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总结
美国银行（Bank of America）在谷歌母公司Alphabet宣布达成两项关键合作后，重新调整对该股的投资观点与估值预期。报道提及，苹果计划在今年推出由谷歌Gemini模型驱动的AI版Siri，并在谷歌与OpenAI之间扮演“选择合作方”的角色。分析认为，这类合作有望提升谷歌生成式AI的分发、用户触达与商业化空间，从而影响市场对Alphabet增长前景与股价表现的判断。
正文
Bank of America revamps Alphabet stock after Google enters two key partnerships thestreet.com Apple picks Google's Gemini to run AI-powered Siri coming this year CNBC Gene Munster Says Apple's Move From OpenAI's ChatGPT To Google Gemini Significantly Raises Chances Of New Siri Succeeding: 'Nice Job' Yahoo Finance Apple sits out AI arms race to play kingmaker between Google and OpenAI Financial Times The MacRumors Show: Apple Creator Studio and Gemini-Powered Siri MacRumors
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