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好无聊的老头
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好无聊的老头
好无聊的老头
·
2025-09-05
30年牛市
非常抱歉，此主贴已删除
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好无聊的老头
好无聊的老头
·
2025-08-27
Replying to
@迷鹿小仙女
:应该是巨额流动性没地方去，造出来牛，刚好国家队社保也需要这个钱//
@迷鹿小仙女
:不赚认知之外的钱，Z股这轮上涨，来的诡异，估计还在等散户进场接盘[吃瓜][吃瓜][吃瓜]所以这轮上涨的原因是啥？支撑这轮上涨的基础又是什么[暗中观察]
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好无聊的老头
好无聊的老头
·
2025-08-22
买比特币
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好无聊的老头
好无聊的老头
·
2025-08-14
$上证指数(000001.SH)$
就这个大环境，给企业抬轿子拉高股价，赌这群人不套现离场，反而一直长牛，做梦呢。
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好无聊的老头
好无聊的老头
·
2025-08-06
$贵州茅台(600519)$
茅台也算是落幕了
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好无聊的老头
好无聊的老头
·
2025-07-01
车也放弃，ai也放弃苹果真是有钱慌得
重磅转向！传苹果拟弃自研AI模型，Siri或求OpenAI/Anthropic“外援”迎头赶超
智通财经APP获悉，据知情人士透露，$苹果$公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新版Siri，计划搁置自研模型，旨在扭转其在生成式AI领域的落后局面，这一决策或将颠覆行业格局。苹果认为，在自有服务器上运行模型可更好保护用户隐私，且已完成内部可行性测试。知情人士称，苹果与Anthropic在初步财务条款上存在分歧：AI初创公司要求每年数亿美元费用且逐年递增。谈判僵局促使苹果考虑若第三方方案落地，可能转而与OpenAI或其他公司合作。
重磅转向！传苹果拟弃自研AI模型，Siri或求OpenAI/Anthropic“外援”迎头赶超
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好无聊的老头
好无聊的老头
·
2025-05-02
$NQ100指数主连 2506(NQmain)$
有一种关税加了个寂寞的感觉，超过加关税前的点位了
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好无聊的老头
好无聊的老头
·
2025-04-22
$黄金主连 2506(GCmain)$
干到3500
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好无聊的老头
好无聊的老头
·
2025-04-04
$NQ100指数主连 2506(NQmain)$
反制来了
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好无聊的老头
好无聊的老头
·
2025-04-02
加仓，定投，做时间朋友
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href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> 茅台也算是落幕了","listText":"<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> 茅台也算是落幕了","text":"$贵州茅台(600519)$ 茅台也算是落幕了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464581941301688","isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452031464476768,"gmtCreate":1751385350019,"gmtModify":1751385351734,"author":{"id":"3523020859331474","authorId":"3523020859331474","name":"好无聊的老头","avatar":"https://static.tigerbbs.com/e848f36c3f05aba43d9dfccd50ca5aa0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523020859331474","idStr":"3523020859331474"},"themes":[],"htmlText":"车也放弃，ai也放弃苹果真是有钱慌得","listText":"车也放弃，ai也放弃苹果真是有钱慌得","text":"车也放弃，ai也放弃苹果真是有钱慌得","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452031464476768","repostId":"2548041133","repostType":4,"repost":{"id":"2548041133","kind":"news","pubTimestamp":1751332092,"share":"https://www.laohu8.com/m/news/2548041133?lang=zh_CN&edition=full","pubTime":"2025-07-01 09:08","market":"fut","language":"zh","title":"重磅转向！传苹果拟弃自研AI模型，Siri或求OpenAI/Anthropic“外援”迎头赶超","url":"https://stock-news.laohu8.com/highlight/detail?id=2548041133","media":"智通财经","summary":"智通财经APP获悉，据知情人士透露，$苹果$公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新版Siri，计划搁置自研模型，旨在扭转其在生成式AI领域的落后局面，这一决策或将颠覆行业格局。苹果认为，在自有服务器上运行模型可更好保护用户隐私，且已完成内部可行性测试。知情人士称，苹果与Anthropic在初步财务条款上存在分歧：AI初创公司要求每年数亿美元费用且逐年递增。谈判僵局促使苹果考虑若第三方方案落地，可能转而与OpenAI或其他公司合作。","content":"<html><head></head><body><p>智通财经APP获悉，据知情人士透露，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新版Siri，计划搁置自研模型，旨在扭转其在生成式AI领域的落后局面，这一决策或将颠覆行业格局。</p><p>这家iPhone制造商已与两家公司就使用大语言模型(LLM)升级Siri展开谈判，并要求对方训练适配苹果云架构的定制化模型用于测试。若最终落定，将标志着苹果战略的重大转向——其目前多数AI功能依赖自研的"苹果基础模型"，原计划2026年推出基于该技术的新版语音助手。</p><p>若Siri转而采用Anthropic的Claude或OpenAI的ChatGPT模型，无疑是对苹果在生成式AI领域竞争力不足的承认，而这一技术被视为数十年来最重要的创新。尽管苹果已允许ChatGPT在Siri中回答网页搜索查询，但语音助手核心仍由自研技术支撑。知情人士称，第三方模型评估尚处早期阶段，内部代号"LLM Siri"的自研项目仍在推进。</p><p>Siri的十年困局与管理层洗牌</p><p>评估第三方模型的计划由Siri负责人迈克·罗克韦尔(Mike Rockwell)与软件工程主管克雷格·费德里吉(Craig Federighi)启动。此前AI负责人约翰·詹南德雷亚(John Giannandrea)因苹果智能(Apple Intelligence)反响平淡及Siri升级延期被削权，二人接管相关职责。</p><p>曾主导Vision Pro头显研发的罗克韦尔今年3月接手Siri工程团队后，要求团队评估使用苹果自研模型与第三方技术(包括Claude、ChatGPT及<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini)的效果。多轮测试显示，Anthropic技术最贴合Siri需求，促使企业发展副总裁阿德里安·佩里卡(Adrian Perica)与Anthropic就Claude的合作展开谈判。</p><p>2011年推出的Siri已落后于主流AI聊天机器人，苹果的升级计划屡遭技术瓶颈与延期阻碍。去年发布的新功能(包括调用用户个人数据及屏幕内容分析)原计划2025年初上线，最终无限期推迟，目前预计2026年春季推出。</p><p>AI战略摇摆与人才危机</p><p>苹果AI团队正处于高度不确定状态，高管仍在权衡多种路径。尽管已批准2026年数十亿美元预算用于云端运行自研模型，但长期规划模糊。费德里吉与罗克韦尔等高管逐渐认同：与其依赖目前的自研技术，不如借助第三方实现短期突破。</p><p>这一策略与<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>类似，尽管将功能冠以Galaxy AI品牌，实则基于谷歌Gemini。Anthropic已为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>新版Alexa+提供技术支持。高管们认为，若未来自研技术提升，鉴于AI对产品运营的重要性，苹果仍应掌握模型所有权。目前公司正推进桌面机器人、智能眼镜等重度AI项目。</p><p>苹果的模型由约100人团队开发，负责人为2021年从谷歌加盟的杰出工程师庞若明(Ruoming Pang)，向AI研究高级总监达芙妮·卢昂(Daphne Luong)汇报。卢昂是詹南德雷亚的核心副手，基础模型团队是少数仍向詹南德雷亚汇报的AI部门，但费德里吉与罗克韦尔已介入更多。</p><p>这一转变令团队士气受挫，部分成员认为公司考虑第三方技术是对其工作的否定，已有多人收到<a href=\"https://laohu8.com/S/META\">Meta</a>、OpenAI等公司数百万美元的挖角邀约。Meta为新成立的超级智能实验室开出1000万至4000万美元年薪，而苹果AI工程师薪资通常仅为市场一半。上周，苹果资深大语言模型研究员汤姆·冈特(Tom Gunter)离职，其独特技能组合难以替代。</p><p>技术博弈与商业分歧</p><p>苹果在与Anthropic、OpenAI的谈判中，要求定制能运行于其私有云计算服务器的Claude与ChatGPT版本——该架构基于高端Mac芯片，目前用于运行自研复杂模型。苹果认为，在自有服务器上运行模型可更好保护用户隐私，且已完成内部可行性测试。</p><p>其他苹果智能功能采用设备端模型，虽速度与性能不及云端版本，但可用于邮件摘要、生成自定义表情等任务。今年晚些时候，苹果将向第三方开发者开放设备端模型，但尚未计划开放云端模型，部分原因是服务器容量暂无法应对新增功能需求。</p><p>知情人士称，苹果与Anthropic在初步财务条款上存在分歧：AI初创公司要求每年数亿美元费用且逐年递增。谈判僵局促使苹果考虑若第三方方案落地，可能转而与OpenAI或其他公司合作。</p><p>若达成协议，2018年从谷歌加盟、主张自研大语言模型的詹南德雷亚影响力将进一步削弱。除失去Siri控制权外，其机器人部门职责也被剥离，核心机器学习与应用意图团队已划归费德里吉的软件工程部门。苹果去年宣布的Xcode代码辅助工具Swift Assist项目也于一个月前取消，取而代之的是今年晚些时候推出的支持ChatGPT/Claude的新版Xcode。</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\" 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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重磅转向！传苹果拟弃自研AI模型，Siri或求OpenAI/Anthropic“外援”迎头赶超\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 09:08 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1312439.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，据知情人士透露，苹果公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新版Siri，计划搁置自研模型，旨在扭转其在生成式AI领域的落后局面，这一决策或将颠覆行业格局。这家iPhone制造商已与两家公司就使用大语言模型(LLM)升级Siri展开谈判，并要求对方训练适配苹果云架构的定制化模型用于测试。若最终落定，将标志着苹果战略的重大转向——其目前多数AI功能依赖自研...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1312439.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":{"LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1312439.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548041133","content_text":"智通财经APP获悉，据知情人士透露，苹果公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新版Siri，计划搁置自研模型，旨在扭转其在生成式AI领域的落后局面，这一决策或将颠覆行业格局。这家iPhone制造商已与两家公司就使用大语言模型(LLM)升级Siri展开谈判，并要求对方训练适配苹果云架构的定制化模型用于测试。若最终落定，将标志着苹果战略的重大转向——其目前多数AI功能依赖自研的\"苹果基础模型\"，原计划2026年推出基于该技术的新版语音助手。若Siri转而采用Anthropic的Claude或OpenAI的ChatGPT模型，无疑是对苹果在生成式AI领域竞争力不足的承认，而这一技术被视为数十年来最重要的创新。尽管苹果已允许ChatGPT在Siri中回答网页搜索查询，但语音助手核心仍由自研技术支撑。知情人士称，第三方模型评估尚处早期阶段，内部代号\"LLM Siri\"的自研项目仍在推进。Siri的十年困局与管理层洗牌评估第三方模型的计划由Siri负责人迈克·罗克韦尔(Mike Rockwell)与软件工程主管克雷格·费德里吉(Craig Federighi)启动。此前AI负责人约翰·詹南德雷亚(John Giannandrea)因苹果智能(Apple Intelligence)反响平淡及Siri升级延期被削权，二人接管相关职责。曾主导Vision Pro头显研发的罗克韦尔今年3月接手Siri工程团队后，要求团队评估使用苹果自研模型与第三方技术(包括Claude、ChatGPT及谷歌Gemini)的效果。多轮测试显示，Anthropic技术最贴合Siri需求，促使企业发展副总裁阿德里安·佩里卡(Adrian Perica)与Anthropic就Claude的合作展开谈判。2011年推出的Siri已落后于主流AI聊天机器人，苹果的升级计划屡遭技术瓶颈与延期阻碍。去年发布的新功能(包括调用用户个人数据及屏幕内容分析)原计划2025年初上线，最终无限期推迟，目前预计2026年春季推出。AI战略摇摆与人才危机苹果AI团队正处于高度不确定状态，高管仍在权衡多种路径。尽管已批准2026年数十亿美元预算用于云端运行自研模型，但长期规划模糊。费德里吉与罗克韦尔等高管逐渐认同：与其依赖目前的自研技术，不如借助第三方实现短期突破。这一策略与三星电子类似，尽管将功能冠以Galaxy AI品牌，实则基于谷歌Gemini。Anthropic已为亚马逊新版Alexa+提供技术支持。高管们认为，若未来自研技术提升，鉴于AI对产品运营的重要性，苹果仍应掌握模型所有权。目前公司正推进桌面机器人、智能眼镜等重度AI项目。苹果的模型由约100人团队开发，负责人为2021年从谷歌加盟的杰出工程师庞若明(Ruoming Pang)，向AI研究高级总监达芙妮·卢昂(Daphne Luong)汇报。卢昂是詹南德雷亚的核心副手，基础模型团队是少数仍向詹南德雷亚汇报的AI部门，但费德里吉与罗克韦尔已介入更多。这一转变令团队士气受挫，部分成员认为公司考虑第三方技术是对其工作的否定，已有多人收到Meta、OpenAI等公司数百万美元的挖角邀约。Meta为新成立的超级智能实验室开出1000万至4000万美元年薪，而苹果AI工程师薪资通常仅为市场一半。上周，苹果资深大语言模型研究员汤姆·冈特(Tom Gunter)离职，其独特技能组合难以替代。技术博弈与商业分歧苹果在与Anthropic、OpenAI的谈判中，要求定制能运行于其私有云计算服务器的Claude与ChatGPT版本——该架构基于高端Mac芯片，目前用于运行自研复杂模型。苹果认为，在自有服务器上运行模型可更好保护用户隐私，且已完成内部可行性测试。其他苹果智能功能采用设备端模型，虽速度与性能不及云端版本，但可用于邮件摘要、生成自定义表情等任务。今年晚些时候，苹果将向第三方开发者开放设备端模型，但尚未计划开放云端模型，部分原因是服务器容量暂无法应对新增功能需求。知情人士称，苹果与Anthropic在初步财务条款上存在分歧：AI初创公司要求每年数亿美元费用且逐年递增。谈判僵局促使苹果考虑若第三方方案落地，可能转而与OpenAI或其他公司合作。若达成协议，2018年从谷歌加盟、主张自研大语言模型的詹南德雷亚影响力将进一步削弱。除失去Siri控制权外，其机器人部门职责也被剥离，核心机器学习与应用意图团队已划归费德里吉的软件工程部门。苹果去年宣布的Xcode代码辅助工具Swift 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