4万亿美元俱乐部有了新成员

钛媒体AGI01-13

图片来源：unsplash▎苹果与谷歌合作，引入Gemini升级Siri。文｜飞向TAI空作者｜胡珈萌编辑｜李程程本文首发于钛媒体APP人类历史上第四家4万亿美元市值公司正式诞生。美国时间1月12日，谷歌母公司Alphabet盘中股价走高，市值首次迈过4万亿美元关口，成为继英伟达、苹果、微软后又一家市值突破4万亿美元的公司。Alphabet也成为了目前2家市值4万亿美元公司之一，仅次于英伟达。而送...

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Pro、自研TPU芯片相继成为市场焦点，股价也在逆袭的叙事中高歌猛进，而苹果的AI进展显得步履维艰。苹果的AI条线还遭遇了重大人事变动。2018年从谷歌加入的AI/ML战略负责人、公司高级副总裁约翰·詹南德雷亚（John Giannandrea）卸任退休。有声音认为，此举是因为Siri等AI产品升级进展缓慢、多次延期。原AI团队被重组，部分核心人员加入了Meta、OpenAI等公司，新负责人的汇报线也降了一级，不再直接向公司CEO库克汇报。而此次合作的尘埃落定，谷歌市值冲上四万亿美元，市场对两大巨头接下来有了新的期待。从目前的分析和预测来看，今年春季新版Siri会跟随iOS 26.4的更新正式发布，此外，苹果还很可能会在这次更新中升级“健康”模块，打造“AI健康代理”切入AI医疗赛道。而Gemini将谨守第三方支持者的角色，不会在苹果系统或Apple Intelligence中进行前台显示，不会影响苹果此前和OpenAI达成的Siri集成调用ChatGPT等协议。Gemini及其他谷歌应用可能会在苹果系统、应用商店中占据更有利地位。华尔街最知名的科技观察者之一，Wedbush董事总经理、高级分析师丹·艾夫斯（Dan Ives）团队将谷歌与苹果的这次合作评价为，“我们一直在等待的交易”，并认为对两大巨头均形成利好。一方面，是对谷歌大模型能力的一次重大验证，另一方面，将有助于苹果加速AI战略。今年一开年，谷歌加速冲刺，频频拿出新的产品和业务。一周之内，该公司先是推出了零售AI Agent功能，与劳氏、棒约翰、克罗格等知名品牌达成合作，辅助用户订餐、购物。继而，谷歌在这项服务中引入电商广告。此前，曾与OpenAI共同推出“即时结账”功能的沃尔玛，也宣布与谷歌合作，推出AI购物功能，帮助消费者更高效地寻找、比较、购买商品。在Similarweb发布的AI产品市场追踪报告中，Gemini表现强势，去年12月份流量环增28.4%，其最大竞争对手ChatGPT则出现下降。在芯片领域，Anthorpic、Meta等预计会大额采购谷歌TPU。摩根士丹利的研报指出，谷歌与Anthropic达成的价值数百亿美元、涉及百万颗TPU的合作，预计将为2026年谷歌云收入带来显著增量。此外，与Meta、苹果等潜在或现有客户的合作也打开了更广阔的市场空间。在AI设备领域，有消息称，谷歌计划在今年与三星联合推出新款AI智能眼镜，并在其中集成世界模型技术，凸显对三维物理空间及环境动态的理解，革新AI眼镜赛道。不过，上述种种已经推出或可能推出的产品、业务背后，则是巨额的资本支出。摩根大通预计，2026年谷歌资本开支将大幅增长至1400亿美元以上，同比增速预计超过60%，领跑各大科技巨头。目前，不少分析师已看好谷歌有望成为AI时代的真正领跑者。而整个2025年，该公司股价上涨了64.78%，已领先于“美股科技七姐妹”其他成员。今年以来，截至1月12日收盘，Alphabet年内上涨6.03%，增幅与亚马逊接近，仍领先于其他科技巨头，目前其股价332.73美元/股，市值仍站在4万亿美元之上。（本文首发于钛媒体APP）","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,"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 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