网站站长从去年开始就一直担心的事情终究还是发生了，谷歌此前在I/O开发者大会2024上公布的AI搜 索功能AI Overviews（AI概览），让用户点击网页链接的兴趣大幅下降。日前知名SEO工具提供商 Ahrefs公布的一项研究结果，揭示了谷歌AI概览功能对搜索结果页面（SERP）点击率的显著负面影 响。 号称"重新定义搜索体验"的谷歌AI概览功能，指的是用户在搜索问题时，基于Gemini大模型的这一功能 就会自动抓取网页内容、在搜索页面顶部总结提炼出用户所查询内容的概要，用户则可以根据自己的需 要、再点击网页去寻找所需信息。彼时就有许多网站站长敏锐地发现，一旦有了AI概览，用户就可以 直接在其提炼的"精华"中找到所需信息，无需点击任何网页链接。 只不过谷歌的AI概览上线即"花式翻车"，诸如"用户用胶水将芝士固定在披萨上"、"推荐摄入石头获取 营养"等匪夷所思的总结，直接让谷歌方面颇有些无地自容。当时AI概览如此的糟糕表现，则让许多站 长吃下了一颗定心丸，毕竟一个胡说八道的疯子AI，可没法满足用户对于信息的需求。 然而遗憾的是，AI是会进化的。谷歌旗下如今最强的Gemini 2.5 Pro与去年的Gemin ...

智通财经APP获悉，以AI为核心的投资浪潮再度席卷美股，令国际资管巨头汇丰私人银行(HSBC's private banking )因长期看好人工智能投资前景而将美国股票的资产配置评级从此前的"中性"上调至"增 持"。与此同时，汇丰私人银行将欧洲股票的评级从"增持"向下调整至"中性"，可谓全面扭转了该机构 今年早些时候的投资观点。 整体而言，英伟达、博通以及台积电近期所全面主导的新一轮AI热潮驱动汇丰调转股票市场投资风 向，汇丰私人银行对于美股转向"增持"这一乐观的看涨评级，同时对于今年以来大幅跑赢美股的欧股市 场转向"中性"这一相对谨慎的资产配置立场。 尽管美国总统唐纳德·特朗普主导的贸易政策造成巨大程度不确定性以及投资干扰，但是"AI芯片霸 主"英伟达、AI应用领军者微软与谷歌等美国科技巨头依旧在华尔街的低迷情绪中交出了一份显示强劲 增长的一季度财报。"这些积极因素进一步巩固了汇丰私人银行对有望受益于人工智能热潮股票的看涨 热情。"汇丰环球私人银行暨卓越理财部门全球首席投资官威廉·塞尔斯(Willem Sels)在周五的一次采访 中表示。 在周五的欧洲交易时段，美国三大股指期货均小幅走高。 AI投资热潮再 ...

Core Viewpoint - Alphabet's stock is considered a bargain compared to its peers in the "Magnificent Seven" group, despite facing increased risks and challenges [1][10][14] Group 1: Company Overview - Alphabet is the parent company of major brands including Google, YouTube, Android, and Waymo, with advertising accounting for approximately 75% of its total revenue in Q1 [3][4] - The company has shown strong financial performance, with a net income growth of 46% in Q1, positioning it favorably among its peers [12] Group 2: Market Position and Risks - Alphabet's advertising revenue is cyclical, and there are concerns about potential economic downturns affecting ad budgets, although Q1 showed a 10% year-over-year growth in Google Search and YouTube ads [4][6] - The rise of generative AI technologies poses a threat to Google Search, but Alphabet has integrated AI features and continues to grow revenue at a double-digit pace [6][7] Group 3: Valuation and Comparison - Alphabet's forward earnings are priced at 17.6 times, making it the cheapest stock in the "Magnificent Seven," compared to Meta Platforms at 26.3 times [10][12] - Despite trading at a discount due to various narratives, Alphabet's financials suggest it should be valued higher than its current market price [13]

"榜一"光环难掩实际应用场景分歧。 北京时间6月6日，谷歌推出升级预览版大模型Gemini 2.5 Pro（0605），并表示这会在几周后成为正式的稳定版本，适用于企业级应用。 Gemini 2.5 Pro是谷歌旗舰模型系列，在前三个月公布了几个预览版，此前也一直在大模型竞技场LMArena排名第一，这一次更新的版本各方面的分数都超 过了此前的版本，继续排在榜一。 不过，第一财经也询问了一些开发者，他们认为，不能完全相信榜单，要看实际体验和绝大多数开发者的选择，此前Gemini的模型表现各有优劣，开发者评 价两极分化，目前刚出来大家或许要用一用才能有更客观的评价。 根据谷歌官方博客，最新2.5 Pro 在多项AI性能基准测试中取得了更高的分数，在 LMArena上Elo分数（衡量模型相对技能水平的评分）提升了24分，目前以 1470分的成绩保持领先。 在谷歌模型发布后，业界知名的测评方大模型竞技场 (lmarena.ai)发布了一份新的榜单，显示2.5 Pro新版在总分和所有子榜单位列第一，包括文本、视觉、数 学、创意等。 不过，"高分低能"的产品此前也有过，不乏开发者对这个榜单存疑。例如，从编程体验上来说， ...

最近的新闻来看，广告代理集团正在试图向科技巨头反攻。 包括IPG、阳狮、WPP 和 Omnicom 在内的广告集团正在迅速收购广告技术公司，以增强第一方数据， 并从谷歌和亚马逊等科技巨头手中夺回一些数据的控制权。 这些公司本身的动机非常明确，他们看到了零售媒体愈发强势的发展趋势。"随着商业和零售媒体持续 快速融合，可操作的数据对于最大化品牌绩效至关重要，"Interpublic 首席执行官在IPG收购Intelligence Node时发布的一份声明中表示。 本文来自微信公众号：刀客Doc，作者：刀客doc，原文标题：《大型广告集团又开始密集收购广告技 术公司了》，头图来自：AI生成 研究公司Merkle数据显示，全球49%的CMO正积极寻求更多第一方数据，这反映了数字营销生态中数据 主权争夺的核心趋势。 不过需要注意的是，广告集团的并购，是不是也是另外一种形态的"数据兼并"？ 答案是肯定的。 科技巨头通过自己的数据，构筑起了围墙花园。相应的，广告集团通过并购试图抗衡围墙花园。 不过这些广告集团并购这些数据平台，融入自己的数据中心，其实也是在做数据的私有化闭环。 这种"数据兼并"直接导致行业集中度攀升。当广告 ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 谷歌CEO劈柴哥还发了一张AI合成的狮子照片，配文一个"Gemini"，暗示了新模型的实力。 没等来o3 Pro和GPT-5，隔壁谷歌的Gemini先更新了。 深夜，谷歌通过等多个账号同时官宣， Gemini 2.5 Pro再次推出新版本 （0605）。 新版本在代码、推理等任务上的表现更上一层楼， 在超难数据集"人类最后的考试"中以21.6%的成绩超过了o3 。 在大模型竞技场上，新版Gemini也超越了自己， Elo评分比上个月的版本提升了24分 。 | ഗ്ര Text | | | 1 7 hours ago | | --- | --- | --- | --- | | Rank (UB) ↑ | Model ↑↓ | Score 1J | Votes 1↓ | | 1 | G gemini-2.5-pro-preview-06-05 | 1470 | 4,701 | | 2 | G gemini-2.5-pro-preview-05-06 | 1446 | 10,386 | | 2 | இ o3-2025-04-16 | 1443 | 13,808 ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Group 1 - The article discusses the valuation of Google's Search business as a separate entity, suggesting it may be undervalued compared to the rest of the company [1] - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors in building diversified portfolios [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing wealth preservation and growth [1]

Core Viewpoint - Alphabet's CEO Sundar Pichai emphasized that the company's investments in artificial intelligence (AI) will not hinder its plans to increase its engineering workforce over the next year, aiming to enhance productivity by automating mundane tasks [1][2]. Group 1: Company Strategy and Workforce - Pichai stated that the company expects to grow its engineering base, which will allow for greater productivity and efficiency in handling opportunities [2]. - In January 2023, Alphabet announced a reduction of 12,000 jobs, approximately 6% of its workforce, as part of a strategy to adapt to a "different economic reality" while focusing on AI [3]. - In January 2024, Pichai indicated that further job cuts could occur as the company seeks to streamline operations and improve execution speed [4]. Group 2: Industry Trends and Job Market Impact - A report indicated that 54% of U.S. workers believe generative AI poses a significant risk of widespread job displacement, with 74% of frequent users of generative AI believing it could replace aspects of their jobs [4]. - OpenAI's CEO Sam Altman noted that while technological revolutions can lead to job losses, they also create new jobs and enhance efficiency, allowing workers to earn more [5]. - Klarna's CEO mentioned that fewer job cuts occurred in engineering roles compared to other positions, but this trend may shift as more business professionals learn to code, aided by tools like ChatGPT [5].

My more established readers probably already know that I have an affinity toward dividend growth stocks. It's a subject that I've touched on in plentyHi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This is a blog that is documenting my journey tow ...