如果最终采用外部模型，将标志着苹果的一次重大转变。目前，苹果大部分人工智能功能依赖其自研 的"Apple Foundation Models"技术，原计划2026年推出基于该技术的新版本Siri。 目前，苹果已经允许ChatGPT处理Siri中的网络搜索查询，但Siri本身仍由苹果技术驱动。苹果软件主管 克Craig Federighi在6月的全球开发者大会上表示，正在考虑是否应该扩大对外部人工智能技术的使用。 知情人士表示，苹果对第三方模型的评估仍处于早期阶段，公司尚未就是否采用作出最终决定。若明年 实施模型变更，苹果有望使Siri功能达到与安卓手机AI助手相当的水平。该公司内部另一项名为"LLM Siri"的竞争项目使用的是苹果自家模型，目前仍在积极开发中。苹果、Anthropic、OpenAI的代表均拒 绝对此发表评论。 在去年开发者大会上，苹果压轴推出了Apple Intelligence，随后，Apple Intelligence被落地在iPhone16系 列新品中。自那以后，Apple Intelligence升级备受外界关注与期待。 一直以来，苹果在开发自有AI模型方面遇到一定困难，导致升级版S ...

Core Insights - Amazon's stock may face challenges in 2025, but JPMorgan remains optimistic about the company's Prime subscription service, projecting a price target of $240, indicating a potential 13% increase from current levels [1] Subscription Value - The estimated annual value of a U.S. Prime subscription is now $1,430, which is over 10 times its cost of $139, reflecting a 6% increase from 2024 and more than double the value from 2016 [2] - Amazon has achieved record fulfillment speeds, with over 9 billion same-day/one-day deliveries in 2024 [2] Bundling and Offerings - Prime now includes a wide range of services such as Grubhub+, grocery delivery, Prime Video, music, and photo storage, positioning it as a comprehensive service compared to competitors like Apple One [3] Future Pricing Strategy - A price increase for Prime is anticipated in 2026, following Amazon's historical pattern of raising prices every four years, with a potential $20 increase expected to generate an additional $3 billion in annual sales [3] Competitive Landscape - Despite competition from Walmart+, Costco, and Apple One, Prime is viewed as the leading value proposition, with global membership expected to approach 350 million by 2025, indicating significant growth potential [4] - The subscription model is described as a strong growth engine for Amazon, reinforcing the notion that Prime is a valuable investment opportunity [4]

Apple (AAPL) is set to report its second-quarter fiscal 2025 results on May 1.Apple expects the March quarter’s (second-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. For the Services segment, it expects a low double-digit growth rate.The Zacks Consensus Estimate for fiscal second-quarter revenues is currently pegged at $93.56 billion, indicating growth of 3.09% year over year. The consensus mark for earnings is currently pegged at $1.60 per share, down by a penny ...