'Staggering' Google Breakup Proposal From DOJ A 'Kitchen Sink Moment': Alphabet Analyst
'Staggering' Google Breakup Proposal From DOJ A 'Kitchen Sink Moment': Alphabet Analyst
Anmuth echoed similar sentiments regarding the "very comprehensive" set of remedies proposed by the DOJ. He said parts of the remedies are "more punitive than expected" and listed those around consumer choice limitations and the syndication of search data and ads as examples. On Wednesday, the Department of Justice released its remedy requests aimed at curbing Google's search engine dominance. Alphabet, Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google responded that the proposed remedies were "staggering." Analysts are sharing their reactions as well.
周三，司法部公布了旨在遏制谷歌搜索引擎主导地位的补救请求。字母表公司（纳斯达克：GOOG）（纳斯达克：GOOGL）对提议的补救措施回应称这些措施是“令人震惊的。”分析师们也在分享他们的反应。
- BMO Capital Markets analyst Brian Pitz reiterated an Outperform rating on Alphabet and kept the price target at $217.
- JPMorgan analyst Doug Anmuth maintains Alphabet with an Overweight rating and raised the price target to $212.
- Goldman Sachs analyst Eric Sheridan maintained a Buy rating and kept the price target at $210.
- BMO 资本市场的分析师 Brian Pitz 重申了对字母表公司的具体表现评级，并将目标价格维持在 217 美元。
- 摩根大通的分析师 Doug Anmuth 维持了对字母表公司的增持评级，并将目标价格上调至 212 美元。
- 高盛的分析师 Eric Sheridan 维持了买入评级，并将目标价格保持在 210 美元。
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Pitz described the sweeping remedies proposed by the DOJ as a "kitchen sink moment." Pitz noted that the DOJ's proposed remedies extend past Google's search distribution partnerships with Apple and Samsung and included the company's AI search-based investments.
Pitz 将司法部提出的广泛补救措施形容为“厨房水槽时刻”。Pitz 指出，司法部提出的补救措施超出了谷歌与苹果和三星的搜索分发合作伙伴关系，并包括该公司的人工智能搜索基础投资。
Anmuth echoed similar sentiments regarding the "very comprehensive" set of remedies proposed by the DOJ. He said parts of the remedies are "more punitive than expected" and listed those around consumer choice limitations and the syndication of search data and ads as examples.
Anmuth 对司法部提出的“非常全面”的补救措施表达了类似的看法。他表示，部分补救措施是“比预期更具惩罚性”的，并将关于消费者选择限制和搜索数据及广告的联合销售等作为例子列出。
The DOJ's proposal should represent the worst-case scenario for Google, reminded Anmuth. He expects Google's proposed final remedies to be much more modest.
Anmuth 提醒道，司法部的提案应该代表谷歌面临的最坏情况。他预计谷歌最终提出的补救措施将会更为温和。
"Ultimately, we believe the judge's final decision next summer will be more balanced ... and will likely have greater consideration around the potential negative impact to users," the JPMorgan analyst wrote.
“最终，我们认为法官明年的最终裁决将更加平衡……并可能会更多地考虑对用户的潜在负面影响，”摩根大通的分析师写道。
Sheridan said the firm does not take a view on a potential outcome of the case. He noted, however, that leadership at the US DOJ will change in January with the incoming Trump administration which adds an additional variable to the potential outcomes of the trial.
谢里登表示，该公司对此案的潜在结果没有看法。然而，他指出，美国司法部的领导层将在1月随着特朗普政府的上任而改变，这为审判的潜在结果增加了一个额外的变量。
The analyst also pointed to recent comments from President-elect Donald Trump expressing skepticism on a potential break-up of Google.
分析师还提到当选总统特朗普最近对谷歌可能被拆分表示怀疑的言论。
"If you do that, are you going to destroy the company? What you can do without breaking it up is make sure it's more fair," Trump said in October, per Reuters.
“如果你这么做，你会毁掉公司吗？你可以在不拆分公司的情况下确保它更公平，”特朗普在10月表示，路透社报道。
Price Action: According to Benzinga Pro, Alphabet shares are down 1.55% at $166.62 at the time of publication Friday.
价格动态：根据Benzinga Pro的数据，在本周五发布时，Alphabet的股票下跌了1.55%，价格为166.62美元。
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Image: Simon from Pixabay
图片：来自Pixabay的西蒙
