苹果AI策略与众不同 凤凰网科技讯北京时间12月31日，据科技博客9to5mac报道，苹果公司的AI战略一直备受诟病，特别是 在今年早些时候推迟多项Siri重磅升级之后，但是一份新的报道或许在一定程度上解释了，为什么苹果 的AI路线与竞争对手存在如此大的差异。 OpenAI、谷歌和Meta等硅谷公司已投入数千亿美元建设数据中心、购买芯片和进行大语言模型训练。 和这些对手相比，苹果在AI投入上采取了相对克制的态度。这种策略导致业界批评苹果在AI领域已然 落后，尤其当Siri的表现明显逊色于那些更先进、更强大、更可靠的对话系统时。 与苹果这一立场相吻合的是，苹果据称将采用谷歌Gemini大模型，来支撑2026年的Siri大升级。个性化 Siri是苹果在2026年最重要的AI动作，预计在明年春季推出。 如果苹果管理层确实认为大型语言模型将会商品化，那么苹果在AI领域的成功将不再主要取决于定制 化的新模型，而更多取决于它对AI运行所依托的硬件、软件和服务体系的掌控能力。因此，iPhone将成 为一项关键优势。 目前，市场走向也开始变得对苹果有利。投资者开始质疑OpenAI等公司的大规模支出能否在短期内获 得相应的营收 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -12% -6% -1% 5% 11% 17% 23% 29% 2024.12 2025.04 2025.08 2025.12 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,940.95 | 0.53 | | 深证成指 | | 13,486.42 | 0.88 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,634.06 | 0.29 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 4,497.15 | 0.18 | | 中证 | 500 | 7,352.04 | 1.31 | | 中证 | 1000 | ...

资料来源：聚源，中原证券研究所 -11% -5% 1% 7% 13% 18% 24% 30% 2024.12 2025.04 2025.08 2025.12 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,890.45 | 0.36 | | 深证成指 | | 13,140.21 | 0.66 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,568.18 | 0.34 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 4,425.80 | 0.35 | | 中证 | 500 | 7,169.55 | 0.97 | | 中证 | 1000 | 6,116.76 | 0.33 | | 国证 | 2000 | 7,801.23 | 0.58 | | 资料来源：聚源，中原证券研 ...

当谷歌以"TPU芯片+Gemini大模型"为双引擎，同时向英伟达的GPU算力霸权与OpenAI的大模型生态发 起冲击，全球AI产业的"三国杀"开始进入白热化。这场横跨硬件架构、软件能力与生态布局的全面对 抗，不仅将改写当前科技巨头的竞争格局，更将定义下一代人工智能的技术路径与商业边界。 谷歌TPU VS 英伟达GPU：专用化与通用化的算力博弈 谷歌TPU与英伟达GPU的对抗，本质是"AI专用优化"与"通用计算生态"的路线之争。随着谷歌TPU商业 化加速（包括第六代Trillium和第七代Ironwood相继落地），其在性能、能效、生态与商业化上的差异 愈发清晰，人工智能芯片逐步从"英伟达独大"走向"差异化共存"。 从核心技术参数看，TPU凭借专用架构在AI训练/推理场景形成针对性优势，而GPU仍握有通用计算的 性能霸权：最新第七代TPU（Ironwood）单芯片算力较第六代Trillium提升10倍，更关键的是能效大幅 降低，完美适配超大规模AI集群的"降本需求"，这也是Meta、Anthropic选择与谷歌合作的核心原因。 谷歌Gemini 3 VS OpenAI GPT-5：全场景覆盖与垂直专精的模型对决 ...

"Waymo从来没有真正与特斯拉抗衡的机会。" 这番大胆开麦，不用想也知道，来自一向"口无遮拦"的首富马斯克。 不过事出有因，他的回怼实际是因为谷歌DeepMind首席科学家发帖时，暗示特斯拉和Waymo相比，两家的Robotaxi还有差距。 借着这个档口，马斯克再度放话，3周内Robotaxi就会取消安全员——真正开始纯无人载客了。 马斯克回怼谷歌科学家：Waymo没机会抗衡 引得马斯克激情开麦的源头，来自谷歌DeepMind首席科学家、谷歌研究首席科学家、Gemini项目负责人杰夫·迪恩（Jeff Dean）在社交平台X上发的一篇 帖子。 这篇帖子原本是在展示谷歌旗下Waymo的基础模型。 这个模型通过融合端到端与模块化设计，构建了一个以"快速感知-深度推理"双系统为核心的世界模型架构： 系统1（快速反应）：传感器融合编码器实时处理摄像头/激光雷达/雷达数据，生成物体、语义信息及嵌入向量，支持毫秒级驾驶决策； 系统2（深度推理）：基于Gemini大模型的视觉语言模型（VLM），利用海量世界知识理解罕见场景（如车辆起火时主动绕行）。 两者共同输入世界解码器，生成高精度轨迹预测与安全验证信号。 原本只是一个简 ...

Core Viewpoint - The article discusses the emergence of "Aluminium OS," a new operating system from Google that aims to integrate ChromeOS and Android into a comprehensive desktop platform, emphasizing AI integration [1][2][3]. Group 1: System Overview - Aluminium OS is described as "an Android-based operating system with AI at the core," indicating a significant upgrade rather than a simple enhancement [3][4]. - The system is designed to cover various product forms, including laptops, 2-in-1 devices, tablets, and small desktop units similar to ChromeBox [7]. - Unlike a simplified tablet mode, Aluminium OS functions as a full desktop operating system while retaining the desktop interface and mouse/keyboard operation logic from Chrome OS [8][9]. Group 2: Ecosystem and Compatibility - A key feature of Aluminium OS is its compatibility with millions of Google Play applications, allowing them to run directly without adaptation, including mobile apps and office software [13]. - This approach addresses the pain points of 2-in-1 devices, combining the long battery life and low heat of mobile devices with the multi-window capabilities of computers [14]. Group 3: Competitive Landscape - The introduction of Aluminium OS challenges the existing dominance of Windows and Apple's operating systems, providing users with a third option in the market [17]. - The system will also integrate AI functionalities, leveraging the Gemini model, similar to Android XR, to enhance user experience [16].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 早上看到waymo最新的基座模型分享，柱哥抓紧解读了下，核心信息： 基本上可以断定waymo在follow国内的快慢双系统端到端方案，和理想的E2E+VLM以及小鹏 VLA2.0有相似之处。 在Waymo，我们正通过将"可验证安全的人工智能"置于核心优先级来攻克这一挑战——安全是我们从底层设计模型与人工智能生态系统的核心准则。由此，我们打造 出了一套极其先进的人工智能系统，已实现大规模安全落地于物理世界。截至目前，我们的完全自动驾驶里程已远超1亿英里，在运营区域持续提升道路安全性—— 与人类驾驶员相比，严重事故发生率降低了十倍以上。 现在，我们邀请你走进这一技术核心。本文将详细解析Waymo的人工智能战略，以及该战略如何为我们注入发展动力，让安全的自动驾驶服务以史无前例的速度惠及 更多用户。我们将拆解这套以Waymo基础模型（Waymo Foundation Model）为核心的整体人工智能方案，该模型支撑起统一的可验证安全人工智能生态系统，进而实 现加速、 ...

Investment Rating - The report maintains a "Buy" rating for Microsoft (MSFT US), Google (GOOG US), Amazon (AMZN US), and Palo Alto Networks (PANW US) [22][23]. Core Insights - The competition in the large model industry is expected to intensify, with AI applications continuing to monetize effectively. The report highlights the potential for revenue growth driven by enhanced capabilities in AI models, particularly in image editing and video generation [1][25]. - Cloud service providers are experiencing accelerated revenue growth, with capital expenditures increasing significantly, indicating strong demand and a healthy outlook for profitability [3][9]. - AI monetization is driving growth in core business areas while exploring new revenue opportunities, with a focus on cost reduction and efficiency improvements [3][22]. Summary by Sections Industry Outlook - The large model industry is witnessing intensified competition, with continuous improvements in model capabilities and decreasing costs for model invocation. Key trends include a focus on agentic capabilities, faster iteration of open-source models, and the feasibility of large-scale deployment of end-to-end voice interaction models [3][25]. Cloud Business Performance - Revenue growth for U.S. internet companies' cloud businesses has accelerated, with a year-on-year increase in capital expenditures reaching $93.1 billion (+71% YoY). Operating profit for cloud businesses grew by 24.1% YoY in Q3 2025 [3][9]. AI Monetization - AI is driving growth beyond traditional cloud and advertising sectors, creating new revenue opportunities and enhancing operational efficiency. The report notes that enterprise AI applications are commercializing more slowly than AI cloud and advertising but still show promise for profit margin improvements [3][22]. Investment Opportunities - The report suggests focusing on two main scenarios for AI monetization: applications where large models excel, such as programming and creative generation, and high-value AI applications in traditional verticals like enterprise intelligence and education [3][22]. Financial Projections - The report projects that global AI spending will grow by 37% year-on-year to reach $2.0 trillion by 2026, with significant growth expected in AI application software and AI infrastructure software [8][22].

盘前要闻 1、政治局会议分析研究明年经济工作，消费或成突破方向 类型：宏观 情绪影响：正面 中共中央政治局12月8日召开会议，分析研究2026年经济工作。会议强调，继续实施更加积极的财政政 策和适度宽松的货币政策，发挥存量政策和增量政策集成效应。坚持内需主导，建设强大国内市场。申 万宏源表示，政策仍将内需置于核心，消费或成突破方向。 12月8日，外交部发言人郭嘉昆主持例行记者会。在中美经贸关系的问题上，郭嘉昆表示，中美经贸关 系的本质是互利共赢，不存在谁占谁的便宜。经贸合作应该继续成为中美关系的"压舱石"和"推进器"。 希望美方同中方一道落实好两国元首重要共识，不断压缩问题清单，拉长合作清单，争取更多积极进 展。 4、沐曦股份打新中签率低于摩尔线程 1.93万个号码中签 类型：公司 情绪影响：中性 2、谷歌官宣：首款搭载Gemini的AI眼镜将于2026年推出 类型：行业 情绪影响：正面 谷歌最新宣布，公司正着手开发两种不同类别的人工智能眼镜，以在明年与Meta的产品展开竞争。谷 歌智能眼镜将搭载Gemini大模型，将于2026年上市。分析人士表示与安卓手机生态类似，新推出的操作 系统也将向其他科技厂商开放， ...

Group 1 - Trump announced that Nvidia is allowed to export H200 AI chips to "approved customers" in China, with the U.S. requiring a 25% revenue share from sales, applicable to companies like AMD as well [2] - The White House economic advisor Hassett stated that Trump will announce numerous positive economic messages and advocated for continued interest rate cuts by the Federal Reserve, emphasizing that the extent of cuts should depend on data [2] - Trump plans to introduce a "One Rule" executive order to streamline regulations for AI businesses, asserting that companies should not need separate approvals from all 50 states for operations [2] Group 2 - The Dow Jones fell by 0.45%, the Nasdaq decreased by 0.14%, and the S&P 500 dropped by 0.35%, with most large tech stocks declining [3][4] - Notable declines included Tesla down over 3%, Google down over 2%, and Amazon down over 1%, while Nvidia and Microsoft saw gains of over 1% [3][4] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Baidu up over 3% and Xpeng up over 2%, while Netease fell over 2% [3] Group 3 - WTI crude oil futures fell by $1.20, nearly 2%, closing at $58.88 per barrel, while Brent crude oil futures dropped by $1.26, or 1.98%, to $62.49 per barrel [5][7] - Spot gold decreased by 0.13% to $4190.48 per ounce, and spot silver fell by 0.22% to $58.13 per ounce [5][7] Group 4 - OpenAI reported a 143% increase in global paid enterprise users, with over 100,000 companies using its AI products, and employees saving 40 to 60 minutes daily using AI [11] - The technology sector saw an 11-fold increase in AI usage, with rapid growth in international markets like Germany and Japan [11] Group 5 - Paramount announced a hostile takeover bid for Warner Bros. at $30 per share, totaling $108.4 billion, following Netflix's recent agreement to acquire part of Warner's core business [12] - Trump expressed his intention to be involved in the Netflix acquisition decision, citing concerns over market share [12] Group 6 - Apple’s hardware technology senior vice president denied rumors of leaving the company, while the iPhone 17 Pro series saw a price drop, with the Pro model reduced from 8999 yuan to 8699 yuan [13]