$Alphabet(GOOG)$ Alphabet正倚重Gemini,帮助谷歌在AI模型与服务市场上与OpenAI和Anthropic直接竞争,同时为包括安卓在内的庞大产品组合提供AI底层支持。值得注意的是,Gemini也在为苹果的新AI战略提供部分能力,使得谷歌在这家iPhone制造商的AI重启中占有一席之地——即便谷歌正同时努力证明其手机端个人AI版本更为成熟。
负责安卓生态系统的Sameer Samat称,谷歌正在围绕Gemini Intelligence重构安卓的部分组件,以帮助用户更轻松地完成日常任务。他表示:“我们正在从操作系统过渡到智能系统。”
Gemini Intelligence能够在不同应用之间移动、理解屏幕上的内容,并完成通常需要用户在多个服务之间跳转的任务。这意味着安卓正在超越传统的助手模式(用户提问、获得答案),而更像一个智能体。
$谷歌(GOOG)$

| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 397.90 0 | -0.22% Holding |
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