'Staggering' Google Breakup Proposal From DOJ A 'Kitchen Sink Moment': Alphabet Analyst
'Staggering' Google Breakup Proposal From DOJ A 'Kitchen Sink Moment': Alphabet Analyst
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.
週三,司法部公佈了旨在遏制谷歌搜索引擎主導地位的補救請求。字母表公司(納斯達克:GOOG)(納斯達克:GOOGL)對提議的補救措施回應稱這些措施是「令人震驚的。」分析師們也在分享他們的反應。
- 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 資本市場的分析師 Brian Pitz 重申了對字母表公司的具體表現評級,並將目標價格維持在 217 美元。
- 摩根大通的分析師 Doug Anmuth 維持了對字母表公司的增持評級,並將目標價格上調至 212 美元。
- 高盛的分析師 Eric Sheridan 維持了買入評級,並將目標價格保持在 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 將司法部提出的廣泛補救措施形容爲「廚房水槽時刻」。Pitz 指出,司法部提出的補救措施超出了谷歌與蘋果和三星的搜索分發合作伙伴關係,幷包括該公司的人工智能搜索基礎投資。
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 對司法部提出的「非常全面」的補救措施表達了類似的看法。他表示,部分補救措施是「比預期更具懲罰性」的,並將關於消費者選擇限制和搜索數據及廣告的聯合銷售等作爲例子列出。
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,司法部的提案應該代表谷歌面臨的最壞情況。他預計谷歌最終提出的補救措施將會更爲溫和。
"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.
「最終,我們認爲法官明年的最終裁決將更加平衡……並可能會更多地考慮對用戶的潛在負面影響,」摩根大通的分析師寫道。
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.
謝里登表示,該公司對此案的潛在結果沒有看法。然而,他指出,美國司法部的領導層將在1月隨着特朗普政府的上任而改變,這爲審判的潛在結果增加了一個額外的變量。
The analyst also pointed to recent comments from President-elect Donald Trump expressing skepticism on a potential break-up of Google.
分析師還提到當選總統特朗普最近對谷歌可能被拆分表示懷疑的言論。
"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.
「如果你這麼做,你會毀掉公司嗎?你可以在不拆分公司的情況下確保它更公平,」特朗普在10月表示,路透社報道。
Price Action: According to Benzinga Pro, Alphabet shares are down 1.55% at $166.62 at the time of publication Friday.
價格動態:根據Benzinga Pro的數據,在本週五發佈時,Alphabet的股票下跌了1.55%,價格爲166.62美元。
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Image: Simon from Pixabay
圖片:來自Pixabay的西蒙