xiaoming1
2021-08-15
Ok
Why Regulatory Risk Is A Silver Lining For Apple And Google
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
9
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":830143533,"tweetId":"830143533","gmtCreate":1629036375722,"gmtModify":1633687848997,"author":{"id":3583115173057099,"idStr":"3583115173057099","authorId":3583115173057099,"authorIdStr":"3583115173057099","name":"xiaoming1","avatar":"https://static.tigerbbs.com/ac37184a3e43827b0c0629f6fda7ea11","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/830143533","repostId":2159321288,"repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohu8.com/m/news/2159321288?lang=&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n <tr>\n <th>Date</th>\n <th>Firm</th>\n <th>Action</th>\n <th>From</th>\n <th>To</th>\n </tr>\n </tbody>\n <tbody>\n <tr>\n <td>Jul 2021</td>\n <td>Loop Capital</td>\n <td>Maintains</td>\n <td></td>\n <td>Buy</td>\n </tr>\n <tr>\n <td>Jul 2021</td>\n <td>Deutsche Bank</td>\n <td>Maintains</td>\n <td></td>\n <td>Buy</td>\n </tr>\n <tr>\n <td>Jul 2021</td>\n <td>Piper Sandler</td>\n <td>Maintains</td>\n <td></td>\n <td>Overweight</td>\n </tr>\n </tbody>\n</table>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Regulatory Risk Is A Silver Lining For Apple And Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n <tr>\n <th>Date</th>\n <th>Firm</th>\n <th>Action</th>\n <th>From</th>\n <th>To</th>\n </tr>\n </tbody>\n <tbody>\n <tr>\n <td>Jul 2021</td>\n <td>Loop Capital</td>\n <td>Maintains</td>\n <td></td>\n <td>Buy</td>\n </tr>\n <tr>\n <td>Jul 2021</td>\n <td>Deutsche Bank</td>\n <td>Maintains</td>\n <td></td>\n <td>Buy</td>\n </tr>\n <tr>\n <td>Jul 2021</td>\n <td>Piper Sandler</td>\n <td>Maintains</td>\n <td></td>\n <td>Overweight</td>\n </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About: The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative: The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation: The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/830143533"}
精彩评论