英伟达，被进一步调查！ 大家好，关注一下英伟达的突发消息。 9月15日盘后，据市场监管总局网站，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟 达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 2024年12月9日，国家市场监管总局曾发布消息称，近日，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及《市场监管总局关于附加限制性条件批 准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》（市场监管总局公告〔2020〕第16号），市场监管总局依法对英伟达公司开展立案 调查。此次调查是针对2020年英伟达以69亿美元收购迈络思的交易。 2020年4月，国家市场监督管理总局依法附加限制性条件批准英伟达收购迈络思。英伟达提交了解决该交易带来竞争问题的措施，作出了明确承诺，其中 就包括"交易双方和集中后实体应依据公平、合理、无歧视原则向中国市场继续供应英伟达GPU加速器、迈络思高速网络互联设备和相关软件、配件"等。 受消息影响，英伟达盘前直线跳水，跌约2%，受此拖累，纳斯达克指数期货盘前跳水转跌。 目前，中美 ...

北京商报讯（记者 刘洋 卓洋）9月15日，国家市场监督管理总局发布消息称，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断 法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定 对其实施进一步调查。 ...

Core Viewpoint - Nvidia is under further investigation by China's State Administration for Market Regulation (SAMR) for allegedly violating the Anti-Monopoly Law of the People's Republic of China and the conditions set for its acquisition of Mellanox Technologies [2][4]. Group 1: Investigation Details - The investigation is related to Nvidia's $6.9 billion acquisition of Mellanox, which was approved in April 2020 with specific conditions aimed at addressing competition concerns [4]. - Nvidia had committed to supply its GPU accelerators and Mellanox's high-speed networking equipment to the Chinese market on fair, reasonable, and non-discriminatory terms [4]. - Recently, Nvidia has halted the supply of several GPU accelerator products to China, citing U.S. government export controls, which has led to dissatisfaction among Chinese enterprises [4]. Group 2: Market Reaction - Following the announcement of the investigation, Nvidia's stock dropped approximately 2% in pre-market trading, which also negatively impacted Nasdaq futures [5]. Group 3: Broader Context - Concurrently, discussions are taking place between the U.S. and China in Madrid regarding unilateral tariffs, export control abuses, and other economic issues [7]. - China's Ministry of Foreign Affairs has criticized U.S. actions as unilateral bullying and economic coercion, asserting that such measures threaten global supply chain stability [8].

近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对 其实施进一步调查。 责任编辑：刘万里 SF014 英伟达美股盘前直线下挫，跌幅超过2%。 ...

⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" 英伟达违反反垄断法 市场监管总局依法决定实施进一步调查 9月15日，国家市场监管总局官网发布公告称，近日，经初步调查，英伟达公司违反《中华人民共和 国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案 反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 ...

Group 1 - The Chinese government has initiated a preliminary investigation into potential antimonopoly violations related to a video, which may have implications for companies like Nvidia [1] - The timing of the investigation coincides with ongoing discussions regarding trade deals, particularly involving U.S. semiconductor companies and Taiwan [2] - China has not made any soybean purchases this year, which is unusual and may be used as leverage in trade negotiations with the U.S. [3] Group 2 - The investigations by both China and the U.S. are seen as tactics to influence trade talks and secure better deals for their respective interests [4] - The specific impact of these developments on individual companies, such as Nvidia, remains uncertain [5]

Core Viewpoint - Nvidia is under investigation by China's State Administration for Market Regulation for allegedly violating antitrust laws related to its acquisition of Mellanox Technologies, which was approved with specific restrictive conditions in 2020 [2][4]. Group 1: Investigation Details - The investigation pertains to Nvidia's $6.9 billion acquisition of Mellanox, which significantly impacts supercomputing and artificial intelligence [4]. - The State Administration for Market Regulation had previously imposed conditions on the acquisition, including prohibiting forced bundling and unreasonable trading conditions [4][34]. - The specific violations by Nvidia regarding these conditions are currently unknown [4]. Group 2: Mellanox Overview - Mellanox, founded in 1999, is a leader in high-performance interconnect technology, particularly known for its InfiniBand technology used in over half of the world's supercomputers [5][6]. - The acquisition of Mellanox by Nvidia is seen as a strategic move to enhance Nvidia's position in the cloud AI chip market [6]. Group 3: Competitive Landscape - Nvidia's GPUs are the dominant solution for cloud AI acceleration, with competitors lacking the ecosystem and software tools that Nvidia offers [7]. - The combination of Nvidia's GPUs and Mellanox's interconnect technology creates a formidable barrier to entry for other AI chip companies, particularly in distributed training environments [8][10]. - The integration of these technologies is expected to solidify Nvidia's market position and increase competitive pressure on other players in the AI chip market [8][10]. Group 4: Market Dynamics - The GPU and interconnect device markets are characterized by high entry barriers due to capital and technology intensity, making it difficult for new entrants to compete effectively [29]. - Nvidia and Mellanox's combined market power allows them to potentially engage in anti-competitive practices, such as bundling products and limiting interoperability with third-party devices [30][31]. Group 5: Regulatory Conditions - The approval of the acquisition included several conditions aimed at mitigating anti-competitive risks, such as ensuring non-discriminatory practices in product sales and maintaining interoperability with third-party devices [34][35]. - These conditions are legally binding and will be monitored by the regulatory authority to ensure compliance [38].

SFC 据国家市场监管总局网站9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英 伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 截至北京时间9月15日16:00，英伟达盘前下跌超2%。 ...

责编： 战术恒 上版：汪云鹏 校 对： 李凌锋 据市场监管总局9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络 思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 受上述消息影响，英伟达美股盘前直线下挫，跌幅扩大至2.4%。 来源：市场监管总局 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 利好来袭！人工智能，突传重磅！ 太突然！刚刚宣布：裁员9000人！ 创新药，突发！ A股，风云突变！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 弊中社 券商中国 X 券中社 扫码下载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体, 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， ...

智通财经9月15日讯，据市场监管总局网站，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 ...