智通财经网·2025-11-06 08:25Core Insights - The market is awaiting a clear artificial intelligence strategy from Apple, with a potential collaboration with Alphabet seen as a catalyst for investor interest [1][2] - Analyst Dan Ives indicated that this collaboration could be key to driving Apple's stock price towards $400 [1] - Apple plans to pay approximately $1 billion annually for Google's high-performance AI model, which has 1.2 trillion parameters, to support the upcoming upgrade of Siri [1] Group 1 - Dan Ives highlighted that the market's core expectation is building momentum for the Google AI collaboration, which is crucial for Apple's stock performance [1] - Apple is finalizing an agreement with Google to leverage its AI technology for a significant overhaul of Siri's underlying architecture [1] - The collaboration is expected to pave the way for new features in Siri, with Google's model significantly surpassing Apple's current capabilities [1] Group 2 - Goldman Sachs strategist David Kostin echoed Ives' sentiment, stating that a substantial partnership with Google could shift Apple's valuation framework from hardware-driven to platform monetization [2] - Ives criticized Apple for missing strategic acquisition opportunities, specifically mentioning the potential acquisition of AI startup Perplexity [2] - The recent Q4 earnings report showed Apple exceeding market expectations, with a 7.9% year-over-year sales increase to $102.5 billion and earnings per share rising to $1.85 [2]