<p><strong>字母表</strong>(GOOG 3.29%)(GOOGL 3.54%) 今天上涨了——是的，几乎所有股票都在上涨，因为美联储主席鲍威尔在怀俄明州杰克逊霍尔的美联储会议上暗示他正在考虑在今年降低利率——但字母表特别上涨了 3.7%，这比 <strong>纳斯达克综合指数</strong>(^IXIC 1.91%) 今天的涨幅还要大两倍。</p>
<p>为什么呢？</p>
<p>因为据彭博社报道，<strong>苹果</strong>(AAPL 1.38%) 正准备聘请字母表的谷歌来重新设计 Siri，并为苹果提供真正的人工智能（AI）。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA2NjEvYWktZmFjZS1sb29taW5nLW92ZXItYS1tYW4tYXQtYS1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA2NjEvYWktZmFjZS1sb29taW5nLW92ZXItYS1tYW4tYXQtYS1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>字母表与苹果：更好的结合？</h2>
<p>彭博社表示，此举的动因来自苹果，苹果已接洽字母表，希望后者的 Gemini AI 团队能 “改造 Siri 语音助手”。</p>
<p>你可能还记得，苹果原本计划在去年推出一个更智能的 Siri，以配合新一代支持 AI 的 iPhone 智能手机。然而，出现了 “工程上的挫折”，因此这一计划尚未实现。</p>
<p>在那个前期项目中，OpenAI 和 ChatGPT 本应成为新改进版 Siri 的核心智囊。目前尚不清楚该计划的这一部分是否仍在进行中。但苹果现在与字母表的接洽表明，苹果至少可能对中途更换合作伙伴持开放态度，将业务交给谷歌而非 OpenAI。</p>
<h2>这对字母表股票来说是好消息吗？</h2>
<p>这对字母表有什么好处？与其自身 Android 软件智能手机的死对头合作是否明智？</p>
<p>考虑到苹果在全球智能手机市场仍占据主导地位（27.5%），而谷歌几乎不销售手机，并且 Android 的成功大部分惠及另一家智能手机制造商 <strong>三星</strong>（21.6%），字母表与苹果的合作几乎没有损失。</p>
<p>它可能会获得数十亿美元的许可费用。</p>

谷歌-A

苹果

谷歌-C

<p>在美联储主席鲍威尔暗示可能降息后，Alphabet 的股票上涨了 3.7%。这一上涨还归因于有报道称苹果正在考虑聘用 Alphabet 的 Gemini AI 团队来改造 Siri，放弃与 OpenAI 的先前计划。这一合作可能会对 Alphabet 带来显著的好处，因为苹果在智能手机市场占据主导地位，而 Alphabet 的 Android 手机销量有限。这一合作可能为 Alphabet 带来可观的许可费用</p>

<p><strong>Alphabet</strong>(GOOG 3.29%)(GOOGL 3.54%) moved higher today -- and well, yes, pretty much everyone is moving higher after Federal Reserve Chairman Powell hinted at the Federal Reserve conference in Jackson Hole, Wyoming, that he's considering lowering interest rates this year -- but Alphabet in particular went on a 3.7% romp that's more than twice as big as today's gain on the <strong>Nasdaq Composite</strong>(^IXIC 1.91%) generally.</p>
<div class="lb-trans"><p><strong>字母表</strong>(GOOG 3.29%)(GOOGL 3.54%) 今天上涨了——是的，几乎所有股票都在上涨，因为美联储主席鲍威尔在怀俄明州杰克逊霍尔的美联储会议上暗示他正在考虑在今年降低利率——但字母表特别上涨了 3.7%，这比 <strong>纳斯达克综合指数</strong>(^IXIC 1.91%) 今天的涨幅还要大两倍。</p>
</div><p>And why?</p>
<div class="lb-trans"><p>为什么呢？</p>
</div><p>Because according to Bloomberg, <strong>Apple</strong>(AAPL 1.38%) is getting ready to hire Alphabet's Google to redesign Siri and give Apple some real artificial intelligence (AI).</p>
<div class="lb-trans"><p>因为据彭博社报道，<strong>苹果</strong>(AAPL 1.38%) 正准备聘请字母表的谷歌来重新设计 Siri，并为苹果提供真正的人工智能（AI）。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzA2NjEvYWktZmFjZS1sb29taW5nLW92ZXItYS1tYW4tYXQtYS1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F830661%2Fai-face-looming-over-a-man-at-a-computer-screen.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Alphabet and Apple: Better together?</h2>
<div class="lb-trans"><h2>字母表与苹果：更好的结合？</h2>
</div><p>As Bloomberg tells it, the impetus for this move came from Apple, which has approached Alphabet about getting the latter's Gemini AI team to &#34;revamp the Siri voice assistant.&#34;</p>
<div class="lb-trans"><p>彭博社表示，此举的动因来自苹果，苹果已接洽字母表，希望后者的 Gemini AI 团队能 “改造 Siri 语音助手”。</p>
</div><p>Apple, you will recall, was <em>supposed</em> to roll out a much smarter Siri last year, to pair with a new generation of AI-enabled iPhone smartphones. &#34;Engineering setbacks&#34; cropped up, however, and that hasn't happened yet.</p>
<div class="lb-trans"><p>你可能还记得，苹果原本计划在去年推出一个更智能的 Siri，以配合新一代支持 AI 的 iPhone 智能手机。然而，出现了 “工程上的挫折”，因此这一计划尚未实现。</p>
</div><p>In that former project, OpenAI and ChatGPT were supposed to be the brains behind a new and improved Siri. It's not clear whether that part of the plan is still active. But news that Apple is now talking to Alphabet suggests Apple could -- at the very least -- be open to the possibility of switching horses midstream, and giving its business to Google rather than to OpenAI.</p>
<div class="lb-trans"><p>在那个前期项目中，OpenAI 和 ChatGPT 本应成为新改进版 Siri 的核心智囊。目前尚不清楚该计划的这一部分是否仍在进行中。但苹果现在与字母表的接洽表明，苹果至少可能对中途更换合作伙伴持开放态度，将业务交给谷歌而非 OpenAI。</p>
</div><h2>Is this good news for Alphabet stock?</h2>
<div class="lb-trans"><h2>这对字母表股票来说是好消息吗？</h2>
</div><p>What's in this for Alphabet, and is it wise for the company to partner with the archrival of its own Android-software smartphones?</p>
<div class="lb-trans"><p>这对字母表有什么好处？与其自身 Android 软件智能手机的死对头合作是否明智？</p>
</div><p>When you consider that Apple still holds dominant smartphone market share worldwide (27.5%), while Google sells few phones, and much of Android's success benefits a different smartphone maker, <strong>Samsung</strong> (21.6%), Alphabet has little to lose through this tie-up with Apple.</p>
<div class="lb-trans"><p>考虑到苹果在全球智能手机市场仍占据主导地位（27.5%），而谷歌几乎不销售手机，并且 Android 的成功大部分惠及另一家智能手机制造商 <strong>三星</strong>（21.6%），字母表与苹果的合作几乎没有损失。</p>
</div><p>It could have billions in license fees to gain.</p>
<div class="lb-trans"><p>它可能会获得数十亿美元的许可费用。</p>
</div>

Why Alphabet Stock Popped Friday

- Alphabet 股价上涨 3.7%，因美联储主席暗示可能降息。  
- 苹果计划与 Alphabet 合作重塑 Siri，可能转向 Google 的 AI 团队。  
- 此合作对 Alphabet 有利，可能带来数十亿美元的许可费用。  

为什么 Alphabet 的股票在周五大涨