10月10日，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对高通公司开 展立案调查。 高通公司11日回应称，正积极配合中国市场监管总局的有关调查。高通公司一直致力于支持其客户与合作伙伴的发展与增长。 （来源：人民邮电报） ...

Core Viewpoint - Qualcomm's acquisition of Autotalks has raised concerns from China's antitrust authority due to the lack of legal notification regarding the merger, which is seen as a potential violation of the Anti-Monopoly Law of the People's Republic of China [3][9][13]. Group 1: Acquisition Details - Qualcomm initiated the acquisition of Autotalks in 2023, previously abandoning it due to global antitrust pressures, but later resumed and completed the deal without notifying the Chinese market regulator [3][6]. - The acquisition was announced on June 5, 2023, with a transaction value estimated between $350 million and $400 million [6][10]. - Autotalks, founded in 2008, specializes in V2X technology, which supports autonomous driving systems through real-time data exchange between vehicles and surrounding infrastructure [3][6]. Group 2: Regulatory Scrutiny - The Chinese State Administration for Market Regulation (SAMR) has launched an investigation into Qualcomm for allegedly failing to report the acquisition, which may violate the Anti-Monopoly Law [3][9]. - The UK's Competition and Markets Authority (CMA) also expressed concerns about the acquisition, leading Qualcomm to terminate the deal in March 2024 due to regulatory pressures [6][7]. - The investigation by SAMR indicates that Qualcomm's acquisition may have implications for market competition, as it did not meet the legal reporting standards but could still be deemed to restrict competition [8][10]. Group 3: Financial Impact - Following the announcement of the investigation, Qualcomm's stock price fell by 7.29% on October 10, 2023, reflecting investor concerns over the regulatory scrutiny [4][6]. - Qualcomm's revenue from China, including Hong Kong, was $17.826 billion for the fiscal year 2024, accounting for 45.75% of its total revenue, highlighting the importance of the Chinese market to the company [14].

两党争执不下的焦点在于，民主党要求延长《平价医疗法案》加强型补贴，并恢复部分合法移民的医保福利；而后者则反对增加支出。 据悉该法庭文件是为了回应政府雇员联合会和劳工联合会-产业工会联合会这两个工会提出的紧急动议。这两个工会正在起诉政府"停摆"期间的大规模裁 员。 另外，关键经济数据（如非农就业）延迟发布。劳工部在10月10日当天表示，原定于10月11日公布的CPI数据、10月13日公布的PPI数据以及9月就业形势报 告都将推迟发布。 美国政府财政预算危机持续发酵，并对其实际经济和金融市场产生波动效应。 一天之前，共和党的资金议案仍未能在参议院获得通过所需的票数。美国总统特朗普表示，将趁目前政府"停摆"来永久削减"民主党项目"。这意味着他将推 动缩减联邦开支，并将政策重点转向其政治基本盘。 据央视新闻报道，美东时间10月10日，白宫管理和预算办公室主任沃特表示，随着政府"停摆"进入第10天，联邦政府雇员裁减程序已正式启动。 随后在当天晚间，司法部的法庭文件显示，商务部、教育部、能源部、卫生与公众服务部、住房和城市发展部、国土安全部、财政部七大机构开始向超过 4000名员工发出裁员通知，其中卫生与公众服务部以及财 ...

Core Viewpoint - The announcement by Trump regarding a 100% tariff on Chinese imports starting November 1 has triggered a significant sell-off in global capital markets, particularly affecting U.S. tech stocks and Chinese companies listed in the U.S. [1][10] Market Impact - U.S. stock markets faced their most severe challenge of the year, with the Dow Jones Industrial Average dropping 878.82 points (1.9%), the S&P 500 falling 182.6 points (2.71%), and the Nasdaq Composite plunging 3.56%, marking its largest single-day decline since April [2][4] - The Nasdaq Golden Dragon China Index fell by 6.1%, with a cumulative weekly decline of 8.37%, indicating a sharp downturn in Chinese stocks [1][8] Sector Performance - The technology sector was particularly hard hit, with major tech stocks experiencing significant declines: TSMC ADR down over 6%, Nvidia, Amazon down over 4%, and Apple, Meta down over 3% [4][7] - The Philadelphia Semiconductor Index saw a substantial drop of 6.32%, with ARM down over 9% and AMD, Qualcomm down over 7% [7] Chinese Stocks - Chinese companies listed in the U.S. faced a dual blow, with notable declines: NIO and Kingsoft Cloud down over 10%, Bilibili down over 9%, and Baidu, Alibaba, and XPeng down over 8% [1][9] - The FTSE A50 futures also suffered, dropping over 4%, suggesting potential pressure on A-shares at the upcoming opening [9] Broader Economic Context - The market turmoil is compounded by the ongoing U.S. government shutdown, which has entered its 10th day, leading to significant layoffs of federal employees, marking a departure from previous practices during government shutdowns [10]

Core Points - Qualcomm is under investigation by China's State Administration for Market Regulation for failing to legally declare its acquisition of Autotalks, potentially violating the Anti-Monopoly Law of the People's Republic of China [1] - Qualcomm's stock price dropped over 7% following the announcement of the investigation [1] - Qualcomm's acquisition of Autotalks, a company specializing in V2X communication technology, was completed in June this year after facing regulatory scrutiny from the US, UK, and EU [2] Group 1 - Qualcomm's acquisition of Autotalks was initially announced in May 2023 to enhance its position in the connected vehicle and road safety sectors [1] - Autotalks, established in 2008, was the first to launch a dedicated V2X chipset supporting both DSRC and C-V2X standards [1] - The acquisition faced delays and was temporarily halted in March 2024 due to regulatory pressures, with the FTC stating it was necessary to maintain competition in the connected vehicle chip market [2] Group 2 - Qualcomm ultimately completed the acquisition of Autotalks in 2025, paying between $80 million and $90 million, significantly lower than the initially stated $350 million two years prior [2]

Core Viewpoint - Qualcomm is under investigation by China's State Administration for Market Regulation for allegedly failing to legally declare its acquisition of Autotalks, which may violate the Anti-Monopoly Law of the People's Republic of China [1] Group 1 - On October 10, the investigation was initiated due to Qualcomm's acquisition of Autotalks not being reported as required [1] - Qualcomm responded on October 11, stating that it is actively cooperating with the investigation by the Chinese market regulator [1] - The company emphasizes its commitment to supporting the development and growth of its customers and partners [1]

Core Viewpoint - The U.S. stock market experienced its most severe sell-off in six months on October 10, with significant declines across major indices, particularly the Nasdaq and S&P 500, which recorded their largest single-day drops since April [1] Group 1: Market Performance - The three major U.S. indices all closed lower, with the Dow Jones down 878.82 points (1.9%), the Nasdaq down 820.20 points (3.56%), and the S&P 500 down 182.60 points (2.71%) [1] - The Nasdaq and S&P 500 indices marked their largest single-day declines since April [1] Group 2: Impact on Technology Stocks - Major technology stocks saw widespread declines, with Tesla falling over 5%, Amazon nearly 5%, and Apple and Meta dropping over 3% [1] - Microsoft and Google experienced declines of over 2%, while Nvidia fell by 4.89% [1] Group 3: Regulatory Issues - Qualcomm's stock dropped by 7.3% following news of an investigation by China's market regulator for allegedly failing to report its acquisition of Autotalks, which may violate antitrust laws [1] Group 4: Economic Commentary - Economist Dan Greenhaus noted that the recent tariff issues have forced the market to reassess its previous acceptance of the status quo, particularly regarding tariffs on major import sources [1]

10月11日，据央视新闻，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共 和国反垄断法》，市场监管总局依法对高通公司开展立案调查。 针对此事，高通公司回应称，我们正积极配合中国国家市场监督管理总局的有关调查。高通公司一直致 力于支持我们的客户与合作伙伴的发展与增长。（转载自新浪科技） ...

据央视新闻报道，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共和国反垄断 法》，市场监管总局依法对高通公司开展立案调查。针对此事，高通公司回应称，我们正积极配合中国国家市场 监督管理总局的有关调查。高通公司一直致力于支持我们的客户与合作伙伴的发展与增长。 （文章来源：新浪科技） ...

Group 1 - The U.S. stock market experienced its most severe sell-off in six months on October 10, with all three major indices closing down significantly [1] - The Dow Jones Industrial Average fell by 878.82 points, a decline of 1.9%; the Nasdaq dropped by 820.20 points, down 3.56%; and the S&P 500 decreased by 182.60 points, a drop of 2.71% [1] - The Nasdaq and S&P 500 recorded their largest single-day declines since April [1] Group 2 - Major technology stocks saw widespread declines, with Tesla down over 5%, Amazon nearly 5%, and Apple and Meta down over 3% [1] - Microsoft and Google fell by more than 2%, while Nvidia dropped by 4.89% [1] - Qualcomm's stock price decreased by 7.3% following an announcement from the market regulatory authority regarding an investigation into its acquisition of Autotalks for failing to report the transaction as required by antitrust laws [1] Group 3 - Economist Dan Greenhaus commented that the recent tariff issues have forced the market to reassess its previous acceptance of the status quo, particularly in relation to tariffs imposed on major import sources [1]