As Google's Parent Alphabet Appeals Against DOJ's Antitrust Ruling To Avoid Potential Breakup, Expert Says 'Consumers Aren't Going To Search On Bing Over Apple'
As Google's Parent Alphabet Appeals Against DOJ's Antitrust Ruling To Avoid Potential Breakup, Expert Says 'Consumers Aren't Going To Search On Bing Over Apple'
Ray Wang, analyst and CEO of Constellation Research, recently shared his thoughts on the ongoing antitrust case against Google's parent Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).
星座研究分析师兼首席执行官王雷最近分享了他对正在进行的针对谷歌母公司Alphabet Inc.（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）的反垄断案的看法。
What Happened: On Wednesday, Wang discussed the market's anticipation of Alphabet's appeal against the Department of Justice's (DOJ) antitrust ruling during CNBC's "Squawk Box."
发生了什么：周三，王在CNBC的 “Squawk Box” 上讨论了市场对Alphabet对司法部（DOJ）反垄断裁决提出上诉的预期。
He said, "I think the market is waiting to see if they are going to win on this appeal...but the conversations about remedies, about breakups, about proposals as to what type of deals are in place, I think that's what people are going to spend time on."
他说：“我认为市场正在等待他们是否会在这次上诉中获胜... 但是关于补救措施、分手、关于达成哪种协议的提案的对话，我认为这是人们要花时间研究的问题。”
"What we've seen is companies that actually have digital business models – companies that actually have an AI in the cloud story – are doing really well," says analyst @RWang0 from @ConstellationR pic.twitter.com/3cLCadeRzV
— Squawk Box (@SquawkCNBC) August 14, 2024
来自 @ConstellationR 的分析师 @RWang0 说：“我们所看到的是，真正拥有数字商业模式的公司——那些在云端故事中真正拥有人工智能的公司——表现非常好，” 来自的分析师说 pic.twitter.com/3clcaderzV
— Squawk Box (@SquawkCNBC) 2024 年 8 月 14 日
Wang further commented on the potential implications of the case, particularly regarding Alphabet's exclusive deals with companies like Apple. He suggested that the market is curious to see if Alphabet has indeed violated Section 2 of the Sherman Antitrust Act.
王进一步评论了该案的潜在影响，特别是Alphabet与苹果等公司的独家协议。他表示，市场很想知道Alphabet是否确实违反了《谢尔曼反垄断法》第2条。
"But the reality is, consumers aren't going to search on Bing over Apple. So there may be a mechanism that says, 'hey if you decide to choose Bing or DuckDuckGo, here's what you pay out and create a menu of options instead of an exclusive arrangement,'" Wang added.
“但现实是，消费者不会在必应上搜索而不是苹果。因此，可能有一种机制可以说，'嘿，如果你决定选择必应或DuckDuckGo，那么你需要支付以下费用，然后创建选项菜单而不是独家安排'，” 王补充说。
Why It Matters: The DOJ's recent antitrust victory over Alphabet has sparked discussions about the potential breakup of major tech companies. However, Wedbush's Dan Ives believes that such a breakup is "highly unlikely."
为何重要：司法部最近对Alphabet的反垄断胜利引发了关于大型科技公司可能解散的讨论。但是，Wedbush的丹·艾夫斯认为，这种分手 “极不可能”。
Despite this, the possibility of Alphabet's breakup or restructuring has been a topic of interest among analysts, investors, and experts. Some, like Deepwater Asset Management's managing partner Gene Munster, argue that a breakup could unlock substantial value for the company.
尽管如此，Alphabet解散或重组的可能性一直是分析师、投资者和专家感兴趣的话题。一些人，例如深水资产管理公司的管理合伙人吉恩·芒斯特，认为分手可以为公司释放可观的价值。
Price Action: Alphabet's stock closed at $160.42, a slight increase from the previous close of $160.37.
价格走势：Alphabet的股票收于160.42美元，较之前的收盘价160.37美元略有上涨。
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Photo by rafapress on Shutterstock
照片由 rafapress 在 Shutterstock 上拍摄
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
这个故事是使用 Benzinga Neuro 创作的，由 Pooja Rajkumari