美银：2026年，哪些大消息有望点燃市场情绪？一文读懂美国大厂的“AI催化剂”

Core Viewpoint - 2026 is projected to be a pivotal year for AI announcements that could significantly impact the market, with major companies like Amazon, Google, Meta, and Uber expected to make substantial advancements and investments in AI technologies [1][3][4]. Group 1: Potential Major Announcements - Amazon is likely to partner with OpenAI to enter the smart commerce space, which could enhance its Prime membership system and potentially include revenue-sharing agreements [6][7]. - Google is expected to collaborate with Apple to integrate its Gemini AI model into Siri, which may accelerate AI functionality development within Apple's ecosystem and expand Gemini's consumer reach [8][9]. - Meta plans to invest over $100 billion in AI capabilities, focusing on AI video creation tools that could enhance user engagement and monetization on platforms like Facebook and Instagram [10][11]. - Uber aims to expand its Level 4 (L4) autonomous driving initiatives in over ten markets, potentially announcing partnerships with major OEMs and software providers [12][13]. - Booking.com is anticipated to launch new AI capabilities, including chat-based booking features, to remain competitive in the market [14]. - DoorDash is expected to expand its partnerships for autonomous delivery services, which may enhance long-term market perceptions of its automated delivery investments [15][16]. - The IPOs of AI unicorns like Anthropic and OpenAI could significantly influence the valuation of major cloud service providers, with potential implications for AWS, Google Cloud, and Meta [17][18]. Group 2: Advanced Scenarios - Amazon may acquire AI model technology to enhance its Nova model, addressing its current lag behind competitors like ChatGPT and Gemini [19]. - Meta is projected to release its closed-source LLM, Avocado, which could create new revenue streams and justify its substantial AI investments [20]. - Google might expand the sale of its TPU chips directly to enterprises, potentially blurring the lines between hardware and software giants and enhancing its valuation [21]. - Airbnb could leverage its unique inventory by forming exclusive partnerships with OpenAI or Google for booking services, which may drive incremental traffic and stock price increases [22]. - Regulatory changes in the U.S. regarding the import of Chinese autonomous vehicles could significantly reduce operational costs for companies like Uber and Lyft, improving their unit economics [26].