踢开ChatGPT，苹果与谷歌联姻！马斯克嫉妒吐槽，奥特曼彻底尴尬了

美股财经社01-13

来源：美股财经社周一，经过反复权衡之后，苹果公司终于做出了历史性转变，确认将寻求其长期竞争对手谷歌的帮助，以挽救其停滞不前的人工智能计划。对这两大巨头的合作，马斯克颇有怨言，奥特曼的地位也颇为尴尬。联手谷歌是苹果无奈的选择根据一项新的多年协议，苹果公司支撑其生态系统的“下一代”人工智能模型将基于谷歌的Gemini平台构建。苹果和谷歌在一份联合声明中表示：“经过仔细评估，苹果认为谷歌的人工智能技术为...

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Musk is jealous and complains, Ultraman is completely embarrassed","themeId":"4cd4a6669b296718532895f10a6ab35d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"TSLI":0.6,"UFO":0.6,"AAPL":1.97,"GOOGL":1.95,"MACW.SI":0.6,"TSYW.SI":0.6},"content_text":"来源：美股财经社周一，经过反复权衡之后，苹果公司终于做出了历史性转变，确认将寻求其长期竞争对手谷歌的帮助，以挽救其停滞不前的人工智能计划。对这两大巨头的合作，马斯克颇有怨言，奥特曼的地位也颇为尴尬。联手谷歌是苹果无奈的选择根据一项新的多年协议，苹果公司支撑其生态系统的“下一代”人工智能模型将基于谷歌的Gemini平台构建。苹果和谷歌在一份联合声明中表示：“经过仔细评估，苹果认为谷歌的人工智能技术为苹果基础模型提供了最强大的基础，并对它将为苹果用户解锁的创新体验感到兴奋。”周一宣布的这项交易标志着苹果对谷歌投下了一张重要的信任票。谷歌的技术已经为三星的“Galaxy AI”系统提供了大部分动力，而与苹果达成的Siri交易则为谷歌打开了苹果庞大的市场，苹果拥有超过20亿台活跃设备。多年来，苹果一直以自主研发硬件、软件和芯片而自豪。然而，Apple Intelligence 2024年的发布反响平平，以及随后Siri升级的延迟，让苹果陷入了进退两难的境地：要么寻求外部帮助，要么在日益激烈的AI竞赛中被远远甩在后面。这项交易标志着苹果公司在面临高管跳槽至竞争对手Meta的困境之际，采取了务实的调整，这也凸显了苹果公司面临的挑战，并使其不得不依靠竞争对手来推动其人工智能战略。这一转变也使谷歌成为人工智能军备竞赛中明显的领跑者，超越了OpenAI。此前，苹果公司将OpenAI的ChatGPT产品添加到iOS设备中，为Siri增加了额外的聊天机器人功能。访问以下网址，订阅最新新闻电邮：https://nbwpress.com/subscribe.html虽然官方条款尚未披露，但彭博社去年11月报道称，苹果公司将每年向谷歌支付约10亿美元，以获得Gemini项目的使用权。尽管依赖谷歌的技术，苹果公司仍在努力向用户保证，其严格的隐私标准依然不变。联合声明称：“Apple Intelligence将继续在Apple设备和私有云计算上运行，同时保持Apple行业领先的隐私标准。”马斯克吐槽，奥特曼地位尴尬市场对此次合作消息的反应立竿见影。由于这项交易巩固了Gemini作为Android和iOS人工智能引擎的地位，谷歌母公司Alphabet的股价盘中瞬间大涨，收盘上涨1.09%，再创历史新高，总市值也首次突破4万亿美元大关，达到4.02万亿美元。苹果股价小幅上涨0.34%，较上月高点下跌约9%，总市值3.83万亿美元。不过，马斯克对此颇有怨言。他在X上发帖称：“考虑到谷歌还拥有Android和Chrome，这似乎对谷歌来说是一种不合理的权力集中。”马斯克创立了自己的AI公司xAI，该公司一直试图通过构建基础模型和在庞大的基础设施上投入数十亿美元来与业内其他主要参与者竞争。同时，周一的合作很可能会引发人们对OpenAI与苹果关系的质疑。据报道，为了应对Gemini 3项目，OpenAI首席执行官山姆·奥特曼去年底发布了“红色警报”，敦促各团队加快开发进度。Equisights Research首席执行官Parth Talsania表示：“苹果决定使用谷歌的Gemini模型来开发Siri，这使得OpenAI的角色转变为辅助角色，ChatGPT将继续用于处理复杂的、用户选择加入的查询，而不是默认的智能层。”为了对抗OpenAI在业界的早期领先地位，谷歌一直在全力以赴，加倍投入前沿模型以及图像和视频生成领域。Alphabet起步晚但进展快Alphabet并非一直占据人工智能领域的主导地位。起步缓慢，加上ChatGPT的迅速崛起，一度让一些人认为谷歌的霸主地位可能会被撼动。然而，谷歌已经显著改进了Gemini，并再次稳坐搜索行业的领导地位。Gemini不仅巩固了谷歌的市场主导地位，还提升了谷歌搜索引擎的性能。消费者可以获得更高质量的搜索结果，这可能会增加他们在网站上的停留时间。此外，Gemini与谷歌的界面无缝集成，使这家科技巨头能够继续展示广告。一些投资者认为人工智能会颠覆谷歌的业务，尤其担心像ChatGPT或Grok这样的人工智能模型会取代谷歌的地位。事后看来，这些担忧显然有些过头，而去年那些坚持持有的投资者获得了丰厚的回报。Alphabet拥有雄厚的资金实力，可以投入大量资源改进Gemini，从而进一步巩固其在人工智能模型领域的领先地位。它还可以将Gemini与其现有产品（例如YouTube和谷歌搜索）进行整合。当新兴人工智能领导者依靠投资者和融资来应对亏损时，Alphabet可以直接从其利润和资产负债表中调拨资金来改进Gemini。苹果有望在AI领域站稳脚跟2010年苹果公司首次收购Siri时，这款对话式人工智能产品具有开创性意义，代表了人工智能发展的下一个阶段。它改变了用户与设备交互的方式，并引发了一波模仿浪潮。不幸的是，苹果最大的优势之一最终却成了它最大的劣势。该公司对隐私的重视以及其封闭的生态系统限制了可用于训练大型语言模型（LLM）的数据量，导致Siri落后于包括亚马逊Alexa和谷歌助手在内的竞争对手。作为其人工智能战略的一部分，苹果公司一直在大力宣传Apple Intelligence，该技术将“强大的生成式人工智能模型置于iPhone、iPad和Mac的核心”。其人工智能战略的基石是正在进行的Siri升级。苹果采用被誉为功能强大的顶级人工智能技术Google Gemini，将有助于该公司实现其人工智能愿景。苹果在iPhone上加强人工智能的早期举措已初见成效。许多华尔街人士认为，苹果智能系统的成功开发对于支撑其未来股价上涨至关重要。韦德布什证券分析师丹·艾夫斯周一在给客户的报告中维持了对苹果股票的“跑赢大盘”（买入）评级，并给出了华尔街最高的350美元目标价。这意味着，与上周五的收盘价相比，投资者将有35%的潜在上涨空间。艾夫斯再次强调，这将有助于苹果“加速其人工智能战略迈向2026年及以后”。艾夫斯还将苹果继续列入韦德布什最佳创意榜单和艾夫斯人工智能30强榜单。苹果公司在人工智能领域站稳脚跟，有望在未来数月乃至数年内提振其业绩。此外，该股目前的市盈率不到明年预期收益的29倍，估值颇具吸引力。摩根大通分析师对苹果公司给予“增持”评级，他们表示，与谷歌的多年合作关系有可能发展成为更长期的合作安排，投资者可能会关注苹果接下来是否会在中国宣布人工智能模型合作伙伴。识别下方二维码精准掌握北美商业动态北京时间22点准时投递","kind":"news","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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/2603057417","isCrawlerRequest":true}