美妆护肤、生活家居、零食方便食品等垂类直播间既是交个朋友标准化复制矩阵式直播间的产物，还能让商家和用户形成更精准的连接，垂类商家可以针对 性地对特定客群进行获客。直播机构划分类目开新账号，或是划分具体品类节进行直播，这些策略东方甄选、美腕等企业也运作了数年之久。 今年"6·18"，交个朋友继续跑马圈地。5月20日，交个朋友宣布已与百度优选开启战略合作。据北京商报记者了解，罗永浩将在百度优选带来两场直播，为 平台提高声量。话题热度意味着流量，交个朋友和百度都乐意于探索电商的增长上限，前者想借AI进一步提效，后者则是难以放弃电商这口肉。然而，交 个朋友和百度优选联手能否再复制淘宝、京东上千万甚至上亿的销售额？百度优选是否能借势起飞？双方还有很多难关要闯。 再牵手新平台 交个朋友又悄然搭上了百度。公开信息显示，罗永浩将于5月23日晚8点在百度优选开播，此外，在临近"6·18"当天的6月15日，罗永浩还会在百度优选再直 播一场。 对于百度优选直播的货盘和选品计划，交个朋友相关负责人向北京商报记者表示，会利用百度AI技术对用户搜索和浏览数据进行深度分析，挖掘潜在的热 门品类和小众高需求产品。同时，延续交个朋友"非常规选 ...

Core Viewpoint - Baidu's 2024 ESG report highlights a significant focus on five core areas: "Information Security and Privacy Protection," "Content Governance," "Responsible AI," "Enhancing User Experience," and "Product Quality and Innovation," reflecting a shift in priorities compared to the previous year [5][8]. Group 1: ESG Focus Areas - The number of highly important ESG issues has been reduced by half compared to the previous year [5]. - "Responsible AI" and "Innovation" have been included in the top tier of importance for the first time, indicating increased emphasis on data security, content ecosystem standards, and AI responsibility [8]. - The prioritization of "Privacy Protection," "Content Governance," and "Responsible AI" reflects Baidu's heightened focus on these areas over the past year [8]. Group 2: Advertising Business and Compliance - Baidu's advertising business, which accounts for over half of its revenue, has a mature lifecycle management system for advertising, including compliance measures [5]. - In 2024, Baidu processed over 25.3 billion non-compliant ads, with a 60% reduction in medical-related complaints compared to the previous year [5]. - The report does not disclose whether user rights assessments were conducted regarding controversial ad placements in current commercial innovation scenarios [5]. Group 3: Employee Management and Privacy Issues - Baidu's ESG rating has improved to an A level, ranking favorably among its industry peers according to MSCI [9]. - Despite being recognized as an industry leader in "Human Capital Development" and "Privacy and Data Security," Baidu has faced several reputation crises related to employee management and privacy protection [12]. - The company reported a workforce of 35,900 employees in 2024, with a turnover rate of 30.3%, including a voluntary resignation rate of 20.3% [14]. Group 4: Environmental Data - Baidu's greenhouse gas emissions for 2024 were audited, showing a total of 1.192 million tons of CO2 equivalent emissions, with a reduction of over 20% compared to the previous year [15]. - The emissions intensity per 1 million RMB of revenue decreased by 12.79% to 15 tons of CO2 equivalent [15]. - Baidu's scope 3 emissions currently only account for limited indirect emissions, indicating a need for broader coverage in future reporting [15][16]. Group 5: Future Compliance and Management - Starting in 2025, Baidu will face stricter carbon data compliance requirements as part of the Hong Kong Stock Exchange ESG guidelines [16]. - The company has established a low-carbon energy management team for its data centers, with specific targets for energy efficiency and resource usage [16]. - The energy usage efficiency (PUE) for Baidu's data centers was reported at 1.20, slightly increasing due to a higher proportion of GPU usage [16].

转自：前瞻产业研究院 行业主要上市公司：阿里巴巴(09988.HK，BABA.US);百度(09888.HK，BIDU.US);腾讯(00700.HK， TCEHY);科大讯飞(002230.SZ);万兴科技(300624.SZ);三六零(601360.SH);昆仑万维(300418.SZ);云从科技 (688327.SH);拓尔思(300229.SZ)等 本文核心数据：场景结构比重; 多模态大模型应用场景结构 赛迪四川研究发现，从多模态大模型的应用场景来看，相较语言大模型赋能行业，多模态大模型更加偏 重落地场景，商业变现路径更加清晰。多模态大模型企业20强中，应用场景可划分为11类，成熟度相对 较高且最受关注的前5个场景分别为数字人、游戏、广告商拍、社交媒体和智能营销。 多模态大模型让数字人呈现更逼真 多模态技术为数字人提供了强大的核心能力，包括语言生成、语音合成、视觉呈现和跨模态协同。通过 自然语言处理(NLP)技术，数字人能够准确理解语义并生成流畅自然的语言回复;利用语音合成技术，数 字人具备生动的语音表达能力，并支持多语言和语调调节;在视觉呈现方面，基于图像和视频生成技 术，数字人能够展现逼真的面部表 ...

港股科网股走强，京东健康(06618.HK)涨超4%，京东(09618.HK)、小米集团(01810.HK)涨超3%，阿里 巴巴(09988.HK)、百度(09888.HK)等跟涨。 ...

Core Insights - Website speed optimization has evolved into a core element affecting search rankings, user experience, and business conversion, particularly in the context of ongoing search engine algorithm iterations [1] - Google and Baidu exhibit differentiated technical paths and value orientations in speed optimization, providing a basis for enterprises to develop adaptive strategies [1] Evaluation Systems: Differentiated Layout of Core Indicators and Technical Tools - Google focuses on user experience with a quantitative evaluation system centered around Core Web Vitals, utilizing both lab data and real user monitoring (RUM) for a closed-loop optimization model [2] - Baidu has established a technology ecosystem centered on MIP (Mobile Instant Page), setting dual speed standards and integrating speed diagnostic modules in its mobile-friendly testing tools [3] Technical Implementation: Differentiated Optimization Paths and Resource Deployment - Google employs code splitting and lazy loading to reduce the first-screen code size by 60%, while also optimizing rendering through inlining critical CSS and implementing efficient font loading strategies [5] - Baidu mandates the use of certified MIP components and enforces a caching system through MIP Cache, ensuring global node coverage via its CDN [12] Mobile Adaptation: The Competition Between Responsive Design and MIP Ecosystem - Google has adopted a mobile-first indexing approach since 2021, prioritizing mobile content for crawling and ranking, while Baidu allows for the coexistence of PC and MIP sites under specific guidelines [11] Optimization Effect Evaluation: The Link Between Data Metrics and Business Value - Google reports a 27% increase in exposure for pages meeting Core Web Vitals standards in mobile search, while LCP optimization can enhance e-commerce add-to-cart rates by 8.3% [15] - Baidu's MIP pages enjoy a threefold increase in crawling speed and a 15% improvement in ad fill rates, with eCPM rising by 22% [15] Future Trends: Technological Evolution and Compliance Challenges - The integration of 5G and AI technologies is expected to usher in a new phase of predictive loading and intelligent resource scheduling, necessitating agile technical platforms for enterprises to meet evolving search engine requirements [14]

Group 1: Fund Manager Dynamics - 11 new fund managers were appointed today, involving 22 funds, primarily from Bosera Fund and Huaan Fund, while 3 fund managers left their positions [1] Group 2: Market Reactions and Adjustments - Multiple public fund industry insiders stated that recent analyses attributing market adjustments to changes in public fund performance benchmarks are inaccurate and unprofessional, indicating no large-scale repositioning among public funds [2] - The Hang Seng Index has added Midea Group and ZTO Express, while the Hang Seng Tech Index has included BYD Company [3] Group 3: Hedge Fund Activities - Michael Burry's Scion Asset Management cleared almost its entire stock portfolio in Q1, establishing new short positions on Nvidia and several Chinese stocks, including Alibaba and JD.com [4] - Soros Capital Management has re-entered Chinese assets, with new positions in Alibaba, Yum China, and iShares China Large-Cap ETF, ranking 5th, 7th, and 8th in their holdings respectively [5] - Soros Fund has heavily invested in AST SpaceMobile and Nvidia while selling shares in AMD and other large tech companies [6] - Bill Ackman's Pershing Square Capital Management bought Uber and completely sold its Nike holdings in Q1 [6] Group 4: Investment Trends and Strategies - PGIM's chairman noted that President Trump's trade war has created uncertainty, leading institutional investors to pause asset allocation decisions regarding investments in the U.S. [7] - The Honghu Fund Phase II, with a scale of 20 billion yuan, is set to invest in the market, focusing on large-cap, liquid, and high-impact quality listed companies [9] - China Life Asset Management has been approved to participate in the third batch of insurance fund long-term investment reform trials [10] Group 5: Fund Market Dynamics - Several money market funds have recently imposed purchase limits to prevent arbitrage impacts and ensure stable operations [11] - Qatar Investment Authority plans to invest $500 billion in the U.S. over the next decade, with current assets totaling $524 billion [12] - Global funds continued to net buy Indian stocks, purchasing 9.3 billion rupees worth of shares [13] Group 6: ETF Market Overview - A-shares saw a collective decline, with the Shanghai Composite Index down 0.4% and total market turnover at 1.1241 trillion yuan, a decrease of 66.3 billion yuan from the previous day [13] - Notable ETF performances included a 3.65% increase in the Invesco S&P Consumer ETF and a 2.37% rise in the Huaan Fund Germany ETF [13] - The engineering machinery ETF experienced a 10% drop, while the financial sector ETFs also saw declines [16]

Core Insights - The article emphasizes the importance of achieving "Baidu Instant Indexing" for website operators, detailing the technical and content strategies necessary for rapid search engine content indexing [1] Group 1: Website Authority Foundation - Establishing a stable website authority is crucial for achieving Baidu Instant Indexing, with a daily unique visitor count exceeding 1,000 typically leading to faster indexing responses [3] - Continuous output of high-quality content is recommended to enhance overall site ratings, while server response times should be maintained under 200 milliseconds [3] - Proper configuration of the robots.txt file and regular updates of the XML sitemap are essential to avoid blocking important directories and ensure all valid links are included [3] Group 2: Content Originality Assurance - High-quality original content is a key factor for triggering Baidu Instant Indexing, with the "Hurricane Algorithm" penalizing pages with over 60% content duplication [4] - A professional content review mechanism should be established, utilizing plagiarism detection tools to ensure text originality [4] - Content structure should follow the "inverted pyramid" writing principle, with core keywords included in the first 200 words and appropriate distribution of LSI keywords [4] Group 3: Page Code Optimization Standards - Technical code optimization is vital for ensuring rapid indexing, with page load times kept under 3 seconds through methods like CSS/JS file compression and GZIP compression [5] - The use of structured data markup (Schema Markup) helps search engines accurately understand page content, with recommendations to include Article type structured data for each article [5] - Images must have alt attributes and be stored in webp format, with individual file sizes recommended to be under 200KB [5] Group 4: Real-time Push Interface Utilization - The Baidu Webmaster API push function is an effective tool for accelerating indexing, allowing for link submission that can reduce indexing time to minutes [6] - An automated push mechanism should be established within the CMS system, along with stable daily update frequencies for sitemaps [6] - Push frequency should align with actual content production to avoid triggering anti-cheat mechanisms, and news sites are advised to apply for Baidu News Source permissions for better indexing priority [6] Group 5: Indexing Anomaly Monitoring System - A comprehensive monitoring system is necessary to maintain instant indexing effects, utilizing Baidu's "Crawl Diagnosis" tool to regularly check spider crawling status [7] - An alert mechanism should be set up for when the indexing rate of new pages falls below 70% within 24 hours, prompting investigation [7] - Common issues to monitor include sudden increases in dead links, server logs showing numerous 503 error codes, and the presence of malicious redirects [7] Group 6: Continuous Optimization Strategy - Achieving Baidu Instant Indexing requires a dual approach of technical optimization and content development, with meticulous management of each aspect from server response speed to original content production [7] - A monthly SEO health check system is recommended to track indexing data changes and adjust optimization strategies accordingly [7] - Staying updated with Baidu's algorithm changes and official announcements is essential for maintaining rapid indexing effectiveness over the long term [7]

Core Insights - Baidu has launched the first deep search feature in China based on a content library of over 10 billion entries, introducing innovative functions like personal knowledge base and creative canvas to enhance the "think and search" experience [1] Group 1: Product Features - The newly released deep search mimics human-like search thinking, providing a more intuitive search experience [1] - Baidu's deep search offers advantages over similar products, including free usage with no limits on the number of searches and access to a vast authoritative content library [1] - The feature supports richer and more accurate answers compared to domestic and international counterparts [1]

Core Insights - Baidu has launched the first deep search (DeepSearch) in China based on a content library of over 10 billion items, enhancing the search experience with innovative features like personal knowledge base and creative canvas [1] Group 1: Product Features - The new DeepSearch allows users to engage in a "think and search" experience, integrating advanced functionalities for content creation [1] - Features such as industry report document analysis, work report generation, and webpage creation are now supported [1] - These functionalities are available for free to all users, accessible through the Baidu PC homepage search box [1]

Group 1 - HHLR Advisors reported a total market value increase from $2.887 billion to $3.539 billion, a nearly 23% rise in Q1 2025 [1] - HHLR's top ten holdings include Pinduoduo, Alibaba, Futu Holdings, BeiGene, NetEase, Beike, Legend Biotech, JD.com, Vipshop, and WNS Holdings, with 9 out of 10 being Chinese concept stocks [1][2] - HHLR made new investments in 10 companies including Atour Group, Huazhu Group, Baidu, and Li Auto, with significant increases in holdings for Yum China, Li Auto, and Baidu [2] Group 2 - Jinglin Asset Management's Hong Kong subsidiary reported a total market value of $3.228 billion, showing an increase from the previous year [3] - Jinglin's new investments include Alibaba and Hesai Technology, while it increased holdings in Meta, Beike, TSMC, and New Oriental, and reduced positions in Google, Microsoft, and Nvidia [3] - The market value increase for both HHLR and Jinglin is attributed to the revaluation of Chinese concept stocks, with the Nasdaq Golden Dragon China Index rising by 13.33% in Q1 2025 [4] Group 3 - The rapid development of AI models like DeepSeek is reshaping the valuation of Chinese tech companies, moving away from traditional pricing models that undervalued growth potential [5] - The shift in valuation logic is driven by the transition of Chinese AI companies from relying on foreign platforms to establishing their own technological capabilities [5]