Apple(US:AAPL) 财联社·2025-09-04 03:39Core Viewpoint - Apple is developing a new feature called "World Knowledge Answer" to enhance Siri's capabilities, integrating AI search functionalities similar to Google Search and ChatGPT [1][4]. Group 1: Feature Development - The "World Knowledge Answer" feature will be integrated into Siri, providing structured and readable summaries based on web data rather than just returning links [4]. - This feature may also be incorporated into the Safari browser and the "Focus" search accessed from the home screen [5]. - Apple has officially partnered with Google to test the Gemini model to enhance Siri's functionality, while still using its own models for local data searches [5]. Group 2: Financial Impact - Following the announcement of this new feature, Apple's stock price rose by 3.81%, marking the largest single-day increase in nearly a month [3]. - The partnership with Google is significant as it maintains a default search engine agreement that generates approximately $20 billion annually for Apple [6]. Group 3: Talent and Competition - Apple is experiencing a notable talent drain in its AI team, with key personnel leaving for competitors like Meta and OpenAI [9]. - The company has been hesitant between third-party partnerships and in-house development for AI features, reminiscent of past struggles with its operating system projects [7][8]. - Despite evaluating potential acquisitions, Apple has decided against acquiring Perplexity and is still seeking opportunities to bolster its talent pool [8].