谷歌闯入4万亿俱乐部，苹果给了AI神助攻

Core Insights - Alphabet, the parent company of Google, has officially reached a market capitalization of $4 trillion, becoming the fourth company in history to achieve this milestone, following Nvidia, Apple, and Microsoft [2] - A significant factor contributing to this valuation is a new multi-year partnership with Apple, where Google's Gemini model and cloud technology will support Apple's AI initiatives, including the upcoming version of Siri [2][4] Group 1: Alphabet's Market Position - Alphabet is now one of only two companies with a market cap of $4 trillion, second only to Nvidia [2] - The company's stock price has seen a year-to-date increase of 6.03%, with a current share price of $332.73 [6] Group 2: Partnership with Apple - Apple has selected Google's Gemini model as the foundational support for its AI services, committing to pay Google $1 billion annually for this collaboration [2][3] - The partnership is expected to enhance Apple's AI capabilities while maintaining user privacy, as Google has a history of complying with Apple's stringent privacy requirements [3][4] Group 3: AI Developments and Market Trends - Google's Gemini 3 model has shown strong performance, with a 28.4% month-over-month increase in traffic, outperforming competitors like ChatGPT [5] - The collaboration with Apple is seen as a validation of Google's AI capabilities and is anticipated to accelerate Apple's AI strategy [4] Group 4: Future Prospects and Investments - Google is expected to significantly increase its capital expenditures, projected to exceed $140 billion by 2026, marking a growth rate of over 60% [6] - The company is also planning to launch new AI products, including a partnership with Samsung for AI smart glasses, indicating a strong focus on innovation in the AI space [6]