Ethan 港美澳实盘
2025-12-09

$GOOGL & $AAPL are partnering to make switching between iPhone &Android smoother.


The next phase of AI (agents, multimodal assistants, on-device inference) requires users to be on newer hardware so reducing switching friction helps accelerate refresh cycles.


If switching stays painful then people keep old phones longer which slows down how fast Apple & Google can push AI agents to billions of users at scale.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment