当地时间1月12日，苹果与谷歌宣布达成一项多年期战略合作协议。根据双方披露的信息，谷歌的 Gemini核心模型架构将被用于支持下一代Apple Foundation Models，并成为Siri新一轮升级的底层技术基 础。 在一份声明中，苹果将与谷歌的这次合作描述为Apple Foundation Models提供了"强大的基础"。 谷歌方面则表示，"苹果与谷歌已进入多年合作阶段，下一代苹果基础模型将基于谷歌的Gemini模型和 云技术。这些模型将助力未来Apple Intelligence功能的实现，包括预计今年内推出的、更具个性化的 Siri。" 双方的合作细节并未公开。但有消息称，苹果预计每年将向谷歌支付约10亿美元的技术许可费用。 这意味着，长期坚持自研路线的苹果，在生成式人工智能的"核心引擎"层面，首次正式引入来自最大竞 争对手之一的基础模型技术。 消息公布数小时后，特斯拉与xAI创始人埃隆·马斯克在X平台连续发文，对这一合作表达强烈不满，称 其将进一步加剧科技行业的"权力集中"。 这一表态并非孤立。马斯克旗下的xAI过去一年里已多次公开批评当前的AI产业结构，并曾对苹果和 OpenAI提起诉讼，指 ...

Core Insights - The article identifies five companies as strong investment opportunities for 2026, emphasizing their dominant market positions and competitive advantages that make them difficult to dethrone [1][2]. Company Summaries Nvidia - Nvidia is the world's largest company by market capitalization, primarily due to its leading position in graphics processing units (GPUs) essential for artificial intelligence (AI) workloads [3][4]. - The company has reported being "sold out" of production capacity, highlighting its competitive edge over rivals [3]. - Nvidia's market cap stands at $4.5 trillion, with projected global data center capital expenditures reaching $3 trillion to $4 trillion annually by 2030, indicating strong future growth potential [5]. Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is the largest chip manufacturer globally, known for its excellent execution and cutting-edge technology [6]. - The introduction of its 2-nanometer chip node in 2026 is expected to drive significant revenue growth due to improved energy efficiency [7]. - Continued demand for computing chips positions Taiwan Semiconductor as a strong investment opportunity [7]. Amazon - Amazon dominates the e-commerce market and has a thriving advertising business, alongside operating the largest cloud computing service [8][10]. - Despite a challenging 2025, Amazon is expected to rebound in 2026 if it maintains financial momentum [10]. - The company's market cap is $2.6 trillion, with a gross margin of 50.05% [10]. MercadoLibre - MercadoLibre is often referred to as the "Amazon of Latin America," but it also has a robust fintech ecosystem that enhances its market position [11]. - The stock is currently down approximately 16% from its all-time high, presenting a low valuation opportunity for investors [12]. - The company is viewed as a strong bet on the continued growth of Latin America [14]. Alphabet - Alphabet has demonstrated resilience, particularly with its generative AI model, Gemini, which has helped regain market share for its Google Search engine [15][16]. - The stock rallied throughout 2025, positioning Alphabet well for 2026, despite expectations of a less impressive year compared to 2025 [16]. - The company is expected to benefit from the ongoing AI infrastructure build-out [16].

Core Insights - Wayfair is collaborating with Google on the Universal Commerce Protocol (UCP) to enhance the shopping experience by allowing customers to check out directly from Wayfair while using Google [1][2] - The new checkout experience will be available on eligible Google product listings in AI Mode and the Gemini app, with Wayfair acting as the merchant of record to ensure consistent pricing and customer support [2][5] - Wayfair is also working with other retailers to establish standards for AI-driven shopping experiences, aiming to connect customers with trusted merchants [3][5] Company Strategy - Wayfair is investing in AI-powered discovery across various platforms, including its own app and external AI platforms, to enhance customer engagement [4] - The company views the Universal Commerce Protocol as a foundational element for a new shopping ecosystem, facilitating a seamless transition from product discovery to checkout [4] - Wayfair's initiatives include consumer-facing AI tools like Decorify and Muse, which help customers visualize home design, and a new Discover tab in its app featuring AI-curated content [4] Industry Collaboration - The UCP was developed in collaboration with major retailers including Shopify, Etsy, Target, and Walmart, indicating a collective effort to standardize agentic commerce [5]

Core Viewpoint - The era where large tech companies generate massive profits with relatively low investment is coming to an end, primarily due to the impact of artificial intelligence (AI) [1] Group 1: Investment Focus - Investors should focus on Return on Invested Capital (ROIC) rather than revenue growth or market size [1] - AI is shifting major companies like Microsoft, Google, and Meta from a light-asset software model to a capital-intensive hardware model dominated by data centers, chips, and energy [1] Group 2: Market Implications - Despite AI helping tech giants expand their market presence, a decline in ROIC may exert pressure on stock prices in the coming years [1]

Core Insights - Alphabet's drone subsidiary, Wing, is expanding its rapid delivery network in partnership with Walmart, aiming to reach an additional 150 Walmart outlets this year and establish over 270 dedicated drone hubs by 2027, potentially serving over 40 million consumers in the US [1][5] Group 1: Expansion and Consumer Behavior - Wing's expansion builds on the success of its existing program, with the top 25% of customers placing orders approximately three times weekly, indicating a shift in consumer behavior towards expecting seamless, contactless delivery options [2] - Drones are redefining the last-mile delivery challenge in e-commerce, enabling deliveries of small packages in under 30 minutes, which addresses issues of lengthy shipping times and high costs that deter impulse buys [3] Group 2: Retail Ecosystem and Sustainability - The integration of drone deliveries allows retailers like Walmart to reduce reliance on ground transportation, potentially lowering carbon emissions and alleviating urban traffic congestion, aligning with broader sustainability goals in e-commerce [4] - The scalability of drone delivery networks could democratize access to rapid delivery in suburban and semi-urban areas, expanding market reach beyond densely populated cities [5] Group 3: Fintech Integration - Fintech applications enhance customer experiences by enabling frictionless transactions through integrated payment gateways, allowing for one-tap transactions within apps like Walmart's mobile platform [6] - AI-driven personalization in fintech tools suggests drone-eligible items and optimizes inventory based on real-time demand signals from drone orders, improving supply chain efficiency [7][8] Group 4: Consumer Expectations and Trust - In an era of immediacy, fintech plays a crucial role in secure data handling and fraud prevention, building trust and loyalty among consumers [9] - The synergy between drone technology and fintech could set new standards in digital commerce, making it faster, smarter, and more inclusive [9]

Group 1 - Apple announced a major upgrade for Siri in collaboration with Google, utilizing Google's Gemini model and cloud technology for future Apple Intelligence features [2] - Nvidia and Eli Lilly are investing $1 billion to establish an AI drug development lab in San Francisco, focusing on accelerating drug research through AI [7] - OpenAI agreed to acquire the AI health application Torch for approximately $100 million, which will enhance its ChatGPT with personalized health assistant features [12] Group 2 - The U.S. stock market saw a collective rise, with the Nasdaq China Golden Dragon Index increasing by 4.26%, driven by strong performances from major Chinese stocks [10] - Meta Platforms CEO Mark Zuckerberg announced the "Meta Compute" project, aiming to build tens of gigawatts of AI infrastructure by the end of the decade [13][14] - Tesla's CEO Elon Musk responded to Nvidia's advancements in autonomous driving, asserting that Tesla's data advantage keeps it ahead in the industry for the next few years [8]

Group 1 - Apple and Google announced a multi-year partnership where the next-generation Apple foundational model will be built on Google's Gemini model and cloud technology, enhancing the AI capabilities of Siri and Apple Intelligence [3][4]. - Apple plans to pay approximately $1 billion annually for the use of Gemini technology, which is expected to significantly improve its AI functionalities while maintaining user data privacy [3][5]. - The collaboration is seen as a strategic move for Apple to gain time in the competitive landscape of large models, with Google benefiting from deeper integration into billions of Apple devices [4][5]. Group 2 - Counterpoint Research reported a 2% growth in global smartphone shipments in 2025, with Apple regaining the top position in market share at 20%, driven by strong sales of the iPhone 17 series [33][34]. - The report highlighted that the growth was primarily fueled by recovering demand in emerging markets and an improved economic environment [33]. Group 3 - The storage market has entered a "super bull market," with prices expected to rise by 50% this year due to increased demand from AI servers, significantly impacting the cost structure for smartphone and server manufacturers [85][86]. - Counterpoint's forecast indicates that storage prices surged by 40%-50% in Q4 of last year and are projected to continue rising in Q1 and Q2 of this year [86][88]. Group 4 - Bill Gates expressed optimism about the role of AI in driving key innovations over the next decade, particularly in climate, healthcare, and education, while also emphasizing the need for governance and regulation [94][95]. - Elon Musk suggested that advancements in AI, energy, and robotics will lead to a future where financial savings for retirement may become irrelevant, envisioning a world of abundant resources [97][98].

谷歌Gemini OpenAI成配角 此前，谷歌一直在与OpenAI争夺苹果的AI合作。苹果在2024年末已将ChatGPT整合至设备中，使得Siri 语音助手能够调用该聊天机器人的专业知识来应对复杂问题。苹果当时表示，该整合方案没有重大调 整。OpenAI未回应路透社的置评请求。 不过，苹果与谷歌周一宣布的合作，可能会引发外界对OpenAI与苹果合作关系的质疑。面对谷歌 Gemini3的挑战，OpenAI CEO萨姆.奥特曼(Sam Altman)去年年底曾拉响"红色警报"，敦促团队加快开发 进度。 凤凰网科技讯北京时间1月13日，苹果和谷歌周一联合宣布，双方已达成多年协议，苹果将使用谷歌 Gemini驱动其下一代基础模型，包括即将推出的改款Siri。路透社对此发文称，这是谷歌取得的一场重 大胜利。 路透社称，周一宣布的协议是对谷歌投下的一张重大信任票。谷歌的技术已经为三星Galaxy AI功能提 供了核心支持，但此次与苹果Siri达成的协议，将为其打开一个拥有超20亿台活跃设备的庞大市场。 "经过仔细评估，苹果认定谷歌的AI技术能够为苹果基础模型提供最强底层技术。"谷歌称，该公司模型 还将驱动未来其他Ap ...

Group 1 - Apple announced that the next iPhone will feature advanced AI capabilities, developed in collaboration with Google, utilizing the Gemini model, which has 1.2 trillion parameters compared to Apple's current 150 billion parameters [4][5] - Following the announcement, both Apple and Google's stock prices rose, with Alphabet's market capitalization surpassing $4 trillion, indicating positive market sentiment towards the partnership [4] - Elon Musk criticized the collaboration, suggesting it represents an unreasonable concentration of power, especially given Google's existing dominance in the mobile and web sectors [5] Group 2 - Ctrip mistakenly sent out mass layoff notifications to employees, which was later clarified as a system error related to the shutdown of an internal communication tool [7][8] - The incident sparked significant online discussion, with employees expressing confusion and concern over the implications of the erroneous message [7][8] Group 3 - Zhang Zetian launched a personal podcast that quickly gained over 10,000 listens in its first hour, indicating strong initial interest [10][11] - The podcast aims to provide a more authentic connection with listeners, featuring notable guests like Liu Jialing [10][11] Group 4 - Strong Brain Technology has reportedly submitted a confidential IPO application in Hong Kong, potentially becoming the first of the "Hangzhou Six" tech companies to go public [13][14] - The company specializes in brain-computer interface technology and aims to raise several hundred million dollars to accelerate its research and product development [13][14] Group 5 - ByteDance, Meituan, and Alibaba have collectively invested in a robotics company, which recently completed a 1 billion yuan A++ funding round, highlighting the competitive landscape in the AI and robotics sectors [20] - The investment reflects a growing interest in embodied intelligence and the importance of data and model evolution in this field [20] Group 6 - Aima Electric reportedly laid off over 50% of its staff in certain departments, with affected employees receiving only one month of severance pay, leading to legal disputes [21][22] - The company denied the extent of the layoffs, claiming that annual personnel adjustments are a normal part of their operations [21][22] Group 7 - Xpeng Aeroht, a subsidiary of Xpeng Motors focused on flying cars, has secretly submitted an IPO application in Hong Kong, with plans to launch as early as this year [23][24] - The company aims to capitalize on the emerging low-altitude economy and has made significant progress in its production capabilities [23][24] Group 8 - The semiconductor company OmniVision has successfully listed on the Hong Kong Stock Exchange, achieving a market capitalization exceeding 137 billion HKD, marking a significant milestone for the company [35] - OmniVision's revenue for the first three quarters of 2025 reached 21.783 billion yuan, with a net profit of 3.210 billion yuan, reflecting strong growth in the semiconductor market [35]

Group 1: Precious Metals Market - The precious metals market experienced significant volatility, with gold prices dropping below $4580 per ounce and silver prices falling below $84 per ounce on January 13 [1][2][14] - On January 12, both gold and silver prices reached historical highs, with gold peaking at $4630.24 per ounce and silver rising over 6% to $86.237 per ounce [5][17] - Analysts suggest that the recent price movements in precious metals are influenced by increased criticism of the Federal Reserve by the Trump administration, leading to reduced investment in U.S. assets [5][17] Group 2: U.S. Stock Market Performance - The U.S. stock market saw all three major indices close higher on January 12, with the Dow Jones Industrial Average and S&P 500 reaching new highs [6][19] - The Dow Jones rose by 86.13 points (0.17%) to close at 49,590.20 points, while the Nasdaq increased by 62.56 points (0.26%) to 23,733.90 points, and the S&P 500 gained 10.99 points (0.16%) to finish at 6,977.27 points [7][19] - Notable gains were observed in popular Chinese stocks, with the Nasdaq China Golden Dragon Index rising by 4.26%, and Alibaba's stock increasing by over 10%, marking its largest single-day gain since August 29, 2025 [1][21] Group 3: Federal Reserve and Economic Outlook - Market expectations are leaning towards the Federal Reserve maintaining interest rates in January, with a 95% probability of no change and only a 5% chance of a 25 basis point cut [21] - The potential for a 25 basis point cut by March is estimated at 26%, while the probability of maintaining rates is 72.8% [21] - Trump is set to interview Rick Riedel for the position of Federal Reserve Chair, indicating ongoing political influence over monetary policy [22]