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  如果联邦法官下令出售这款互联网上最受欢迎的入口浏览器,聊天机器人ChatGPT的开发公司OpenAI(OPAI.PVT)和雅虎(Yahoo)都有意收购谷歌的Chrome浏览器。

  本周,在一场审判中,这些公司的意向浮出水面。这场审判将决定联邦法官阿米特・梅塔是否会拆分字母表公司(Alphabet,股票代码:GOOG、GOOGL)旗下的谷歌搜索业务帝国。梅塔法官去年裁定,谷歌存在非法的在线搜索垄断行为。

  美国司法部希望谷歌出售其Chrome浏览器,以及可能包括其安卓操作系统在内的其他业务,作为补救措施。

  OpenAI和雅虎的高管都在法庭上透露,如果Chrome浏览器进入出售流程,他们希望能参与竞购。

  雅虎搜索业务总经理布莱恩・普罗沃斯特于周四表示,收购Chrome浏览器将耗费数百亿美元,不过公司在其母公司阿波罗全球管理公司(APO)的支持下有能力提供资金。(披露:雅虎财经由阿波罗全球管理公司所有,雅虎是雅虎财经的母公司。)

  据《TheVerge》报道,他表示,Chrome浏览器将有助于提升雅虎在搜索领域的市场份额。截至2025年3月,Chrome浏览器以约66%的市场份额占据浏览器市场主导地位。苹果公司(AAPL)的Safari浏览器市场份额约为18%,微软的Edge浏览器占5%。

  普罗沃斯特称,Chrome浏览器“可以说是网络上最重要的战略参与者”。

  在接受询问时,他还表示,雅虎一直在努力开发自己的浏览器原型。

  基于人工智能的搜索引擎提供商的高管们也出庭作证,称如果Chrome浏览器出售,他们会对其感兴趣。

  其中一位是OpenAI基于人工智能的搜索平台ChatGPT的产品负责人尼克・特利。

  特利称,将ChatGPT与Chrome浏览器整合,可能会扩大OpenAI的传播范围,并提升其搜索质量,目前OpenAI的搜索依赖于微软的必应(Bing)浏览器技术。微软(MSFT)是OpenAI的最大投资方。

  PerplexityAI公司的首席商务官德米特里・舍韦连科也作证称,这家由人工智能驱动的搜索初创公司能够有效地运营Chrome浏览器,而且Chrome浏览器可以推动其不断发展的业务。

  不过,他警告称,收购方可能会关闭支撑Chrome浏览器的开源技术——谷歌的Chromium,而开发者们正是利用这项技术进行迭代开发,构建新的网络浏览器和其他产品。

  出于这个原因以及其他因素,谷歌对政府的资产剥离提议进行了反驳。

  谷歌的一位代表告诉雅虎财经,强制其出售Chrome浏览器将危及包括微软的Edge浏览器等在内的、依赖Chromium开源代码的竞争对手浏览器供应商,并损害使用该搜索工具的消费者的隐私和安全。

  预计这场审判将于5月9日结束。预计梅塔法官将在8月前就如何纠正谷歌的反竞争行为做出裁决。

  德国国债熊市趋平,跑输美国国债。在关税紧张局势降温和美联储独立性威胁有所缓解后,交易员重返美国市场。交易员增加了对欧洲央行6月降息的押注,但减少了对年底前进一步货币宽松的押注。

  欧洲央行行长拉加德表示,通胀回落“进展顺利”,同时警告称高度不确定性使其不太可能就利率发出明确信号。

  早些时候,欧洲央行管理委员会成员RobertHolzmann表示,美国关税的影响可能会是压低欧元区消费者价格,而不是造成新一轮通胀。

  在Holzmann发表讲话后,货币市场完全消化下一次政策决定时降息25个基点的预期,但预计2025年只会进一步降息64个基点,周四时为67个基点左右。

  英国国债小幅走高,表现优于德国国债,但落后于美国国债。

  市场

  德国国债收益率升3个基点,至2.48%;

  德债期货下跌32点,至131.56;

  意大利10年期国债收益率升5个基点,至3.59%;

  意大利—德国国债收益率差扩大2个基点,至112个基点;

  法国10年期国债收益率升3个基点,至3.20%;

  10年期英国国债收益率基本持平于4.50%。

  据知情人士透露,美联储主席杰罗姆·鲍威尔借全球财长和央行行长会议强调,央行必须免受政治干预,以便能够专注于保持通胀稳定和实现高就业。

  上述知情人士表示,鲍威尔周五在国际货币基金组织(IMF)面向各国财长和央行行长发表讲话时,慷慨激昂地表达了对央行独立性的维护。因会议为闭门性质,知情人士要求匿名。鲍威尔的讲话在现场数次引发掌声,随后其他与会官员也发表了同样充满激情的言论。

  美联储发言人对此拒绝置评。

  美国总统特朗普近日来再次公开表达了对鲍威尔的不满。本周早些时候,特朗普在社交媒体上称鲍威尔为“大废物”,并再次施压要求美联储降息。

  美联储按照惯例将于周六开始进入静默期,之后将于5月6-7日召开下次货币政策会议。美联储预计届时将连续第三次维持利率不变。鲍威尔及其他官员此前表示,他们目前倾向于按兵不动,部分原因是担心特朗普的关税政策可能导致持续性的通胀。

  鲍威尔一直强调央行独立性的重要性,并表示美联储在制定政策时不会考虑政治因素。在上周的发言中,鲍威尔指出他和他的同事只有在“有正当理由”的情况下才可被罢免。

  鲍威尔4月16日在芝加哥经济俱乐部表示,美联储的独立性“在华盛顿,在国会,得到了广泛理解和支持。”

  “我们绝不会受到任何政治压力的影响”,他在同一场合还补充道,“人们想说什么就说什么。没关系。这不是问题。但我们会严格按照自己的方式行事,而不考虑政治或任何其他无关因素。”

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