欧盟委员会表示，这种做法可能构成垄断。这也是10多年来欧盟首次对微软展开反垄断调查。 对微软Teams可能涉嫌垄断的担忧最初出现在2020年。当时，Teams的竞争对手Slack向欧盟投诉，称微 软以非法的方式将Teams与办公软件微软365捆绑在一起。Slack表示，此举意味着将会有数千万用户被 迫安装Teams，而无法删除。Slack是Salesforce旗下的办公通讯软件。 对于欧盟的反垄断调查，微软发言人表示："我们尊重欧盟委员会在此案上的工作，并非常认真地对待 自身的责任。我们将继续与欧盟委员会合作，继续致力于寻求解决方案，以回应欧盟委员会的关切。" 当地时间周四，欧盟监管机构开始对微软将视频和聊天应用Teams与其他Office应用捆绑的行为展开反 垄断调查。 欧盟监管机构表示："欧盟委员会担心微软可能会给Teams提供渠道分发优势。例如，微软没有让用户 在购买办公套件时选择是否包含这款产品，并可能限制了微软办公套件与竞品之间的互操作性。" 换句话说，欧盟担心当用户订购微软365产品时，微软没有给用户提供不包括Teams在内的选择。通过 这样做，微软可能会阻止其他公司在办公通讯和视频应用领域展开竞 ...

据报道，当地时间10月9日，微软表示其办公软件套件的服务中断问题已得到解决。Microsoft 365在社 交平台的状态页面上发布消息称："我们发现北美部分网络配置有误，造成了服务影响。"微软早些时候 称，初步报告显示访问微软Teams和Exchange Online时出现问题。 ...

Group 1 - Zoom has become one of Wall Street's top ten tech stocks, but there is a significant divergence in institutional ratings [1] - KeyBanc initiated a "reduce" rating for Zoom with a target price of $73, highlighting growth bottlenecks in its core video conferencing business post-COVID [1] - In contrast, Wells Fargo raised Zoom's target price from $75 to $80 while maintaining a "hold" rating [1] Group 2 - KeyBanc noted that Microsoft Teams poses significant competitive pressure on Zoom due to continuous feature iterations and user experience improvements [1] - Zoom is actively expanding beyond video collaboration, but KeyBanc believes its diversification efforts have not yet achieved breakthrough progress [1] - Zoom's product matrix includes AI-driven video conferencing, instant messaging, and cloud phone systems, along with productivity tools like interactive whiteboards and workflow automation [1] Group 3 - The institutional debate reflects a deeper market consideration of the collaboration office sector in the post-pandemic era, shifting focus from single-function advantages to ecosystem integration and continuous innovation [2] - The ability of Zoom to maintain its core business competitiveness while leveraging AI technology for scene-breaking will be crucial for its valuation restructuring [2]

Core Points - The European Commission has taken a significant step towards resolving the antitrust investigation against Microsoft regarding Teams [1] - The investigation was initiated in 2020 following a complaint from Slack, accusing Microsoft of abusing its market dominance by bundling Teams with Office 365 [1] - Microsoft has unbundled Teams from Office 365 in the EU but critics argue that this change is too limited [1] Summary by Sections - **Investigation Background** - The antitrust investigation against Microsoft began due to Slack's complaint about the bundling of Teams with Office 365 [1] - **Microsoft's Commitments** - Microsoft has committed to further concessions, including separating Teams from Office for an additional seven years [1] - **Regulatory Process** - The European Commission will initiate a market test to gather feedback from competitors and customers over the coming months to assess whether Microsoft's new proposals meet the investigation's requirements [1] - **Interoperability Improvements** - Microsoft plans to enhance interoperability with other products, such as allowing a Zoom button to be added to the menu bar in Microsoft Outlook [1]

Core Points - Microsoft plans to launch a new feature called "anti-screenshot" in July to enhance the security and privacy of Teams meetings [1] - The feature will be available on Android, Windows, Mac, iOS, and Teams web applications, preventing unauthorized recording of meeting screen content and participants' webcam views [4] - When enabled, the Teams meeting window will automatically turn black if a user attempts to record the screen, blocking unauthorized recording [4] - Users with outdated Teams versions will only be able to participate via audio, as those clients will not support the new feature [4] - The new feature does not completely prevent recording, as users can still use external devices like smartphones to capture screen content [4] - Coordination between the new feature and Microsoft's Recall function, which provides intelligent meeting summaries, is necessary to ensure seamless operation [5] Feature Details - The "anti-screenshot" feature will block unauthorized recording by turning the Teams meeting window black when recording is attempted [4] - Microsoft has not clarified whether this feature will be enabled by default or require manual activation by the meeting organizer [4] - If one participant disables recording, all participants will be restricted from recording [4] User Impact - Users with Teams clients that have not been updated in over 90 days will be unable to use the new security features, limiting their participation to audio only [4] - The feature aims to ensure that all users benefit from the latest security enhancements [4] Limitations - The new feature does not fully prevent recording, as external devices can still be used to capture content [4] - The Recall function, which may involve screen capture, needs to be coordinated with the anti-screenshot feature to avoid conflicts [5]