企业需要构建全面的信息收集和分析机制，避免在单一国家集中或过度投资，在法律文件中多运用抗衡政治风险的条款；同时关注监管政策的变化，提前做好相应规划

美东时间4月24日，拜登签署了涉及TikTok禁令的法案，TikTok正式开始了最长360天的倒计时，面临“不卖就禁”的极限二选一。更令人担忧的是，来自美国的禁令危机有风险外溢的可能，损失更将不计其数。这场漫长曲折的“拉锯战”仍在持续，生死一线的TikTok，未来将何去何从？

2016年收购时斥资7.68亿美元，此次出售后获得约17.93亿美元现金

必和必拓与竞争对手英美资源集团进行接触，有意收购这家有着107年历史的矿业公司，此举可能引发十多年来最大的一次行业格局重塑

【本文为财新数据通用户专享内容导读】更多精华内容还有：平安信托的产品延期和营销争议；A股部分出口链标的行情过热了吗；四川信托危机再回首；债市的利空反应钝化与外资配债偏好；去年城镇职工养老社保收入增速回升；信托业加速压降房地产投资规模；特斯拉计划在得州和加州共计裁员超过6000人；瑞银将中资股和港股评级上调至超配

【本文为财新数据通用户专享内容导读】更多精华内容还有：平安信托的产品延期和营销争议；A股部分出口链标的行情过热了吗；四川信托危机再回首；债市的利空反应钝化与外资配债偏好；去年城镇职工养老社保收入增速回升；信托业加速压降房地产投资规模；特斯拉计划在得州和加州共计裁员超过6000人；瑞银将中资股和港股评级上调至超配

财新智库出品的《新科技观察》报告每周二发送，提供重要的全球新科技政策信息、市场资讯、企业动态及深度洞察

2023年，全国法院在319件知识产权民事案件中适用惩罚性赔偿，同比增长117%，判赔金额11.6亿元，同比增长3.5倍

中国外贸本来就需要转型升级，如今，面对外部环境的变化，中国也只能顺势加快转型，当然，通过外交手段稳定中国与美国、欧盟等之间的关系，也是必要的

推荐：腾讯云复盘4月8日故障；韩国将主办第二届全球人工智能安全峰会；苹果否认藐视法庭

• Chinese internet giants like Tencent, Alibaba, and ByteDance are breaking down competitive barriers and collaborating in areas such as gaming, advertising, and office software amidst regulatory encouragement for "wall-breaking" to foster a more interconnected digital ecosystem. This shift comes as companies face economic pressures, stricter regulations, and the need to focus on core businesses for sustainable growth.
• The internet sector is experiencing a slowdown with traditional high-growth areas like e-commerce and advertising under pressure due to macroeconomic challenges and changing consumer behaviors. Companies are refocusing on their main revenue drivers, shedding less successful ventures, and streamlining operations to adapt to the new market realities.
• Despite overall market challenges, platforms like Pinduoduo and ByteDance's TikTok (and its e-commerce platform Temu) have shown remarkable growth by capitalizing on low-price strategies and international expansion. This has led other companies to adjust their strategies towards more cost-effective offerings and explore new opportunities for growth outside of China.

形势所迫，互联网巨头们再“聚焦”，厘清主业，降本增效，拆墙抱团

【本文系数据通用户提前专享】形势所迫，互联网巨头们再“聚焦”，厘清主业，降本增效，拆墙抱团

据三位知情人士透露，美国司法部已对日本制铁出价141亿美元收购美国钢铁启动一项延长反垄断调查，为交易的完成又设置了一项法律障碍

新能源车国内竞争白热、出海路程多舛。对此，中美绿色基金董事长徐林强调，仍要以市场化投资推动行业发展，才能抵抗周期波动。发达国家的新能源车市场空间仍大，一方面需车企自己找寻最优布局方式，一方面亦需中国政府提供更稳定的投资和营商环境

微软游戏和网易还达成了一项协议，尝试将新的网易游戏带到Xbox及其他平台

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• TikTok, owned by ByteDance, faces a significant political challenge in the United States with a bipartisan bill aimed at banning it due to its Chinese company background. The "Protecting Americans from Foreign Adversary Controlled Applications Act" passed the House of Representatives rapidly and is now under Senate consideration. If enacted, it could lead to TikTok's removal from U.S. app stores unless divested within 180 days.
• Despite TikTok's commercial success in the U.S., including a Gross Merchandise Volume (GMV) surge to nearly $1.2 billion in less than four months after launching TikTok Shop, political pressures have escalated. The platform has over 1 billion monthly active users globally, with significant user bases in the U.S., Europe, and Southeast Asia. TikTok's contributions to the U.S. economy include generating nearly $15 billion in revenue for small and medium-sized businesses (SMBs) and creating thousands of jobs.
• The potential ban raises concerns about broader implications for international operations and investor losses, as U.S. venture capital funds hold a significant share in ByteDance. Alternatives and competitors are already positioning themselves to capture TikTok's market share should it be banned or forced to divest its U.S. operations.

推荐：谷歌、英特尔、高通计划开发软件对抗英伟达CUDA；国家数据局称数据流动卡点堵点问题依然突出；工信部就工业机器人行业规范管理办法征求意见

• TikTok and its parent company ByteDance were caught off guard by a political storm from the U.S., which proposed the "Protecting Americans from Foreign Adversary Controlled Applications Act" to potentially ban TikTok due to its Chinese company background. The bill passed the House with overwhelming support and is pending in the Senate, with President Biden indicating he would sign it into law.
• Despite facing potential U.S. ban, TikTok has made significant strides in e-commerce through TikTok Shop, achieving nearly $1.2 billion in Gross Merchandise Value (GMV) within months of launching in the U.S., with projections reaching above $20 billion by 2024. However, if banned, TikTok might not be able to divest its assets as required within 180 days, leading to its removal from U.S. app stores.
• The situation has sparked reactions from China's Ministry of Commerce and Foreign Ministry, criticizing the U.S. for suppressing foreign companies under the guise of national security without fair competition. Meanwhile, TikTok CEO Shou Zi Chew has been lobbying in Washington D.C., trying to negotiate a favorable outcome amidst growing bipartisan support for the app's ban due to concerns over data privacy and national security.