传Anthropic因要价过高出局，苹果拟敲定谷歌Gemini驱动Siri_老虎社区_美港股上老虎

传Anthropic因要价过高出局，苹果拟敲定谷歌Gemini驱动Siri

智通财经01-27

智通财经APP获悉，据报道，苹果公司可能已选定谷歌协助运营下一代 Siri 语音助手，与此同时，这家iPhone制造商与Anthropic关于Siri智能化升级的谈判破裂。据报道，苹果在2025年下半年调整了其Apple Intelligence的底层战略布局。根据2026 年1月的官方声明，苹果已与谷歌达成多年深度合作协议。新一代Siri的核心语义理解与多模态交互功能将由 Gemini 模型驱动...

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excessive asking price, and Apple plans to finalize Google Gemini to drive Siri","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/76eb930ababba6f015cf913cddb79216","symbols_score_info":{"AAPL":2,"GOOG":2},"content_text":"智通财经APP获悉，据报道，苹果公司可能已选定谷歌协助运营下一代 Siri 语音助手，与此同时，这家iPhone制造商与Anthropic关于Siri智能化升级的谈判破裂。据报道，苹果在2025年下半年调整了其Apple Intelligence的底层战略布局。根据2026 年1月的官方声明，苹果已与谷歌达成多年深度合作协议。新一代Siri的核心语义理解与多模态交互功能将由 Gemini 模型驱动。市场分析指出，谷歌约 10 亿美元的年化报价更具成本效益。谷歌成熟的云基础设施能够更好地支撑 iOS 全球用户并发需求。相比之下，苹果也曾与 Anthropic 和 OpenAI 就协助运营 Siri 及处理部分 Apple Intelligence 业务进行过商谈。然而，开发了广受欢迎的 Claude 系列人工智能模型的 Anthropic，希望获得\"每年数十亿美元、为期多年\"的报酬，该报道补充道。苹果最终认为相关条件不够有利，遂搁置了与 Anthropic 的谈判。此次谈判破裂也揭示了 AI 独角兽企业在估值与营收平衡上的压力。尽管失去了苹果这一核心消费端终端订单，Anthropic 仍凭借其在企业级市场 32% 的占有率维持着资本市场的信心。目前，Anthropic 正积极筹备其计划于 2026 年进行的首次公开募股(IPO)，其私有市场估值传闻已飙升至 3500 亿美元。对于 Anthropic 而言，未来的增长动能将更多依赖于其在 B 端垂直领域的深耕，而非单一的消费级硬件捆绑。此外，搭载 Gemini 技术的全新 Siri 确定于 2026 年 2 月随 iOS 26.4 版本上线，苹果公司已初步完成其 AI 生态闭环的构建。这一合作变动改变了硅谷 AI 阵营的权力平衡。本月早些时候有报道称，鉴于 ChatGPT 开发商 OpenAI 与苹果日益成为竞争对手，OpenAI 已\"有意决定\"主动退出前述合作谈判。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":526328543445776,"gmtCreate":1769525889957,"gmtModify":1769525892554,"author":{"id":"3497467987261225","authorId":"3497467987261225","name":"糖果田田","avatar":"https://static.tigerbbs.com/90c3716dd4df24fd678a10277aa9fa7f","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3497467987261225","idStr":"3497467987261225"},"htmlText":"早就知道，还轮到你现在传闻","listText":"早就知道，还轮到你现在传闻","text":"早就知道，还轮到你现在传闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526328543445776","repostId":2606327411,"repostType":2,"repost":{"id":"2606327411","kind":"news","pubTimestamp":1769491519,"share":"https://www.laohu8.com/m/news/2606327411?lang=zh_CN&edition=full","pubTime":"2026-01-27 13:25","market":"hk","language":"zh","title":"传Anthropic因要价过高出局，苹果拟敲定谷歌Gemini驱动Siri","url":"https://stock-news.laohu8.com/highlight/detail?id=2606327411","media":"智通财经","summary":"智通财经APP获悉，据报道，苹果公司 可能已选定谷歌协助运营下一代 Siri 语音助手，与此同时，这家iPhone制造商与Anthropic关于Siri智能化升级的谈判破裂。据报道，苹果在2025年下半年调整了其Apple Intelligence的底层战略布局。新一代Siri的核心语义理解与多模态交互功能将由 Gemini 模型驱动。苹果最终认为相关条件不够有利，遂搁置了与 Anthropic 的谈判。对于 Anthropic 而言，未来的增长动能将更多依赖于其在 B 端垂直领域的深耕，而非单一的消费级硬件捆绑。","content":"<html><head></head><body><p>智通财经APP获悉，据报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司可能已选定<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>协助运营下一代 Siri 语音助手，与此同时，这家iPhone制造商与Anthropic关于Siri智能化升级的谈判破裂。</p><p>据报道，苹果在2025年下半年调整了其Apple Intelligence的底层战略布局。根据2026 年1月的官方声明，苹果已与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>达成多年深度合作协议。新一代Siri的核心语义理解与多模态交互功能将由 Gemini 模型驱动。</p><p>市场分析指出，谷歌约 10 亿美元的年化报价更具成本效益。谷歌成熟的云基础设施能够更好地支撑 iOS 全球用户并发需求。</p><p>相比之下，苹果也曾与 Anthropic 和 OpenAI 就协助运营 Siri 及处理部分 Apple Intelligence 业务进行过商谈。然而，开发了广受欢迎的 Claude 系列人工智能模型的 Anthropic，希望获得&#34;每年数十亿美元、为期多年&#34;的报酬，该报道补充道。苹果最终认为相关条件不够有利，遂搁置了与 Anthropic 的谈判。</p><p>此次谈判破裂也揭示了 AI 独角兽企业在估值与营收平衡上的压力。尽管失去了苹果这一核心消费端终端订单，Anthropic 仍凭借其在企业级市场 32% 的占有率维持着资本市场的信心。</p><p>目前，Anthropic 正积极筹备其计划于 2026 年进行的首次公开募股(IPO)，其私有市场估值传闻已飙升至 3500 亿美元。对于 Anthropic 而言，未来的增长动能将更多依赖于其在 B 端垂直领域的深耕，而非单一的消费级硬件捆绑。</p><p>此外，搭载 Gemini 技术的全新 Siri 确定于 2026 年 2 月随 iOS 26.4 版本上线，苹果公司已初步完成其 AI 生态闭环的构建。这一合作变动改变了硅谷 AI 阵营的权力平衡。本月早些时候有报道称，鉴于 ChatGPT 开发商 OpenAI 与苹果日益成为竞争对手，OpenAI 已&#34;有意决定&#34;主动退出前述合作谈判。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传Anthropic因要价过高出局，苹果拟敲定谷歌Gemini驱动Siri</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传Anthropic因要价过高出局，苹果拟敲定谷歌Gemini驱动Siri\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-27 13:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1397797.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据报道，苹果公司可能已选定谷歌协助运营下一代 Siri 语音助手，与此同时，这家iPhone制造商与Anthropic关于Siri智能化升级的谈判破裂。据报道，苹果在2025年下半年调整了其Apple Intelligence的底层战略布局。根据2026 年1月的官方声明，苹果已与谷歌达成多年深度合作协议。新一代Siri的核心语义理解与多模态交互功能将由 Gemini 模型驱动...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1397797.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"SG9999001424.SGD":"United E-Commerce Fund SGD","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 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