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亚洲国产砖一线二线:背后隐藏的故事让人忍俊不禁
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亚洲国产砖一线二线:背后隐藏的故事让人忍俊不禁

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  一起涉及抢票软件不正当竞争案入选最高法典型案例。4月21日,最高人民法院发布《中国法院知识产权司法保护状况(2024年)》,总结过去一年人民法院知识产权司法保护工作的新成果。

  澎湃新闻注意到,该批案例覆盖了专利、商标、著作权、反不正当竞争、商业秘密等案件类型,涉及生物医药、AI技术、网络游戏等行业领域,进一步明确了相关裁判规则。最高法在阐述前述入选案例典型意义时指出,涉案抢票软件利用技术手段,为用户提供不正当抢票优势,损害了特定经营者的竞争利益,构成不正当竞争。

  案情显示,北京大某文化传媒发展有限公司系国内较大的综合性票务平台企业,运营具有售票功能的大某网、大某APP。郑某忠通过网络店铺销售针对大某APP的抢票软件。北京大某文化传媒发展有限公司提起诉讼,主张郑某忠专门研发销售针对其售票APP的外挂软件,用以抢购APP在售门票,构成不正当竞争,请求判令郑某忠停止侵权、赔偿经济损失及合理开支。

  郑某忠辩称,其与北京大某文化传媒发展有限公司不存在竞争关系,其仅为涉案抢票软件的销售者并非研发者,其销售抢票软件的行为没有造成北京大某文化传媒发展有限公司票务收入减少,亦不会影响公共购票秩序,不构成不正当竞争。

  北京市东城区人民法院一审认为,郑某忠为北京大某文化传媒发展有限公司用户提供抢票服务,以北京大某文化传媒发展有限公司的经营活动和用户群体作为自身经营的基础资源,故被诉行为属于市场竞争行为,属于反不正当竞争法调整和规范的范畴。被诉行为实质是由软件代替人工方式为用户抢购大某平台的演出门票,该行为不仅直接增加了平台的运营成本,干扰经营者做出正确的经营决策,而且增加用户使用大某平台购票的难度,降低用户对大某平台提供服务的评价。虽然被诉行为未直接减损大某平台单场演出的售票收益,但导致大某平台的经营利益和商誉受损,损害了北京大某文化传媒发展有限公司的竞争利益。同时,被诉行为不属于技术创新的公平竞争,亦损害了消费者的合法权益和长远利益,不利于公平有序的市场竞争秩序及整体社会福祉的提升。

  综上,被诉行为构成不正当竞争。鉴于被诉行为已经停止,故不再另行判决停止侵权,判决郑某忠赔偿北京大某文化传媒发展有限公司经济损失及合理开支共计2万元。一审判决后,双方当事人均未上诉。

  “本案明确指出,涉案抢票软件利用技术手段,为用户提供不正当抢票优势,破坏平台的购票规则,干扰、妨碍平台售票业务的正常开展,损害了特定经营者的竞争利益。在此基础上,将消费者的公平购票权、票务市场的正常秩序等纳入考量范围,认定被诉行为构成不正当竞争。”最高法在阐述案例典型意义时指出,本案警示代抢服务从业者及技术开发者需遵守法律规则,对于打击网络黑灰产,维护经营者和消费者合法权益,构建公平有序的购票秩序和市场竞争环境具有积极意义。

  澎湃新闻记者林平

  国产AI芯片龙头寒武纪发布2025年一季报,2025Q1公司实现营收11.11亿元,几乎相当于2024年全年的收入,同比暴增4230.22%;实现归母净利润3.55亿元,同比增长256.82%;实现扣非后归母净利润2.76亿元,同比增长205.68%。

  在细节上,更有看点。从2024年Q3到2025年Q1,寒武纪季度末存货分别为10.15亿元、17.74亿元和27.56亿元,预付款分别为8.54亿元、7.74亿元和9.73亿元,存货+预付款连续三个季度处于上升趋势,反映公司具有充足的供应链备货和下游订单需求,验证了国产AI景气度的持续性。

  【点评】

  龙头示范效应显现,国产AI或迎爆发式机遇!

  寒武纪业绩暴增,标志着国产算力或已进入逐步兑现阶段。中美贸易摩擦导致高端芯片供应紧张的大背景下,国产AI芯片迎来前所未有的机遇窗口:

  1、技术突破与国产替代的标杆效应:寒武纪思元590芯片7nm工艺、512TOPS算力接近国际先进水平,提振国产AI芯片厂商信心,激励更多企业加大研发投入,突破关键技术瓶颈。

  2、拓展应用场景,带动上下游发展:寒武纪在政务云、互联网大模型、金融等领域的商业化落地,推动AI算力从集中式数据中心向边缘计算延伸,为国产AI芯片在更多领域的应用拓展提供了借鉴,有助于挖掘更多市场需求。

  值得关注的是,科创人工智能ETF华宝(589520)标的指数重点布局国产AI产业链,截至3月底,寒武纪是科创板人工智能指数的第五大权重股,权重占比达8.64%。

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