Alphabet(US:GOOGL) 券商中国·2025-12-10 03:59Core Viewpoint - The European Union has launched an antitrust investigation into Google, suspecting the company of abusing its market power to promote its own AI tools at the expense of competitors [1][2]. Group 1: Investigation Details - The investigation focuses on whether Google imposes unfair terms on content creators and gives its AI models an advantage over competitors [2][3]. - Specific concerns include Google's use of content from publishers without appropriate compensation and the lack of options for publishers to refuse such usage [3][4]. - The EU will examine how Google's generative AI services, such as "AI Overview" and "AI Mode," utilize content from publishers and whether this distorts market competition [3][4]. Group 2: Potential Consequences - Google may face fines or adjustments to its business model as a result of the investigation, which does not have a set deadline but could reshape EU regulations on AI content usage by 2026 [5]. - The investigation reflects increasing regulatory scrutiny on how AI developers acquire and use training data [4][5]. Group 3: Related Investigations - Meta is also under investigation by the EU for potentially restricting AI service providers' access to WhatsApp, which could hinder competition in the AI market [6][7]. - The new policy by Meta, effective January 15, 2026, may prevent competitive AI suppliers from reaching users through WhatsApp, raising concerns about unfair advantages for Meta's own AI systems [6][7].