Core Viewpoint - A recent U.S. court ruling has positively impacted shares of Alphabet Inc and Apple, allowing their ongoing $20 billion search deal to continue without restrictions, which analysts view as a significant win for both companies [1][2]. Group 1: Analyst Reactions - Wedbush analyst Dan Ives described the ruling as a "massive win" for both Apple and Google, removing a $25 billion overhang on Alphabet's stock [2]. - JPMorgan's Samik Chatterjee noted that the ruling was "better than feared," indicating only modest headwinds for Google, with exclusive deals not permitted going forward [2][3]. - Bank of America analyst Wamsi Mohan stated that there would likely be no immediate changes to Apple's revenue from Google, as users can still change their default search engine [4]. Group 2: Future Prospects - Analysts suggest that Apple and Google may expand their partnership, potentially leading to a larger AI-related collaboration following the resolution of the DOJ case [2]. - Chatterjee expects a "robust" agreement between Apple and Google to continue, even without exclusivity [3]. - The ruling has increased confidence in Apple's Services segment for future revenue growth [4]. Group 3: Stock Performance - Apple shares rose 2.6% to $235.58, with a year-to-date decline of 3.4% in 2025 [5]. - Alphabet shares increased by 8.3% to $228.88, achieving a year-to-date gain of 20.9% in 2025 [5]. Group 4: Price Targets - Wedbush maintains an Outperform rating on Apple with a price target of $270 [6]. - JPMorgan holds an Overweight rating on Apple with a price target of $255 [6]. - Bank of America raised its price target for Apple from $250 to $260 while maintaining a Buy rating [6].

当地时间9月3日，谷歌大幅高开高走，股价刷新历史纪录。截至发稿，谷歌C涨超8%，总市值突破2.77万 亿美元。 谷歌股价创历史新高。 消息面上，美国法官裁定，谷歌无需剥离旗下Chrome浏览器，也无需分拆安卓操作系统。 2020年10月，美国司法部对谷歌发起反垄断诉讼，指控后者非法垄断搜索引擎和搜索广告市场。2023年 9月，该案件在美国哥伦比亚特区联邦地区法院开庭审理。 梅塔9月2日裁决，谷歌无需剥离Chrome浏览器和安卓操作系统业务，但需与其竞争对手共享搜索结果等 更多数据，谷歌同时需创建反垄断技术委员会监督公司运营。 梅塔解释，未裁定谷歌应剥离Chrome浏览器业务，是因为没有足够证据显示Chrome浏览器是谷歌垄断 网络搜索领域的实质性组成部分。他同时要求谷歌将部分搜索数据与其竞争对手共享，这可能有助于微软 等企业改进相关搜索产品，但谷歌搜索索引这一关键数据库以及可协助网民精确搜索的信息数据库不在共 享之列。 谷歌还需创建五人反垄断技术委员会，确保公司运营符合裁决且其与竞争对手共享数据。 2024年8月，法官阿米特·梅塔 (Amit Mehta) 作出裁决，认定谷歌垄断了搜索引擎市场。检方主张强制谷 ...

Core Viewpoint - Alphabet Inc will not be required to divest its Chrome browser and Android operating systems following the Department of Justice's antitrust case, resulting in a significant positive impact on its stock price, which rose by 8.8% to $229.86 [1] Stock Performance - The stock reached fresh record highs and is on track for its largest single-day percentage gain since April 9, with a year-over-year increase of 46.2% [2] Analyst Reactions - Analysts have responded positively, with Oppenheimer raising its price target from $235 to a Street-high of $270, labeling the ruling as the "best-case outcome" for Alphabet [3] Options Market Activity - Options trading volume for GOOGL has surged, with 589,000 calls and 285,000 puts exchanged, indicating heightened interest. The most popular option is the weekly 9/5 230-strike call, and the current options are priced reasonably with low volatility expectations reflected in the Schaeffer's Volatility Index (SVI) of 34% [4]

Core Viewpoint - Google's stock price surged by 7% to reach a historic high, with a market capitalization of $2.75 trillion, driven by positive developments in antitrust cases and strong demand for AI and search services [1][4]. Group 1: Stock Performance - Google's A shares rose over 8%, reaching $229.18, with a total market value of $2.77 trillion [1][2]. - The stock's previous close was $211.35, indicating a significant increase in value [2]. Group 2: Legal Developments - A U.S. judge ruled that Google must share data with competitors to enhance competition in the online search market, while rejecting the request to sell the Chrome browser and requiring no divestiture of the Android operating system [3][4]. - Google is set to face another lawsuit regarding its illegal monopoly in online advertising technology, with a decision on remedies pending [3]. Group 3: Analyst Ratings - Morgan Stanley raised Alphabet's target price from $232 to $260, while Bank of America increased its target from $217 to $252 [4].

Core Viewpoint - Google's stock surged over 7% to $226.77 following a favorable ruling in the antitrust case "United States v. Google," where the court decided against requiring the company to divest its Chrome browser or split its Android operating system [1] Group 1 - The U.S. District Court for the District of Columbia, presided by Judge Amit Mehta, announced remedial measures in the antitrust case against Google [1] - The court ruled that Google is not required to divest its Chrome browser or split its Android operating system, which was a significant concern for the market [1] - The court also dismissed the prosecution's requests regarding these measures, indicating a more favorable outcome for Google than previously anticipated [1] Group 2 - Google is allowed to continue paying Apple to keep its search engine as the default option on Apple devices, although the court retains the right to revisit this arrangement in the future [1] - Additionally, Google is not prohibited from paying distribution partners to pre-install Google Search, Chrome, or its generative AI products, further easing market concerns [1] - The overall market interpretation of the ruling is that the negative implications have been largely mitigated, with restrictions being less severe than expected [1]

Core Viewpoint - The recent court ruling in the antitrust case against Google is perceived positively by the market, leading to a significant increase in Google's stock price, as the restrictions imposed are less severe than previously anticipated [1] Group 1: Court Ruling Details - The U.S. District Court Judge Amit Mehta ruled that Google does not need to divest its Chrome browser or split its Android operating system [1] - The court also dismissed the prosecution's requests regarding these matters, indicating a favorable outcome for Google [1] - Google is not prohibited from paying Apple to maintain its search as the default option on Apple devices, although the court retains the right to revisit this arrangement in the future [1] Group 2: Market Reaction - Following the court's decision, Google's stock rose over 7%, closing at $226.77 [1] - The market interpreted the ruling as a "sell the news" scenario, suggesting that the negative implications were already priced in [1] - The ruling allows Google to continue paying distribution partners for pre-installing Google Search, Chrome, or its generative AI products, further supporting its business model [1]

周三美股盘前，谷歌母公司Alphabet的股价一度大涨超6%。此前，美国法官裁定，谷歌无需剥离 Chrome浏览器和安卓操作系统业务。对于谷歌而言，这是一次重大胜利，因为上述业务被投资者视为 是谷歌整体业务的关键部分。 此外，法官并未禁止谷歌向包括苹果在内的第三方支付费用。今后，谷歌仍可每年支付数十亿美元，换 取苹果等智能设备制造商把谷歌搜索引擎设为默认搜索引擎。 也就是说，上述裁定，不仅是谷歌的胜利，也是苹果的胜利，苹果每年从谷歌那里获得超过200亿美元 的收入。苹果股价在美股盘前涨超2%。 谷歌的"利好" 当地时间9月2日，美国联邦地区法院法官阿米特·梅塔作出裁决，驳回了美国司法部要求谷歌出售其广 受欢迎的Chrome浏览器和安卓操作系统的请求，但命令谷歌与竞争对手共享数据，以开放在线搜索领 域的竞争。 这起反垄断诉讼案始于2020年，由美国司法部和52个州及司法辖区的检察长联合起诉谷歌。去年8月， 梅塔法官公布判决，认定谷歌的搜索业务违反了美国反垄断法。接下来，美国司法部和谷歌需要在9月 10日之前提出一份符合法官裁决的新补救方案，或提交报告以说明双方存在的任何分歧。 对于最新的判决，谷歌在一份公开声明 ...

Core Viewpoint - The recent court ruling is a significant victory for Google, allowing it to retain its Chrome browser and Android operating system without divestiture, which are seen as critical components of its overall business [3][4]. Group 1: Court Ruling Impact - The U.S. District Court ruled that Google does not need to divest its Chrome browser and Android operating system, rejecting the Justice Department's request [3][4]. - The ruling allows Google to continue paying billions annually to third-party manufacturers like Apple to keep its search engine as the default option, which is a substantial revenue source for Apple [3][7]. - Following the ruling, Alphabet's stock surged over 6%, potentially increasing its market value by more than $150 billion [3][4]. Group 2: Financial Implications - Morgan Stanley and Bank of America raised their target prices for Alphabet, with Morgan Stanley increasing it from $232 to $260 and Bank of America from $217 to $252 [3]. - Apple benefits from this ruling as it receives over $20 billion annually from Google for search engine placement, which is crucial for its revenue [7]. Group 3: Competitive Landscape - The court mandated Google to share some search data with competitors, which may enhance competition in the online search market, although it does not require the divestiture of key assets [4][5]. - The ruling may serve as a precedent for other antitrust cases involving major tech companies like Meta, Amazon, and Apple [8]. Group 4: Future Considerations - Google expressed concerns about the implications of data sharing on user privacy and is considering appealing the ruling [5][4]. - Analysts suggest that while the ruling is favorable for both Google and Apple, it may also lead to increased scrutiny and potential regulatory challenges in the future [8].

美国联邦法官裁决，谷歌可以保留其Chrome浏览器，但将被禁止签署独家合约并必须共享搜索数据。 周二，美国地区法官Amit Mehta驳回了政府对谷歌处以的最严厉处罚，允许其保留Chrome浏览器，但禁止其签订旨在巩固市场垄断地位的独家搜索协议。裁 决指出： 原告在寻求强制剥离这些关键资产方面过度了，谷歌并未使用这些资产实施任何非法限制。 这项裁决被市场解读为谷歌的重大胜利，母公司Alphabet股价在盘后交易中大涨超8%。 法官Amit Mehta在裁决中解释了不全面禁止此类支付的原因。他指出， 同时，谷歌重要的合作伙伴苹果公司股价也应声上涨3%。两家公司之间每年价值数十亿美元的搜索默认设置协议得以基本保全。 | 229.72 USD | | | | | | | + Follow | | --- | --- | --- | --- | --- | --- | --- | --- | | -2.42 (1.04%) ↓ today | | | | | | | | | Closed: Sep 2, 4:59 PM EDT · Disclaimer | | | | | | | | | After hours 23 ...

谷歌搜索引擎内置在Chrome浏览器内。英国《金融时报》去年11月报道，Chrome是全球使用最广泛的 浏览器，占据美国浏览器市场近三分之二份额。 裁决公布后，美国司法部助理部长盖尔·斯莱特经由社交媒体表示，联邦反垄断执法者正考虑下一步举 措。谷歌方面则称，公司担忧数据共享"会影响用户及其隐私"，因而"正密切评估"裁决。谷歌先前表示 有意提起上诉，寻求将裁决延迟数年执行。路透社推断，这起反垄断诉讼最终可能会呈交美国联邦最高 法院。 新华财经北京9月3日电 美国联邦地区法院法官阿米特·梅塔2日裁决，美国互联网巨头谷歌公司无需剥离 Chrome浏览器和安卓操作系统业务，但需与其竞争对手共享搜索结果等更多数据，谷歌同时需创建反 垄断技术委员会监督公司运营。 美国司法部在总统特朗普的首个任期内对谷歌提起反垄断诉讼，相关诉讼程序在前总统拜登任内继续推 行，迄今已持续约五年。 路透社将这一裁决称作美国互联网巨头在与联邦反垄断执法者对抗中取得"罕见胜利"。美国《纽约时 报》称，裁决意味着谷歌只需就其行为做"温和修改"，可基本保持业务持续运营。 （文章来源：新华社） 梅塔去年裁定谷歌在网络搜索领域处于非法垄断地位。检方主张强 ...