Google And Apple's Potential AI Partnership Sparks Analyst Optimism, Could Reinforce Google's Leadership in AI Technology
Google And Apple's Potential AI Partnership Sparks Analyst Optimism, Could Reinforce Google's Leadership in AI Technology
BofA analyst Justin Post reiterated a Buy rating on Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google with a price target of $173.
美國銀行分析師賈斯汀·波斯特重申了對谷歌Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）的買入評級，目標股價爲173美元。
According to reports, Apple Inc (NASDAQ:AAPL) is discussing licensing the Gemini AI platform with Google for integration into the forthcoming iOS 18 software update.
據報道，蘋果公司（納斯達克股票代碼：AAPL）正在討論向谷歌許可Gemini AI平台，以便將其集成到即將發佈的iOS 18軟件更新中。
This collaboration is set to enrich iOS with advanced Gen-AI features, including an enhanced version of Siri, Apple's digital assistant, alongside its proprietary AI tools designed for local device operation; Apple's potential partnership with Gemini would introduce more sophisticated generative AI services such as chatbots or image generators, to its ecosystem, the report added.
報告補充說，此次合作將通過先進的Gen-AI功能豐富iOS，包括蘋果數字助手Siri的增強版以及專爲本地設備操作設計的專有人工智能工具；蘋果與Gemini的潛在合作伙伴關係將爲其生態系統引入更復雜的生成人工智能服務，例如聊天機器人或圖像生成器。
Also Read: Apple's AI Focus Could Boost Revenue By 6% But May Pose This Near-Term Headwind, Says Munster Amid Google Licensing Rumors
另請閱讀：在谷歌許可傳聞中，芒斯特表示，蘋果的AI Focus可能會使收入增加6％，但可能會在短期內構成不利因素
The negotiation between Apple and Google is yet to be finalized, leaving room for Apple to turn to other AI providers like OpenAI or Anthropic. This move by Apple follows Samsung Electronics Co., Ltd.'s (OTC:SSNLF) announcement that its Galaxy G24 series smartphones will incorporate Gemini to power various AI features within apps such as text messaging, notes, voice recorder, and keyboard.
蘋果和谷歌之間的談判尚未完成，這爲蘋果轉向OpenAI或Anthropic等其他人工智能提供商留出了空間。蘋果的這一舉動是在三星電子有限公司之後採取的。”s（場外交易代碼：SSNLF）宣佈，其Galaxy G24系列智能手機將採用Gemini，爲短信、筆記、錄音機和鍵盤等應用程序中的各種人工智能功能提供支持。
A deal between Google and Apple on AI could also have significant regulatory implications.
谷歌和蘋果之間關於人工智能的協議也可能對監管產生重大影響。
The analyst said it may present a positive development for Alphabet in the context of ongoing Department of Justice (DoJ) search distribution trials and Federal Trade Commission (FTC) AI inquiries.
這位分析師表示，在司法部（DoJ）正在進行的搜索分發試驗和聯邦貿易委員會（FTC）的人工智能調查的背景下，這可能會爲Alphabet帶來積極的發展。
He added that an agreement suggests that despite legal challenges, Apple and Google foresee continued collaboration in mobile technology licensing and that regulatory scrutiny won't hinder AI licensing advancements.
他補充說，一項協議表明，儘管存在法律挑戰，但蘋果和谷歌預計在移動技術許可方面將繼續合作，監管審查不會阻礙人工智能許可的進步。
The financial terms of the potential licensing deal have yet to be disclosed, but he expected that Apple would compensate Google with a technology licensing fee.
潛在許可協議的財務條款尚未披露，但他預計蘋果將向谷歌支付技術許可費。
The analyst said such a deal would validate Google's AI technology and reaffirm its status as a leading AI provider amid recent AI image generation controversies. Furthermore, he added that a successful agreement could signal enduring cooperation between Google and Apple, affecting their search distribution partnership.
這位分析師表示，這樣的協議將驗證谷歌的人工智能技術，並在最近的人工智能圖像生成爭議中重申其作爲領先的人工智能提供商的地位。此外，他補充說，成功的協議可能預示着谷歌和蘋果之間的持久合作，從而影響他們的搜索分銷合作伙伴關係。
Following the news, Google's stock saw a significant uptick, emphasizing the positive market response to the potential collaboration.
消息傳出後，谷歌的股票大幅上漲，凸顯了市場對潛在合作的積極反應。
However, there remains a risk that Apple may partner with other AI technology providers.
但是，蘋果可能與其他人工智能技術提供商合作的風險仍然存在。
The GOOG stock gained over 44% last year. Investors can gain exposure to the stock via Vanguard Communication Services ETF (NYSE:VOX) and IShares Global Comm Services ETF (NYSE:IXP).
去年，GOOG的股票上漲了44％以上。投資者可以通過Vanguard Communication ServicesETF（紐約證券交易所代碼：VOX）和iShares全球通信服務ETF（紐約證券交易所代碼：IXP）獲得股票敞口。
Price Action: GOOG shares traded lower by 0.42% at $147.86 on the last check Tuesday.
價格走勢：在週二的最後一次支票中，GOOG股價下跌0.42％，至147.86美元。
Also Read: Apple's Partnership With Google The 'Missing Piece' In Tim Cook's AI Strategy, Says Wedbush's Dan Ives
另請閱讀：Wedbush的丹·艾夫斯說，蘋果與谷歌的合作是蒂姆·庫克人工智能戰略的 “缺失部分”
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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譯文內容由第三人軟體翻譯。