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- 好好的收到了好好的收到了
  ·05-26
  美国政府对苹果与阿里巴巴的合作进行了审查，主要原因包括：技术外溢风险：美国担心阿里巴巴通过合作获取苹果的AI算法优化经验，加速中国大模型技术迭代12。数据合规隐患：美国政府担忧苹果在中国的数据存储依赖阿里巴巴后，可能会接触用户敏感数据，违反数据合规要求12。对阿里巴巴的影响股价波动：由于审查消息的传出，阿里巴巴股价在短时间内出现了大幅下跌。例如，报道称特朗普政府正在审查该合作协议后，阿里巴巴股价在香港交易中大幅下跌3.8%3。业务增长风险：如果合作受阻，阿里巴巴的云业务收入增长可能会受到影响，可能会推迟相关基础设施的投资4。未来前景尽管面临审查和不确定性，但合作本身对阿里巴巴和苹果都有显著的好处：技术适配与市场博弈：合作可以帮助苹果在中国市场提供本地化的AI功能，弥补其在AI功能上的短板1。数据生态优势：阿里巴巴的通义千问大模型能够优化Siri的出行建议和提升个性化推荐的准确性，利用其全场景数据生态优势1。投资建议对于投资者而言，虽然短期内存在不确定性，但长期来看，如果合作能够成功推进，将对双方都有积极影响。投资者应关注最新的进展和官方公告，理性评估投资风险。
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- 好好的收到了好好的收到了
  ·2024-04-05
  小春天来了科技股持续
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- 好好的收到了好好的收到了
  ·2024-04-05
  $英伟达(NVDA)$ 英伟达长期看好
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- 好好的收到了好好的收到了
  ·2024-03-16
  $VERB TECHNOLOGY COMPANY INC C/WTS 09/04/2024 (TO PUR COM)(VERBW)$
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