Could a new deal with Google help Apple sell investors on its AI Vision? ...

| GOOGL 谷歌-A | | | | --- | --- | --- | | 331.860 ↑ +3.290 +1.00% | | 收盘价 01/12 16:00 美东 | | 332.700+ 0.840 +0.25% | | 盘后价 01/12 17:40 美东 | | 三 24 24 4 5 9 日 | ( 自先 | ● 快捷交易 | | 最高价 334.040 | 开盘价 325.800 | 成交昌 3380.56万 | | 最低价 325.000 | 昨收价 328.570 | 成交部 111.667 | | 平均价 330.294 | 市盈率TM 32.76 总市值 4万亿 (--) | | | 振 幅 2.75% | 市容率(静) 41.28 | 总股本 120.67亿 | | 换手率 0.31% | 市净率 10.351 | 流通值 3.63万亿 | | 52周最高 334.040 委 比 -88.24% | | 流通股 109.38亿 | | 52周最低 140.143 最 比 1.09 | | 每 手 1股 | | 历史最高 334.040 股息TTM 0.820 | | | | 历 ...

Market Overview - On January 13, U.S. stock indices collectively rose slightly, with the S&P 500 and Dow Jones reaching all-time highs, driven by strong performances in technology stocks and retail giant Walmart [1] - The market initially dipped due to concerns over a potential criminal investigation by the U.S. Department of Justice into Federal Reserve Chairman Jerome Powell, but investors largely downplayed these fears [1] - The technology sector was one of the biggest gainers of the day, with Walmart's stock rising by 3%, supporting the S&P 500 and Nasdaq indices [1] Walmart's Index Inclusion - Walmart is set to be officially included in the Nasdaq-100 index on January 20, which is expected to attract billions of dollars in passive index fund inflows [2] - Investors are shifting focus to the upcoming Q4 earnings season, with major banks like JPMorgan set to report their earnings [2] Economic Indicators - Investors are awaiting the U.S. Consumer Price Index (CPI) report, which could influence market expectations regarding future Federal Reserve interest rate cuts [2] - Currently, the market anticipates at least two more rate cuts of 25 basis points each by the end of the year [2] Sector Performance - As of the market close, the Dow Jones rose by 86.13 points (0.17%) to 49,590.20, the Nasdaq increased by 62.56 points (0.26%) to 23,733.90, and the S&P 500 gained 10.99 points (0.16%) to 6,977.27 [3] - Among the 11 sectors of the S&P 500, the information technology sector rose by 0.35%, while the financial sector fell by 0.8%, making it one of the weakest performers [3] Stock Highlights - Major tech stocks mostly rose, with Google A increasing by 1% and surpassing a market capitalization of $4 trillion; however, Amazon and Microsoft saw slight declines [4] - Planet Labs, a space concept stock, surged over 12% after announcing a long-term agreement with the Swedish Armed Forces [4] Precious Metals and Chinese Stocks - Precious metals stocks saw significant gains, with Hecla Mining rising by 8.9% and Coeur Mining by 5.8% [5] - Chinese stocks listed in the U.S. mostly rose, with the Nasdaq Golden Dragon China Index increasing by 4.26%, and Alibaba gaining over 10% [6] Company News - Apple announced a major upgrade for Siri in collaboration with Google, utilizing Google's Gemini model and cloud technology [7] - Meta Platforms CEO Mark Zuckerberg revealed plans for a new project called "Meta Compute," aiming to build substantial AI infrastructure by 2030 [7] - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish an AI drug research lab in the San Francisco Bay Area [8] - Paramount has filed a lawsuit against Warner Bros. Discovery, seeking disclosure of key details regarding its negotiations with Netflix [9]

Core Insights - Apple has announced a multi-year agreement with Google to upgrade Siri using the Gemini model, enhancing personalized smart features, while Elon Musk criticized the collaboration for potentially leading to excessive power concentration [2] - Tempus AI forecasts an 83% revenue surge in 2025, with total contract value exceeding $1.1 billion, showcasing significant technological advantages and market expansion in the medical AI sector [2] - WuXi AppTec anticipates a net profit growth of approximately 102.65% in 2025, significantly exceeding market expectations, driven by its leading position in global pharmaceutical R&D services and sustained order growth [2] - Xpeng Motors has set a delivery target of 550,000 to 600,000 vehicles for 2026, representing a year-on-year increase of 28.1% to 39.7%, with plans to launch four new SUV models [2] - Alibaba is recommended for gradual accumulation by JPMorgan, citing short-term profit margin pressures due to investments in food delivery, e-commerce, and AI applications, but expects accelerated revenue growth from Alibaba Cloud [2] Greater China Company News - Rongchang Biopharmaceutical has signed an exclusive licensing agreement with AbbVie for the dual-specific antibody drug RC148, receiving an upfront payment of $650 million and potential milestone payments up to $4.95 billion [4] - TSMC projects a net profit of NT$475.2 billion (approximately $15.02 billion) in Q4 2025, a 27% year-on-year increase, driven by rising global AI infrastructure demand and the release of 3nm process capacity [4] - Kweichow Moutai plans to adjust the factory prices of several products for the first time in three years, with significant price reductions for "Moutai Boutique" and "Moutai 15-Year" [4] - Ctrip mistakenly sent a mass layoff notice, which was clarified as an internal error, not indicative of a company-wide layoff [4] Americas Company News - NVIDIA and Eli Lilly plan to jointly invest $1 billion over five years to establish an AI drug development lab, while also collaborating with Thermo Fisher on AI-driven lab automation solutions [6] - Meta is set to announce layoffs affecting about 10% of its Reality Labs staff, reallocating funds from virtual reality to wearable devices, and plans to invest billions in expanding data center infrastructure [6] - Tesla's stock is under pressure following a fatal accident involving a semi-truck, although EU plans to replace punitive tariffs with minimum import prices may alleviate cost pressures in the European market [6] - Amazon's fine from Italy's antitrust authority has been reduced from €1.128 billion to €752.4 million, while also reforming its return policy for high-value items [6] Asia-Pacific Company News - Samsung Electronics is collaborating with T-Mobile on retail media innovations and is set to release the Galaxy S26 Ultra with improved satellite communication features [10] - SK Hynix is experiencing rising DRAM prices, with 32GB memory prices reaching several thousand yuan, and is expected to achieve a profit margin of 82% [10] - LG Energy is projected to incur a loss of $83.8 million in Q4 2025, while planning to release low-cost OLED TVs to expand market share [10] - Hyundai has ordered 30,000 Boston Dynamics robots to enhance smart manufacturing capabilities [10] Europe and Oceania Company News - European satellite communications company has ordered an additional 340 OneWeb low Earth orbit satellites from Airbus, bringing the total to 440, expected to enhance global broadband communications [12] - BHP has no plans to make a takeover bid for Glencore amid renewed merger talks between Rio Tinto and Glencore [12] - Rio Tinto is considering acquiring Glencore's coal business as part of its renewed merger discussions [12] - Mercedes-Benz expects a 9% decline in global sales to 1.8 million units in 2025, with a significant drop in the Chinese market [12]

智通财经APP获悉，周一，投资者暂时忽略了美国司法部对美联储主席鲍威尔展开刑事调查的影响。三 大指数收涨，盘中，道指最高上涨至49633.35点，标普500指数最高上涨至6986.33点，二者均创盘中历 史最高纪录。谷歌母公司Alphabet(GOOG.US,GOOGL.US)市值突破4万亿美元大关。 【加密货币】比特币继续在9-9.2万区间振荡；以太坊跌0.67%，报3102.83美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.27%，在汇市尾市收于98.862。截至纽约 汇市尾市，1欧元兑换1.1672美元，高于前一交易日的1.1635美元；1英镑兑换1.3466美元，高于前一交 易日的1.3407美元。1美元兑换158.14日元，高于前一交易日的157.88日元；1美元兑换0.7970瑞士法郎， 低于前一交易日的0.8010瑞士法郎；1美元兑换1.3871加元，低于前一交易日的1.3910加元；1美元兑换 9.1693瑞典克朗，低于前一交易日的9.2025瑞典克朗。 【美股】截至收盘，道指涨86.13点，涨幅为0.17%，报49590.20点；纳指涨62.56点，涨幅为0.26%，报 2 ...

Group 1 - The AI frenzy is expected to continue dominating market headlines in 2026, with a focus on distinguishing real winners from pretenders [1] - Alphabet (GOOGL) and Apple (AAPL) have announced a multi-year collaboration to develop the next generation of Apple Foundation Models based on Google's Gemini models and cloud technology [2][3] - This partnership is seen as a significant development for Apple, which has faced criticism for lagging in the AI race, and aims to enhance user experiences while maintaining privacy standards [3][4] Group 2 - The performance disparity between AAPL and GOOGL has been notable, with GOOGL outperforming AAPL over the past year, partly due to differing excitement levels regarding their AI trajectories [5][8] - Analysts have revised EPS expectations positively for both companies, with GOOGL's EPS estimate increasing by 18% over the last year [6][10] - The collaboration is viewed as beneficial for both companies, with Apple securing its AI foundation and Google reinforcing Gemini's role in AI infrastructure [11]

Group 1 - The core point of the article is that Alphabet's market capitalization has surpassed $4 trillion for the first time, joining a select group of companies that have reached this milestone [1] - Alphabet's stock price closed at $331.86, with a 1% increase attributed to a significant partnership with Apple in the artificial intelligence sector [1] - The collaboration will utilize Google's Gemini model and cloud technology to enhance future Apple Intelligence features, including a more personalized Siri voice assistant [1] Group 2 - Over the past 12 months, Alphabet's stock has experienced significant volatility, hitting a 52-week low of $144.7 due to various market pressures, including geopolitical events and antitrust concerns [2] - Investor confidence has gradually recovered as antitrust rulings were less severe than expected, and research indicated strong performance in Alphabet's AI models [2] - As a result, Alphabet's stock rebounded with a cumulative increase of 66% for the year 2025 [2]

Group 1 - The White House emphasizes that diplomacy is the "preferred" approach for the U.S. in response to the situation with Iran, although military options remain on the table if necessary [4][6] - President Trump stated that Iran has reached out to U.S. officials to propose negotiations, with meetings being arranged [6] Group 2 - Key Republican figures criticize the investigation into Federal Reserve Chairman Powell, with Treasury Secretary Mnuchin reportedly warning Trump about potential market impacts [8] - Senator Thom Tillis vowed to oppose any Federal Reserve nominees from Trump until the investigation is resolved [8] Group 3 - Google’s Gemini will provide technical support for Apple’s AI features, including Siri, with reports suggesting Apple may pay around $1 billion for this technology [10] - This partnership confirms previous reports of collaboration between Apple and Google [10] Group 4 - Alphabet's market capitalization has officially surpassed $4 trillion, making it the fourth company globally to reach this milestone [12] - The stock price of Alphabet rose by 1% following the announcement of the partnership with Apple [12] Group 5 - Major bond investment firms warn that Trump's pressure on the Federal Reserve could threaten its credibility in combating inflation, potentially leading to higher interest rates [14] - Concerns are raised that the instability caused by the Fed's independence being challenged could increase costs for mortgages and corporate loans [14] Group 6 - JPMorgan no longer expects the Federal Reserve to cut interest rates this year and predicts a rate hike in 2027 based on recent employment data [16] - The employment report for December showed a decrease in the unemployment rate from 4.5% to 4.4%, alleviating concerns about a labor market slowdown [17]

Core Insights - U.S. equity markets showed resilience with major indexes reaching new record closing highs, driven by positive corporate news and the upcoming fourth-quarter earnings season [1][12] Major Market Indexes Performance - All three major U.S. stock indexes finished positively, with the Nasdaq Composite up 0.3%, S&P 500 up 0.2%, and Dow Jones Industrial Average also up 0.2%, marking new record closes [2] - The S&P 500's performance followed a strong previous week, supported by a softer-than-expected December jobs report, which indicated a modest addition of 50,000 jobs and a decrease in the unemployment rate to 4.4% [2] Upcoming Market Events - The fourth-quarter earnings season is set to begin, with major U.S. banks like JPMorgan Chase, Wells Fargo, Citigroup, Bank of America, Goldman Sachs, and Morgan Stanley reporting results [3] - Analysts expect an 8.3% year-over-year earnings growth for S&P 500 companies in the December quarter, which would mark the tenth consecutive quarter of positive earnings gains if achieved [3] Economic Data Releases - The December Consumer Price Index (CPI) report is anticipated, with estimates predicting a 0.3% month-over-month gain, keeping annual inflation around 2.7% [4] - Additional reports on the Producer Price Index (PPI) and retail sales for November and December are scheduled, which will provide insights into pricing pressures and consumer activity [4] Major Stock News and Developments - Alphabet reached a $4 trillion market capitalization, with shares rising 1% after Apple selected Google's Gemini for its AI initiatives [5] - Walmart's shares increased by 3% following its announcement to join the Nasdaq 100 index and a partnership with Google's Gemini AI [6] - Intel Corporation's shares surged 10.8% after positive remarks from President Trump regarding a meeting with its CEO [8] - General Motors announced $7.1 billion in special charges for the fourth quarter, leading to a slight dip of 0.3% in its stock [9] Smaller Cap Stocks Movements - ANI Pharmaceuticals rose over 8% on a strong revenue forecast for 2026, while Dexcom gained over 5% on robust preliminary revenue [10] - Akamai Technologies and Amphenol both saw increases of over 4% following analyst upgrades [10]

Core Insights - Wayfair Inc. is a foundational partner in developing Google's Universal Commerce Protocol (UCP), aimed at enhancing interactions between AI agents and retail platforms [1][4] - The company is investing in AI-powered discovery across its app and external platforms to improve customer shopping experiences [2] Group 1: Universal Commerce Protocol (UCP) - UCP will enable a new checkout experience on Google product listings, allowing customers to complete purchases directly from Wayfair while researching on Google [3] - Wayfair will maintain its role as the merchant of record, ensuring consistent pricing, fulfillment, and customer support during these transactions [3] Group 2: Technology and Customer Experience - Wayfair is focused on creating a confident online shopping experience for customers, with millions of products available across various styles and price points [2] - The company is piloting its Muse tool and launching a Discover tab in its app to enhance product discovery and personalization for users [2]