$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

$苹果(AAPL)$ 因为要引入ai搜索引擎而谷歌大跌7%

很多人好奇AAPL 为什么也跟跌？📉

因为，

苹果的服务收入，与谷歌从Safari浏览器中获得的广告收入分成，是高度正相关的，也就是说---

如果谷歌广告费低了，苹果的服务收入同步降低。（要不然苹果为什么要做这门垄断的生意呢？）

当然未来接入AI的搜索也有可能带来货币化，但这货币化效率和目前谷歌搜索的货币化效率不能等同，如果AI搜索效率很高，反而不利于他的商业化$谷歌A(GOOGL)$ $谷歌(GOOG)$

修改于：2025-05-08

25个基点，符合预期！.SPX还能继续涨吗？

美联储如期降息25基点，承认劳动力市场走弱，提及通胀上行；点阵图显示年内预计还降息两次，明年预计降息一次；鲍威尔称本次会议50基点降息呼声不高。美联储给出的信号鹰鸽参半，主要资产震荡。【接下来金融市场会如何反应？.SPX还能继续创新高吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

雁门关向东二万五千里
2025-05-08
雁门关向东二万五千里
因为谷歌每年给苹果每年200亿独家收索费。
Legen54
2025-05-08
Legen54
苹果：大家都别赚钱

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