Apple(US:AAPL) Hua Er Jie Jian Wen·2026-01-12 02:19Group 1: Apple's Strategy in Health Sector - Apple plans to launch a revamped Health app in the upcoming iOS 26.4 update, introducing AI agents, dietary tracking, and video services to strengthen its position in health monitoring [1][2] - The dietary tracking feature will allow users to monitor calorie intake and assist in weight loss, directly competing with existing services like MyFitnessPal and Noom [2] - Apple is developing an AI health agent that will provide personalized health and nutrition advice based on data from paired devices, potentially analyzing exercise posture in real-time using the iPhone's rear camera [2] Group 2: OpenAI's Market Entry - OpenAI has introduced ChatGPT Health, transforming ChatGPT into a "personal super assistant" for health inquiries, with a focus on privacy by isolating health-related conversations from other data [3] - OpenAI has partnered with b.well to integrate data from various health platforms, allowing users to connect their health data to ChatGPT, leveraging existing health data ecosystems [3] Group 3: Anthropic's B2B Approach - Anthropic has launched a HIPAA-compliant medical service with its chatbot Claude, enabling hospitals and healthcare institutions to legally process protected health data [4] - The effectiveness of Anthropic's B2B strategy is evidenced by the adoption of Claude by over 22,000 clinical providers at Banner Health, with 85% of users reporting improved speed and accuracy in their work [5]