ylin211
03-20
谷歌不缺载体,有信心完全可以覆盖所有安卓手机,干嘛便宜苹果?
AI入iPhone,苹果找谷歌,市场很开心,理由很充分?
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20:50","market":"hk","language":"zh","title":"AI入iPhone,苹果找谷歌,市场很开心,理由很充分?","url":"https://stock-news.laohu8.com/highlight/detail?id=2420226632","media":"华尔街见闻","summary":"这一合作可以解决两家公司的短期头疼问题。","content":"<html><head></head><body><blockquote><p><strong>这一合作可以解决两家公司的短期头疼问题。</strong></p></blockquote><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>有意“合作”消息曝出,市场喜闻乐见,双方股价大涨,谷歌周一收涨4.6%,苹果一度跳涨超2.7%,最终收涨0.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00eb21925313d66d073c81c7dff8895d\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前报道指出,苹果与谷歌两家公司正在积极谈判,希望让苹果获得Gemini的授权,为今年iPhone软件的一些新功能提供支持。</p><p style=\"text-align: left;\">如果这种合作关系如果能够实现,可以互相解决对方之忧,对双方都有巨大意义。</p><h2 id=\"id_2687157346\" style=\"text-align: left;\">AI入iPhone,互解对方之忧</h2><p style=\"text-align: justify;\">首先,从谷歌方面来看,多年来谷歌一直向苹果支付数十亿美元的费用,以使其搜索引擎成为iPhone和其他设备上Safari浏览器的默认搜索引擎。</p><p style=\"text-align: justify;\">一旦苹果和谷歌达成协议,将进一步加强两家科技巨头在搜索领域的长期合作关系,<strong>同时Gemini将可以进入苹果而是亿亿活跃设备,获得更多潜在用户,在人工智能竞备赛中获得规模优势。</strong></p><p style=\"text-align: justify;\"><strong>此外,Gemini入iPhone不仅能获得数百万潜在用户,还能获得优质用户,他们可能会为先进的人工智能服务支付更高的费用。进一步来看,更多的用户意味着更多的数据,而更多的数据意味着更好、更有价值的产品。</strong></p><p style=\"text-align: justify;\">对苹果公司来说,<strong>在智能手机中植入人工智能功能有助于重振设备需求。</strong></p><p style=\"text-align: justify;\">最近苹果股价不温不火的原因有很多,其中一个重要原因是投资者认为,该公司在人工智能方面缺乏令人信服的“故事”。</p><p style=\"text-align: justify;\">毫无疑问,苹果更希望自己建立这样的能力,但由于没有庞大的服务器群来训练模型,苹果已经落后了。天风国际证券分析师郭明錤指出,追赶的代价将是高昂的,估计苹果今年将购买多达20000台服务器用于AI发展。基于H100 芯片对机器学习工作至关重要,苹果可能耗资近50亿美元,但即使这样也将落后于Meta。</p><p style=\"text-align: justify;\">而谷歌恰好有苹果需要的AI“故事”,尽管仍处于试验阶段,如今谷歌提供了增强型AI功能。报道指出,双方合作的细节还没有详细说明,似乎也还没有完全达成一致。</p><h2 id=\"id_938427535\" style=\"text-align: start;\">传言并不能完全站地住脚</h2><p style=\"text-align: justify;\">不过,也有分析指出,传言并不能完全站的住脚。</p><blockquote><p style=\"text-align: justify;\">首先,Gemini中唯一符合苹果严格隐私基准的部分是Gemini Nano。它可以在本地运行,正如苹果人工智能主管John Giannandrea几年前明确指出的,任何其他方式运行“在技术上都是错误的”。</p><p style=\"text-align: justify;\">允许iPhone上运行功能Gemini,这些机型都需要云访问才能工作。不过,Gemini Nano的功能非常有限(文本建议、语法检查、摘要),<strong>它无法提供苹果及其下一代iPhone所需的代际飞跃。</strong></p></blockquote><p>此外,报道指出,这似乎也并不是一项排他性交易,苹果与OpenAI 进行了交谈,而且它很可能对其他公司也感兴趣。不过,就像搜索一样,用户可能也会选择一种通用的人工智能并坚持使用,先发优势变得前所未有的重要。</p><p><strong>长远来看,人工智能肯定不仅仅是一项功能,未来苹果不会满足于长期外包。苹果也在开发自己的人工智能项目,一旦苹果自己能做得足够好,它就会将谷歌和其他任何人都拒之门外。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>AI入iPhone,苹果找谷歌,市场很开心,理由很充分?</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a19d54d73eab3a96adaee641869c3a60","relate_stocks":{"BK4077":"互动媒体与服务","BK4559":"巴菲特持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU0861579265.USD":"联博低波幅策略股票基金A","LU0444971666.USD":"天利全球科技基金","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4512":"苹果概念","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) 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USD"},"source_url":"https://wallstreetcn.com/articles/3710815","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420226632","content_text":"这一合作可以解决两家公司的短期头疼问题。苹果与谷歌有意“合作”消息曝出,市场喜闻乐见,双方股价大涨,谷歌周一收涨4.6%,苹果一度跳涨超2.7%,最终收涨0.6%。此前报道指出,苹果与谷歌两家公司正在积极谈判,希望让苹果获得Gemini的授权,为今年iPhone软件的一些新功能提供支持。如果这种合作关系如果能够实现,可以互相解决对方之忧,对双方都有巨大意义。AI入iPhone,互解对方之忧首先,从谷歌方面来看,多年来谷歌一直向苹果支付数十亿美元的费用,以使其搜索引擎成为iPhone和其他设备上Safari浏览器的默认搜索引擎。一旦苹果和谷歌达成协议,将进一步加强两家科技巨头在搜索领域的长期合作关系,同时Gemini将可以进入苹果而是亿亿活跃设备,获得更多潜在用户,在人工智能竞备赛中获得规模优势。此外,Gemini入iPhone不仅能获得数百万潜在用户,还能获得优质用户,他们可能会为先进的人工智能服务支付更高的费用。进一步来看,更多的用户意味着更多的数据,而更多的数据意味着更好、更有价值的产品。对苹果公司来说,在智能手机中植入人工智能功能有助于重振设备需求。最近苹果股价不温不火的原因有很多,其中一个重要原因是投资者认为,该公司在人工智能方面缺乏令人信服的“故事”。毫无疑问,苹果更希望自己建立这样的能力,但由于没有庞大的服务器群来训练模型,苹果已经落后了。天风国际证券分析师郭明錤指出,追赶的代价将是高昂的,估计苹果今年将购买多达20000台服务器用于AI发展。基于H100 芯片对机器学习工作至关重要,苹果可能耗资近50亿美元,但即使这样也将落后于Meta。而谷歌恰好有苹果需要的AI“故事”,尽管仍处于试验阶段,如今谷歌提供了增强型AI功能。报道指出,双方合作的细节还没有详细说明,似乎也还没有完全达成一致。传言并不能完全站地住脚不过,也有分析指出,传言并不能完全站的住脚。首先,Gemini中唯一符合苹果严格隐私基准的部分是Gemini Nano。它可以在本地运行,正如苹果人工智能主管John Giannandrea几年前明确指出的,任何其他方式运行“在技术上都是错误的”。允许iPhone上运行功能Gemini,这些机型都需要云访问才能工作。不过,Gemini Nano的功能非常有限(文本建议、语法检查、摘要),它无法提供苹果及其下一代iPhone所需的代际飞跃。此外,报道指出,这似乎也并不是一项排他性交易,苹果与OpenAI 进行了交谈,而且它很可能对其他公司也感兴趣。不过,就像搜索一样,用户可能也会选择一种通用的人工智能并坚持使用,先发优势变得前所未有的重要。长远来看,人工智能肯定不仅仅是一项功能,未来苹果不会满足于长期外包。苹果也在开发自己的人工智能项目,一旦苹果自己能做得足够好,它就会将谷歌和其他任何人都拒之门外。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":57,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/286291999363136"}
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