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]

每日经济新闻 （责任编辑：张晓波 ） 截至10:24，沪指跌幅达1.20%，连续3个交易日大幅回撤，AI赛道大调整，科创人工智能ETF华夏 （589010）下跌3.81%，在跟随大盘经历连续回调后，已处于近期的相对低位，拿稳筹码、逆势布局或 成为投资者的良策。持仓股方面，凌云光领跌9.63%，寒武纪下跌9.61%，石头科技、澜起科技跌幅超 5%。流动性方面，盘中成交金额超2000万，换手7.86%，较往日同期显著缩量，市场稳健持有静待催 化。 消息方面，9月4日，据外媒报道，苹果计划在明年为Siri推出一项全新的AI驱动网页搜索工具，以 追赶在人工智能领域重金投入的竞争对手。这一内部代号为"World Knowledge Answers"的新系统，未来 还可能整合进Safari浏览器和Spotlight搜索。事实上，苹果早在2024年就承诺，AI版Siri将于2025年6月 上线，但该计划已被推迟。 国信证券表示，继北美算力产业链高速增长的业绩兑现催化主线行情之后，半导体在台积电上修年 度业绩指引等背景下迎来板块性快速上涨行情。与此同时，DeepSeek、阿里先后表态对国产算力的适 配力度和采购比重都有所加大 ...

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].