Core Viewpoint - The court ruling against Google was perceived by investors as a "low-cost penalty," resulting in a nearly $200 billion increase in Alphabet's market value overnight [2][5]. Summary by Sections Court Ruling - The U.S. District Court for the District of Columbia, led by Judge Amit Mehta, ruled that Google maintained illegal monopoly through exclusive contractual practices, but did not impose the harshest measures proposed by the DOJ, such as divesting the Chrome browser [2][4]. - The court mandated Google to open certain key search data to competitors, which is seen as a crucial step to promote fair competition [4]. Financial Impact - Following the ruling, Alphabet's stock rose nearly 7% in after-hours trading, adding approximately $200 billion to its market capitalization, while Apple's stock also increased by nearly 3% due to the preservation of its default search partnership with Google [5]. Competitive Landscape - The ruling acknowledged the changing competitive landscape due to the rise of AI technologies, which could challenge Google's long-standing dominance as the "gateway to the internet" [9]. - The court's decision to require Google to share some search data was influenced by the need for competitors to access essential resources for AI model training [9]. Implications for Partners and Competitors - Apple, as a major partner of Google, benefits significantly from the default search engine agreements, receiving over $20 billion annually, which supports its R&D efforts [9]. - Smaller search engines, like Mozilla, face existential threats due to their reliance on Google's payments, highlighting the precarious nature of their future [9]. Ongoing Legal Battles - The legal challenges for Google are far from over, as the DOJ is pursuing another antitrust lawsuit regarding Google's digital advertising business, which is expected to begin later this month [10].
谷歌被判非法垄断!处罚“轻描淡写” 股价应声大涨……
Guo Ji Jin Rong Bao·2025-09-03 09:15