Group 1 - Apple has a year-to-date (YTD) loss of nearly 5%, underperforming the average S&P 500 Index, similar to last year's gain of only 8% [1] - Alphabet has surpassed Apple to become the world's second-biggest company after Nvidia, indicating a shift in market valuation [2] - Apple was the world's most valuable company until 2024, when it was surpassed by Nvidia and Microsoft, reflecting changes in market dynamics [3] Group 2 - The change in market leadership is attributed to the valuation of artificial intelligence (AI) plays, with Nvidia being the most valuable due to its foundational role in AI infrastructure [4] - Alphabet has improved its AI capabilities with the introduction of Gemini and increased demand for its Tensor Processing Units (TPUs) from third parties, including a significant deal with Anthropic [5]

Group 1 - Alphabet Inc. is recognized as one of the top software infrastructure stocks to buy, with Jefferies reaffirming a Buy rating and raising the price target from $320 to $365 [1] - Jefferies highlights Alphabet's "unrivaled data moat" and its ability to maintain Gemini's dominant position, supported by a broad product ecosystem with seven platforms each having over 2 billion monthly active users [2] - The firm anticipates net revenue growth to moderate to around 13% in 2026, following two years of approximately 15% growth, while operating margins are projected to expand by about 140 basis points to around 39% [3] Group 2 - Jefferies believes that despite Alphabet's 2026 EV/EBITDA valuation of 17.6x being near a 15-year peak, strong earnings growth justifies a higher valuation, with potential multiples expanding toward pre-global financial crisis levels in a bull case scenario [4] - Alphabet Inc. is the parent company of Google and is a leader in internet-related services and products, including online advertising technologies, search engines, cloud computing, software, and hardware [5]

Apple and Alphabet have reached a deal for Google's Gemini to power Siri's artificial intelligence capabilities. The companies said these models would help power future Apple Intelligence features, including a more personalized Siri coming this year. "After careful evaluation, Apple determined that Google's AI technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users," Apple and Google wrote in a statement. ...

Group 1 - The core viewpoint of the article highlights a significant surge in Chinese assets, particularly in the context of U.S. markets, where Chinese concept stocks experienced substantial gains [2][3]. - On January 12, after the U.S. market opened, the Chinese concept stock index expanded its gains to 4%, with Zhihu rising nearly 20% and Alibaba increasing over 10% [3]. - In the Hong Kong night market, the Hang Seng Index futures rose over 1%, and the Hang Seng Tech Index futures increased nearly 2% [5]. Group 2 - The article discusses the volatility in the U.S. stock market, where the three major indices showed mixed performance [5]. - Google briefly saw its market capitalization surpass $4 trillion, with news of a collaboration with Apple to enhance AI functionalities for products like Siri [6]. - The article notes a significant rise in precious metals, with silver prices soaring nearly 7% and gold prices increasing over 2%, driven by concerns over the independence of the Federal Reserve amid political pressures [8].

Core Insights - Alphabet has entered into a multi-year agreement with Apple to utilize Google's Gemini models for the next generation of Apple's AI models [1] Company Summary - Alphabet will provide its Gemini AI models as the foundation for Apple's upcoming AI initiatives [1] Industry Implications - This partnership signifies a strategic collaboration between two major tech companies, potentially enhancing the capabilities of AI in consumer technology [1]

Alphabet股价今年以来上涨4.8%，该公司股价在2025年累计涨幅超过65%，成为美股七巨头中表现最佳 的股票。 责任编辑：李桐 Alphabet周一市值突破4万亿美元，成为为数不多达到这一门槛的公司之一。投资者愈发将这家谷歌母 公司视为人工智能热潮中的最大赢家之一。 该股盘中一度上涨1.7%，至334.04美元，对应市值达到4万亿美元。Alphabet近期市值超越苹果，成为仅 次于英伟达的全球第二大公司。只有英伟达、苹果和微软的市值曾突破过4万亿美元，其中英伟达仍是 唯一一家市值曾站上5万亿美元的公司。 周一的涨势时逢苹果宣布选择Gemini为语音助手Siri提供人工智能支持。此前，苹果计划每年向谷歌支 付约10亿美元以使用该技术。 Alphabet周一市值突破4万亿美元，成为为数不多达到这一门槛的公司之一。投资者愈发将这家谷歌母 公司视为人工智能热潮中的最大赢家之一。 该股盘中一度上涨1.7%，至334.04美元，对应市值达到4万亿美元。Alphabet近期市值超越苹果，成为仅 次于英伟达的全球第二大公司。只有英伟达、苹果和微软的市值曾突破过4万亿美元，其中英伟达仍是 唯一一家市值曾站上5万亿美元的 ...

有报道称， 苹果公司选中谷歌的Gemini来运行今年即将推出的人工智能Siri系统。 报道发出后， 谷歌涨幅一度扩大至1%，再创历史新高 ， 总市值重新突破4万亿美元。 | Us 谷歌-A | 17 Q | | --- | --- | | GOOGL | | | ２２０ ７００ 今井 325.720 最高 334.040 最低 325.000 | | | 0.34% 1.130 换手 0.18% 息量 1074万股 金额 35.29亿 | | | 昨收 328.570 总值⊙ 3.98万亿 市盈™ 32.02 | 电子 | | 相关ETF 纳斯达克100ETF -0.20% | 市值占比 3.75% > | | 盘前 325.780 -2.790 -0.85% | 09:30 美东 √ | | ◀》年报预披露：于2026-02-03披露2025财年年报... ○× | | | 分时 五日 日K 周K 月K | 由名▼ | | 均价:328.704 最新:329.700 1.130 0.34% | | | 333.570 | 1.52% 卖1 329.730 115 | | 29 | 329.680 | | 分 ...

苹果公司将与谷歌达成合作，为其今年晚些时候推出的Siri等产品的人工智能功能提供技术支持。 这项为期多年的合作将借助谷歌的Gemini模型和云技术，助力苹果开发未来的基础模型。 苹果在声明中表示："经过仔细评估，我们认为谷歌的技术为Apple Foundation Models（苹果基础模型） 提供了最强大的技术基础，我们对其将为用户带来的创新全新体验感到兴奋。" 这项为期多年的合作将借助谷歌的Gemini模型和云技术，助力苹果开发未来的基础模型。 苹果在声明中表示："经过仔细评估，我们认为谷歌的技术为Apple Foundation Models（苹果基础模型） 提供了最强大的技术基础，我们对其将为用户带来的创新全新体验感到兴奋。" 今年8月有消息称，苹果正与谷歌进行初步谈判，计划采用定制版Gemini模型为新版Siri提供动力支持。 上周，谷歌的市值自2019年以来首次超越苹果。 责任编辑：李桐 今年8月有消息称，苹果正与谷歌进行初步谈判，计划采用定制版Gemini模型为新版Siri提供动力支持。 上周，谷歌的市值自2019年以来首次超越苹果。 责任编辑：李桐 苹果公司将与谷歌达成合作，为其今年晚些时候推 ...

谷歌市值首次突破4万亿美元，消息面上苹果选择谷歌的Gemini来驱动今年推出的人工智能Siri。 来源：滚动播报 ...

谷歌涨幅扩大至1%，再创历史新高，总市值重新突破4万亿美元。消息上，苹果选择谷歌的Gemini来驱 动今年推出的人工智能Siri。 ...