'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.
週三，司法部發布了旨在遏制谷歌搜索引擎主導地位的補救請求。字母哥公司（納斯達克：GOOG）（納斯達克：GOOGL）回應稱，提議的補救措施是「驚人的」。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資本市場分析師Brian Pitz重申了對字母哥的跑贏大盤評級，並將目標價格保持在$217。
- 摩根大通分析師Doug Anmuth維持字母哥的增持評級，並將目標價格上調至$212。
- 高盛分析師Eric Sheridan維持買入評級，並將目標價格定在$210。
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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形容司法部提出的全面補救措施爲「廚房水槽時刻」。Pitz指出，司法部提議的補救措施超出了谷歌與蘋果和三星的搜索分發合作關係，幷包括公司的人工智能搜索投資。
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對司法部提議的「非常全面」的補救措施表示了類似的看法。他表示，補救措施的部分內容「比預期更具懲罰性」，並列舉了與消費選擇限制以及搜索數據和廣告的聯播相關的內容作爲示例。
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，這份提案應代表谷歌的最壞情況。他預計谷歌提議的最終補救措施將更加溫和。
"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，我們相信法官明年夏天的最終裁決將更爲平衡……並且可能會對用戶的潛在負面影響有更大的考慮，"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.
謝里丹表示，該公司並不對案件的潛在結果持看法。然而，他指出，美國司法部的領導層將在1月份隨即入駐的特朗普政府的帶領下發生變化，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.
該分析師還提到當選總統特朗普最近對谷歌潛在解散表示懷疑的評論。
"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.
"如果你這樣做，你是否會毀掉這家公司？你可以不分拆它而採取的辦法是確保它更公平，"特朗普在10月份如此表示，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.
價格走勢：根據Benzinga Pro的數據，到週五發佈時，Alphabet的股票下跌了1.55%，報166.62美元。
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Image: Simon from Pixabay
圖片：來自Pixabay的西蒙
譯文內容由第三人軟體翻譯。
