欧盟委员会发言人回应称已准备在法庭捍卫决定。博通发言人则表示："公司坚决反对这些指控，该交 易经过彻底并购审查程序获批，我们将恪守当时对委员会作出的承诺。" CISPE 声明指出，"然而委员会未对博通施加任何防止市场垄断或减轻潜在滥用支配地位行为的限制条 件。" 该组织表示已就博通不公平软件许可行为"持续向欧盟委员会发出警告"，但未采取实质性措施支持欧洲 云服务商及其客户。 CISPE 还表示，自收购完成以来，博通已单方面终止多个现有合同（通常仅提前数周通知），并施加了 繁琐的新许可条件。这些条件包括大幅提高成本，以及强制要求多年期承诺才能使用必要的 VMware 软件。 CISPE 秘书长弗朗西斯科・明戈兰斯（Francisco Mingorance）称："VMware 在虚拟化软件市场的主导 地位，意味着博通强推的新许可条款将影响几乎所有使用云技术的欧洲组织。" IT之家 7 月 27 日消息，欧洲云基础设施服务提供商协会（CISPE）7 月 24 日宣布，已正式向欧盟普通 法院提起诉讼，要求撤销欧盟委员会对博通公司 690 亿美元（IT之家注：现汇率约合 4943.65 亿元人民 币）收购 VMware ...

CISPE认为，收购VMware的软件之后，博通已经涨价、限制许可证的条款、限制竞争。 欧洲云基建服务供应商（CISPE）向欧盟普通法院投诉，称欧盟委员会没能设置条件来防范博通滥用其 市场（定价）权力。 ...

Core Insights - The Chinese food delivery market is characterized by low entry barriers and intense competition, making it difficult to establish a monopoly [2][11][12] - On July 5, Alibaba initiated a significant promotional campaign, leading to a surge in daily orders, surpassing 80 million for its platforms [2][7] - Meituan responded with its own promotions, achieving over 120 million daily orders, indicating a highly competitive landscape [3][5] Market Dynamics - The food delivery sector is a battleground for major internet companies, with Alibaba and Meituan leading the charge [4][9] - The market's competitive intensity is higher than in other internet sectors, with a low concentration of market share among top players [3][9] - New entrants like JD.com have quickly gained traction, demonstrating the market's accessibility and the potential for rapid growth [9][11] Consumer Behavior - Consumer preferences are shifting, with users often ordering from multiple platforms to take advantage of promotions [14][19] - The lack of customer loyalty to any single platform further emphasizes the competitive nature of the market [14][19] Industry Characteristics - The food delivery market is fragmented, with millions of small restaurants and a large number of delivery personnel, making it challenging for any single platform to dominate [13][14] - The industry is marked by a high level of competition and innovation, driven by the need to meet diverse consumer demands [12][14] Financial Implications - Alibaba has committed to a substantial subsidy program, indicating its aggressive strategy to capture market share [7][8] - The overall market has seen a significant increase in daily order volumes, benefiting both consumers and merchants [18][19]