Tiger Brokers

云计算板块承压 赛富时(CRM)跌2.15% 亚马逊微软或将纳入欧盟守门人监管体系

金吾财讯
Jun 18

金吾财讯 | 云计算服务商板块普遍承压，亚马逊 (AMZN) 跌 0.11%，微软 (MSFT) 跌 0.81%，Bitdeer Techn (BTDR) 跌 0.89%，谷歌 - A (GOOGL) 跌 0.95%，阿里巴巴 (BABA) 跌 1.17%，慧与科技 (HPE) 跌 1.20%，ServiceNow (NOW) 跌 1.22%，甲骨文 (ORCL) 跌 1.76%，赛富时 (CRM) 跌 2.15%。消息面上，欧盟委员会即将发布《数字市场法》初步调查结论，微软 (MSFT) Azure、亚马逊 (AMZN) AWS 两大公有云业务大概率被划定为法案管辖的守门人服务，认定依据为平台具备市场支配地位，属于能够掌控供需对接的核心数字网关，完整裁定预计年内落地，时间节点存在调整空间。欧盟早在去年 11 月启动专项核查，彼时监管机构便判定两家企业在全球云计算赛道拥有极强市场话语权，正式开启合规评估流程。一旦被认定为守门人，云业务需要履行一系列硬性合规要求，涵盖平台互操作机制、破除客户锁定限制、禁止平台自营业务优待等条款，约束企业排他性经营行为。《数字市场法》核心目标是整治大型科技平台垄断行为，重塑数字产业公平竞争环境。近年全球企业数字化高度依赖头部云服务商，多次大范围服务中断暴露市场集中度过高的行业隐患，监管层加速将云计算纳入强监管清单已成趋势。行业合规机构提示，一旦最终裁定落地，两家企业需要重构客户合作、定价与生态合作规则，违规企业最高可被罚全球年营收 20%。

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