2026-06-09：智能商品化加速：苹果向Gemini让步与OpenAI仓促递交S-1凸显AI软件垄断脆弱性

苹果把最核心的 Siri 智能交给 Gemini，是一次聪明的成本控制，还是护城河开始松动的信号？更反常的是，OpenAI、Anthropic、SpaceX 可能带来近三点六万亿美元新供给，AI 盛宴也许先抽走大盘科技股的流动性。真正的赢家，或许藏在存储芯片里。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-06-09

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2026-06-09：智能商品化加速：苹果向Gemini让步与OpenAI仓促递交S-1凸显AI软件垄断脆弱性

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