大行评级｜小摩：维持苹果“增持”评级与谷歌合作助力AI升级

格隆汇01-14

摩根大通发表研究报告，维持对苹果的“增持”评级，认为与谷歌达成的多年合作协议将助力苹果加速AI发展。根据协议，谷歌Gemini AI模型将整合至苹果产品中，成为其基础模型核心，支援智能化功能(Apple Intelligence)及应用，包括升级版Siri。该技术将完全依赖设备端运算及苹果私有云提供底层运算能力。该行指出，此次合作符合市场预期，并提振市场信心。与谷歌的合作将有助于苹果于2026年...

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大行评级｜小摩：维持苹果“增持”评级 与谷歌合作助力AI升级

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大行评级｜小摩：维持苹果“增持”评级与谷歌合作助力AI升级