兵家必争之地！OpenAI和Anthropic之后，苹果也进军“医疗健康”

华尔街见闻01-12

随着科技巨头加速在垂直领域的渗透，医疗健康正成为继搜索和办公软件之后，人工智能应用最激烈的“兵家必争之地”。据9to5Mac援引知情人士消息，苹果计划在今年春季发布的iOS 26.4更新中推出“改版”的健康应用（Health app）。此次更新将引入AI代理、饮食追踪功能以及类似Fitness+的视频服务，旨在通过硬件优势巩固其在健康监测领域的护城河，并直接挑战MyFitnessPal和Noom...

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After OpenAI and Anthropic, Apple also enters \"medical health\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95,"XBI":0.6,"LABU":0.6},"content_text":"随着科技巨头加速在垂直领域的渗透，医疗健康正成为继搜索和办公软件之后，人工智能应用最激烈的“兵家必争之地”。\n据9to5Mac援引知情人士消息，苹果计划在今年春季发布的iOS 26.4更新中推出“改版”的健康应用（Health app）。此次更新将引入AI代理、饮食追踪功能以及类似Fitness+的视频服务，旨在通过硬件优势巩固其在健康监测领域的护城河，并直接挑战MyFitnessPal和Noom等现有服务商的市场地位。\n就在苹果新动向曝光的前几日，AI领域的两大领头羊刚刚完成了各自在医疗赛道的布局。OpenAI数据显示，每周有超过2.3亿人在其平台上咨询健康问题，公司随即推出了ChatGPT Health，旨在将聊天机器人转化为整合用户医疗记录的“个人超级助手”。与此同时，Anthropic宣布推出符合HIPAA（美国健康保险流通与责任法案）标准的医疗AI工具，并已获得包括Banner Health在内的大型医疗系统采用。\n苹果的全面反击：AI代理与饮食追踪\n苹果公司CEO库克曾多次表示，苹果对社会最大的贡献将是在健康领域。即将到来的iOS 26.4将是实现这一愿景的关键一步。\n据报道，苹果即将在iOS 26.4中推出的“健康”应用改版，并非简单的界面更新，而是功能维度的全面扩张。\n而饮食追踪将是此次改版的重头戏。苹果此前一直避免涉足这一领域，但现在正“全速推进”。这一功能将允许用户追踪卡路里并辅助减肥，直接与MyFitnessPal和Noom等体重管理应用形成竞争关系。\n此外，苹果正在开发“AI健康代理”。该功能将利用来自用户配对设备的所有健康数据，提供个性化的健康和营养建议。知情人士透露，未来该功能甚至可能利用iPhone后置摄像头实时分析用户的锻炼姿势，并提供改进建议。\n在内容服务方面，苹果正试图复制Apple Fitness+的成功模式，推出类似的健康视频服务。据彭博报道，苹果计划在加州奥克兰设立专门设施，邀请睡眠专家、营养师、心脏病专家等录制指导视频。这一服务的核心逻辑在于数据驱动的反馈闭环：当健康应用检测到用户的某项指标（如睡眠或心率）出现不良趋势时，系统将自动推送相关专家的建议视频。\nOpenAI的入局：打造“个人超级助手”\n与苹果侧重硬件生态不同，OpenAI选择通过大模型能力切入市场。OpenAI应用业务CEO Fidji Simo表示，ChatGPT Health是将ChatGPT转变为“个人超级助手”的重要一步。\n为了解决隐私担忧，ChatGPT Health在聊天机器人内部设立了独立空间。OpenAI承诺，该空间内的对话、文件和连接的应用数据将与其他聊天记录隔离，且不会被用于训练其基础模型。\n在数据整合方面，OpenAI已与基础设施提供商b.well达成合作。用户可以将Apple Health、MyFitnessPal、Weight Watchers以及实验室检测初创公司Function的数据连接至ChatGPT。这种开放策略使得OpenAI能够利用现有的健康数据生态，而不是从零开始构建。\nAnthropic的B端突围：合规性与临床效率\n在OpenAI发布新工具仅几天后，其主要竞争对手Anthropic便展示了截然不同的打法——深耕B端临床市场。\nAnthropic宣布其聊天机器人Claude推出符合HIPAA标准的新医疗服务。这一合规性认证是进入美国专业医疗市场的“入场券”，使得医院和医疗机构能够合法地使用该工具处理受保护的健康数据。\nAnthropic首席产品官Mike Krieger表示：“当我们思考整体经济以及AI能在哪些领域产生最大的影响时，一旦在监管和数据方面做了正确的事情，医疗保健行业确实非常适合。”\n市场反应显示了B端策略的有效性。Anthropic透露，美国最大的非营利性医疗系统之一Banner Health已有超过22,000名临床供应商在使用Claude。数据显示，85%的用户报告使用后工作速度更快、准确性更高。此外，Anthropic还与诺和诺德及斯坦福医疗保健建立了合作关系。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2602564632","isCrawlerRequest":true}