除了在美国，谷歌正陷入全球反垄断浪潮中。 当地时间4月15日，日本公正交易委员会认定谷歌在日本市场违反了反垄断法，并发出禁止令，要求其 立即停止不正当竞争行为。 据官方公告，日方认定，谷歌至少与6家安卓系统手机制造商签署许可协议时，以允许安装其应用程序 商店Google Play为条件，要求这些制造商在所产的手机上预装谷歌搜索和Chrome浏览器等软件，且软 件图标要位于手机屏幕显眼位置。此外，谷歌还与至少4家安卓系统手机制造商签署利益分配协议，以 此要求这些厂商不在手机上预装竞争对手的软件。 日本反垄断机构要求谷歌立刻做出整改，成立由独立第三方组成的监督体系。 与此同时，谷歌在中国市场也因为涉嫌违反《中华人民共和国反垄断法》遭到立案调查，具体处理结果 还有待官方披露。 在反垄断、反不正当竞争方面有着历史悠久的欧洲，谷歌一直是监管的"座上宾"。 早在2017 年，欧盟就以谷歌的购物比价服务滥用搜索引擎市场支配地位，在搜索结果中优先展示自家 购物比价服务（Google Shopping）为由，对谷歌处以24.2亿欧元的罚款，并要求谷歌整改，允许竞争对 手公平竞争。此案也是欧盟首次针对科技巨头的重大反垄断处罚。 ...

作者 信海光 京东与美团外卖市场之争持续升级，吸引众多消费者眼球。今天（4月22日）两家公司股价却都出现大幅下跌，算是资本市场对外卖之争的一种表态。 这与很多消费者、商家和骑手表现出的态度截然不同。对消费者而言，外卖市场竞争加剧可以提供更多"薅羊毛"的机会；对于商家和骑手来说，随"新东 家"入局带来的市场竞价可能会提升他们的收入水平。毕竟，京东喊出了"0佣金""五险一金配送员"和"百亿补贴"，若能实现，三方都是受益者。 而资本市场心存疑虑，是因为这场外卖大战似乎短期内很难看到赢家。在京东入局之前，外卖市场基本上算是美团一家独大，新玩家的进入带来竞争，有可 能会使市场份额重新划分。但问题在于，京东进入外卖市场所采取的策略，比如"0佣金""五险一金配送员"等，明显是在重塑之前外卖市场的成本结构。资 本会担心，即使京东成功获取了市场份额，它是否有能力赚到足够利润？这仍然是一个悬念，可平台为了争夺外卖市场的巨额投入却是实实在在的。 如果换一个视角呢？比如从全行业利益出发，会发现互联网企业之间能够燃起竞争热情总不是件坏事。这一波竞争升级除了重新划分市场份额之外，同时企 业的主动作为还反映了市场信心的触底回升，对资源配置 ...

【文/观察者网 刘程辉】当地时间4月21日，针对谷歌反垄断案的法院听证会在美国华盛顿特区举行。 美国联邦法院将审议司法部提出的反垄断补救方案——拆分谷歌Chrome浏览器与安卓操作系统，而谷 歌正以"维护美国技术创新领导力与国家安全""保持对华竞争优势"为由进行抗辩。 据美国消费者新闻与商业频道（CNBC）21日报道，谷歌负责监管事务的副总裁李安妮·马尔霍兰（Lee- Anne Mulholland）当天在一篇博客文章中表示，随着全球人工智能领域的霸主之争迅速加剧，拆分措 施不符合美国最大利益。 行文伊始，马尔霍兰便点名中国的深度求索（DeepSeek）为新兴人工智能竞争对手。 谷歌可能成为数十年来美国首家根据法院命令被拆分的公司。 《华尔街日报》 她在文中称，司法部的提议将"严重制约我们开发人工智能的方式，更允许一个由政府任命的委员会来 监管我们产品的设计和开发。这将在一个关键时刻阻碍美国的创新"。 她称，"我们正处于与中国在下一代技术领导力方面的激烈全球竞争中，而谷歌处于美国公司取得科学 技术突破的前沿"。 "在听证会中，我们将展示美国司法部前所未有的提议远远超出了法院的判决范围，并且会损害美国的 消费者 ...

Core Viewpoint - Google is facing significant legal challenges regarding its antitrust practices, particularly related to payments made to Samsung for pre-installing its AI application, Gemini, on devices, despite previous rulings deeming such payments illegal [1][3]. Group 1: Payments and Contracts - Google has been paying Samsung substantial monthly fees since January 2023 to ensure the pre-installation of its Gemini AI application on Samsung devices, with the contract lasting at least two years [1]. - In a related case, it was revealed that Google paid Samsung $8 billion from 2020 to 2023 to maintain its search engine, Play Store, and Google Assistant as default options on Samsung mobile devices [2]. Group 2: Legal Proceedings and Implications - The ongoing antitrust trial is part of a broader scrutiny of Google's market practices, with the U.S. government proposing remedies that could include the sale of Google's Chrome browser business and the cessation of exclusive payment agreements with device manufacturers [3][4]. - The outcome of the trial could have significant implications for U.S. government regulation of the tech industry and may lead to the first major breakup of a tech giant since the breakup of AT&T in 1982 [4][5]. Group 3: Historical Context and Future Outlook - This case represents a critical moment in the U.S. government's efforts to control illegal monopolistic behavior by large tech companies, drawing parallels to the previous attempts to break up Microsoft [6]. - Regardless of the court's decision, it is expected that Google will continue to appeal, potentially prolonging the resolution of these antitrust issues for several years [5][6].

As Google heads back to the courtroom Monday, the company is arguing that the U.S. needs the company in its full form to take on chief adversary China and uphold national security in the process. The remedies trial in Washington, D.C., follows a judge's ruling in August that Google has held a monopoly in its core market of internet search, the most-significant antitrust ruling in the tech industry since the case against Microsoft more than 20 years ago.The Justice Department has called for Google to divest ...

Core Viewpoint - The U.S. Department of Justice (DOJ) argues that breaking up Alphabet, Google's parent company valued at $1.81 trillion, is the best solution to address its monopoly in the internet search market [1] Group 1: Legal Proceedings - A three-week hearing has commenced, which could reshape the future of Google and alter the power dynamics in Silicon Valley [1] - Judge Amit Mehta ruled in August that Google violated antitrust laws to maintain its dominance in the search engine market [1] - The DOJ is advocating for the forced sale of Google's Chrome browser to foster competition in the search engine market [1][3] Group 2: Government's Position - The DOJ emphasizes that this moment is crucial for the court to signal to Google and other monopolistic companies that violating antitrust laws will have consequences [1] - The government claims that Google's exclusive agreements, worth $26 billion in 2021, with companies like Apple and Samsung stifle market competition [2] - The DOJ seeks comprehensive reforms, including banning Google from paying for pre-installation on browsers and mobile devices, and requiring Google to open its search data and advertising resources to competitors [3] Group 3: Implications for the Tech Industry - The case reflects the U.S. government's ongoing efforts to strengthen regulation in the tech industry, with other companies like Apple, Meta, and Amazon also facing antitrust lawsuits [2] - The DOJ warns against allowing Google to extend its search monopoly into the AI sector, particularly concerning its flagship AI product, Gemini [3] - Judge Mehta's final ruling may establish a new paradigm for antitrust enforcement in the digital age [4]

Core Viewpoint - JD.com has publicly criticized a competitor for enforcing a "choose one" policy that restricts delivery riders from accepting orders from JD.com, resulting in a 16-25% decrease in rider income. The company expresses sympathy for the riders and condemns these practices as illegal and unethical [3][4]. Group 1: JD.com's Response and Measures - JD.com has launched emergency assistance measures to support delivery riders and ensure their income stability in light of the competitor's actions [3]. - The company has apologized to users for delays in delivery caused by the sudden enforcement of the "choose one" policy, promising to waive fees for orders that are over 20 minutes late [6]. - JD.com has established an emergency response team to address delivery speed issues within the week [6]. Group 2: Public Reaction and User Experience - The public response to JD.com's open letter has been mixed, with many praising the company's stance, while others have reported difficulties in getting their orders fulfilled, leading to frustration among users [6][11]. - Users have shared experiences of long wait times for deliveries, with some stating they had to resort to other platforms like Meituan for timely service [7][11]. Group 3: Competitor's Denial and Market Context - Meituan has publicly denied the allegations of enforcing a "choose one" policy, labeling the claims as rumors and asserting that they do not restrict riders from working on multiple platforms [13]. - The "choose one" practice is described as a potential abuse of market dominance, which could harm competition and consumer interests, as outlined by legal experts [15][16].

Core Viewpoint - The Justice Department has filed multiple antitrust lawsuits against Google, alleging illegal monopolistic practices in both online search and ad tech software, with federal judges ruling against Google in both cases [1][3][6]. Group 1: Antitrust Lawsuits - In 2020, the Justice Department accused Google of operating an illegal monopoly in online search, claiming it entered into exclusionary agreements that restrict access to search engines [3][4]. - A federal judge ruled in August 2024 that Google engaged in illegal practices to maintain its monopoly in the internet search market, with proposed remedies including limiting Google's ability to pay for default search placements [4][5]. - In April 2025, another ruling found Google had an illegal monopoly in ad tech software, with allegations of anticompetitive conduct aimed at neutralizing competitors [6][8]. Group 2: Financial Implications - Despite the ongoing legal challenges, Wall Street estimates that Alphabet's earnings will grow at an annual rate of 12% through 2026, making its current valuation of 19 times earnings appear reasonable [10][11]. - Alphabet has consistently beaten consensus earnings estimates by 8% over the last six quarters, indicating strong financial performance despite legal uncertainties [11]. Group 3: Market Position and Risks - Google reportedly paid Apple $20 billion in 2022 to remain the default search engine in Safari, highlighting the financial stakes involved for both Google and its partners [3]. - Historical trends suggest that breakups resulting from antitrust lawsuits are unlikely, as seen in past cases like Microsoft in 2001 [10].

裁决公布后，资本市场的反应看似波澜不惊，谷歌股价仅微跌 1.4%，部分法律专家据此判断，此次裁 决短期内不会对谷歌财务状况造成实质性冲击。然而，若将视角拉长，谷歌正被日益沉重的业务分拆压 力所笼罩。目前，谷歌已深陷两项严苛诉求之中：美国司法部门此前就曾要求其剥离 Chrome 浏览器， 试图打破其在在线搜索领域的长期垄断地位；此次裁决后，司法部更是直指核心，要求谷歌至少出售谷 歌广告管理业务。回溯至去年 9 月，市场便曾传出消息，面对欧洲反垄断监管的高压态势，谷歌一度考 虑出售广告交易平台，如今，这一设想正从 "可能" 逐渐走向 "必然"。 这场裁决的冲击波，早已超越谷歌个体的范畴，在美国科技行业掀起强烈震动。Running Point Capital 首席投资官迈克尔?阿什利?舒尔曼（Michael Ashley Schulman）敏锐指出，该裁决堪称谷歌乃至整个美 国科技行业发展历程中的 "重大转折点"，充分展现出美国法院在反垄断案件中，坚决采取 "积极的结构 性补救措施" 的决心。这一监管风向的转变，无疑将大幅推高主要科技股的监管风险溢价。首当其冲的 便是亚马逊和 Meta 这类构建起集成生态系统的公司 ...

这是美国联邦法院第二次裁定谷歌存在非法垄断行为。2024年8月，位于美国首都华盛顿的哥伦比亚特 区联邦地区法院裁定，谷歌公司非法垄断在线搜索市场。 谷歌最近面临多起反垄断指控。3月19日，欧盟委员会发布公报，依据欧盟《数字市场法案》，对谷歌 母公司"字母表"公司提出反垄断指控。如果初步调查结果最终得到确认，"字母表"公司将面临巨额罚 款。4月15日，日本反垄断机构——日本公正交易委员会认定美国谷歌公司在日本市场违反了反垄断 法，并向这家美科技巨头发出禁止令，要求其立即停止不正当竞争行为。（完） 美国司法部部长帕姆·邦迪当天在一份声明中说，这是阻止谷歌垄断数字公共空间的斗争中一个"里程碑 式胜利"。谷歌方面已表示将针对这一裁决上诉。谷歌负责监管事务的副总裁李-安妮·穆尔霍兰表示， 广告发布商有很多选择，他们选择谷歌是因为谷歌的广告技术工具简单、实惠且高效。 新华社华盛顿4月17日电（记者熊茂伶）美国一名联邦法官17日裁定，谷歌通过垄断开放网络数字广告 市场违反了反垄断法，这标志着这家美国科技巨头在一系列反垄断诉讼中再遭重创。 美国弗吉尼亚东区联邦地区法院法官利奥尼·布林克马当天裁定，谷歌用合同和技术手段将其广告 ...