujilefacebook。

doubleclickshougouanbujinzhijieranggugekongzhilechaoguo31%dezaixianguanggaoshichang,hairanggugechengweizaixianguanggaode“maijia、maijiahepaimairen”,bangzhugugegaibianleguanggaoxingyeyouxiguize,yiyuechengweiwukezhengyideguanggaojishujutou。

kuaijindaojintianlaikan,zheiyibinggouqiashigugekuozhangbufadekaishi。dangshi,meiguolianbangmaoyiweiyuanhui(ftc)jiucengfachujinggaocheng,ruguogugeliyongshougoujiangzijidechanpinkunbangzaiyiqi,zaochengfanjingzheng,jianguanjigoujiangjieru。jiushihoukanlai,meiguodejianguanjigougengshanyuyuceweilai,erbushizuzhiweilai。

2008niandao2011nian,wochengzhiweibinggouzhengheqi,zaizheiyiqijian,gugekaishileshuziguanggaolingyudeshougejimoshi:

2009nian,gugezuojia7.5yimeiyuanshougouleyidongguanggaopingtaiadmob,zheiranggugedeguanggaowangluocongpcwangzhan,kuozhandaoyidongduanwangye;

2010nian,shougouledsp(xuqiufangpingtai)invite media,jiangqiyuzijidspjishuzhenghe,tuichuledisplay &video 360(dangshichengwei“doubleclick bid manager”),zheishidegugenenggouxiyingengduodaxingdeguanggaokehuheguanggaodailijigou 。

2011nian,chizi4yimeiyuanshougoulessp(gongyingfangpingtai)admeld,liangnianhoujiangqijishuzhenghedaogugedeguanggaojiaoyipingtaiadxzhong,suihouguanbilezheijiagongsi。

zheixieshougouzuizhongdoutongguolemeiguoheoumengdefanlongduanjianguanshencha。jieci,gugechubuwanchenglezaixianguanggaolingyudebuju,diandinglezaixianguanggaoxiaoshouliuchengdejichusheshi,qiemeigelianludoushishichangdejueduilingdaozhe。

02 警告:第一张黄牌

xiamianyizhangtushizhenggeshuziguanggaodetoufangliucheng,congzhongnengkanchugugezaishuziguanggaolingyudetongzhili。

shuziguanggaodetoufangfenchenggongxuliangduan。dangyonghufangwenwangzhanshi,gongyingfangpingtai(ssp)xunsuzhanshikongyudeguanggaowei。

yucitongshi,xuqiufangpingtai(dsp)daibiaoguanggaozhu,saomiaosuoyoudemubiaoshouzhong。

zaiguanggaojiaoyipingtai(adx)shang,guanggaozhudejingjiadoujujiaozaizuiyoujiazhideshouzhongshenshang。

shishidejingjiakaishihou,zuigaochujiadeguanggaozhuyingdeguanggaozhanshijihui。

keyikanchu,zaiguanggaodetoufangguochengzhong,youxuduobutongdeliuchenghexitongzaixianghuzuoyong,ergugezaimeigeguanjianliantiaoshangdouzhanjulezhudaodiwei,birutazaigongyingduan,tongguodfp(doubleclick for publisher)kongzhile90%yishangdead server,zaixuqiuduankongzhile80%yishangdeguanggaowangluohe40%zuoyoudedsp。

gugezaizhenggechanyelianshangdoubujulezijidexitong,gegexitongzhijiandejiaohudoubuhuichanshengtaidademoca。ranerruguoguanggaozhushiyonggugedejingpinyugoogleguanggaofuwujiaohu,qingkuangjiubuyiyangle。

liru,ruguogoogledeguanggaoshichangadxxiangfeigooglegoumaigongjufasongjingjiaqingqiu,zezheilianggexitongbuhuilijijianrong,zheihuijibushiyonggugechanpindeyonghudailaiyanchi。zaishijianmingandehuanjingzhong,toufangxiangguanguanggaozhixujifenzhiyimiao,gugedechanpinkeyiwumocafangwen,erdisanfangzeyudaoyanchi。

gugezaiguanggaoshichangdedakuozhangyinqileoumengdezhuyi,bingzhongyuzai2010nianduigugedesousuoheguanggaoxingweizhankailediaocha——zheixiangdiaochaduonianlaiyuyanyulie,shiduigugeguanggaozhanjushichangzhudaodiweidezuizaojinggaozhiyi。

dao2012nian,jianguanjigoudechixujinggaoranghenduomeitifangkaishijuexing。tamenkaishiyishidao,yaoxiangcongzaixianguanggaozhonghuoli,jiubixuzunshougugedeyouxiguize。ruruoburan,gugejiuyoukenengjiangdimeitidequanzhong,yingxiangguanggaozhuxiadanxiaolv,congerladimeitiguanggaokucundexiaohao。

daole2014nian,gugedangshijiguanggaozhuheguanggaogongsizhidingleyixiangguize:tongguoruanyingjianshidejucuo,jiangliangkuanguanggaojishugongjukunbangzaiyiqixiangguanggaozhutuixiao。huanjuhuashuo,gugexiwangguanggaozhuzaidoubleclick adxshangdeguanggaozhanshicishujirutamendexieyi,zhinengtongguo doubleclick bid manager (dbm) goumai,zheirangyixieguanggaozhuyekaishibuman。

zuizhong,gugebakongzhulegongxuliangduan:meitifanghaoxiangbeikunzaigugedeguanggaopaobujishang,bunengtingxia,zhinengbeidongwangqianpao,erguanggaozhuyequeshaoqitagenghaodexuanze。

zheizhongdui google jishuderiyiyilaikaishirangmeitiheguanggaozhugandaolebuan。

03 威胁:Header Bidding的崛起

mou4aguanggaogongsidezongjinglizhiyan:womendeguanggaofeibeigugebangjiale。

yushiguanggaozhuheguanggaogongsidachenglekongqiandetuanjie,yichangguanggaoyehegugedeboyilakailedamu。

2015nian,guanggaoshangzhaodaoleyizhongqiaomiaodefangfalaibaituogugeduiguanggaoshourudelongduan:header bidding(biaotoujingjia,yeyizuotoubujingjia)。

zaicizhiqian,guanggaoxunjiadeguochengshipubuliumoshi:meitifachuguanggaoqingqiuhou,huiyizhaoguanggaowangluo(ad network)dequanzhongcongshangdaoxiayiyijinxingqingqiu,ruguoquanzhonggenggaodeguanggaopingtaiwufatianchongguanggao,jiuhuixiangxiachuandao,xunwenquanzhonggengdideguanggaolaihuodetianchongguanggaowei。

zheizhongpubuliudemoshiyousangetedian:

1、xunjiadeshunxushixitonggenjuecpmlishipingjunzhilaipanduanguanggaopingtaidequanzhong,suoyixitongmeicidouyouxianqingqiupingjunecpmgenggaodeguanggaowangluo。

2、youyugugedeadxguanggaojiaoyisuoheguanggaofuwuqidouzhanjuzhudaodiwei,quanzhonggenggao,suoyijibendoushiyouxiangugedeguanggaowangluobaojia,daozhiqitadepingtaishaolecanyubaojiadejihui。

3、ruguoyizhimeiyoujingjia,jiuxuyaobuduanhuichuanshuju,daozhicengjibianduo,congerchanshenggengduoyanchi,guanggaojiazaixiaolvjiuhuibianman。

header biddingbiaotoujingjiayupubuliubutong。zuizaofaqizheshiyijiaguanggaowangluogongsiappnexus。jiandanlaijiang,header bidding xinjianleyitaoguanggaozhuyumeitiliuliangfangdeduijiexieyi,rangmeicideguanggaodeqingqiuyouxianzhichiheader biddingdeguanggaozhuhuozhedsp。

meitifangkeyiyongheader biddingfanhuideguanggaodejiagezuoweidijia,quqingqiugugedengqitaguanggaolianmengpingtai。ruoqitaguanggaowangluowugaoyucijiagedeguanggaofanhui,zepuguangheader bidding deguanggao,ruoyoufanhuigaoyucijiagedeguanggao,zepuguanggugedengguanggaolianmengdeguanggao。

dangran,headerbiddingbushishenmexinjishu,ershijidaoleshichangshangyizhongxindexuanze,tadetuixingduigugeguanggaoyewuchanshenglelianggeyaomingdechongji:

1、gugeguanggaoyewujianlidehuchenghepofang:meitifangzhaodaolejiejing,keyiraoguoyijingduijiedegugeadx/ssp,zhijieduihuaduogeguanggaoxuqiufang。

2、gugezaiguanggaoshichangdedingjiaquanshoudaochongji:meitifangkeyishedinggenggaodedijia,erbushigugeduijiageshuolesuan,zheiyouzhuyuweichijingzhengxingshichang,gengzhongyaodeshimeitifabufangnenghuodechaoguo30%yishangdeguanggaofei。

04 反击:三招制衡标头竞价

gugexiudaoleweixie,juedingzheshoufanji。xianzaizongjielaikan,tayonglesanzhaoyingdui。

fanjidediyizhaoshi last look,zheishiyigefeichangliumangdegongneng。

jutilaishuo,jiushizaiguanggaozhutongguoheader biddingwanchengduimeitiguanggaoweijingbiaohou,gugejiuhuijiangzhongbiaojiagetigongjizijideguanggaopingtaishangdeguanggaokehu,ruguozheixiekehuyuanyitigonggaoyuzhongbiaojiadejiage,napagaochuyifenqian,jiukeyiyouxiannaxiazheigegaojiazhiguanggaowei。

“last look”ranggugezijideguanggaozhugengrongyinadaokucun,suoyimeta deqiangaoguancaihuishuo:dajiadouzhinengchigooglechishengxiade。

jiuxiangjinrongshichangdeneibujiaoyiyiyang,gugeyongyoucanyujingjiadegoumaipingtai,tanenggoukandaosuoyoujingjia,bingyoukenengdiaozhengguize,jianggengduojiaoyiyindaodaozijideguanggaoxitongshang。

gugedierzhaoshi,tuichuampcongjishushangzuzhiheader bidding。

ampjiaccelerated mobile pages,shiyizhongzhizuowangzhandegeshi。zaizheiyigeshixia,

guanggaosudugengkuai,bichangguiguanggaojiazaikuai6bei。qieguanggaohenqingliang,bichangguiguanggaoqing 3 bei,nengyouxiaoditigaoyidongwangyedejiazaisuduheyonghutiyan。

buguoampzaijishushangduiheader biddinggouchengleyidingdexianzhi。header biddingtongchangxuyaozaiyemiantoubuqianrudaima,yibiantongshixiangduogeguanggaojiaoyipingtaifasongguanggaoqingqiu,bingjinxingshishijingjia。youyuampduijiaobenjiazaihezhixingdexianzhi,tabuyunxuzaiyemiandeguanjianlujingzhongzhixingdisanfangjiaoben,zheishidechuantongdeheader biddingnanyizaiampyemianshangshixian。

disanzhaoshidazhao——tuichugongkaijingjia(open bidding),zhijieyingduiheader bidding。

gongkaijingjiashiyunxuduogexuqiufangzaifuwuqiduantongshijingjia,paimaifashengzaidefuwuqishang,

gugedegongkaijingjiashiyizhongfuwuqidaofuwuqi(server-to-server)dejishu,tongguogugeguanggaoguanliqi(google ad manager)shishiheguanli。zheizhongfangshikeyijianshaoyemianjiazaiyanchi,tigonggenghaodeyonghutiyan,youqishizaiyidongshebeishang。

xiangbizaiheader biddingshang,meitifangkeyikandaogengduodepaimaixijie(liruweishenmemouxieguanggaozhuyingdelepaimai),gugedegongkaijingjiameiyouzheizhongtoumingdu,duifabushanglaishuogengxiangshiyige“heixiang” 。

qiezaigongkaijingjiazhong,feigugeguanggaojiaoyipingtaibixuzhifu 5%-10% defeiyongcainengcanyu,ergugezijidechanpinzewuxuzhifu,zheiranggugehuodelejiageyoushi。chubanshangyebeijinzhiweibutongdejiaoyipingtaishezhibutongdejiagedijia,yinciwufagulifeigugedexuqiu。

zhengdanggugebuduanchushoufanjideshihou,header biddingzhenyingdeyuanjundaole!——lingyijiaguanggaojutoufacebookjiaruzhanju:2017nian,facebookgongkaixuanbuzhichiheader bidding,bingxuanbuyu《huashengdunyoubao》、《fubusi》he《meiriyoubao》dengmeiticeshiheader bidding。facebookhaipengjileguge,chengshuziguanggaoxingyeyizhizaijianglirunjiaoji“zhidingguizebinghunxiaoshishidedisanfangzhongjianren”。

facebookdejiamengzhenfenleguanggaojie。dangshideshichangyizhirenwei,youlefacebookzheigedage,header biddingbidinghuijikuagugezaishuziguanggaoshichangdezhudaodiwei。

05 绝地之蓝:Facebook的倒戈

haojingbuzhang,dangmengjunyugugeguanggaodejuezhanyichujifazhiji,xijuxingdezhuanzhefashengle——「daitoudage」gaibianxingjinfangxiang,jiangpaokouhuanhuanzhuandong,duizhunlemengjuntongban。

facebookdaogele!tajiarulegugedezhenying,zheiyimufangfozhijiecongyinmushangdejingdiandianyingzhongyueranerchu:“congjinwanghou,womenjianggongxiangzheipianxingkong。”

facebookdedaogeshigugeliyoudejieguo。

facebookbujinshidaxingguanggaopingtai,yeguanggaoyededajinzhu。2017nianqiguanggaoyingshoujiangjin400yimeiyuan,eryingxiaofeiyongjiuyou47yi。taduiheader biddingmoshidezhichilinggugeshengandanyou。gugeyishidao,xuyaobuxiyiqiedaijiarangfacebooktuichuzhanzheng,yuzijizhanzaiyiqi。

yushibei《niuyueshibao》chengzhiwei:「gugeguanggaolongduanxingweidianfeng」dejedi blue——juedizhilanjihuadanshengle。

「juedizhilan」jihuademingzi,shidui《xingqiudazhan》xiliedianyingdeyinyong,jumeitituiceyulanpifujuediwushiaila·saikulayouguan,tabeizhongchengyuxinzhixudekelongrenzhihuiguanbulaibeipanbingshahai。gugeyongyigeguanyubeipandegushilaimingmingzheicidejiaoyi,qizhongdefengciyiweibuyaneryu。

shuangfangzaipaizhuoxiawanchenglejiaoyi:facebook tongyijianshaocanyuheader bidding,chengnuozijikuayingyongyidongguanggaopingtaiaudience networkzainenggoushibiezuizhongyonghudeqingkuangxia,zhishaocanyu90%gugeguanggaoziyuandejingbiao。erqie,zaixieyidisinian,facebookmeinianxianggugetoufanggaoda 5 yimeiyuandeguanggao。

googlejidaofacebookdetequanshi「zaimeichangbisaidejuesaizhongshoufachuchang」:zaishiyonggugeguanggaoxitongdeqiantixia,baozhengfacebookzaigugetoufangguanggaoshide“xinxi、suduheqitayoushi”。birufacebookdejingbiaochujiashijianwei300haomiao(erqitagongsizewei 160 haomiao),zheinengdadatishengfacebookguanggaoweijingbiaodechenggonglv。

zheiyixieyizhidaomeiguodekesasizhouzongjianchazhangdesusongzhongcaixianggongzhongpilu,buguogugehefacebookdoufourenleshangshuzhikong,bingchengjiaoyibushejifanlongduanwenti。

jutoudehezuojiasuleguanggaoshichangdeliangjigeju。2019nian,gugehefacebookzhanjule60%yishangdeshuziguanggaozhichu,shuangguatoulongduan(duopoly)zhengshixingcheng。

06 隐私沙盒:下一个技术底牌?

zaifanlongduandiaochachixujinxingdetongshi,yinsifaguidelijianyexuanzailekejijutoumendetouding。

2018nian5yue25ri,oumengxuanbushishi《tongyongshujubaohutiaoli》(gdpr),zheishiyixiangquanmiandeyinsiheshujubaohufagui。tongnian6yue,meiguotongguolejuyoulichengbeiyiyidejiazhouxiaofeizheyinsifaan(ccpa)。yinsibaohutishangyicheng,chengweihulianwangheguanggaoxingye,disanfangcookiedexiaoshichengweiqushi。

gugeduiyinsibaohujishushangchengxianchulekongqiandejijitaidu,tuichutidaidisanfangcookiedejiejuefangan——“yinsishahe(privacy sandbox)”jihua。gugehaizuochuchengnuo,bushiyongleisicookiedejishugenzongyonghu,yijibujinxingziwoyoudai。

zheiyijihuatongguoyinruxindeguanggaojishu,rufloc(federated learning of cohorts),zhizaizaibuyilaidisanfangcookiedeqingkuangxia,shixianguanggaodegexinghuatoufang 。zheiyijishutongguojiangyonghujiyuxingquguirubutongde“qunti”,erbushizhuizongdangeyonghudexingwei,congerbaohuyonghuyinsi 。

raner,yinsishahejihuayiranyinqileguanggaoshanghejianguanjigoudeshuangzhongdanyou。

congguanggaozhuliyicengmian,meiguohudongguanggaojuiabfabudebaogaochengcheng,yinsishahejiangyanzhongyizhixuduodangqiandeshuziguanggaoxingshi,qieguodudaoyinsishahe,xuyaojinxingzhongduodejichusheshibiange,bingkenengduiguanggaojishugongsi、meitifangheguanggaoshangchanshengfumianyingxiang。

congfanlongduancengmiankan,jianguanjigouleisiyingguojingzhengheshichangguanlijucma,yedanxinzheikenenghuijinyibugonggugugezaishuziguanggaoshichangdezhudaodiwei,shideqitaguanggaopingtaichuyubuliweizhi,zhuyaoyouduogefangmiandekaoliang:

1、yinweigugedechromeliulanqizhanjule63.14%deliulanqishichang(statcountershuju),eryinsishahejihuashimorenjichengzaichromezhongde,zheishidegugenenggouzaiyonghuyinsiheguanggaojishudeweilaifangxiangshangfahuijuedingxingzuoyong。

2、tongguoyinsishahe,gugexiangdangyuzhidinglexingyebiaozhun,yougengdahuayuquan,nenggouzhudaoguanggaojishudefazhanfangxiang,zheikenenghuishideqitaguanggaopingtainanyiyuzhijingzheng。

3、jinguangugeyijingzuochuchengnuo,dantahuibuhuitongguoqitafangshijixushoujiheliyongyonghushuju,zengqiangqizaiguanggaogexinghuahedingweifangmiandenengli。zheiyeshigeweizhishu。

07 谷歌的反驳:数字广告市场的边界是什么?

qiaozhihuashengdundaxuefaxueyuanjiaoshoubalake·liqimancheng,meiguosifabuduigugeguanggaojishususongshiyige“bigugesousuoangengnan、yexugengzhongyaodeanjian”。

shuangfangzhenglundeqizhongyigejiaodianjiushi:gugesuochudeshuziguanggaoshichangdaodishishenme?bianjiezainali?

muqianlaikan,shuangfanggezhiyici。

sifaburenwei,gugeyizhizaishuziguanggaolingyushougoujingzhengduishou,caozongguanggaopaimai,rangzijizaishuziguanggaochanyeliandemeigejiedianshang,douzhanyouzhishaoyibandeshichangfene,“mouxiehengliangbiaozhunxiashichangfeneshenzhigaoda91%”,zheiyuanyuanchaochu70%dezhunxian。ruguozaicibeipandinglongduan,gugedeguanggaojishuyewukenengyejiangmianlinchaifendejieguo。

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huadaozuihou,qishitouzizhedaduoduigugedejianguanxinwenyouxiemamule。huaerjiequanshangboensitandefenxishimake·shimulikeshuoleyijuraoyouyiweidehua:ziweiruanfanlongduansusongde25nianli,meiguozhengfujianguanduidaxingkejigongsidelongduandiweijihumeiyourenheyingxiang。

2000 nian,weiruanyinqizhanjuzhudaodiweidewindowspingtaizaimeiguosifabufaqideyicijuyoulichengbeiyiyidesusongzhongbaisu,bingbeilelingfenchai。suihouweiraotiqishangsu,zuizhongyuanpanjuebeituifan,weiruanyugengyouliyushangyedexiaobushenzhengfudachenghejie。

lishizongshijingrendexiangsi。jiexialaidetelangpuzhengfu,duiyukejichuangxindezhichilidujiangxianzhuzengqiang,meiguokejixingyezaiweilaisinianjiangyinglaiyigegengjiakuansongdezhengcehuanjing。

suoyijiuxianzaikanlai,gugeguanggaoyewudemingyunzouxiangsihumeiyouneimebeiguanle。

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