大摩点赞苹果(AAPL.US)：与阿里合作为中国iPhone升级AI功能将成关键催化剂！

智通财经2025-02-12

智通财经APP获悉，据报道，苹果公司(AAPL.US)正与中国电商巨头阿里巴巴(BABA.US)合作，为iphone在中国市场开发苹果智能(Apple Intelligence)功能。分析人士称，这可能成为iphone增长的催化剂。据外媒援引The Information的报道，两家公司共同开发了人工智能功能，并将其提交给了中国互联网监管机构。苹果和阿里巴巴没有立即回应置评请求。如果成功，这一合作...

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/2510399981?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-12 09:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2510399981","market":"sh","top_or_hot":-1,"title":"大摩点赞苹果(AAPL.US)：与阿里合作为中国iPhone升级AI功能将成关键催化剂！","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，据报道，苹果公司(AAPL.US)正与中国电商巨头阿里巴巴(BABA.US)合作，为iphone在中国市场开发苹果智能(Apple Intelligence)功能。分析人士称，这可能成为iphone增长的催化剂。据外媒援引The Information的报道，两家公司共同开发了人工智能功能，并将其提交给了中国互联网监管机构。苹果和阿里巴巴没有立即回应置评请求。如果成功，这一合作...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248693.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>大摩点赞苹果(AAPL.US)：与阿里合作为中国iPhone升级AI功能将成关键催化剂！</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大摩点赞苹果(AAPL.US)：与阿里合作为中国iPhone升级AI功能将成关键催化剂！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248693.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据报道，苹果公司(AAPL.US)正与中国电商巨头阿里巴巴(BABA.US)合作，为iphone在中国市场开发苹果智能(Apple Intelligence)功能。分析人士称，这可能成为iphone增长的催化剂。据外媒援引The Information的报道，两家公司共同开发了人工智能功能，并将其提交给了中国互联网监管机构。苹果和阿里巴巴没有立即回应置评请求。如果成功，这一合作...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248693.html\">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":"LU1699723380.USD","symbol_name":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1248693.html","article_id":"2510399981","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510399981","pubTimestamp":1739325570,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，据报道，苹果公司 正与中国电商巨头阿里巴巴合作，为iphone在中国市场开发苹果智能功能。分析人士称，这可能成为iphone增长的催化剂。苹果和阿里巴巴没有立即回应置评请求。如果成功，这一合作将为iPhone升级带来重大推动力，而苹果在中国的销售目前举步维艰。摩根士丹利分析师周一对客户表示，与阿里巴巴的合作将是“苹果在中国竞争地位的关键催化剂”，并表示这可能会解决苹果iPhone在中国销量下滑的问题。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4598":"佩洛西持仓","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BABA":"阿里巴巴","09988":"阿里巴巴-W","AAPL":"苹果","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4550":"红杉资本持仓","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","MACW.SI":"APPLE 3xLongSG261006","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"translate_title":"Morgan Stanley likes Apple (AAPL.US): Cooperation with Alibaba to upgrade AI functions for Chinese iPhones will become a key catalyst!","themeId":"9c03908086f0887b113eb715091309d0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"BABA":1,"MACW.SI":0.6,"09988":0.6},"content_text":"智通财经APP获悉，据报道，苹果公司(AAPL.US)正与中国电商巨头阿里巴巴(BABA.US)合作，为iphone在中国市场开发苹果智能(Apple Intelligence)功能。分析人士称，这可能成为iphone增长的催化剂。据外媒援引The Information的报道，两家公司共同开发了人工智能功能，并将其提交给了中国互联网监管机构。苹果和阿里巴巴没有立即回应置评请求。如果成功，这一合作将为iPhone升级带来重大推动力，而苹果在中国的销售目前举步维艰。首席执行官蒂姆·库克表示，苹果公司在第一财季见证了创纪录的iPhone升级，在有Apple Intelligence的市场销售强劲。然而，自去年10月份发布以来，人工智能功能一直无法在中国使用，在关键的假日销售季节对苹果造成了打击。大中华区是苹果第一季度销售额同比下降的唯一地区，iPhone在中国的销量也低于分析师的预期。摩根士丹利分析师周一对客户表示，与阿里巴巴的合作将是“苹果在中国竞争地位的关键催化剂”，并表示这可能会解决苹果iPhone在中国销量下滑的问题。摩根大通还表示，此举支持了苹果公司预计将于今年秋季推出iPhone 17之前的“看涨预期”。苹果股价周二收涨逾2%，阿里巴巴美股上涨1%。","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":"corporation","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/2510399981","isCrawlerRequest":true}