In recent days, Apple's stock price has increased, and its market capitalization has exceeded 1 trillion in a single day, once again standing at the integer mark of 3 trillion, surpassing Microsoft to become the company with the highest market capitalization in the world.

Apple is favored by the capital market because at its latest developer conference, it announced the introduction of AI technology, especially its cooperation with OpenAI, embedding the relevant big data model of ChatGPT into its system, thus enhancing some of Siri's capabilities.

Due to the introduction of AI, the market has high expectations for it. However, Microsoft's AI applications came earlier and achieved more significant results. Although its market capitalization has also increased significantly, it is obviously not as effective as Apple.

This also shows that Apple has greater market influence and more urgent needs that are highly anticipated. The application of AI capabilities has been recognized as an integral part of the mobile terminal market, and global smartphone manufacturers are embedding AI capabilities into their mobile phone products. Apple dare not slack off in this regard. When its technical capabilities are insufficient, it has resorted to introducing third-party partners to embed AI applications, fearing being left behind by competitors.

Nowadays, Apple's market capitalization has reached 3.26 trillion US dollars, surpassing Microsoft and regaining the top spot globally. In this rally, the stock prices of Apple, Microsoft, and Google have all hit new highs.

The capital market's frenzy is a strong expectation for the implantation of AI in Apple's new products, representing hopes for the future. The capital market believes that after Apple introduces AI capabilities, especially its cooperation with OpenAI, it will greatly help boost iPhone sales.

However, Musk is disdainful of this and has even criticized Apple for giving user data to OpenAI, calling it a significant mistake and a dereliction of security, completely betraying users. Musk tweeted that if Apple integrates ChatGPT at the operating system level, Apple devices will be banned from his company, "which is an unacceptable security violation." Musk believes that Apple is not smart enough to develop AI independently but claims that it can ensure that OpenAI can protect users' safety and privacy, which is obviously absurd. Musk said, "Once you hand over your data to OpenAI, Apple doesn't know what will happen in the future. They are completely betraying users by doing so."

Of course, the capital market obviously does not recognize Musk's warning, and its enthusiasm for Apple speaks volumes. The market believes that future iPhone sales will benefit from Apple's introduction of AI, including its cooperation with OpenAI, which will help boost iPhone sales. Apple heavily relies on iPhone, so as long as iPhone sells well, it will bring about an increase in revenue from services and other areas. This is Apple's main calculation.