百度(BIDU)盘前升1.71% 传集团力挽苹果(AAPL)百亿美元大单

金吾财讯2024-12-23

金吾财讯 | 百度(BIDU)盘前股价走高，暂升1.71%，报87.27美元。

据媒体报道，苹果在大陆的AI合作方可能生变。日前传出苹果正与腾讯和字节跳动商谈将两家公司的AI模型整合到在大陆销售的iPhone中。然而值得注意的是，最初传闻称百度是苹果的合作方，但双方在技术和隐私问题上存在分歧。如今，苹果急着找到在大陆合作AI的盟友，百度或重新审视策略，力挽这笔超过百亿美元的大订单。

华福证券发研指，将苹果的生态系统与国内的大型AI模型相结合是推动AI手机在中国市场上实现的关键因素。苹果的Apple Intelligence计划要在中国市场上成功落地，不仅需要提供中文支持，还需要与本地合作伙伴合作，以解决技术和监管方面的挑战。为了加速在中国市场的部署，苹果必须寻找合适的国内AI大模型服务提供商作为合作伙伴。虽然苹果曾计划采用百度的文心一言大模型作为其在中国市场的AI解决方案，但在整合AI操作系统方案、苹果生态系统与大模型能力方面，仍面临许多挑战。苹果与腾讯和字节跳动的合作谈判可能会改变或增加合作伙伴，这有助于加速苹果AI技术在中国市场的推广进程。

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