贝塔投资智库·2025-09-04 04:00Core Viewpoint - The recent ruling by a U.S. federal judge in the antitrust case regarding search agreements is a significant victory for both Alphabet (GOOGL.US) and Apple (AAPL.US), allowing their lucrative search agreement to continue, which generates approximately $20 billion annually for Apple [1][2]. Group 1: Impact on Apple - The ruling eliminates a $25 negative pricing factor for Apple stock, leading to a more optimistic market outlook [2]. - Analysts believe this decision alleviates previous concerns that had cast a shadow over Apple's stock, allowing for potential future collaborations with Google's Gemini platform in AI [1][2]. Group 2: Impact on Alphabet (Google) - The court's decision allows Google to maintain its Chrome browser and continue signing agreements with distribution partners, which is seen as a favorable outcome for the company [2]. - Analysts express optimism regarding Google's long-term search business stability and have adjusted their expectations upward following the ruling [3]. - The ruling removes significant regulatory uncertainties for Google, enabling favorable conditions for expansion in the coming quarters, particularly in AI and cloud business growth [2].