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美股异动|谷歌C股价飙升9.01%司法部反垄断诉讼进展成关键驱动力
新浪财经· 2025-09-04 07:02
来源:市场资讯 在此背景下,投资者可保持对谷歌的关注,尤其在其AI芯片和智能家居助手等新业务领域的进展值得 期待。谷歌的自研AI芯片现已与多家云服务商合作,这显示出其扩展和挑战英伟达市场份额的决心。 对于投资者而言,谷歌在技术和市场拓展方面的积极表现是值得关注的长远利好。 判决公布后,谷歌表示将计划提出上诉,这表明未来的法律争端可能会持续。谷歌副总裁李安·穆霍兰 表示对裁决可能对用户隐私的影响表示担忧,并计划仔细评估这一裁决。然而,谷歌不必出售其 Chrome浏览器,无疑是一大利好,毕竟Chrome在搜索市场的推广和用户引流方面起到了重要作用。裁 决后,谷歌仍可通过付费成为默认搜索引擎,而不涉及排他性协议,这让谷歌继续与苹果保持合作。 这一裁决也对其他企业带来了机会,例如OpenAI和Perplexity等AI公司可借此进入谷歌无法垄断的市场 中。苹果设备上未来可能会引入更多的搜索工具,增强自身在AI领域的竞争力。对于谷歌的竞争对手 来说,迫使谷歌共享部分搜索数据的规定也为他们改善产品提供了可能性。 从市场整体走势来看,分析师普遍认为这一裁决结果是温和的,也消除了谷歌股价上一大风险。谷歌面 临的其他反垄断诉讼 ...
Wix.com Ltd. (WIX) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Seeking Alpha· 2025-09-04 06:49
PresentationAll right. So I'll jump right in. Ygal Arounian on the Citi Internet team. Thanks, everyone, for joining. I'm very pleased to have Wix, CFO, Menashe Shemesh and President, Nir Zohar here with us. Thank you so much for being here.Ygal ArounianDirector of Internet Equity Research Yes. Really excited. So we're going to jump right into what's been the biggest topic, and I'm sure you've been getting a lot of questions on it today, just on the evolution around GenAI, Vibe coding in particular, we'll d ...
Alphabet Stock Surges After Dodging Harsh Antitrust Remedies
MarketBeat· 2025-09-04 06:06
Alphabet TodayGOOGLAlphabet$230.66 +19.31 (+9.14%) 52-Week Range$140.53▼$231.31Dividend Yield0.36%P/E Ratio24.56Price Target$219.11Add to WatchlistAlphabet NASDAQ: GOOGL just caught a significant break in its long-running battle with regulators. U.S. District Judge Amit Mehta issued his highly anticipated ruling on remedies in the landmark antitrust case against Google. While the court reaffirmed that the company held an illegal monopoly in internet search, the penalties were far less severe than feared.Ge ...
谷歌成功避拆分市值飙升2300亿 但监管挑战依旧严峻
新浪财经· 2025-09-04 05:41
尽管这一裁决被视为对谷歌有利,但公司在博客中对共享数据的要求表示了隐私担忧,并计划对此裁决 进行上诉。谷歌担心,这样的要求可能会对用户隐私产生不利影响。尽管谷歌努力保持市场主导地位未 受影响,但公司的监管挑战远未结束。 美国地区法官的裁决还反映了市场竞争环境的变化,特别是生成式人工智能的崛起。法院认为,新兴技 术的出现改变了行业环境,进而需要对谷歌继续实行相对宽松的市场行为限制,以促进整体公平竞争。 根据裁决,谷歌被禁止与设备制造商和浏览器开发商签订排他性默认搜索协议,同时被要求与适格竞争 对手共享部分搜索数据。这些条件意在促进市场竞争,并防止谷歌继续巩固其在搜索和浏览器市场的主 导地位。 尽管谷歌被施以一些限制,其仍然可以继续向苹果支付费用,作为iPhone设备默认搜索引擎的一部分。 这项协议对苹果的服务收入贡献不菲。过去,谷歌曾支付高达200亿美元以确保其在苹果产品中的默认 搜索地位,因此这一决定对双方都有利。 市场分析人士指出,这一裁决通过减少重大不确定性,提升了谷歌的股价。裁决之后,谷歌股价在市场 中迎来了显著增长,而苹果的股价也因为其与谷歌的长期合作协议继续存在而上扬。分析师普遍认为, 在法庭压力减 ...
Apple gets ‘monster win' as DOJ ruling preserves Google search deal: analysts
Proactiveinvestors NA· 2025-09-04 03:40
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
谷歌C类股创历史新高
新浪财经· 2025-09-04 03:28
谷歌C类股创历史新高,股价回升至2014年4月2日特殊分配时的水平(该无投票权股份于当日创设,并 于2014年4月3日开始交易)。 来源:环球市场播报 ...
Match Group, Inc. (MTCH) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Seeking Alpha· 2025-09-04 01:34
PresentationYgal ArounianDirector of Internet Equity Research Good conference. All right. It looks like we're live. All right. People still rolling in. Thanks, everyone, for joining. Ygal Arounian from the Citi and Internet team. Pleased to have Match Group CFO, Steven Bailey. Thanks so much for being here with us today. We'll take some Q&A towards the end. Mics will go around if anyone has any questions. Just quickly before we start, I'm going to read Match's safe harbor disclosures. During this presentati ...
Impact of US judge's ruling on Google's search dominance
TechXplore· 2025-09-04 00:50
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: The antitrust case weighed the impact of Google's search dominance on consumers. Google has escaped a breakup of its Chrome browser in a major US competition case, but the judge imposed remedies whose impact remains uncertain just as AI starts to compete with search engines. Here is what we know about how the antitrust ruling ...
Google doesn't have to sell Chrome, and employees are celebrating
Business Insider· 2025-09-04 00:23
A federal judge just ruled that Google does not have to sell its Chrome browser, and Googlers seem pretty happy about it. On Tuesday, US District Judge Amit Mehta handed down penalties to Google after ruling its search business a monopoly. The US Justice Department, which filed the suit against Google in 2020, had proposed forcing the company to sell its Chrome browser. The judge ruled against this—one of several decisions made in the landmark antitrust case.Google employees have been lighting up the compa ...
Alphabet shares soar 8% after Google gets favorable antitrust ruling in landmark case
New York Post· 2025-09-03 23:11
Alphabet shares soared Wednesday after a federal judge spared its subsidiary Google from a forced breakup in its landmark antitrust battle — fueling a Wall Street rally that outraged critics blasted as a get-out-of-jail-free card for Silicon Valley’s most powerful player.Barry Lynn, executive director of the anti-monopoly think tank Open Markets Institute, blasted the ruling, saying it “lets Google and every other monopolist know that even the most egregious violation of law will be met with a slap on the w ...