【苹果选择谷歌Gemini驱动将于今年面世的AI版Siri】 苹果公司正与谷歌联手，为其计划于今年晚些时 候推出的Siri等产品提供人工智能功能支持。 一份声明显示，这项为期数年的合作伙伴关系将依托谷歌 的 Gemini 模型和云技术，来构建苹果未来的基础模型。 苹果在声明中写道："经过仔细评估，我们认 定谷歌的技术为'苹果基础模型（Apple Foundation Models）'提供了最强大的基础。我们非常期待这一 合作为用户开启的创新体验。"（CNBC） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Core Viewpoint - Apple is collaborating with Google to enhance its artificial intelligence capabilities, particularly for products like Siri, utilizing Google's Gemini models and cloud technology [1] Group 1 - The partnership is described as a multi-year collaboration aimed at developing foundational models for Apple [1] - Apple expressed confidence in Google's technology, stating it provides the most capable foundation for their future models [1] - The collaboration is expected to unlock innovative experiences for Apple users [1]

沃尔玛涨近2.5%，谷歌宣布与沃尔玛等大型零售商达成合作，计划将聊天机器人Gemini打造为虚拟商 家和助手。 中概股逆势走强，阿里巴巴涨超4%，小摩建议逐步增持公司股票；百度涨3.5%，小鹏涨近5%，小鹏汇 天据悉以保密形式提交港股IPO申请，最早今年登陆港交所。 凤凰网财经讯 1月12日，美股三大股指小幅低开，道指跌0.32%，纳指跌0.4%，标普500指数跌0.45%。 ...

Core Viewpoint - Alphabet's stock, GOOGL, has reached a new all-time high of $330, with analysts increasingly optimistic about its future performance, particularly in AI and cloud services [1][2]. Analyst Upgrades - Wells Fargo analyst Ken Gawrelski raised the price target for Google stock from $268 to $350, indicating a potential 6% upside from the current price [1][2]. - Gawrelski's upgrade is part of an effort to correct previous underestimations of Google's performance in 2025, with raised estimates for both search and Google Cloud Platform (GCP) [2]. - Google stock has received at least seven upgrades in 2026, with Cantor Fitzgerald setting a price target of $370 and an 'Overweight' rating [4]. Price Predictions - Canaccord Genuity's Maria Ripps increased the 12-month price target for Google from $330 to $390, citing long-term optimism due to the rapid scaling of the Gemini chatbot [5]. - Mizuho Securities' Lloyd Walmsley set a more conservative price target of $365 with a 'Buy' rating, consistent with a previous forecast by Jefferies' Brent Thill [6].

Core Insights - The article discusses advancements in AI technology, highlighting NVIDIA's new physical AI models and platforms, OpenAI's ChatGPT Health, Google's Gmail upgrades, and MiniMax's IPO in Hong Kong [1][2][4]. Group 1: NVIDIA's Developments - NVIDIA announced a series of new open models and development frameworks for physical AI at CES, aimed at facilitating the development of next-generation robots and autonomous systems [2]. - The new models are available on the HuggingFace platform and include modules for modeling, reasoning, and control in the physical world [2]. - FrankaRobotics and LEM Surgical are utilizing NVIDIA's technology for simulating and training robotic behaviors and surgical systems, respectively [2]. Group 2: Microsoft's Collaboration - Microsoft has partnered with a major U.S. utility operator to modernize the power system in the Midwest, enhancing stability and resilience under high-load conditions [3]. - This collaboration covers 15 states and Manitoba, Canada, serving approximately 42 million people, addressing the rising electricity demand due to the expansion of energy-intensive data centers [3]. Group 3: Google's Gmail Enhancements - Google is transitioning Gmail into the Gemini era, introducing AI features aimed at improving user experience, with around 3 billion users relying on Gmail for communication [4]. - The new "AI Overview" feature generates concise summaries of email threads, while users can ask questions directly to receive relevant information [4]. - Additional writing and reply assistance features, such as "Help Me Write" and "Suggest Reply," are now available to enhance email composition [4]. Group 4: Investment Recommendations - The article maintains an industry overweight rating, recommending investments in AI computing, cloud vendors, AI applications, and AI social platforms [2].

Group 1 - The core point of the article is that TaiLing Micro has confirmed its chips are used in Google remote controls and charging cases for mobile headphones [2] Group 2 - The company engaged with investors on an interactive platform, indicating transparency and communication regarding its product applications [2]

Core Insights - Bristlemoon Global Fund reported a return of -6.2% for the December quarter of 2025, with a cumulative return of 11.9% since inception [1] - The fund's performance was influenced by market trends favoring perceived AI winners while undervalued stocks labeled as AI losers declined further [1] Company Highlights - Alphabet Inc. (NASDAQ: GOOGL) achieved a one-month return of 6.60% and a 52-week gain of 72.02%, closing at $328.57 per share with a market capitalization of $3.98 trillion on January 9, 2026 [2] - The fund emphasized its investment in Alphabet Inc. due to the overly pessimistic sentiment around AI, which contributed positively to the fund's returns [3] - Alphabet Inc. ranked fourth among the 30 Most Popular Stocks Among Hedge Funds, with 243 hedge fund portfolios holding its shares at the end of Q3 2025, an increase from 219 in the previous quarter [4] - In Q3 2025, Alphabet Inc. achieved its first-ever $100 billion in revenue, indicating strong financial performance [4]

Core Viewpoint - Ant International is expanding its collaboration with leading global models to support the construction of an intelligent commercial ecosystem, focusing on the new Universal Commerce Protocol (UCP) to enhance AI-driven commercial activities [2][3]. Group 1: Collaboration and Protocol - Ant International is partnering with Google to develop the Universal Commerce Protocol (UCP), aimed at facilitating AI agents in the entire shopping process, including browsing, purchasing, and after-sales support [2]. - The UCP establishes a universal interaction language that allows AI agents to efficiently collaborate across systems, enhancing commercial activities without the need for separate connections for each agent [2]. Group 2: Intelligent Agent Solutions - Ant International's intelligent agent solutions provide three core capabilities for merchants: comprehensive management of AI algorithms, a specialized payment solution for e-wallets, and enhanced transaction security through AI technologies [3]. - The Antom EasySafePay solution allows e-wallet users to complete transactions without leaving the AI interaction interface, improving user experience [3]. Group 3: Market Reach and Applications - Ant International has collaborated with leading model providers like Qianwen and DeepSeek to explore scalable AI applications in various business scenarios, particularly in emerging markets with high economic growth and diverse payment ecosystems [4]. - The company operates in over 200 global markets, connecting more than 1.8 billion user accounts and 150 million merchants, positioning its global payment services and AI-as-a-service platform as key to the UCP's implementation [4].

Core Viewpoint - Google is shifting the Android ecosystem towards a more closed model, similar to iOS, by changing the AOSP code update frequency from quarterly to biannual, starting in 2026, which may limit third-party developers' influence on the platform [1][3]. Group 1: Changes in AOSP Update Frequency - Starting in 2026, AOSP source code updates will occur in the second and fourth quarters, rather than quarterly, to simplify development and enhance stability and security [3]. - This change is perceived by the developer community as a move to reduce the impact of third-party developers and limit the viability of third-party ROMs [3][5]. Group 2: Impact on Third-Party ROMs - The extended update cycle means that third-party ROMs will face delays in receiving bug fixes and updates, which could lead users to prefer Google's native Android or partner ROMs that receive timely updates [5][6]. - Historically, third-party ROMs like MIUI and LineageOS have thrived on AOSP, but the new update schedule may hinder their ability to provide timely fixes, as seen with past bugs that were quickly patched for third-party ROMs [3][5]. Group 3: Google's Strategy and Developer Relations - Since Android 6, Google has been reducing the scope of AOSP by moving many features to Google Play, making it harder for third-party ROMs to operate effectively [6][8]. - Google has transitioned to an internal development model, limiting access to AOSP branches for external developers, which means future updates will be less accessible until Google completes them [8][10]. - Although Google will still accept code contributions from external developers, the increased interval for checking code submissions from three months to six months is likely to discourage participation [10].

Core Insights - Walmart has launched a new consumer experience within Google's AI chatbot Gemini, enhancing its AI initiatives with external partners [1][2] - The integration allows Gemini users to discover Walmart and Sam's Club products, facilitating transactions within Walmart's checkout environment [2] - The initiative will first be available in the U.S. before expanding internationally [2] Group 1: Leadership and Strategic Direction - Incoming Walmart CEO John Furner discussed the development alongside Google CEO Sundar Pichai at The National Retail Federation's 2026 Big Show [3] - Pichai announced a new suite of AI tools for retailers through Gemini, including the Universal Commerce Protocol for agentic commerce [3][4] - Furner emphasized the company's willingness to adapt its operations and customer interactions in response to AI advancements [5][6] Group 2: Industry Context and Evolution - Google has reported a significant year-over-year increase in AI usage among retailers, indicating a broader trend in the industry [4] - Furner reflected on the evolution of retail, noting that the industry is currently in a transformative period requiring a rewrite of the retail playbook [6]