在纽约，苹果股价一度下跌1.5%，至210.82美元，创下盘中新低。截至周一收盘，该股今年以来已累计 下跌15%。 苹果公司一个月内失去第四位人工智能（AI）研究员，转投竞争对手Meta Platforms Inc．，显示这家 iPhone制造商的AI战略再度遇挫。 知情人士称，苹果公司在多模态AI领域的关键研究员Bowen Zhang已于周五离职，将加入Meta新近成立 的超级智能团队。Zhang曾为苹果基础模型团队（AFM）成员，该团队构建苹果AI平台背后的核心技 术。 此前报道，Meta此前以超过2亿美元的一揽子薪酬挖走该团队的负责人Ruoming Pang。该团队另外两位 研究员Tom Gunter和Mark Lee近期也加入了Meta。AFM团队由位于加州库比蒂诺与纽约的数十名工程师 和研究人员组成。 因这些变动为非公开信息而不愿具名的知情人士表示，为应对来自Meta等公司的挖角，苹果一直在对 AFM团队成员小幅加薪，无论其是否表达过离职意向。尽管如此，相比竞争对手，苹果的薪资水平仍 然相形见绌。 苹果和Meta的发言人均拒绝发表评论。 知情人士称，一些苹果高管把其自主研发的模型视为追赶AI对手的绊 ...

Group 1 - Apple has lost its fourth AI researcher to Meta within a month, with Bowen Zhang leaving to join Meta's newly formed superintelligence team [1] - Meta has successfully recruited key personnel from Apple's AFM team, including team leader Ruoming Pang, who received a compensation package exceeding $200 million [3] - The AFM team, crucial for Apple's AI strategy, is experiencing turmoil due to the loss of key members and uncertainty about its future direction [7] Group 2 - Following the news of personnel losses, Apple's stock price fell by 1.5% to $210.82, marking a 15% decline for the year [5] - Apple is considering shifting from its self-developed models to third-party models like OpenAI's ChatGPT or Anthropic's Claude for its new Siri voice assistant [7][8] - Apple's focus on user privacy and local processing of AI tasks limits its ability to compete with rivals that utilize cloud-based systems with trillions of parameters [9]

Group 1: Google AI Ultra Launch - Google launched Google AI Ultra, an AI suite that integrates advanced models and features with 30TB of cloud storage, priced at $249.99 per month [2] - The suite includes the highest version of the Gemini application, supports video generation with Veo 2, and will soon offer access to the new Deep Think 2.5 Pro reasoning mode [2] - This launch signifies Google's commitment to enhancing AI solutions across various industries and aims to capture a larger market share in the competitive AI landscape [2] Group 2: Elon Musk's Commitment to Tesla - Elon Musk reaffirmed his dedication to remain as Tesla's CEO for the next five years unless he passes away [3] - This statement comes amid rumors that Tesla's board was considering finding a successor due to stock price declines and investor dissatisfaction with Musk's focus on other ventures [3] - The board's chair denied reports of actively seeking a new CEO, which may help stabilize investor confidence [3] Group 3: Apple's AI Model Accessibility - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to boost new application development and enhance device appeal [4] - This initiative is expected to be announced at the upcoming WWDC on June 9, marking a significant step for Apple in the generative AI space [4] - Apple's move comes as a response to its previous AI platform's low usage rates compared to competitors [4] Group 4: Xiaoma Zhixing's Robotaxi Growth - Xiaoma Zhixing reported a 12% year-over-year revenue increase in Q1 2025, totaling $1.398 million, with Robotaxi business revenue soaring by 200% to $1.7 million [5] - Passenger fare revenue also saw a significant increase of 800% year-over-year [5] - The company plans to expand its Robotaxi fleet to 1,000 units by the end of 2025, driven by reduced costs in autonomous driving systems and increased production [5] Group 5: Cathie Wood's Investment in TSMC - Cathie Wood's Ark Invest made a substantial purchase of TSMC ADRs, marking the largest buying scale in nearly a year, indicating a shift from a reduction strategy [6][7] - The Ark Innovation ETF bought 123,587 TSMC ADRs, while the Ark Next Generation Internet ETF increased its holdings by 74,189 ADRs, representing 87% of their holdings as of March 31 [6][7] - This investment trend suggests a positive outlook on TSMC's future, potentially impacting its stock price and the semiconductor industry [6][7]

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会。《AI日报》致 力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业洞察和价值分析。 AI快报 1.4月15日，可灵AI在"灵感成真"2.0模型发布会上宣布，基座模型再次升级，面向全球正式发布可灵2.0 视频生成模型及可图2.0图像生成模型。可灵2.0模型在动态质量、语义响应、画面美学等维度，保持全 球领先；可图2.0模型在指令遵循、电影质感及艺术风格表现等方面显著提升。 2.记者获悉，AI大模型独角兽智谱2025年4月14日在北京证监局办理辅导备案，辅导机构为中国国际金 融股份有限公司。这意味着，智谱成为第一家正式启动IPO流程的"大模型六小龙"。 3.AMD CEO称，计划扩大在美国的AI芯片和服务器生产，公司计划利用台积电正在扩建的亚利桑那工 厂生产AI芯片。其还表示，已与台积电首席执行官会面，并将拜访其他供应商及合作伙伴。 4.苹果公司将分析用户设备上的数据以改进其人工智能（AI）平台，同时确保用户数据保留在设备上， 不会直接用于训练AI模型。这项新方法将通过使用实际电子邮件来检查合成数据并改 ...