All right, five things to know ahead of today's opening bell. Tik Tok owner Bite Dance faces a deadline of Wednesday to divest its US operations or face a US shutdown. US officials told Reuters this morning that China misunderstood the US position on Tik Tok and that technical aspects of divevestature had been worked out.It comes amid trade talks in Madrid between US Secretary Treasury Secretary Scott Bessant, US Trade Representative Jameson Greer and their Chinese counterparts. We'll be hearing from White ...

Some fascinating news out of Nvidia just a few moments ago. Shares are lower pre-market after China's market regulator said a preliminary investigation found the chipmaker violated the country's anti- monopoly law. The stock is down 2% in extended trade.Arjun, how significant is this news. Well, just a bit of context first. This is an investigation that was opened late last year by the state administration for market regulation over in China and it was uh in relation to an acquisition that Nvidia closed in ...

反垄断调查 - 中国市场监管机构初步调查认定英伟达违反反垄断法 涉及对Mellanox的收购及相关协议 [1][2][3] - 调查针对英伟达2020年收购以色列技术公司Mellanox的交易 该交易当时获中国批准但附带特定条件 [2] - 市场监管总局表示将继续对这家美国芯片巨头开展调查 [1] 市场影响 - 英伟达股价在盘前交易中下跌约2% [1] - 中国是英伟达最大市场之一 主要涉及数据中心、游戏和人工智能应用领域 [1] 调查背景 - 中国国家市场监管总局于去年末启动对英伟达的调查 重点关注收购Mellanox期间达成的某些协议 [2] - Mellanox主要为数据中心和服务器提供网络解决方案 [2]

China will continue an investigation into Nvidia after preliminary findings showed that the company had violated the country's anti-monopoly law, China's market regulator said on Monday in a statement... ...

The Nvidia Corp. logo. Photographer: Annabelle Chih/Bloomberg China ruled that Nvidia Corp. violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive trade negotiations. The US chipmaker was found in violation of antitrust regulations after the acquisition of networking gear maker Mellanox Technologies Ltd., the State Administration for Market Regulation said after concluding a preliminary investigation. Nvidia’s shares fell about 2% in pre-marke ...

文章核心观点 谷歌在面临反垄断诉讼可能导致拆分的情况下，同意解除对员工谈论诉讼的限制 [1][3][4] 谷歌反垄断诉讼情况 - 美国司法部和多个州起诉谷歌，指控其在互联网搜索领域存在垄断，法官将于4月21日开始听取证据以确定如何剥夺谷歌的垄断权力 [3] - 起诉方要求谷歌不得与苹果等公司达成给予谷歌搜索引擎优先地位的协议，并剥离其占主导地位的Chrome浏览器 [7] - 谷歌称拆分Chrome会破坏浏览器并使苹果受益，还否认在网页广告软件方面存在垄断 [8][12] 谷歌员工言论限制事件 - 8月谷歌全球事务主管肯特·沃克下令员工不得对反垄断诉讼案发表评论，员工工会指控该命令违反联邦劳动法 [2] - 3月28日谷歌与工会达成和解，同意撤销该命令，工会认为这恢复了员工受联邦保护的言论自由权 [4] - 谷歌称该命令不影响员工谈论工作条件，且无人因讨论反垄断案受到纪律处分，同意与工会提醒员工有谈论就业情况的权利 [6] 其他科技公司反垄断诉讼情况 - 美国联邦贸易委员会起诉Meta，指控其通过收购Instagram和WhatsApp形成社交网络垄断，要求其出售或“重建”这两家公司，Meta称收购有利于竞争和消费者，审判将于周一开庭，首席执行官马克·扎克伯格将作证 [11] - 美国司法部起诉苹果，指控其“非法维持智能手机垄断”，苹果称诉讼基于错误前提 [12] - 美国联邦贸易委员会起诉亚马逊，指控其“排他性行为”阻碍竞争，亚马逊称其行为常见且促进竞争 [12]

市场表现 - 盘前指数回吐过去两个常规交易日部分涨幅，道指下跌45点，标普500指数下跌10点，纳斯达克指数下跌约65点，小盘股罗素2000指数下跌8点 [1] 企业收购 - 谷歌母公司Alphabet宣布以320亿美元现金收购纽约云安全公司Wiz，Wiz将支持谷歌云安全平台，此次收购或引发近期其他企业收购 [2] 住房市场 - 2月住房开工数跳涨11.2%至150万套季节性调整年化单位，单户住宅增长11%，多户住宅增长12%，但同比仍下降；建筑许可略高于预期达145.6万套，较上月下降1.2%，中西部和南部增长弥补东北部和西部下降 [3][4][5] 进出口数据 - 2月进口价格指数上涨0.4%，与上月持平，为2024年4月以来最高，剔除波动较大的燃料价格后仍为0.4%，同比上涨2.0%；出口从预期的-0.1%转为+0.1%，为过去五个月中第四次正增长，全年出口增长2.1% [6][7] 企业动态 - NVIDIA CEO黄仁勋将在今日GPU技术大会上发表主题演讲，有机会重新设定人工智能发展等方面预期，NVIDIA股价年初至今下跌11%，过去五年涨幅超2200% [9]