大行評級丨Citizen JMP證券:下調Alphabet評級至“與大市同步” 觀望反壟斷訴訟的進展
Citizen JMP證券分析師Andrew Boone將Alphabet的評級自“跑贏大市”下調至“與大市同步”,稱Alphabet股價高升後已讓投資者縮手並將處於觀望狀態。美國法院去年裁定,谷歌在一般搜索服務和廣吿領域擁有壟斷地位,法院尚未就潛在的補救措施或如何解決爭議作出決定。法院預計將於今年3月或4月進行審理,並於8月作出判決。Boone認為該案將成為投資者未來一年的主要關注焦點,從而縮限該股多重擴張。雖然谷歌可能會上訴,且該判決也需要數年才能執行,但Boone預計“懲罰將會很嚴厲”。他認為需要更清楚該訴訟的司法進展,才能對該股持正面看法,目前該股估值合理。
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