炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月8日，科技记者马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4的首个测试 版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周发布新产品。iPhone 17e将延续 iPhone 16e的599美元定价，并新增新的芯片和MagSafe功能；新款入门级iPad将搭载A18芯片和Apple Intelligence，而iPad Air将升级至M4芯片。 （来源：智通财经） ...

（来源：智通财经） 智通财经2月8日电，知名科技爆料人马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4测试版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周举办一场新品发布会 iPhone 17e将维持与iPhone 16e相同的599美元起售价，并升级芯片且新增MagSafe磁吸功能；新款入门级 iPad将搭载A18芯片并支持Apple Intelligence，而iPad Air则将升级至M4芯片。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

外媒表示，iOS 26.4 版本的 Siri 不会像 ChatGPT 或 Claude 那样工作，但它将依赖于LLM，并且已经从 底层进行了更新。 在 iOS 26.4 中，Siri 将拥有一个以 LLM为核心的全新功能，其他所有功能都围绕它构建。Siri 不再只是 简单地将语音转换成文本并查找关键词来执行操作，而是能够真正理解用户提出的具体问题，并运用逻 辑推理来完成任务。 外媒称，苹果并未实现完整的聊天机器人交互功能，但任何升级都比现有版本更胜一筹，而且早就应该 实现了。（思瀚） 来源：环球网 【环球网科技综合报道】2月7日消息，据MacRumors报道，在今年春季即将发布的 iOS 26.4 更新中，苹 果将推出新版Siri，这将彻底改变我们与这位个人助理的交互方式以及它能够执行的操作。 ...

【环球网科技综合报道】1月28日，据外媒GSMArena报道，本月初，苹果选定谷歌Gemini模型重构Siri的 消息曝光，引发行业广泛关注。彭博社记者马克·古尔曼最新爆料显示，苹果最快将于2月中下旬展示这场 合作的成果，通过活动或媒体简报会演示新版Siri的核心能力，标志着这款经典语音助手正式迈入AI升级 新阶段。 据悉，新版Siri将搭载基于谷歌定制化Gemini 2.5 Pro模型打造的内核，苹果内部将其命名为"Apple Foundation Models 10"（AFM-10），虽依托外部技术，但全程部署于苹果私有云计算服务器，用户数据 经去标识化处理，谷歌无法接触或用于模型训练，兼顾智能提升与隐私安全。 功能层面，新版Siri实现关键突破，可调用用户个人数据并识别屏幕内容执行操作，比如提取网页重点、 跨应用同步信息等。该助手将随iOS 26.4版本首次亮相，后者预计2月启动beta测试，3至4月面向全球用户 正式推送，iPhone 15 Pro及以上机型、搭载M1芯片的iPad和Mac可兼容。 值得注意的是，此次亮相仅为阶段性升级，完全重构的聊天机器人式Siri需等到2026年全球开发者大会 （W ...

Core Insights - Apple plans to announce a new version of Siri powered by Google's Gemini in late February, marking a significant collaboration between Apple and Google in AI [1][2] - The new Siri will utilize user personal data and screen content to perform tasks, representing a fundamental shift in Apple's AI strategy [1][2] - A larger upgrade, codenamed Campos, is expected to be unveiled at the Worldwide Developers Conference in June, featuring conversational capabilities and context awareness [3] Group 1: Upcoming Releases - The first Gemini-driven version of Siri is set to be announced in late February, potentially during a large event or a small briefing in New York [2] - This version will be released alongside iOS 26.4 and is expected to enter testing next month, with a formal launch in March or early April [2] - The technology used in this version is internally labeled as "Apple Foundation Models version 10," with approximately 1.2 trillion parameters, hosted on Apple's Private Cloud Compute servers [2] Group 2: Major Upgrades - The significant upgrade in June will introduce a new architecture and interface for Siri, designed for the chatbot era, with capabilities comparable to ChatGPT and Google Gemini [3] - This version will utilize a more advanced Gemini model, referred to as "Apple Foundation Models version 11," expected to compete with Gemini 3 [3] - Discussions are ongoing to run this version directly on Google's cloud infrastructure to enhance accuracy and response speed [3] Group 3: Strategic Shift - Apple's collaboration with Google comes after internal AI model development faced challenges, leading to a decision to partner with a third-party supplier [4][5] - The partnership was solidified after Apple reassessed Gemini's technology and found it significantly improved, with Google agreeing to a financially acceptable structure [5] - The collaboration is seen as a necessary step for Apple to demonstrate competitive AI capabilities to investors [1][4] Group 4: Organizational Changes - The departure of AI head John Giannandrea and the rise of software chief Craig Federighi have led to a broad restructuring of Apple's AI initiatives [6] - Several ambitious AI projects have been scaled back or put on hold, including a revamped AI version of the Safari browser and the World Knowledge Answers project [6] - The company is now focusing on deeply integrating the new Siri into core applications rather than offering standalone chatbot experiences [6] Group 5: Team Dynamics - While the AI model team remains intact for now, there is a trend of engineers leaving for better-paying and more stable opportunities [7] - Apple had previously attempted to acquire an external model developer to strengthen its team, but the deal fell through [7] - The future direction of Apple's AI strategy remains uncertain, particularly whether it will prioritize developing its own large-scale AI models or continue relying on partnerships [7]

Core Insights - Apple is set to introduce 9 new emojis in the upcoming iOS 16.4 update, scheduled for release between March and April this year, to enhance user expression [1][4] Group 1: New Emojis - The 9 new emojis include a trombone, treasure chest, distorted face, furry creature (also known as Bigfoot), fighting cloud, apple core, orca, ballet dancer, and landslide, each designed to cater to diverse scenarios and creative expressions [4] - The distorted face emoji has gained popularity on the Discord platform, serving as a transformed version of the awkward face emoji, known for its exaggerated visual effect that enhances user interaction [4] Group 2: Customization Features - The iPhone 15 Pro and subsequent models will feature Apple's smart function "Genmoji," allowing users to customize emojis or combine existing ones, adding a personalized touch to emoji usage [4] - The new emojis will be directly integrated into the native emoji keyboard on iPhones, enabling users to access them without additional steps, thereby enriching the emoji library's completeness [4]

Group 1 - The "Is it dead?" app team has responded to recent controversies and is considering raising $500,000 in funding [2][3] - The app, created by three individuals born in the 1990s, has seen a download increase of approximately 300 times compared to its early days, with initial costs under 1,500 yuan [3] - The app's pricing is expected to rise to 14 or 15 yuan, and the team is open to suggestions for a name change [3] Group 2 - Pop Mart will collaborate with Honor Mobile for an IP co-branding project, denying any plans to develop a mobile phone [6] - Alphabet, Google's parent company, has surpassed a market value of $4 trillion, becoming the fourth company to reach this milestone [6] - The company's stock rose by 1% following Apple's announcement that it would use Google's Gemini AI model for its next-generation Siri [6] Group 3 - Chapter Zitian has launched a personal podcast "Little Tian Zhang" and a Xiaohongshu account, gaining over 13,000 subscribers in three hours [7] - The investment company under Zong Fuli has changed its name, dropping "Wahaha" from its title [7] Group 4 - Ctrip mistakenly sent out a mass layoff notification to employees, which was later clarified as a system error [9] - The company apologized and confirmed that there were no actual layoffs planned [9] Group 5 - The price of domestic gold jewelry has risen, following international gold prices, with some brands reporting prices between 1,420 and 1,430 yuan per gram [10] Group 6 - The 43-degree Flying Moutai is expected to lower its payment price to 739 yuan per bottle, with retail prices also adjusted [13] - The previous suggested retail price was 1,099 yuan per bottle, indicating a significant price reduction [13]

Group 1: Apple's Strategy in Health Sector - Apple plans to launch a revamped Health app in the upcoming iOS 26.4 update, introducing AI agents, dietary tracking, and video services to strengthen its position in health monitoring [1][2] - The dietary tracking feature will allow users to monitor calorie intake and assist in weight loss, directly competing with existing services like MyFitnessPal and Noom [2] - Apple is developing an AI health agent that will provide personalized health and nutrition advice based on data from paired devices, potentially analyzing exercise posture in real-time using the iPhone's rear camera [2] Group 2: OpenAI's Market Entry - OpenAI has introduced ChatGPT Health, transforming ChatGPT into a "personal super assistant" for health inquiries, with a focus on privacy by isolating health-related conversations from other data [3] - OpenAI has partnered with b.well to integrate data from various health platforms, allowing users to connect their health data to ChatGPT, leveraging existing health data ecosystems [3] Group 3: Anthropic's B2B Approach - Anthropic has launched a HIPAA-compliant medical service with its chatbot Claude, enabling hospitals and healthcare institutions to legally process protected health data [4] - The effectiveness of Anthropic's B2B strategy is evidenced by the adoption of Claude by over 22,000 clinical providers at Banner Health, with 85% of users reporting improved speed and accuracy in their work [5]

Group 1 - The core viewpoint is that despite rumors of executive departures and project delays, Apple's AI team is larger than expected and is strengthening its long-term strategy through internal restructuring [1][4]. - Apple is not slowing down its AI development pace; instead, it is set to complete key organizational adjustments by 2025, laying the groundwork for a major upgrade of "Apple Intelligence" with the release of iOS 26.4 in early 2026 [4]. - The departure of John Giannandrea, the former Senior Vice President of AI and Machine Learning, is seen as a planned structural optimization rather than a strategic setback, with his "device-first" philosophy remaining a core direction [4]. Group 2 - In 2025, Apple will implement a systematic reorganization of its AI department, redistributing responsibilities among teams, including transferring robotics technology to hardware engineering and Siri development to the visual and interaction experience team [4]. - Amar Subramanya, the new Vice President of AI, will lead the core foundation model development, reporting directly to Craig Federighi, the Senior Vice President of Software Engineering, positioning AI as an "enhanced software capability" rather than an independent product line [4]. - The AI team is rapidly expanding, with nearly 200 employees listed as authors on approximately 96 pages of public AI research papers, indicating a team size that may reach several hundred, contrasting sharply with external perceptions of team disintegration [5].

Core Insights - Apple has faced criticism regarding its AI initiatives, particularly the new version of Siri, which has not yet launched despite significant anticipation [1] - CEO Tim Cook has indicated that the upgraded Siri is expected to be released in 2026, suggesting that key development issues have been addressed [1] - There are rumors that the Chinese version of Apple's AI will be launched by the end of this year [2] Group 1: Siri and AI Development - The new version of Siri has been delayed, with expectations for its release in iOS 26.4 [1] - Cook's comments imply that the development team has made progress on critical issues related to the new Siri [1] - The current iOS 26.1 does not show any AI features, making iOS 26.2 a likely candidate for updates [4] Group 2: Strategic Partnerships and Integrations - Apple plans to integrate more third-party AI tools into its native systems, indicating a shift towards collaboration with other AI providers [5] - Siri has already integrated with ChatGPT to handle complex queries, showcasing Apple's strategy to enhance its AI capabilities [5] - There are speculations about a potential collaboration with Google to advance the integration of Gemini [5] Group 3: Market Readiness - Apple has prepared for the launch of AI features in China, with support for Simplified and Traditional Chinese already added [4] - The company is awaiting approval processes to finalize the launch of its AI capabilities in the Chinese market [4] - Future trends may include direct access to AI tools like DeepSeek through Siri for users in China [7]