大摩：市传苹果与阿里合作开发AI功能或于4月与iOS18.4一同发布

格隆汇2025-02-12

摩根士丹利发表报告表示，市传苹果已与阿里巴巴合作，为中国iPhone用户带来Apple Intelligence功能，若然得到证实，该行将此视为苹果在中国竞争地位的关键催化剂。IDC数据显示，苹果在将AI功能引入中国消费者方面落后于大多数国内智能手机OEM，导致2024年iPhone出货量年减6%，而同期中国整体智能手机市场则较去年同期增长6%。另外，大摩相信是阿里是中国最大的电子商务公司，因此...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2510314787?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-12 14:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2510314787","market":"hk","top_or_hot":-1,"title":"大摩：市传苹果与阿里合作开发AI功能 或于4月与iOS18.4一同发布","media":"格隆汇","content":"<div>\n<p>摩根士丹利发表报告表示，市传苹果已与阿里巴巴合作，为中国iPhone用户带来Apple Intelligence功能，若然得到证实，该行将此视为苹果在中国竞争地位的关键催化剂。IDC数据显示，苹果在将AI功能引入中国消费者方面落后于大多数国内智能手机OEM，导致2024年iPhone出货量年减6%，而同期中国整体智能手机市场则较去年同期增长6%。另外，大摩相信是阿里是中国最大的电子商务公司，因此...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212140137961ffc03&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：市传苹果与阿里合作开发AI功能 或于4月与iOS18.4一同发布</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：市传苹果与阿里合作开发AI功能 或于4月与iOS18.4一同发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212140137961ffc03&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表报告表示，市传苹果已与阿里巴巴合作，为中国iPhone用户带来Apple Intelligence功能，若然得到证实，该行将此视为苹果在中国竞争地位的关键催化剂。IDC数据显示，苹果在将AI功能引入中国消费者方面落后于大多数国内智能手机OEM，导致2024年iPhone出货量年减6%，而同期中国整体智能手机市场则较去年同期增长6%。另外，大摩相信是阿里是中国最大的电子商务公司，因此...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212140137961ffc03&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212140137961ffc03&s=b","article_id":"2510314787","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212140137961ffc03&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2510314787","pubTimestamp":1739340007,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摩根士丹利发表报告表示，市传苹果已与阿里巴巴合作，为中国iPhone用户带来Apple Intelligence功能，若然得到证实，该行将此视为苹果在中国竞争地位的关键催化剂。IDC数据显示，苹果在将AI功能引入中国消费者方面落后于大多数国内智能手机OEM，导致2024年iPhone出货量年减6%，而同期中国整体智能手机市场则较去年同期增长6%。除了获得监管部门的批准，苹果还需要推出支援当地中文的Apple Intelligence，首个版本将于今年4月与iOS18.4一同发布。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","BABA":"阿里巴巴","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0048580855.USD":"富达大中华区A","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0228659784.USD":"施罗德金砖四国基金","AAPL":"苹果","LU0051755006.USD":"摩根大通中国A (dist)","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","09988":"阿里巴巴-W","SG9999001051.SGD":"United Asia Fund SGD","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK1502":"双十一","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"translate_title":"Morgan Stanley: It is rumored that Apple and Alibaba will cooperate to develop AI functions and may be released together with iOS18.4 in April","themeId":"9c03908086f0887b113eb715091309d0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":0.9,"BABA":0.6,"HBBD.SI":0.6,"AAPL":0.9},"content_text":"摩根士丹利发表报告表示，市传苹果已与阿里巴巴合作，为中国iPhone用户带来Apple Intelligence功能，若然得到证实，该行将此视为苹果在中国竞争地位的关键催化剂。IDC数据显示，苹果在将AI功能引入中国消费者方面落后于大多数国内智能手机OEM，导致2024年iPhone出货量年减6%，而同期中国整体智能手机市场则较去年同期增长6%。另外，大摩相信是阿里是中国最大的电子商务公司，因此应该拥有大量数据，苹果可以利用这些数据为中国消费者提供个人化的GenAI功能，苹果与阿里建立初始的AI合作伙伴关系，并随着时间的推移下，料最终扩展到其他中国本土云端运算公司。除了获得监管部门的批准，苹果还需要推出支援当地中文的Apple Intelligence，首个版本将于今年4月与iOS18.4一同发布。就市场关注苹果在中国的故事是否正在发生转折，该行认为现在作出判断属为时过早，但该行确实知道的是，第一是苹果客户忠诚度和转换率很高，并在华为重返智能手机市场后于2023年恶化后回到了历史平均水平；第二是最近的国家设备补贴正在帮助iPhone出货量在1月份获得增长势头。责任编辑：栎树","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510314787","isCrawlerRequest":true}

大摩：市传苹果与阿里合作开发AI功能 或于4月与iOS18.4一同发布

精彩评论

大摩：市传苹果与阿里合作开发AI功能或于4月与iOS18.4一同发布