发生了什么事情?
TikTok是全球增长最快的社交媒体应用,需要在9月15日之前出售其美国业务部门——微软在周日宣布在洽谈收购。
这意味着什么
美国政府自6月份以来一直让TikTok的生存变得困难,并威胁出于国家安全的考虑而禁止这一应用程序。
尽管TikTok的中国母公司字节跳动并不想失去这一平台,而是希望该公司能够延续下去——即便这样意味着TikTok有一个新的大股东。
微软公司在此时加入,该公司8月份表示希望从字节跳动收购TikTok在美国、加拿大、澳大利亚和新西兰的业务,尽管尚未就收购价格达成一致。
这家科技巨头可能希望能迅速使该笔交易获得批准,微软公司并未参加上周的科技公司国会反垄断听证会,并表示愿意与美国政府合作。
为何值得关注此事?
更大的图景:社交媒体的竞争
微软公司近期一直从在其云产品上大笔花钱的公司客户身上盈利,但是收购TikTok可能代表着面向消费者产品的变化。
微软的收购行为也可能为Facebook和Snapchat带来更多竞争,尽管后者可能寄希望于其刚刚发布的新音乐功能可以带来保护。
此外,TikTok目前还未拥有那些竞争对手在广告领域的强劲营收,但乐观的投资者在周一推动微软公司的股票上涨5%,他们将密切关注微软公司是否可以改变这一点。
其他公司的收购
大公司的收购信息在周一占据了新闻版面:西门子医疗公司以160亿美元的价格收购竞争对手Varian,7-11的拥有着以210亿美元收购马拉松石油公司的Speedway加油站业务,谷歌公司宣布投资4.5亿美元给安全公司ADTgsi,后者的股价上涨了60%。
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