Core Viewpoint - Meta is attempting to resolve disputes with the EU antitrust authority by proposing policy adjustments, but these proposals have been met with skepticism from the EU [1] Group 1: Proposed Adjustments - Meta's proposal includes limiting the use of competitors' advertising data for Facebook Marketplace classified ads [1] - The proposal also suggests moderation in using advertising data to develop products that compete with rivals [1] Group 2: Regulatory Context - Since June of last year, the EU has been investigating Meta, which has been seeking a resolution [1] - In December, the EU antitrust authority accused Meta of abusing market power by bundling Facebook Marketplace with the Facebook social network [1] - Concerns were raised by UK authorities regarding Meta's proposals, indicating that further measures may be necessary to address EU dissatisfaction [1]

当地时间周二，OpenAI宣布，安卓版ChatGPT已正式上线，目前美国、印度、孟加拉国和巴西四国的安 卓用户可进行下载，并计划在下周拓展到更多地区。 ...

近日，我国首个开源桌面操作系统"开放麒麟1.0"发布，标志着我国拥有了操作系统组件自主选型、操 作系统独立构建的能力。上市公司方面，多家公司在操作系统领域有所布局。 我国首个开源桌面操作系统"开放麒麟1.0"发布 2023年7月，在中关村国家自主创新示范区展示交易中心举行的2023操作系统产业大会上，我国首个开 源桌面操作系统openKylin1.0（以下简称：开放麒麟1.0）正式亮相。 据介绍，openKylin（开放麒麟）是通过开放操作系统源代码的方式、由众多开发者共同参与研发的国 产开源操作系统，将打造具有自主创新技术的开源桌面操作系统。 2022年5月27日，桌面操作系统根社区开放麒麟开发者平台首次上线。 2022年6月24日，以"创开源之势 享无境未来"为主题的中国首个桌面操作系统根社区开放麒麟举行线上 发布会，开放麒麟开源社区正式发布。 2022年7月22日，openKylin官方发布，桌面操作系统根社区开放麒麟首个体验版openKylin 0.7发布。 经过不断地修复升级，2023年1月12日，开放麒麟正式推出了0.95版本，该版本默认搭载全新一代UKUI 4.0桌面环境，深度优化平板模式，升级 ...

在将显示器熔化到金属外壳的过程中， LG生产的显示器未能通过可靠性测试。苹果正在调整显示屏的 设计，以便通使其过测试，而且该公司仍然可以使用三星的显示器进行组装。 这个制造问题或将对iPhone 15 Pro和Pro Max造成严重的冲击，导致许多消费者难以在第一时间购买到 新设备。 至少有一款iPhone机型出现供不应求的情况在此前也曾多次发生过，而且也曾出现过 iPhone机型全部售 完，人们要等待几个月才能看到苹果提高产量、满足需求的情况。在这种情况下，苹果可能的利润率可 能会受到一定的影响，其假日季度收入将低于预期。 据报道，苹果在iPhone 15 Pro和Pro Max的显示屏的生产上遇到了困难，这可能会导致九月份新机上市 的时候设备数量受限。 据悉，iPhone 15 Pro系列将比iPhone14 Pro机型的边框更薄，正是边框尺寸的减小造成了问题。 苹果的供应商正在使用一种新的显示器制造工艺来缩小面板尺寸，这给 LG Display公司带来了问题。苹 果在2019年也遇到过类似的问题，那就是Apple Watch Series 7的显示屏尺寸增加了，导致这款设备的上 市时间被延迟了一个月。 ...

罗镇球预测，随着整个半导体市场发展到1万亿产值后，整个市场大概有40%是由高算力产品所贡献 的，另外大概有30%是由移动计算（手机）贡献的，还有15%的高成长性产业产值，以及10%左右的智 能穿戴设备产值。 2023世界半导体大会期间，台积电（中国） 有限公司总经理罗镇球发言指出，目前，整个半导体行业 的产值大约在5000亿-6000亿美元之间，预估2030年左右，这一产值会趋近1万亿美金。 据罗镇球介绍，围绕这一算力类型分布，台积电在工艺发展上，所投入的力量分配也与之相匹配。 ...

当地时间周一收盘，美国电话电报公司（AT&T）股价跌近7%，至过去30年来的最低水平。此前有消息 称，该公司在美国各地埋有有毒铅电缆，分析师因此下调了该公司的股票评级。 一份名为《AT&T和 Verizon》的报告显示，几家电信巨头放弃了一个庞大的地下有毒电缆网络，其中大 量电缆可能污染了邻近的土壤和饮用水水源。 最近几天，花旗集团和摩根大通的分析师都下调了对AT&T股票的评级。自上述报告发布以来，该公司 的股价已下跌逾12%，今年迄今已下跌了四分之一。该股在本周一触及了13.68美元的低点，为1993年3 月以来最低点。 Rollins将AT&T股票评级从"买入"下调至"中性"，并将目标价从22美元下调到了16美元。 AT&T暂未对此置评。代表AT&T、Verizon和其他电信公司的游说团体美国电信（U.S． Telecom）表 示，在决定电缆是否被拆除或掩埋时，企业考虑了很多因素，没有证据表明"遗留的铅护套电信电 缆"是"铅接触或造成公共健康问题的主要原因"。 美国电信的一位发言人在一份声明中表示："我们没有看到，监管机构也没有发现证据表明，遗留的铅 护套电信电缆是铅暴露的主要原因，也没有找到它们是导致公 ...

Core Points - The European Union is set to launch a formal antitrust investigation into Microsoft's bundling of the Teams application with the Office suite, marking Microsoft's first such investigation by the EU in 15 years [1][3] - Despite Microsoft's attempts to address competition concerns, insiders indicate that these concessions have not been sufficient, and formal charges could be brought as early as this fall [1][4] Group 1: Background and Context - In July 2020, Slack Technologies filed a complaint with the EU, accusing Microsoft of unfair competition by bundling Teams with its popular Office software, which allegedly eliminated competition for Teams [3] - Microsoft Teams is a chat-based collaboration tool that offers document sharing and instant communication features, including voice and video conferencing, similar to products offered by Slack Technologies [3] Group 2: Current Developments - Negotiations between the EU and Microsoft have reportedly stalled, with disagreements over Teams' pricing and insufficient concessions from Microsoft [4] - Microsoft has stated its willingness to cooperate with the EU and seek practical solutions to address concerns, while the EU continues to evaluate the complaint [4] Group 3: Historical Context - Over the past decade, Microsoft has faced fines totaling €2.2 billion (approximately $2.6 billion) from the EU for bundling practices [4] - Other companies that offer similar products to Microsoft Teams include Zoom Video Communications, Google, Meta, and Cisco [4]

Core Viewpoint - A U.S. federal judge has rejected the Federal Trade Commission's (FTC) request to block Microsoft's $75 billion acquisition of Activision Blizzard, allowing the deal to progress further [1] Group 1: Legal Developments - The judge stated that the FTC failed to prove that the merger would likely harm competition in the gaming market, particularly regarding the availability of the game "Call of Duty" on Sony's PlayStation [1] - The FTC has until Friday to appeal the ruling, having previously sought a preliminary injunction to halt the transaction until another lawsuit begins on August 2 [1] - The ruling is seen as a significant setback for the Biden administration's antitrust efforts, particularly under FTC Chair Lina Khan [1] Group 2: Market Reactions - Activision Blizzard's stock surged by 10.02% to $90.99 following the news, with intraday gains exceeding 12% [1] - Microsoft's acquisition offer was initially set at $95 per share in January 2022 [1] Group 3: Regulatory Landscape - The UK's Competition and Markets Authority (CMA) had previously blocked the merger, citing concerns over the cloud gaming market, but has now expressed willingness to consider Microsoft's proposals to address these concerns [3] - The CMA acknowledged that suspending litigation in the UK would be in the public interest [3] Group 4: Company Perspectives - Microsoft and Activision Blizzard argue that the merger will enhance competition in the gaming market, countering the FTC's claims [5] - Microsoft is focusing on addressing the CMA's concerns while maintaining that they do not agree with the CMA's initial assessment [3]

Group 1 - Major U.S. companies like Apple and Microsoft experienced stock price declines due to Nasdaq's announcement of a special rebalancing of the Nasdaq 100 index to address "over-concentration" issues [1] - Apple's stock fell by 1.1%, bringing its market capitalization to $2.967 trillion, after previously surpassing the $3 trillion mark on June 30 [1] - Other companies such as Alphabet and Amazon saw declines of over 2%, while Microsoft and Tesla dropped more than 1% [1] Group 2 - The Nasdaq's special rebalancing will be based on the outstanding shares as of July 3, with changes to be announced on July 14 and taking effect before the market opens on July 24 [1] - The Nasdaq 100 index includes the 100 largest companies traded on the Nasdaq exchange, and the changes will require investment funds tracking the index to adjust their portfolios by selling stocks of companies with reduced weights [1] - The most valuable companies on Wall Street have been the biggest winners in the U.S. stock market recovery this year, with their weights in the Nasdaq 100, Nasdaq Composite, and S&P 500 indices increasing [1] Group 3 - Year-to-date, the S&P 500 index has risen by 15%, while Nvidia's stock surged by 189% and Tesla's stock more than doubled [2] - Microsoft, Amazon, and Apple's stock prices have increased between 38% and 51% this year [2]

Core Points - A U.S. judge issued a court order prohibiting certain federal agencies and officials from communicating with social media companies regarding content moderation, stemming from a lawsuit supported by the Republican Party against the Biden administration [1] - The Department of Justice is seeking to suspend the enforcement of this order while appealing it in the Fifth Circuit Court of Appeals [1][3] - The ruling by Judge Terry Doughty indicates that federal agencies, including the Department of Health and Human Services and the FBI, cannot communicate with social media companies if the intent is to suppress protected free speech [1][2] Summary by Sections - **Court Order Details** - The court order specifically mentions officials such as Homeland Security Secretary Alejandro Mayorkas and the Director of the Cybersecurity and Infrastructure Security Agency Jen Easterly [3] - The order is seen as a victory for Republican attorneys general from Louisiana and Missouri, who accused the federal government of unlawfully using the COVID-19 pandemic to suppress dissenting views [1] - **First Amendment Implications** - The court order references the First Amendment of the U.S. Constitution, which prohibits the government from restricting free speech [2] - **Exceptions to the Order** - The latest court ruling allows for some exceptions in communication between government officials and social media companies, particularly concerning national security risks and criminal activities [4]