DOJ To File Remedies Framework Against Google: JP Morgan Sees Alphabet EPS To Drop 10%, 'Negative Headlines' Likely
DOJ To File Remedies Framework Against Google: JP Morgan Sees Alphabet EPS To Drop 10%, 'Negative Headlines' Likely
The JP Morgan analyst sees five potential remedies which could include: JP Morgan analyst Doug Anmuth expects negative headlines for Google's parent-company Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) when the Department of Justice (DOJ) proposes a broad and punitive set of potential remedies against the company this week.
JP摩根分析師道格·安穆斯預計，本週司法部(DOJ)提出了一套廣泛而懲罰性的潛在補救措施，可能會給谷歌的母公司字母表公司(NASDAQ:GOOG) (NASDAQ:GOOGL)帶來負面頭條。
The Details:
細節：
The DOJ is expected to file a high-level framework for potential remedies on Tuesday in its search distribution trial against Google. Anmuth said he expects the DOJ to file a "wide-ranging and far-reaching set of potential remedies, most likely more than the DOJ thinks it could ultimately win."
預計司法部將於週二提交一份高層框架，用於其針對谷歌的搜索分發審判。安穆斯表示，他預計司法部將提交一套"範圍廣泛且深遠的潛在補救措施，很可能比司法部認爲自己最終可以贏得的更多。"
The JP Morgan analyst sees five potential remedies which could include:
JP摩根分析師看到五種可能的補救措施，其中可能包括：
- No exclusive default search agreements for Google across all browsers, OEMs and carriers
- The separation of Android & Chrome from Google
- The separation of Google Search ads from Google
- Limitations on how Google can implement AI in search
- Data sharing, including providing API or patent access to search competitors
- 不再讓谷歌在所有瀏覽器、OEM和運營商上獨家默認搜索協議
- Android和Chrome與谷歌分離
- 將谷歌搜索廣告與谷歌分離
- 限制谷歌在搜索中如何實施人工智能
- 數據共享，包括向搜索競爭對手提供API或專利訪問權限
Anmuth predicted Google could see up to a 10% hit on its earnings per share due to these changes and noted the stock has underperformed the market since the judge ruled against the company on Aug. 5. He pointed to the likely negative impacts of the remedies on Alphabet's revenue, earnings and overall competitive positioning as drivers of the stock's recent underperformance.
安姆斯預測谷歌可能會因這些變化而對每股收益造成高達10%的影響，並指出自8月5日法官做出裁決以來，該股表現不佳。他指出補救措施可能對Alphabet的營業收入、盈利能力和整體競爭定位產生負面影響，這是該股最近表現不佳的原因。
JP Morgan said it remains bullish on Google's search growth, progress in GenAI and maintained Alphabet with an Overweight and a price target of $208. However, the firm said it prefers Amazon, Inc. (NASDAQ:AMZN) or Meta Platforms, Inc. (NASDAQ:META) among the mega-caps as Alphabet shares could be range-bound for an extended period of time.
摩根大通表示，他們依然看好谷歌的搜索增長、GenAI的進展，並將Alphabet的評級維持爲超配，並設定208美元的目標價。然而，該公司表示更偏愛亞馬遜公司或meta platforms，因爲谷歌的股價可能在一段時間內會受限於區間。
GOOG Price Action: According to Benzinga Pro, Alphabet shares are down 0.82% at $167.17 at the time of publication Monday.
GOOG股價走勢：據Benzinga Pro報道，Alphabet股價在本週一發佈時下跌了0.82%，報167.17美元。
Read Also:
閱讀更多：
- Bitcoin Miner Iris Energy Releases September Update: What To Know
- 比特幣礦工Iris Energy發佈了九月更新：了解詳情
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。