[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f0Qa9GNdtSecB_AT61MGS935tYkLwbtf10rOH6eCLYJ0":3},{"code":4,"msg":5,"data":6},200,"操作成功",{"id":7,"title":8,"content":9,"digest":10,"source":10,"coverPath":11,"thumbsCoverPath":12,"isTop":13,"isShow":14,"baseClick":13,"clickCount":15,"createTime":16,"typeId":17,"isNewest":18,"newsInfoTypeRespVo":19,"voiceUrl":22,"voiceSize":23,"taskId":24,"releaseTime":25,"titleEn":26,"contentEn":27,"voiceUrlEn":28,"taskIdEn":29,"voiceSizeEn":30},1568,"报告：苹果 AI 战略有望明年终见成效","\u003Cp>\u003Cstrong style=\"color: rgb(255, 153, 0); font-size: 18px;\">IT之家 12 月 31 日消息，《The Information》指出，随着全新升级版 Siri 的上线，再加上市场对人工智能领域“泡沫”破裂的担忧加剧，苹果公司此前相对保守的人工智能战略或将在 2026 年迎来回报。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cimg alt=\"\" src=\"https:\u002F\u002Fimage.51xinwei.com\u002F2026\u002F03\u002Fhistory\u002F2dea3a6eeccc406fb505d501697f7c80.png\" width=\"773\" height=\"null\" style=\"display: block; margin: auto;\">\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">IT之家注意到，这份分析报告提到，相较于 OpenAI、谷歌、Meta 等竞争对手 —— 这些企业正斥资数千亿美元用于数据中心建设、芯片研发以及大语言模型训练，苹果在人工智能创新方面采取了更为克制的策略。这也招致外界批评，认为苹果在人工智能赛道逐渐落后，尤其是 Siri 的功能表现，已明显跟不上其他更先进、更强大且更可靠的对话式人工智能系统。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">报告认为，当前市场对于人工智能领域高额投入的态度正开始显露质疑，人们纷纷提出疑问：如此庞大的投资规模，能否通过短期营收得到合理回报？在这一背景下，苹果因限制了人工智能领域的专项资本支出，得以手握超 1300 亿美元的现金及有价证券。\u003C\u002Fspan>\u003Cstrong style=\"font-size: 18px;\">一旦人工智能初创企业的估值出现下跌，苹果便有机会进行收购或建立合作关系。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">苹果在 2026 年人工智能领域的最大动作，将是外界期待已久的 Siri 全面升级，预计此次更新将于明年春季正式推出。升级后的 Siri 将具备更强的对话能力，并且能够完成多步骤的复杂任务。据悉，苹果计划采用谷歌的 Gemini 大模型为新版 Siri 提供技术支持，这也反映出苹果内部的一种观点：大语言模型未来可能会趋于商品化，因此投入巨额成本进行自主研发并不划算。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">iPhone 被视作苹果在人工智能竞争中的一大核心战略优势。与那些依赖独立应用程序或网页服务的人工智能企业不同，苹果可以通过软件更新和跨设备的系统级整合，直接将人工智能功能推向用户。反观其他人工智能公司，若想打造与之抗衡的硬件产品，需面临制造、分销、生态系统搭建等多方面的巨大挑战，而这些恰恰是苹果的强项领域。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">《The Information》还指出，苹果近期的管理层人事变动，也是其重新聚焦人工智能业务的举措之一。此前 Siri 的升级计划已出现严重滞后，如今该业务已交由曾主导 Vision Pro 头显研发的迈克・洛克威尔负责。此外，苹果人工智能业务负责人约翰・吉安南德雷亚已于 12 月初宣布退休。由于内部对人工智能业务缺乏清晰的产品发展方向存在担忧，其原有团队的部分职能已被拆分，并入各个以产品为核心的业务部门。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">尽管苹果在人工智能领域早有布局，但发展历程却起伏不定，早在 2011 年就推出了初代 Siri。不过《The Information》认为，这些发展短板并未对苹果的核心业务造成实质性损害。2026 年或将成为一个关键转折点：如果市场对于大规模人工智能投入的热情持续降温，同时苹果能够如期推出功能更强大的新版 Siri，那么其此前奉行的谨慎战略，届时或将被证明是极具先见之明的。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px; color: rgb(136, 136, 136);\">【新闻来源】腾讯网 \u003C\u002Fspan>\u003Ca href=\"https:\u002F\u002Fnews.qq.com\u002Frain\u002Fa\u002F20251231A01BVF00\" rel=\"noopener noreferrer\" target=\"_blank\" style=\"font-size: 18px; color: rgb(136, 136, 136);\"> https:\u002F\u002Fwww.msn.cn\u002Fzh-cn\u002Fnews\u002Fother\u002Far-AA1RTDQy?ocid=BingHp01&cvid=6936317f054647a2afcd53fafcde084a&ei\u003C\u002Fa>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px; color: rgb(136, 136, 136);\">（本网转发此文章，旨在为读者提供更多的信息资讯，所涉内容不构成投资、消费建议。文章事实如有疑问，请与有关方核实，文章观点非本网观点，仅供读者参考。）\u003C\u002Fspan>\u003C\u002Fp>","","https:\u002F\u002Fimage.51xinwei.com\u002F2026\u002F01\u002F4c9a6cad56f04381b59ad688f6c74eb4\u002FAI领域.jpg","https:\u002F\u002Fimage.51xinwei.com\u002F2026\u002F01\u002Fthumbs\u002F4c9a6cad56f04381b59ad688f6c74eb4\u002FAI领域.jpg",0,1,46,"2026-01-05 16:47",2,false,{"id":17,"name":20,"enName":21},"芯位视野","Xinwei Vision","https:\u002F\u002Fxinwei-dev-test.oss-cn-shenzhen.aliyuncs.com\u002Fintelligent\u002Faudio%3A32381e36-0ba8-4569-9825-550e5526e68c%3A0.wav?Expires=1768846424&OSSAccessKeyId=LTAI5tNvY2RkKjZw4LLWsrPK&Signature=9j3EGdC%2BclqJoJDzaOo542hNcY0%3D",5993092,"32381e36-0ba8-4569-9825-550e5526e68c","2026-01-05 16:45","Report: Apple's AI Strategy Expected to Yield Results by the End of Next Year","\u003Cp>\u003Cstrong style=\"color: rgb(255, 153, 0); font-size: 18px;\">IT Home December 31 report, The Information pointed out that with the launch of the new upgraded version of Siri, plus the increasing concerns about the \"bubble\" bursting in the artificial intelligence field, Apple's relatively conservative artificial intelligence strategy may reap returns in 2026.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cimg alt=\"\" src=\"https:\u002F\u002Fimage.51xinwei.com\u002F2026\u002F03\u002Fhistory\u002F2dea3a6eeccc406fb505d501697f7c80.png\" width=\"773\" height=\"null\" style=\"display: block; margin: auto;\">\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">IT Home noticed that this analysis report mentioned that compared to competitors such as OpenAI, Google, and Meta - these companies are investing billions of dollars in data center construction, chip development, and large language model training, Apple has taken a more restrained approach to artificial intelligence innovation. This has also attracted criticism from outside, suggesting that Apple is gradually falling behind in the artificial intelligence race, especially the performance of Siri, which has clearly lagged behind other more advanced, powerful, and reliable conversational AI systems.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">The report believes that the current attitude of the market towards high investment in the artificial intelligence field is beginning to show doubt, people are raising questions: can such a massive investment be reasonably repaid through short-term revenue? In this context, Apple, due to limiting specific capital expenditures in the artificial intelligence field, has over $130 billion in cash and securities on hand.\u003C\u002Fspan>\u003Cstrong style=\"font-size: 18px;\">Once the valuation of AI startups falls, Apple will have the opportunity to acquire or form partnerships.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">Apple's biggest move in the artificial intelligence field in 2026 will be the long-awaited comprehensive upgrade of Siri, which is expected to be officially released next spring. The upgraded Siri will have stronger conversational capabilities and will be able to complete complex multi-step tasks. It is reported that Apple plans to use Google's Gemini large model to provide technical support for the new version of Siri, which also reflects a view within Apple: large language models may become commoditized in the future, so it is not cost-effective to invest a huge amount in independent R&D.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">iPhone is considered one of Apple's core strategic advantages in the AI competition. Unlike AI companies that rely on independent applications or web services, Apple can directly bring AI features to users through software updates and system-level integration across devices. In contrast, other AI companies need to face significant challenges in manufacturing, distribution, and building an ecosystem if they want to create hardware products that can compete, which are precisely Apple's strong areas.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">The Information also pointed out that recent management changes at Apple are part of its efforts to refocus on AI. The upgrade plan for Siri had previously faced serious delays, and now the business has been handed over to Mike Rockwell, who previously led the development of the Vision Pro headset. Additionally, John Gianandrea, head of Apple's AI business, announced his retirement in early December. Due to concerns within the company about the lack of clear product direction for AI, some functions of the original team have been split and integrated into various product-focused business departments.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px;\">Although Apple has long been involved in the AI field, its development process has been unstable. It launched the first version of Siri as early as 2011. However, The Information believes that these development shortcomings have not caused substantial damage to Apple's core business. 2026 may be a key turning point: if the market's enthusiasm for large-scale AI investment continues to cool down, and Apple can release a more powerful new version of Siri as scheduled, then its previous cautious strategy may be proven to be highly foresighted.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size: 18px; color: rgb(136, 136, 136);\">[News Source] Tencent News \u003C\u002Fspan>\u003Ca href=\"https:\u002F\u002Fnews.qq.com\u002Frain\u002Fa\u002F20251231A01BVF00\" rel=\"noopener noreferrer\" target=\"_blank\" style=\"font-size: 18px; color: rgb(136, 136, 136);\"> https:\u002F\u002Fwww.msn.cn\u002Fzh-cn\u002Fnews\u002Fother\u002Far-AA1RTDQy?ocid=BingHp01&cvid=6936317f054647a2afcd53fafcde084a&ei\u003C\u002Fa>\u003C\u002Fp>\u003Cp class=\"ql-align-justify\">\u003Cspan style=\"font-size: 18px; color: rgb(136, 136, 136);\">（This article is reprinted by this site to provide readers with more information and news. The content does not constitute investment or consumption advice. If there are any questions about the facts of the article, please verify with the relevant parties. The views expressed in the article are not the views of this site, and are for reference only.）\u003C\u002Fspan>\u003C\u002Fp>","https:\u002F\u002Fxinwei-dev-test.oss-cn-shenzhen.aliyuncs.com\u002Fintelligent\u002Faudio%3A329d054f-801c-4322-9981-cf0f496133a5%3A0.wav?Expires=1774838433&OSSAccessKeyId=LTAI5tNvY2RkKjZw4LLWsrPK&Signature=3KWraFEaEE9De0N%2FW5aTEmQF3dc%3D","329d054f-801c-4322-9981-cf0f496133a5",7455354]