怎么看待拆分谷歌？摩根大通：短期不足为虑_老虎社区_美港股上老虎

怎么看待拆分谷歌？摩根大通：短期不足为虑

英为财情10-09

英为财情Investing.com – 据报道，美国司法部本周在一起反垄断诉讼的初步补救措施中加入了拆分谷歌(NASDAQ:GOOGL)的选项。对于上述补救措施框架，摩根大通和Bernstein分析师皆进行了评估，并认为短期内不会改变谷歌股票的前景。补救措施框架虽然涉及面广，但主要集中在四个关键领域：搜索分发、数据使用、AI（AI）和广告盈利。摩根大通分析师指出，该框架“基本符合预期”，但警告称...

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you think of splitting Google? JPMorgan Chase: Not enough to worry about in the short term","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":1,"GOOGL":1},"content_text":"英为财情Investing.com – 据报道，美国司法部本周在一起反垄断诉讼的初步补救措施中加入了拆分谷歌(NASDAQ:GOOGL)的选项。对于上述补救措施框架，摩根大通和Bernstein分析师皆进行了评估，并认为短期内不会改变谷歌股票的前景。\n补救措施框架虽然涉及面广，但主要集中在四个关键领域：搜索分发、数据使用、AI（AI）和广告盈利。摩根大通分析师指出，该框架“基本符合预期”，但警告称可能带来头条新闻风险，即对公司形象和市场情绪造成负面影响。\n\n十七位分析师目标均价认为，谷歌股价可望升至200美元。数据来自InvestingPro，按此进一步了解InvestingPro。\n他们表示，司法部可能会推动谷歌核心业务（如Chrome、Play和Android）的结构性变革，可能对该公司产生负面影响。对于具体的补救措施，如禁止默认搜索引擎协议和开放谷歌的应用程序界面（API）及推荐排名，也可能影响这家科技巨头的商业模式。\n不过，摩根大通还认为，虽然存在结构性变革甚至可能遭拆分，但他们相信该框架在短期内不会大幅改变谷歌的股票前景。\nBernstein分析师也给出了相若的看法，称司法部的提案“广度有余，深度不足”。\n他们指出，虽然补救措施涉及范围广泛，但具体内容却较为笼统，且最终补救措施清单要到11月20日才会揭晓。\n不过，Bernstein强调，这哥框架可能对谷歌AI战略有负面影响。司法部在多个领域提及了与AI相关的补救措施，这可能阻碍谷歌在快速增长的AI领域中的竞争力。\nBernstein表示：“在更广泛的AI竞争中，谷歌现在最不需要的就是被监管机构束缚住一只手。”\n摩根大通和Bernstein都认为，对谷歌的真正考验在于司法部最终提出的补救措施细节。同时，谷歌将如何应对这些补救措施也至关重要，但形势不明朗，其商业模式仍有可能发生重大的长期变化。\n***\n翻身变富翁，十年回报高达1500%！点击此处了解InvestingPro科技巨头AI选股策略，AI智能选股助你飞。\n点击此处进一步了解InvestingPro。\n编译：刘川\n英为财情Investing.com：Instagram@investingcomhk； X账号@InvestingCN","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}