此次合作仅涉及底层技术优化，苹果不会将Siri或Apple Intelligence的控制权移交谷歌。苹果计划每年支 付约10亿美元，利用Gemini模型在后台协助训练和增强自研基础模型，但所有用户交互数据仍由苹果自 主掌控或通过设备本地处理，确保用户隐私安全。 智通财经APP获悉，周二，谷歌(GOOGL.US)涨逾2%，报339.91美元。消息面上，苹果公司近日宣布与 谷歌达成一项重要合作，双方将共同推动人工智能技术的发展。根据合作协议，谷歌的Gemini模型及其 云技术将成为下一代苹果基础模型的核心支撑，为未来苹果设备上的AI功能提供强大助力。其中，备 受用户期待的新一代Siri有望在今年晚些时候亮相，并借助这一技术实现体验升级。 ...

Core Viewpoint - Apple has chosen to collaborate with Google by adopting the Gemini model to enhance Siri, marking a significant shift from its previous strategy of self-development in AI technology. This partnership raises concerns about the concentration of AI capabilities among a few major players in the industry [2][3]. Group 1: Partnership Details - Apple and Google have announced a multi-year agreement for Apple to utilize Google's Gemini AI model for its next-generation foundational models, including an updated version of Siri [3]. - Financial details of the agreement remain undisclosed, but reports suggest Apple may pay Google approximately $1 billion annually for the use of its AI technology [3][4]. - The collaboration is seen as a "transitional" choice for Apple, as it aims to deliver a new Siri experience to users by 2024, following delays in previous updates [3][4]. Group 2: Market Impact - The partnership is expected to generate positive market reactions, with predictions indicating that the new Siri will be released alongside the iOS 26.4 update in spring [5]. - Google's AI technology, now integrated into Apple's ecosystem, could potentially reach over 2 billion active devices, expanding its market presence significantly [6]. - Following the announcement, Alphabet's stock rose by 1.7%, and its market capitalization surpassed $4 trillion for the first time, highlighting the positive reception of the collaboration [6]. Group 3: Competitive Landscape - The collaboration has drawn criticism from industry figures, including Elon Musk, who expressed concerns about the potential for excessive power concentration in the AI sector due to Google's existing dominance with Android and Chrome [8]. - Musk's AI company, xAI, is also competing in the foundational model space, and he has initiated legal action against Apple and OpenAI regarding their partnership [8][9]. - Analysts suggest that Apple is intentionally building a "multi-model supplier" structure to avoid over-reliance on any single company, while maintaining its existing partnership with OpenAI [9]. Group 4: Future Prospects - Apple's AI initiatives are under scrutiny, especially in the Chinese market, where regulatory challenges may limit the integration of foreign AI models like Gemini [9]. - The company is likely to explore collaborations with domestic tech firms, such as Alibaba, to enhance its AI capabilities in compliance with local regulations [9].

Market Overview - U.S. stock markets are experiencing volatility as investors react to inflation data and the start of the fourth-quarter earnings season, with major indexes previously closing at record highs [1][5] - Premarket trading showed a mixed trend, with Nasdaq 100 futures down 0.2% to 0.3%, and S&P 500 and Dow Jones futures declining by 0.1% to 0.2% [2] - Following the release of the December Consumer Price Index (CPI), futures for major indexes reversed earlier declines, with Nasdaq 100, S&P 500, and Dow Jones futures rising by 0.2%, 0.2%, and 0.1% respectively [3] Commodities and Currency - Gold futures remained stable near record highs, while silver futures surged to an all-time high of $87.56 per ounce [4] - WTI crude oil futures increased by approximately 2% to $60.70 per barrel, influenced by geopolitical tensions and potential tariffs on countries doing business with Iran [4] - Bitcoin was trading around $92,000, and the U.S. dollar index rose by 0.1% to 98.92 [4] Earnings Reports - The fourth-quarter earnings season commenced, with JPMorgan Chase & Co. reporting a drop in profit due to a one-time charge, but excluding this charge, profits increased [8][13] - Delta Air Lines experienced a premarket decline of 4-5% after releasing profit forecasts that fell short of market expectations [13] - Other companies reporting include Bank of New York Mellon and Concentrix, with Delta's results particularly scrutinized for insights into the travel industry's health [8] Stock Movements - L3Harris Technologies shares surged by 11-12% after announcing plans to spin off its Missile Solutions business, supported by a $1 billion investment from the Defense Department [13] - Chipmakers Intel and AMD saw gains of 3.6% and 2.6% respectively, following an upgrade to "overweight" by KeyBanc due to strong data-center demand [13] - Alphabet's stock rose by 0.68% after achieving a $4 trillion market valuation, bolstered by news of Google Gemini enhancing Apple's Siri [13] Other Corporate News - Xpeng Inc. ADR shares dipped 2.63% despite plans to establish localized supply chain teams in Europe and ASEAN [13] - Travere Therapeutics saw a significant slump of 28% after an FDA request for clarification on its therapy's clinical benefits [13] - Synopsys shares fell 2.3% following a downgrade to "neutral" by Piper Sandler, citing growth headwinds [13] - Credit card companies stabilized in premarket trading after experiencing declines due to proposed caps on interest rates [13] - Walmart gained on news of its inclusion in the Nasdaq 100 index [13]

Core Insights - Apple and Google have entered a multi-year agreement for Apple to utilize Google's Gemini to drive its next-generation foundational models, indicating a strategic partnership in AI development [1] - Analyst Ming-Chi Kuo suggests that Apple's decision to collaborate with Google is driven by short-term challenges, including the need for a successful AI demonstration at WWDC and rising user expectations for AI service quality [1] - The partnership is expected to alleviate immediate pressures on Apple, although the long-term challenge remains in enhancing its control over core AI technologies [1] Company Developments - Apple's self-developed AI server chips are projected to begin mass production in the second half of 2026, with its own data centers expected to start construction and operations in 2027, indicating a significant anticipated growth in demand for device-side AI starting in 2027 [2]

Core Viewpoint - Jim Cramer highlighted Alphabet Inc.'s strong performance and the potential of its Gemini 3 AI platform, which is seen as a significant competitor to ChatGPT [1][2]. Group 1: Company Performance - Alphabet's stock increased by approximately 65% last year, benefiting from favorable outcomes in its antitrust trials [1]. - Cramer expressed regret over selling Alphabet stock for the Charitable Trust, noting it was the best performing stock among the Magnificent Seven last year [2]. Group 2: Future Outlook - Cramer anticipates that 2026 will be a year where individual stock picking becomes increasingly important, with Alphabet and NVIDIA expected to be major outperformers [2]. - The Gemini 3 AI platform is viewed as a "home run" for the company, indicating strong future growth potential [1].

Group 1: Corporate Earnings - JPMorgan Chase & Co. exceeded analyst expectations for the fourth quarter, resulting in a 1% increase in premarket trading shares, with stronger-than-forecasted trading revenue [2][3] - Delta Air Lines shares fell 5% after reporting slightly lower revenue than anticipated for the fourth quarter, but it beat earnings per share expectations and projected a 20% profit increase in 2026, citing strong travel demand [5][6] Group 2: Market Reactions - Bank stocks, including JPMorgan, faced a challenging session following President Trump's proposal for a 10% cap on credit card interest rates, which industry executives view as potentially harmful to their business models [4] - Shares of Alphabet rose after the announcement of an AI-powered upgrade for Siri, helping the company reach a $4 trillion market cap [10][11] Group 3: Economic Policies - President Trump announced a 25% tariff on any country doing business with Iran, aimed at economically isolating the country, following threats of military action over the killing of anti-government protesters [8][9]

Market Overview - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.37%), ChiNext Index (-1.96%), North Star 50 (-2.50%), and Sci-Tech Innovation 50 (-2.80%) [1] - TMT sector led the gains with SW Portal (+6.79%), SW Marketing Agency (+2.49%), and SW Gaming III (+0.40%) [1] - TMT sector faced losses with SW Military Electronics III (-5.41%), SW Communication Terminals and Accessories (-5.34%), and SW Communication Cables and Accessories (-5.20%) [1] Domestic News - XREAL announced a strategic partnership with ASUS ROG to launch the ROG XREAL R1 AR glasses, featuring micro OLED technology with a resolution of 1920 x 1080 and a virtual screen equivalent to 171 inches at 4 meters [2] - Jiangbolong reported that its self-developed UFS4.1 product outperforms market counterparts in process, read/write speed, and stability, gaining recognition from major clients [2] - Yongxi Electronics plans to invest 2.1 billion yuan in a packaging base in Malaysia, focusing on system-level packaging products for AIoT and power modules [2] - Sanan Optoelectronics disclosed that its SiC MOSFET products have begun bulk supply to leading global power manufacturers, targeting data centers and AI servers [2] Overseas News - SK Hynix is investing in its advanced packaging plant P&T7 to meet global AI storage demand, with the plant expected to play a crucial role in commercializing DRAM as HBM [3] - A collaboration between the University of Cambridge and a German research team has led to the successful development of stable and high-performance cubic InGaN materials for red Micro-LED devices [3] - Counterpoint Research forecasts a 2% year-on-year growth in global smartphone shipments in 2025, driven by high-end demand and emerging market growth, with Apple leading the market at a 20% share [3] - The Indian Space Research Organization (ISRO) faced a setback with the PSLV-C62 rocket losing all 16 satellites during its third phase of flight [3] AI News - Apple and Google have announced a multi-year partnership to develop the next generation of Apple Foundation Models based on Google's Gemini model and cloud technology [4] - Zhipu AI and Didi Chuxing have formed a strategic partnership focusing on the development of intelligent agents for transportation scenarios [4] - Tencent Research Institute and Midjourney have launched the Niji v7 anime-specific model, enhancing details and stability for anime-style creations [4] - Nvidia and Eli Lilly are investing $1 billion to establish an AI lab aimed at accelerating drug discovery and personalized treatment [4] Industry Tracking - The FCC has approved SpaceX to launch an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [5] - The Eighth Research Institute of China Shipbuilding Group has developed a low-vibration helium re-liquefaction system for high-precision instruments [5] - The National Medical Products Administration of China plans to establish standards for medical devices using brain-computer interface technology [5] - LimX Dynamics has released a new embodied intelligent system that allows for dynamic task adjustments during operation [5] Storage Market - The average price of DDR5 16G (2G×8) 4800/5600 DRAM is reported at $33.563, with a 3.27% increase [6] - The average price of DDR4 16Gb (2G×8) 3200 DRAM is reported at $73.500, with a 2.80% increase [6] Semiconductor Material Prices - The average price for 4N zinc oxide powder is reported at 1,465 yuan/kg, with a daily change of 20 yuan [7] - The average price for 5N high-purity zinc is reported at 6,300 yuan/kg, with no daily change [7]

每经记者｜王晶 每经编辑｜许绍航 陈星 1月13日，苹果与谷歌联合发布声明，宣布达成一项多年期的深度合作协议：下一代苹果基础模型（Apple Foundation Models）将基于谷歌的Gemini模型和 云技术，这些模型将为未来的苹果智能（Apple Intelligence）功能提供支持，并为今年即将推出的个性化Siri提供核心技术支持。 过去，对大多数iPhone用户来说，Siri功能有限，人们多数时候只会用来设置闹钟或者播放歌曲，而不是将其看作一个真正的数字助手。但达成合作后， 生成式人工智能版本的Siri有望得到重要更新。 消息公布数小时后，特斯拉与x AI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"。 据了解，长期以来，苹果始终坚持软硬件与核心技术高度自研，而此次在生成式人工智能最核心的"基础模型层"却引入其最大竞争对手之一——谷歌。 自2022年底Chat GPT引爆全球AI（人工智能）热潮以来，苹果虽持续投入研发，但在大模型的规模与能力上仍存在明显差距。2025年3月，苹果宣布推迟 语音助手Siri对话式版本的发布时间："我们一直在努力 ...

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - The U.S. Department of Defense plans to integrate Elon Musk's AI chatbot "Grok" into its systems, alongside Google's generative AI, indicating a strong governmental interest in AI applications [5] - Ant Group and Google have launched a new open standard called the Universal Commercial Protocol (UCP) to streamline the entire AI shopping process, from product discovery to post-purchase support [6] Group 2 - Meta Platforms Inc. has formed a new executive team to focus on AI infrastructure, appointing Dina Powell McCormick to lead collaborations with governments and investors, emphasizing investment in AI infrastructure [8] - Alphabet's market capitalization has surpassed $4 trillion for the first time, with a recent stock price increase of 1.7% to $334.04, reflecting its strong position in the AI sector [9] - Apple has partnered with Google to utilize the Gemini model for its upcoming AI-driven Siri, marking a significant collaboration in AI technology development [10]

Core Viewpoint - Apple has confirmed a multi-year partnership with Google to utilize the Gemini model for new AI features, including an updated Siri, marking a significant strategic shift for Apple in the AI domain [2][4]. Group 1: Partnership Details - The collaboration allows Apple to leverage Google's Gemini model and cloud technology to support future versions of Apple Foundation Models [9]. - Apple expressed confidence in Google's technology, stating it provides a strong foundation for their models and anticipates innovative user experiences [9]. - The new features are expected to launch later this year, although no specific timeline has been provided [9]. Group 2: Market Impact - Following the announcement, Alphabet's stock price rebounded, reaching a market capitalization of over $4 trillion for the first time, making it the fourth company to achieve this milestone [2][6]. - Alphabet's stock has seen a cumulative increase of over 65% in 2025, outperforming other major tech stocks [5]. - The rise in Alphabet's market value is attributed to its comprehensive strategy in the AI sector, including the introduction of the Ironwood AI chip and the Gemini 3 language model [7]. Group 3: Competitive Landscape - The partnership highlights the competitive yet collaborative nature of the relationship between Apple and Google, as both companies have previously competed in various sectors while cooperating in search services [4]. - Google's introduction of personalized advertising features in its AI shopping tools signifies a strategic move to monetize AI capabilities amidst competition from other AI companies [11][12]. - This development comes as AI chatbots pose a threat to Google's traditional advertising revenue, prompting the need for innovative monetization strategies [13].