Weekly Big Tech Update: February 4th, 2025
谷歌 Faces Tough Appeal in Epic Games Antitrust Case
Google is facing skepticism from a federal appeals court in its attempt to overturn a jury verdict favoring Epic Games. The lawsuit accuses Google of using restrictive Google Play Store policies and making payments to ensure exclusivity, stifling competition. While Google argued that Epic’s similar case against Apple was dismissed, judges noted key differences between the Android and Apple ecosystems. The U.S. Justice Department supports the ruling against Google, emphasizing the need for fair competition. If the verdict stands, Google could face increased regulatory scrutiny and potential revenue shifts in its app store business.
BofA Maintains 苹果 Buy Rating, Sees $265 Target
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Bank of America analyst Wamsi Mohan reaffirmed a Buy rating on Apple, setting a price target of $265, citing a strong iPhone upgrade cycle in fiscal 2025-2026 driven by Gen AI adoption and rising Services revenue. While new 10% tariffs on China imports create uncertainty, Apple’s ability to shift production to India and Vietnam could mitigate financial impact. If Apple absorbs costs without raising prices, the estimated EPS hit is ($0.12), while a price increase would reduce the impact to ($0.07). Long-term, Apple’s diversified supply chain and AI-driven hardware upgrades position it for sustained growth.
亚马逊 Robotics Could Cut Costs by $10B Annually
Amazon’s growing investment in robotics could drive over $10 billion in annual cost savings by 2030, according to Morgan Stanley. Analyst Brian Nowak estimates that every 10% of Amazon’s U.S. fulfillment network adopting robotics could generate $1.5 billion to $3 billion in efficiencies. With fulfillment costs comprising nearly 20% of Amazon’s retail revenue, automation is becoming a key driver of profitability. Amazon has introduced six major robotics designs since 2022, improving efficiency across inventory management, order picking, and outbound logistics. As adoption scales, Amazon’s cost structure could see significant long-term benefits.