巴克莱银行分析师周一在一份报告中表示，如果美国地方法官阿米特·梅塔（Amit Mehta）裁定谷歌必 须剥离其Chrome浏览器，Alphabet(GOOGL.O)的股价可能会下跌15%至25%。 2024年8月，谷歌在一场具有里程碑意义的反垄断审判中败诉。美国司法部起诉谷歌垄断搜索引擎市 场，法官梅塔最终裁定谷歌在"通用搜索"和"通用搜索文本广告"市场中构成垄断。相关广告是那些出现 在搜索结果页面顶部的广告。 上周五，谷歌与美国司法部就案件的"补救阶段"结束了结案陈词。据Keenan与Yahoo Finance的Dan Howley报道，司法部在庭上主张，法官应迫使谷歌剥离其Chrome浏览器，并要求其向竞争对手共享搜 索数据，同时禁止谷歌与手机厂商和浏览器达成默认搜索引擎的排他性协议。 巴克莱分析师罗斯·桑德勒（Ross Sandler）在周一的报告中写道："虽然我们认为Chrome被剥离的可能 性依旧较低，但在结案陈词之后，这一可能性有所上升。"他补充称，"潜在的买家"可能是OpenAI、 Anthropic或Perplexity等"资金雄厚的AI公司"。 （文章来源：金十数据） "如果这一情况成真，将 ...

智通财经APP获悉，巴克莱银行分析师周一在致投资者的报告中指出，若美国地区法官阿米特·梅赫塔 (Amit Mehta)下令Alphabet旗下谷歌(GOOGL.US)出售其Chrome浏览器，该股股价可能下跌15%至25%， 这一局面或成为"黑天鹅事件"。 他表示："这将是一个重大事件，对Alphabet股价而言是黑天鹅事件。如果这种情况真的发生，股价显 然会大幅下跌，因为我们接触的投资者中没人认为会出现这种局面。" 桑德勒称，剥离Chrome不仅可能导致Alphabet股价暴跌25%，还可能使其每股收益面临30%的潜在冲 击。 桑德勒还提到："现实情况是，我们不知道法院会就补救措施做出何种裁决。我们听了一整天的结案陈 词，有时我们感觉情况比之前糟糕得多，有时又感觉(对Alphabet股价的影响)会好一些。"他对该股的评 级为"增持"。 据报道，2024年8月，谷歌在与美国司法部的具有里程碑意义的反垄断诉讼中败诉。梅赫塔法官裁定这 家科技巨头垄断了搜索引擎市场，特别是"通用搜索"和"通用搜索文本"广告市场(即出现在搜索结果页 面顶部的广告)。 梅赫塔法官预计将于8月对该案的补救措施连同谷歌搜索帝国的命运做出裁 ...

Group 1 - The article discusses the strategic leverage China holds over the U.S. in the ongoing trade negotiations, particularly through its control of rare earth materials, which are critical for various industries, including technology and defense [1][3][6] - The U.S. is facing significant pressure as over 200 American companies have applied for tariff exemptions, indicating the adverse impact of tariffs on domestic industries [4][6] - The current situation is characterized by a direct exchange of bargaining chips, with China's rare earth resources corresponding to U.S. demands for tariff cancellations and the lifting of technology bans [6][9] Group 2 - The article highlights the irony of the U.S. administration's position, as it attempts to maintain a hardline stance on tariffs while simultaneously needing China's rare earth supplies [4][6] - China's dominance in the rare earth market, accounting for 90% of global production of neodymium-iron-boron magnets, is forcing U.S. companies to rethink their supply chains [6][9] - The ongoing negotiations are framed as a critical moment for both nations, with the potential for a breakdown in talks looming despite a temporary agreement on tariffs [9]

Core Points - Google has agreed to spend $500 million over 10 years to overhaul its compliance structure as part of a settlement for shareholder litigation alleging antitrust violations [1][4] - The settlement requires approval from US District Judge Rita Lin in San Francisco [1] - The changes include establishing a standalone board committee for risk and compliance, which was previously managed by the audit and compliance committee of Alphabet's board [3][4] Compliance Overhaul - Alphabet will create a senior vice president-level committee to address regulatory and compliance issues, reporting directly to CEO Sundar Pichai [4] - A compliance committee will be formed consisting of Google product team managers and internal compliance experts [4] - The reforms are described as a comprehensive overhaul of Alphabet's compliance function, aiming for a deeply rooted culture change [5] Legal Context - Shareholders, led by two Michigan pension funds, accused Google executives of breaching fiduciary duties by exposing the company to antitrust liabilities in various business areas [4][6] - The settlement is noted as one of the largest by a company to fund regulatory compliance committees [5][9] - Shareholders' lawyers plan to seek up to $80 million for legal fees and expenses in addition to the $500 million settlement [8] Ongoing Legal Issues - The settlement was disclosed on the same day a hearing was held regarding Google's violation of federal antitrust law to maintain its dominance in search [7] - The Justice Department has proposed significant measures, including requiring Google to sell its Chrome browser and share search data with rivals [7]

据德国反垄断监管机构发布的声明，德国联邦卡特尔办公室对亚马逊使用所谓的价格控制机制表示担 忧。目前，在亚马逊交易平台上销售产品的零售商不得超过亚马逊设定的特定价格上限。监管机构在初 步意见中指出，这可能构成对大型数字公司特别条款的滥用，同时也违反了一般滥用条款。亚马逊现在 有机会对这些指控作出回应。(智通财经) ...

①【三大期指齐跌】截至发稿，道指期货跌0.43%、标普500指数期货跌0.50%、纳指期货跌0.67%。 ⑥【诺华癌症药物临床试验显示强劲结果】当地时间6月2日，诺华表示，其癌症药物Pluvicto在一项针 对早期晚期前列腺癌患者的后期临床试验中显示出积极结果。该药物与标准激素治疗联合使用时，有助 于减缓疾病扩散。 ⑦【赛诺菲将以91亿美元发起收购，Blueprint Medicines涨逾27%】当地时间6月2日，制药巨头赛诺菲 表示，将收购美国上市公司Blueprint Medicines，以获取后者的罕见免疫疾病药物管线。赛诺菲将为 Blueprint每股支付129美元现金，相当于91亿美元的股权价值。截至发稿，赛诺菲上涨0.1%，Blueprint Medicines上涨27.08%。 ⑧【苹果被曝将就欧盟信息共享新规提起上诉】近日，据外媒援引知情人士透露，苹果公司已向欧盟委 员会提起上诉，反对《数字市场法》(DMA)中要求其向第三方开发商开放用户数据访问权限的条款。苹 果表示："这些要求将迫使苹果共享敏感用户数据，甚至包括我们自身都无法获取的私人信息，为欧盟 用户带来巨大隐私风险。"截至发稿，苹果下 ...

Core Viewpoint - The current licensing model of VMware is reportedly in violation of European competition regulations, raising concerns about Broadcom's business practices and their impact on cloud service providers in Europe [4][5]. Group 1: Licensing Issues - Broadcom has transitioned many VMware customers to a new licensing framework, which has resulted in significant financial burdens and operational disadvantages for clients [4][5]. - The European Cloud Computing Competition Observatory (ECCO) indicates that VMware's licensing practices may harm both customers and the broader European cloud ecosystem, suggesting that shareholders should question the legality of this model [5]. Group 2: Partner Program Changes - VMware has raised prices after eliminating perpetual licenses and monthly pay-as-you-go pricing, which has been a major concern for its cloud partners and customers [5]. - The ECCO report highlights that Broadcom's recent modifications to its partner program force cloud service providers to choose between acting as service providers or resellers, further diminishing their competitive capabilities [5]. Group 3: Recommendations for Change - CISPE and ECCO have called for Broadcom to implement significant changes to restore fair licensing for cloud service providers, including a six-month notice period for any changes in contract terms or pricing structures [6]. - Smaller cloud service providers should have easier access to higher partnership levels, and there should be more transparent pricing models that reflect actual usage [6].

Core Viewpoint - The Federal Trade Commission (FTC) officially withdrew its antitrust lawsuit against Microsoft's acquisition of Activision Blizzard, marking the end of regulatory disputes surrounding what is described as the "largest merger in gaming history" [1][2][4]. Regulatory Developments - On May 22, the FTC announced the withdrawal of its lawsuit, stating that continuing the litigation was not in the public interest after the Ninth Circuit Court upheld a lower court's decision to deny a preliminary injunction against the merger [2][3]. - The FTC's efforts to block the merger began in December 2022, citing concerns that the acquisition could suppress competition [2][4]. Acquisition Details - Microsoft announced its plan to acquire Activision Blizzard for approximately $69 billion in January 2022, which faced significant regulatory scrutiny in multiple countries before being completed in October 2023 [1][6]. - The total transaction value was reported to be $75.4 billion, with Microsoft utilizing over half of its cash reserves, which amounted to $111.26 billion as of June 30, 2023, for the acquisition [4][5]. Market Impact - Following the acquisition, Microsoft's Xbox content and services revenue surged by 50%, with Activision Blizzard contributing 44% to this growth [5]. - The merger is expected to enhance Microsoft's competitive position across various gaming sectors, including console, PC, and mobile gaming, while also expanding its player base significantly [4][5]. Challenges and Responses - The acquisition faced challenges from the UK's Competition and Markets Authority (CMA), which expressed concerns about Microsoft's potential dominance in the cloud gaming market [7][8]. - Microsoft made concessions by selling cloud gaming rights to Ubisoft, which helped alleviate some regulatory concerns from the CMA [8]. Future Considerations - With regulatory hurdles cleared, the focus now shifts to how Microsoft will effectively integrate Activision Blizzard into its gaming operations [9].

Core Insights - Apple's App Store generated $406 billion in billings and sales for developers last year, nearly tripling the figure from five years ago [1] - Small developers experienced a 76% revenue growth from 2021 to 2024, with 90% of the billings and sales not incurring any commission [1] - Apple claims to have prevented over $9 billion in potential fraudulent transactions over the past five years, with $2 billion in 2024 alone [1] Group 1 - The App Store has created significant opportunities for developers of all sizes, according to Apple's CEO Tim Cook [1] - The recent data release follows a court ruling that Apple violated an order to allow more competition in app downloads and payment methods [1][2] - Apple argues that the App Store provides a secure environment for developers to promote products globally, allowing them to reach users in 175 countries [3]

与新能源汽维行业存在大量人才缺口形成鲜明对比的是，独立第三方的新能源维修被戏称为"高危行业"，原因是一些非厂家授权的新能源汽车维修技 师被新能源品牌告上法庭。 这场博弈的背后，是新能源车企对售后体系的绝对掌控。从核心技术数据到原厂零部件供应，厂家的"垄断"如同无形枷锁，不仅扼住了独立维修企业 的咽喉，更将高昂成本转嫁给消费者，同时也遏制了整个行业的正常竞争和健康发展。 站在2025年，国内新能源汽车渗透率有望彻底反超燃油车的历史节点上，究竟新能源汽车的维修"垄断"何时才能破除？ 新能源独立售后艰难求生 自2016年起，我国对新能源汽车的电池、电机等核心部件实施8年或者12万公里的质保政策。时至2024年，首批享受这一质保的新能源汽车核心部件 陆续踏入"脱保期"。而这仅仅只是个开始，更多的"新能源脱保车"正源源不断地在路上。 不少脱保车主乃至还在保修期内的车主表示，在更换维修核心部件时，深切体会到了新能源汽车"价格刺客"的一面。看似不起眼的电池故障，维修费 用可能高达数万元，让车主们直呼"买得起、修不起"。 行业数据显示，2025年将有超300万辆新能源车脱离原厂质保。这一庞大的数量意味着独立售后市场对三电零部 ...