据财联社报道，宝洁被欧盟反垄断监管机构调查，与可口可乐同时遭到突击检查。 当地时间周三（3月19日），欧盟委员会宣布对谷歌母公司Alphabet提起反垄断指控，并责令苹果公司采取措施遵守欧盟新出台的《数字市场法》。 一年之后，调查有了初步结果。根据此前发布的公告，欧委会指控谷歌有两项行为违反了DMA，首先是谷歌的搜索引擎优先显示指向Alphabet自家服务， 而非竞争对手的搜索结果，违反了以"透明、公平和非歧视"方式对待第三方服务的要求。同时，应用商店Google Play阻止开发者引导用户在其他渠道下载 应用软件，这就导致开发者也要像支付"苹果税"一样给谷歌支付高额佣金。 此外，欧盟委员会还"敲打"了苹果，要求其继续"拆围栏"， 遵循DMA的互操作性义务。简单而言，就是要求苹果硬件生态开源，一直以来，用户能在苹 果手机、电脑、手表、耳机等不同设备间切换，前提是都要有个"苹果全家桶"，但现在欧盟则要求苹果开放系统工具和访问权限，允许第三方的智能手 表、耳机和VR设备可以更顺畅地和IOS系统连接，比如更简便的设备配对、更互通的消息推送、更快的数据传输等。 不过，欧盟的调查公告发出后，两家公司的回应也并不服软。 ...

Core Viewpoint - The article discusses the ongoing antitrust investigations by the European Union (EU) against major tech companies, particularly Google and Apple, under the newly enacted Digital Markets Act (DMA), highlighting the implications for these companies and the broader tech landscape in Europe [1][3][4]. Group 1: Antitrust Investigations - The EU has initiated antitrust investigations against Google and Apple, with both companies facing scrutiny for potentially violating the DMA [1][4]. - Google is accused of favoring its own services in search results and restricting developers from directing users to alternative app download channels, which could lead to significant fines [4][5]. - Apple is being pressured to open its ecosystem to third-party devices, which could enhance interoperability but also raises concerns about user privacy and innovation [4][6]. Group 2: Regulatory Context - The DMA, effective since March 2022, aims to regulate "gatekeeper" companies, primarily targeting large US tech firms, with potential fines reaching up to 10% of global annual revenue for violations [3][4]. - The EU's actions against US tech giants are seen as a response to the lack of local internet champions in Europe, as the market is dominated by American companies [9][10]. Group 3: Market Implications - The dominance of US companies in the European digital market is significant, with Google holding nearly 90% market share in search engines and major players like Amazon and Microsoft controlling over two-thirds of the AI and cloud computing markets [10]. - The EU's push for digital sovereignty includes a €200 billion investment plan for AI, indicating a strategic move to reduce reliance on US technology and foster local competition [10].

Key Points - ByteDance attempted to acquire the Manus team last year but was rejected due to a low offer of $30 million, and subsequent financing efforts failed as the founder was unwilling to relocate from Wuhan [3][4] - Leap Motor achieved a net profit of RMB 80 million in Q4 2024, becoming the second new car manufacturer to turn profitable, with a pre-sale of the Leap B10 exceeding 15,010 orders in just one hour [6] - Manus disclosed that its base model is based on the American Claude and Alibaba's Qwen after its code was leaked by a user [9][10] - SAIC Volkswagen's general manager stated that their automotive standards are higher than domestic brands, and there are significant cost reduction opportunities in China [11][12] - Yush Robotics is accelerating its global market expansion by entering Alibaba's cross-border platform AliExpress, supported by a substantial subsidy [14] - Reports indicate that the domestic ERP software giant Yonyou is undergoing layoffs, affecting at least 2,000 employees due to significant losses [15][16] - Ferrari's F1 aerodynamic expert has joined Xiaomi as the chief aerodynamic engineer for its automotive division [17] - Ford's Focus and Mazda 6 have both been announced for discontinuation, marking the end of an era for these iconic models [33][34] Domestic News - Leap Motor's Q4 2024 net profit marks a significant milestone, with founder Zhu Jiangming highlighting the recognition of their product quality [6] - Yush Robotics has captured 60%-70% of the global quadruped robot market, showcasing its competitive pricing against foreign counterparts [14] - Yonyou's projected losses for 2024 are between RMB 1.72 billion and RMB 1.92 billion, with a revenue decline of 6.1%-7.1% expected [15][16] International News - Ford and Mazda's decision to cease production of the Focus and Mazda 6 reflects changing consumer preferences and market dynamics [33][34] - Tesla's stock plummeted by 14% amid a significant drop in sales, with February's wholesale figures showing a 49% year-on-year decrease [35] - Apple is reportedly developing smart glasses and camera-equipped AirPods, expected to launch in 2027, indicating a focus on visual technology [36][37]

柏林，2025年2月 分析与咨询 监控系统 创新/ 竞争政策 加倍投入，决不退缩 。 维护特朗普时代欧盟的数字主权 M ax von Thun, Georg Riekeles 和 Pencho Kuzev › 加强全球联盟：鉴于特朗普政府和大科技公司的敌对立场，欧盟必须 建立联盟 与志同道合的民主国家协调行动，对抗美国的恐吓。 › 认识到威胁的真正本质： 欧盟必须承认，大型科技 政治行为者 那些对我们主权、安全和民主构成直接 威胁。 › 一个分段的监管方法——将竞争、虚假信息和隐 私等问题孤立对待——已经失败。相反，应采取一 种综合方法—— 统一愿景 需要解决根本问题：主 导科技平台的极端规模和市场力量。 › 构建强大的政治承诺 欧盟必须 在机构和成员国 之间保持强大的政治意愿 欧洲议会的一个特别委 员会可以监控并应对由技术垄断带来的挑战。 › 欧盟必须加大执法力度，确保正在进行中的调查 得以推进，同时考虑 市场准入禁止 , 公司拆分 以及 反强制措施项下的贸易限制 › 未采取果断行动将危及欧洲的经济、民主以及长 期发展竞争性科技产业的能力。 kas.de 康拉德·阿登纳基金会有限公司 监 控 创新 二〇二五 ...