Apple's decision to allow direct web distribution of iOS apps in the EU is a significant policy shift that could enhance its ecosystem's flexibility and openness, potentially attracting more developers. While the strict compliance requirements maintain Apple's control over app quality and security, this move could positively impact investor sentiment by demonstrating Apple's adaptability to regulatory demands and commitment to expanding its services in a key market. The slight uptick in Apple's stock price following the announcement suggests a positive market reception in the short term.