果链重磅！国行iPhone或接入阿里大模型 AI有望驱动换机周期_老虎社区_美港股上老虎

果链重磅！国行iPhone或接入阿里大模型 AI有望驱动换机周期

市场资讯2025-02-12

转自：财联社　　《科创板日报》2月12日讯（编辑宋子乔）据科技媒体The Information援引消息人士报道，苹果和阿里巴巴将合作为中国iPhone用户开发AI功能。知情人士透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能，国行苹果AI功能已提交给国内相关部门审核。　　AI化是苹果手机的明确发展方向，外接大模型是关键。知情人士表示，苹果自2023年起开始测试来自...

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Information援引消息人士报道，苹果和阿里巴巴将合作为中国iPhone用户开发AI功能。知情人士透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能，国行苹果AI功能已提交给国内相关部门审核。\n　　AI化是苹果手机的明确发展方向，外接大模型是关键。知情人士表示，苹果自2023年起开始测试来自...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-12/doc-inekevpi6042838.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2286300806.USD","symbol_name":"Allianz Cyber Security AT Acc USD","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2025-02-12/doc-inekevpi6042838.shtml","article_id":"2510941383","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510941383","pubTimestamp":1739326920,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　《科创板日报》2月12日讯 据科技媒体The 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Bank of China's iPhone may be connected to Alibaba's large model AI is expected to drive the replacement cycle","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"09988":0.6,"BABA":1},"content_text":"转自：财联社\n　　《科创板日报》2月12日讯（编辑 宋子乔）据科技媒体The Information援引消息人士报道，苹果和阿里巴巴将合作为中国iPhone用户开发AI功能。知情人士透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能，国行苹果AI功能已提交给国内相关部门审核。\n　　AI化是苹果手机的明确发展方向，外接大模型是关键。知情人士表示，苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型，并在去年选择了百度作为主要合作伙伴，但由于百度在为苹果智能开发模型方面的进展未达到美国公司的标准，因此该合作后来被取消。\n　　知情人士还称，苹果在最近几个月开始考虑其他选项，评估腾讯、字节跳动、阿里巴巴以及Deepseek开发的模型。报道提到，苹果最终放弃了最近呼声很高的DeepSeek，因为DeepSeek团队缺乏支持像苹果这样的大客户所需的人力和经验。\n　　据了解，阿里的通义千问Qwen系列大模型在开源领域和性能评测中均表现出色，处于行业第一梯队。2月4日凌晨，Chatbot Arena LLM Leaderboard更新了最新一期的榜单，不久前发布的Qwen2.5-Max直接冲进前十，超越DeepSeek V3， o1-mini和Claude-3.5-Sonnet等模型，以1332分位列全球第七名。同时，Qwen2.5-Max在数学和编程上排名第一，在Hard prompts方面排名第二。（小K注：Qwen-Max是阿里云通义团队对MoE模型的最新探索成果）\n　　市场对于苹果手机在中国大陆上线AI功能已有预期。2月9日，苹果向开发者发送邮件，宣布将于北京时间3月25日10：00-12：00在上海举行“利用Apple智能的力量”开发者活动，活动主题将围绕苹果智能和机器学习两个方面。\n　　另据iOS果粉，iOS18.4或将于2025年4月正式发布，同时中文版的Apple Intelligence也将于该版本中正式亮相。\n　　目前，苹果在中国大陆的市场份额正不断被国产手机品牌蚕食。据Canalys数据，24Q4中国大陆智能手机出货量达到7740万台，同比增长5%。其中，苹果出货量达到1310万台，市场份额为17%，排名第一。但由于国产旗舰设备竞争加剧，苹果出货量同比大幅下滑25%。\n　　华西证券表示，国行苹果AI上线有望助力出货增长。据Canalys数据，43%的中国大陆消费者对AI手机展现出高度的兴趣倾向。故该机构认为，国行苹果AI的搭载有望带动苹果在中国大陆地区的销量。\n　　该机构进一步表示，看好国行AI上线后对于苹果销量的拉动，叠加iPhone后续新品在芯片、存储、散热、电池等方向的持续创新，果链核心供应商有望深度受益。相关受益标的：1）组装厂商：立讯精密；2）软板厂商：鹏鼎控股、东山精密；3）结构件厂商：领益智造、蓝思科技、比亚迪电子、信维通信；4）光学厂商：水晶光电；5）电池厂商：珠海冠宇；6）声学厂商：歌尔股份、瑞声科技；7）设备厂商：博众精工、赛腾股份、快克智能、燕麦科技等。\n　　招银国际此前指出，2025年AI应用在手机端落地，将进一步驱动换机周期，预计2025年智能手机出货量将同比增长3%至12.5亿台。考虑到AI手机在光学/声学、电源、散热和折叠屏等方面创新，预计将持续推动零部件规格升级。国内供应链在全球份额提升、竞争趋缓、降本增效等因素带动下盈利能力有望持续改善。\n　　（科创板日报 宋子乔）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}