Ge Long Hui·2026-01-13 08:47Group 1 - The core viewpoint of the article is that Apple and Google have entered into a long-term artificial intelligence collaboration, with Apple Intelligence, including Siri, adopting Google's AI technology, particularly the capabilities of the Gemini model [1] - Citigroup highlights Google's leading position in the core AI field, emphasizing the growing computational infrastructure and hardware technology advantages [1] - Google's AI ecosystem continues to expand, with the monthly active users (MAUs) of the Gemini core product experiencing a 10% growth in December of last year [1] Group 2 - Since the launch of Gemini 3 and related products in November, Google's market share has steadily increased, raising its global search market share to 90.8%, despite a slight decline in the U.S. search market during the same period [1] - Google is integrating the results of AI-O, AI-M, and Gemini into its products, such as Gmail and Agentic Commerce [1] - By the fourth quarter of 2025, Google is expected to process over 90 trillion AC tokens, with the search volume growth momentum anticipated to accelerate as commercialization progresses [1] Group 3 - Citigroup maintains that Google remains a top choice in the internet sector, reiterating a "buy" rating with a target price of $350 [1]