苹果选中Gemini，谷歌登上“4万亿”

Core Insights - Alphabet's stock price surged, marking a historic milestone as its market capitalization surpassed $4 trillion for the first time, making it the fourth company to reach this valuation after Nvidia, Microsoft, and Apple [1][5] - Apple has entered a multi-year partnership with Google to utilize Google's Gemini model and cloud technology for future Apple Foundation Models, indicating a significant strategic shift in Apple's approach to AI [2][4][7] Group 1: Alphabet's Market Performance - Alphabet's stock saw a cumulative increase of over 65% in 2025, making it the best-performing stock among the seven major tech companies in the U.S. [4] - Following the announcement of the partnership with Apple, Alphabet's stock rebounded from an initial drop, closing up over 1% and achieving a record closing high [1][5] Group 2: Partnership with Apple - The collaboration allows Apple to leverage Google's Gemini model for new AI features, including an updated version of Siri, which is expected to launch later this year [2][8] - This partnership signifies a long-term exploration of AI collaboration between Apple and Google, despite their competitive relationship in other areas [4][9] Group 3: AI Developments - Google's advancements in AI, including the release of the Gemini 3 language model and the introduction of custom AI chips, have positioned the company as a key player in the AI sector [6] - The partnership with Apple is part of a broader trend where tech companies are increasingly focusing on AI capabilities to enhance their product offerings and market competitiveness [4][6][14]