苹果或选定阿里为AI合作商，阿里美股一度涨超3%

界面2025-02-12

界面新闻记者 | 宋佳楠2月11日晚间，据The Information援引知情人士消息称，苹果和阿里将合作为中国iPhone用户开发AI功能。消息传出后，阿里美股直线拉升，一度涨超3%。报道称，此次合作是苹果试图通过提供更具吸引力的软件功能，来扭转其在中国市场销量下滑的局面。针对上述消息，苹果与阿里方面均未做出回应。关于苹果与哪家AI公司合作，此前业界有诸多传闻。这些传闻提到，苹果考虑过众多中国...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2510670583?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-12 08:26","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2510670583","market":"hk","top_or_hot":-1,"title":"苹果或选定阿里为AI合作商，阿里美股一度涨超3%","media":"界面","content":"<div>\n<p>界面新闻记者 | 宋佳楠2月11日晚间，据The Information援引知情人士消息称，苹果和阿里将合作为中国iPhone用户开发AI功能。消息传出后，阿里美股直线拉升，一度涨超3%。报道称，此次合作是苹果试图通过提供更具吸引力的软件功能，来扭转其在中国市场销量下滑的局面。针对上述消息，苹果与阿里方面均未做出回应。关于苹果与哪家AI公司合作，此前业界有诸多传闻。这些传闻提到，苹果考虑过众多中国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212083048abcb84ad&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>苹果或选定阿里为AI合作商，阿里美股一度涨超3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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苹果或选定阿里为AI合作商，阿里美股一度涨超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 08:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212083048abcb84ad&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>界面新闻记者 | 宋佳楠2月11日晚间，据The Information援引知情人士消息称，苹果和阿里将合作为中国iPhone用户开发AI功能。消息传出后，阿里美股直线拉升，一度涨超3%。报道称，此次合作是苹果试图通过提供更具吸引力的软件功能，来扭转其在中国市场销量下滑的局面。针对上述消息，苹果与阿里方面均未做出回应。关于苹果与哪家AI公司合作，此前业界有诸多传闻。这些传闻提到，苹果考虑过众多中国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212083048abcb84ad&s=b\">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":"LU1719994722.HKD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212083048abcb84ad&s=b","article_id":"2510670583","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212083048abcb84ad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2510670583","pubTimestamp":1739319978,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"消息传出后，阿里美股直线拉升，一度涨超3%。针对上述消息，苹果与阿里方面均未做出回应。关于苹果与哪家AI公司合作，此前业界有诸多传闻。苹果对AI技术的应用历经多个阶段。苹果2025财年第一季度财报也显示，大中华区营收大跌11.1%，销售额降至185.1亿美元。不过，成为苹果AI功能的供应商，有助于阿里在AI领域占据更重要的位置，从而更好地和其他大模型产品竞争。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","AAPL":"苹果","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","09988":"阿里巴巴-W","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","HBBD.SI":"Alibaba HK SDR 5to1","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BABA":"阿里巴巴","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC"},"translate_title":"Apple may select Ali as an AI partner, and Ali's U.S. stock once rose by more than 3%","themeId":"9c03908086f0887b113eb715091309d0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":0.9,"AAPL":0.9,"BABA":0.6,"HBBD.SI":0.6},"content_text":"界面新闻记者 | 宋佳楠2月11日晚间，据The Information援引知情人士消息称，苹果和阿里将合作为中国iPhone用户开发AI功能。消息传出后，阿里美股直线拉升，一度涨超3%。报道称，此次合作是苹果试图通过提供更具吸引力的软件功能，来扭转其在中国市场销量下滑的局面。针对上述消息，苹果与阿里方面均未做出回应。关于苹果与哪家AI公司合作，此前业界有诸多传闻。这些传闻提到，苹果考虑过众多中国人工智能开发商，包括百度、腾讯、字节跳动和目前在全球大火的DeepSeek。苹果最初测试了DeepSeek的模型，但并未继续使用。其也曾有意与百度合作，然而百度为 “苹果AI” 所开发模型的进展未令苹果满意。苹果对AI技术的应用历经多个阶段。2010年，苹果收购 “Siri” 项目，将其发展为早期的智能语音助手。2017年推出仿生芯片，增加AI运算加速内核。2024年6月，“Apple Intelligence”概念在苹果全球开发者大会中正式推出，但尚未集成到国行版iPhone中。DigiTimes一篇评论文章指出，中国手机市场竞争激烈，华为等品牌正大力投资于人工智能研发，苹果在这方面曾落后于竞争对手。也因此，AI功能成为苹果扭转在华颓势的关键要素之一，但仍面临较大外部竞争压力。据Canalys数据，2024年第四季度，iPhone在中国的销量大幅下滑25%，是前五大智能手机品牌中唯一负增长的品牌。苹果2025财年第一季度财报也显示，大中华区营收大跌11.1%，销售额降至185.1亿美元。对于AI功能对iPhone销售起到的带动作用，从全球范围看，美国回收平台SellCell的调查显示，73%的iPhone用户认为Apple Intelligence带来的AI功能价值不大。中国市场也可能面临类似情况，消费者能在多大程度上因AI功能购买新机存在诸多不确定性。知名分析师郭明𫓹指出，iPhone出货量的显著增长，可能需要更多硬件创新搭配才能实现。不过，成为苹果AI功能的供应商，有助于阿里在AI领域占据更重要的位置，从而更好地和其他大模型产品竞争。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510670583","isCrawlerRequest":true}