美国总统特朗普的言论，叠加美国政府停摆导致关键经济数据缺失，令市场情绪恶化，引发周五欧美股市集体暴跌，美油跌超5%跌破60美元关口。 截至收盘，美国三大股指全线收跌，道琼斯工业指数跌1.9%报45479.6点，下跌近900点，标普500指数跌2.71%报6552.51点，纳斯达克指数跌3.56%报 22204.43点。本周，道琼斯工业指数跌2.73%，标普500指数跌2.43%，纳斯达克指数跌2.53%。 公开资料显示，Autotalks成立于2008年，是一家无晶圆厂半导体公司，其产品支持所有主要的全球通信标准，包括DSRC和C-V2X（涵盖LTE-V2X和5G- V2X）。据悉，V2X技术可以使车辆之间以及与周围环境直接通信，从而提升道路安全和运输效率。 2023年5月，高通宣布，其子公司高通技术公司已达成收购Autotalks的最终协议。不过，因涉及车载通信核心技术，该交易曾在欧美多地受到反垄断调 查。2025年6月，高通宣布收购完成，高通表示，Autotalks的产品已成为骁龙数字底盘产品组合的一部分。 此次立案是高通第二次在中国受到反垄断调查。2015年，国家发展改革委曾对高通公司滥用市场支配地位实 ...

就在刚刚，市场监管总局的一纸立案调查公告将高通公司推上了风口浪尖——因其收购以色列V2X芯片企业 Autotalks未依法申报经营者集中，涉嫌违反反垄断法。 这起看似普通的并购案背后，隐藏着5G时代汽车通信技术标准的话语权之争、全球半导体产业格局的重塑，以及中 美科技博弈的复杂背景。作为知识产权领域的观察者，我们不妨从技术价值、商业逻辑与法律风险三个维度，解析 这一样本案例。 技术协同：高通为何对Autotalks"情有独钟"？ 在自动驾驶技术发展的"军备竞赛"中，V2X（车联网通信技术）正成为继激光雷达、高精地图之后的又一关键基础 设施。Autotalks这家成立于2008年的无晶圆厂半导体公司，虽不像同为以色列公司的Mobileye那般声名显赫，却是 V2X领域的"隐形冠军"。其核心技术在于双模全球V2X解决方案，能同时兼容DSRC（专用短程通信）和C-V2X（基 于蜂窝网络的V2X）两大标准，并满足汽车自动刹车ASIL-B标准；Autotalks已有6家全球车企的订单，也让高通得 以快速切入汽车安全赛道。 据外媒CorpDev分析称，Autotalks的第三代5G-V2X芯片组SECTON3， 能实现车 ...

Market Overview - US stock markets experienced a significant decline, with the Dow Jones Industrial Average dropping 1.9% to 45479.6 points, down nearly 900 points, the S&P 500 falling 2.71% to 6552.51 points, and the Nasdaq decreasing 3.56% to 22204.43 points [1][2] - European stock indices also closed lower, with Germany's DAX down 1.5%, France's CAC40 down 1.53%, and the UK's FTSE 100 down 0.86% [2] - The Nasdaq Golden Dragon China Index fell 6.10%, with notable declines in Chinese stocks such as Daqo New Energy down over 14% and NIO down over 10% [2] Technology Sector Performance - Technology stocks in the US saw widespread declines, with Tesla and Amazon both dropping over 5%, Nvidia down nearly 5%, and Facebook down nearly 4% [3] - The Philadelphia Semiconductor Index fell 6.32%, with ARM down over 9% and Qualcomm down over 7% [3] - Qualcomm is under investigation by China's market regulator for failing to report its acquisition of Autotalks, which may impact its operations [3][4] Oil Market Dynamics - International oil prices fell sharply, with US crude oil dropping 5.32% to $58.24 per barrel and Brent crude down 4.75% to $62.12 per barrel [6] - Concerns over potential escalation in US-China trade disputes could further impact global supply chains and economic stability [7] - OPEC+ has been increasing supply to the market, contributing to downward pressure on oil prices [8] Commodity Market Trends - Precious metals saw gains, with COMEX gold futures rising 1.58% to $4035.50 per ounce and silver futures up 0.76% to $47.52 per ounce [6]

Market Overview - The market sentiment has deteriorated due to comments from U.S. President Trump and the government shutdown, leading to a significant drop in both U.S. and European stock markets, with U.S. oil prices falling over 5% below the $60 mark [1][11] - The three major U.S. stock indices closed down, with the Dow Jones Industrial Average falling 1.9% to 45479.6 points, a drop of nearly 900 points, the S&P 500 down 2.71% to 6552.51 points, and the Nasdaq down 3.56% to 22204.43 points [1][2] European Market Performance - European stock indices also experienced declines, with Germany's DAX down 1.5%, France's CAC40 down 1.53%, and the UK's FTSE 100 down 0.86% [2][3] - For the week, the DAX fell 0.56%, CAC40 dropped 2.02%, and FTSE 100 decreased by 0.67% [2] Chinese Stocks - Chinese stocks listed in the U.S. saw a widespread decline, with the Nasdaq Golden Dragon China Index dropping 6.10% [3] - Notable individual stock declines included Daqo New Energy down over 14%, and other companies like Global Data, Century Internet, and Tiger Brokers all falling by more than 11% [3] Technology Sector - The technology sector faced a collective downturn, with major companies like Tesla and Amazon each dropping over 5%, and Nvidia nearly 5% [5] - The Philadelphia Semiconductor Index fell 6.32%, with ARM down over 9% and other semiconductor stocks like Qualcomm and TSMC also experiencing significant declines [5] Qualcomm Investigation - Qualcomm is under investigation by China's market regulator for failing to legally report its acquisition of Autotalks, which may violate antitrust laws [5][6] - This marks Qualcomm's second antitrust investigation in China, following a previous case in 2015 that resulted in a fine of 6.088 billion yuan [6] Tesla's Production Challenges - Tesla has postponed its production plans for its humanoid robot, Optimus, due to significant technical challenges in achieving human-like dexterity [7][8] - The initial production target of 5,000 units has been revised down to 2,000 units for the year [8] Oil Market Dynamics - International oil prices fell sharply, with U.S. oil futures dropping 5.32% to $58.24 per barrel, and Brent crude down 4.75% to $62.12 per barrel [11] - Concerns over a potential escalation in U.S.-China trade disputes could further impact global supply chains and introduce new uncertainties to the already weakening world economy [12] - The ongoing increase in supply from OPEC+ and the recent ceasefire in the Israel-Hamas conflict have also contributed to the pressure on oil prices [13]

今年6月，高通宣布其子公司已完成对以色列初创公司Autotalks的收购。 这是两家公司第二次达成交易。第一次交易在一年多前因美国监管而告吹。监管环境的变化显然促使双方重拾交易，但价格有所不同。与媒体报道中"数 亿美元"的交易相反，据悉，此次交易价格仅为8000万至9000万美元，远低于最初3.5亿美元的交易价格。 中美之间，大事不断，刚刚，中方又出手了。 高通被调查 10月10日，据市场监管总局消息，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对高 通公司开展立案调查。 消息出来之后，市场剧烈反应，高通股价盘前直线跳水，跌约3%。 据PitchBook的数据，17年来，高通向Autotalks的投资总额高达1.1亿美元。 Autotalks是直接V2X通信解决方案领导者。 V2X技术可实现汽车与其周围环境之间的通讯，对于提升道路安全与交通效率而言，逐渐成为关键技术。 高通技术公司汽车和工业业务负责人纳库尔·杜加尔（Nakul Duggal）表示："随着汽车系统日益复杂，安全功能的重要性比以往任何时候都更高。"他将此 次收购描述为高通推进V2X ...

高通被调查 10月10日，据市场监管总局消息，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中 华人民共和国反垄断法》，市场监管总局依法对高通公司开展立案调查。 消息出来之后，市场剧烈反应，高通股价盘前直线跳水，跌约3%。 今年6月，高通宣布其子公司已完成对以色列初创公司Autotalks的收购。 中美之间，大事不断，刚刚，中方又出手了。 这是两家公司第二次达成交易。第一次交易在一年多前因美国监管而告吹。监管环境的变化显然促使双 方重拾交易，但价格有所不同。与媒体报道中"数亿美元"的交易相反，据悉，此次交易价格仅为8000万 至9000万美元，远低于最初3.5亿美元的交易价格。 Autotalks是直接V2X通信解决方案领导者。 V2X技术可实现汽车与其周围环境之间的通讯，对于提升 道路安全与交通效率而言，逐渐成为关键技术。 据PitchBook的数据，17年来，高通向Autotalks的投资总额高达1.1亿美元。 高通技术公司汽车和工业业务负责人纳库尔·杜加尔（Nakul Duggal）表示："随着汽车系统日益复杂， 安全功能的重要性比以往任何时候都更高。"他将此次收购描述为高通推进V ...

【导读】高通被查了 | 165.660+ | | 最 高 | | 167.610 今 开 | | 167.365 | | --- | --- | --- | --- | --- | --- | --- | | -2.110 -1.26% | | 最 低 | | 163.230 昨 收 | | 167.770 | | 成交额 11.44亿 市盈率TTM | | | | 15.97 总市值(.) | | 1787.47亿 | | 盘前 1 160.840 -4.820 -2.91% | | | | | | 05:09 (美东) ▼ | | (9 2025/11/05 (美东) 盘后发布财报 宁 | | | | | | | | - 目K | 5日 | 周Ｋ | 目K | 季K | 年K | පිට | | 167.4 | | | | 1 05% US-UY 101.25U | | AU7 | | | | | | | 05:09 161.220 | 3 ▼ | | 165.0 | | | | -0.37% | 05:09 161.210 | 20▼ | | | | | | | 05:09 161.210 | 20▼ ...

高通被调查 【导读】高通被查了 中国基金报记者 泰勒 中美之间，大事不断，刚刚，中方又出手了。 10月10日，据市场监管总局消息， 因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共和国反垄断法》，市场 监管总局依法对高通公司开展立案调查。 | | | 消息出来之后，市场剧烈反应， 高通股价盘前直线跳水，跌约3% 。 | 165.660+ 最 흥 | 167.610 今 开 | | | 167.365 | | --- | --- | --- | --- | --- | | -2.110 -1.26% 最 低 | 163.230 昨 收 | | | 167.770 | | 成交额 11.44亿 市盈率TTM | 15.97 总市值 … | | | 1787.47亿 | | 盘前 1 160.840 -4.820 -2.91% | | 05:09 (美东) √ | | | | (9 2025/11/05 (美东) 盘后发布财报 | e | | | | | = 5日 日K 園K | 季K 生K | 1分钟 ▼ | 月K | | | 167.4 | 1.05% US.UY IDI.LSU ...

据了解，Autotalks是一家总部位于以色列的无晶圆半导体公司，成立于2008年，长期专注于V2X通信芯片的研 发与商用落地。其核心产品能够支持DSRC（专用短程通信）和C-V2X（基于蜂窝的车联网通信）标准，使车 辆能够直接与其他车辆、行人及交通基础设施进行实时通信，从而提升驾驶安全和交通效率。 据市场监管总局消息，因高通公司收购Autotalks公司未依法申报经营者集中，涉嫌违反《中华人民共和国反垄 断法》，市场监管总局依法对高通公司开展立案调查。 2024年3月，美国联邦贸易委员会（FTC）曾表示担忧，认为此次收购可能削弱V2X芯片市场的竞争活力。欧 洲方面，15个成员国联名要求欧盟委员会启动深入审查，认为交易可能导致高通在V2X技术标准制定中的话语 权过度集中。 受此影响，高通于2024年3月底宣布终止首次收购计划。但经过约一年的谈判与方案调整，双方最终于2025年6 月重新完成交易，Autotalks团队正式并入高通汽车业务部门。据外媒估计，最终交易金额约为8,000万至9,000 万美元，低于最初传闻的3.5亿至4亿美元。 2023年5月，高通宣布拟收购Autotalks，计划将其V2X技术整合 ...

Group 1 - Shenzhen Jinyi Technology Co., Ltd. has applied for a patent for a "Polling Power Management System and Method Based on Single AP for V2X Systems" with publication number CN120379001A, filed on May 2025 [1] - The patent aims to reduce power consumption and costs of V2X devices while improving system stability and real-time performance, addressing existing energy consumption issues [1] - The system includes components such as GNSS power unit, AP power unit, and GNSS unit, which work together to manage power effectively [1] Group 2 - Shenzhen Jinyi Technology Co., Ltd. was established in 2004 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 179.556341 million RMB and has invested in 15 enterprises [2] - The company has participated in 821 bidding projects and holds 893 patents along with 79 trademark registrations [2]