Core Insights - Apple is planning to launch an AI search engine called "World Knowledge Answers" in Spring 2026 to compete directly with ChatGPT and Perplexity [1][4] - The company is considering a partnership with Google to utilize its AI models for enhancing Siri's functionalities [6][4] - Following the announcement, Apple's stock rose by 3.8%, marking its largest single-day gain in nearly a month [3] Group 1: AI Search Engine Development - Apple aims to integrate the new AI search engine into Siri, allowing users to ask questions and receive concise answers by leveraging AI technology [4] - The search engine will also be considered for integration into Safari and Spotlight search features [5] - Apple is assembling multiple teams, including the Siri team and the AI department, to support this initiative [6] Group 2: Talent Acquisition and Retention - Apple is facing a talent crisis, having lost 10 AI team members in a short period, including key figures who joined Meta [10][12][16] - The company is actively seeking acquisition opportunities to bolster its talent pool, particularly in AI [8][9] - Despite the halted acquisition discussions with Perplexity, Apple remains open to pursuing other talent acquisition strategies [7]

Group 1 - The Shanghai Composite Index has dropped by 1.20%, marking three consecutive days of significant decline, particularly affecting the AI sector, with the Huaxia Sci-Tech AI ETF (589010) down by 3.81% [1] - Major stocks in the AI sector, such as Lingyun Optics and Cambrian, have seen declines of 9.63% and 9.61% respectively, while Stone Technology and Lanke Technology have dropped over 5% [1] - Trading volume has decreased significantly, with over 20 million in transactions and a turnover rate of 7.86%, indicating a more cautious market stance [1] Group 2 - Guosen Securities reports a rapid increase in the semiconductor sector, driven by TSMC's upward revision of annual performance guidance, leading to a sector-wide rally [2] - Companies like DeepSeek and Alibaba have increased their commitment to domestic computing power, enhancing procurement ratios, while domestic advanced process capabilities are improving [2] - The Huaxia Sci-Tech AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]

Core Viewpoint - Apple is planning to launch its own AI search engine named "World Knowledge Answers" in Spring 2026, aiming to compete directly with ChatGPT and Perplexity [8][9]. Group 1: AI Search Engine Development - Apple is preparing a "counterattack" in the AI space by transforming Siri into a new AI-driven search assistant [7]. - The new system will be integrated into Siri, allowing users to ask questions and receive concise answers generated by an AI summarization system [9][10]. - Apple is considering a partnership with Google to utilize Google's models for some functionalities of Siri [11][12]. Group 2: Market Reaction - Following the announcement of the search engine plans, Apple's stock price rose by 3.8%, marking the largest single-day increase in nearly a month [5]. Group 3: Talent Acquisition and Retention - Apple is facing a talent crisis, having lost 10 AI team members in a short period, including key figures from its foundational model team [18][19]. - Despite the halted acquisition discussions with Perplexity, Apple may still pursue other acquisition opportunities to bolster its AI talent pool [16][17]. Group 4: Strategic Partnerships - Apple and Google have a long-standing partnership in the internet search domain, with Google contributing approximately $20 billion annually to Apple [13]. - A formal agreement has been reached for Apple to evaluate and test Google's AI models to support Siri [14].