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).
Constellation Research的分析師兼首席執行官Ray Wang最近分享了他對針對谷歌母公司Alphabet Inc.（納斯達克：GOOGL）（納斯達克：GOOG）進行的反壟斷案件的想法。
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."
發生了什麼：週三，Wang在CNBC的Squawk Box節目中討論了市場對Alphabet上訴反對司法部（DOJ）反壟斷裁決的期望。
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."
他說：「我認爲市場正在等待看他們是否會在此上訴中獲勝...但關於補救措施、分手、有關現有協議類型的建議，我想人們會花時間研究這些內容。」
"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
「我們看到的是，確實擁有數字業務模型-擁有云端AI故事的公司表現得非常出色，」來自@ConstellationR的分析師@RWang0說。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.
Wang進一步評論了該案件可能產生的影響，尤其是關於Alphabet與蘋果等公司的獨家交易。他暗示，市場很想知道Alphabet是否真的違反了Sherman反壟斷法第2條。
"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.
Wang補充說：“但現實是，消費者不會在蘋果上搜索Bing。因此，可能會有一種機制，即'嘿，如果你決定選擇Bing或DuckDuckGo，這就是你所支付的費用，並創建一系列選項，而不是專享安排。'"
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."
爲什麼重要：司法部最近對Alphabet的反壟斷勝利引發了有關分拆科技巨頭公司的討論。然而，Wedbush的Dan Ives認爲這種分拆是「極不可能的」。
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.
儘管如此，Alphabet的拆分或重組可能成爲分析師、投資者和專家關注的話題。像Deepwater Asset Management的管理合夥人Gene Munster這樣的人認爲，分拆可能爲公司帶來巨大的價值。
Price Action: Alphabet's stock closed at $160.42, a slight increase from the previous close of $160.37.
股價走勢：Alphabet的股價收於160.42美元，略高於前一交易日的160.37美元。
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This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯