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优惠券交给AI,引发新的“杀熟”担忧
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-21 00:06
21世纪经济报道记者肖潇 报道 几乎所有公司都在加入AI购物的竞赛:从初级的商品信息展示,到进一步替用户挑选下单。现在,一 些平台打算把优惠券的发放权也交到AI手里。 新功能很快引来质疑。美国消费者经济智库Groundwork Collaborative负责人林赛·欧文斯(Lindsay Owens)在公开评论中直言:"这对消费者来说是个坏消息。谷歌计划中的'个性化追加销售',说白了就 是让AI分析你的聊天数据,并利用这些数据收取更高的费用。" "杀熟"担忧在海外平台引起了广泛讨论,谷歌随后予以否认。公司解释道:第一,"个性化追加销售"不 等于过度收费,而是商家提供增值服务的常用方法;第二,"直接优惠"的目标是提供更低价格,谷歌明 确禁止商家在其生态体系内加价。最重要的是,AI智能体尚不具备根据个人数据,给商品改价的能 力。 尽管如谷歌所言,从现实能力来看,这种担忧有些杞人忧天,但仍然值得讨论。随着AI逐渐成为消费 决策的入口,越来越多商业博弈被压缩进这一道聊天界面中,AI决策的边界和红线更需要厘清。 谷歌并非唯一一个将AI推向交易前台的平台。就在同一周,阿里旗下"千问"宣布接入淘宝闪购、淘宝、 飞猪和支付宝 ...
中信建投:光学显示系统是AI眼镜关键环节之一 预计光波导方案为未来主流方向
Xin Lang Cai Jing· 2026-01-20 23:42
中信建投研报指出,2023年9月Meta开启AI眼镜时代,2025年行业进入产品爆发期,预计谷歌等公司AI 眼镜产品也将在26-27年陆续推出。政策层面,2026年AI眼镜纳入国补,有望带动消费需求进一步提 升。当前AI眼镜面临"不可能三角",在成本、重量、性能、续航多方面有所取舍,目前AI音频眼镜和 AI拍摄眼镜已经较为成熟,带显示屏的AI+AR眼镜尚在发展阶段,光学显示系统是关键环节之一,预 计光波导方案为未来主流方向,待技术成熟时,有望替代智能手机,成为个人综合终端。镜片厂商目前 主要在销售渠道、定制镜片领域卡位,带动客单价提升,展望未来,或可依托自身在树脂材料、光学领 域的积累,深入产业链更多环节,如光波导、电致变色、眼球追踪等光电元件,分享更多产业链价值。 ...
美股大跌,科技股全线下挫,热门中概股普跌
Di Yi Cai Jing Zi Xun· 2026-01-20 23:31
2026.01.21 本文字数:1892,阅读时长大约3分钟 作者 |第一财经 胡弋杰 在美国总统特朗普再度向欧洲释放关税威胁后,全球市场风险偏好明显降温。周二,华尔街三大股指与 全球主要股市一道遭遇抛售,避险资金涌入黄金,美国国债在多重冲击下波动加剧。 截至收盘,道琼斯工业指数下跌870.74点,跌幅1.76%,报48488.59点;标普500指数下挫143.15点,跌 幅2.06%,报6796.86点;纳斯达克综合指数下跌561.07点,跌幅2.39%,报22954.32点。三大股指均录得 自去年10月10日以来的最差单日表现,标普500指数与纳斯达克综合指数双双跌破50日移动均线。 大型科技股全线下跌,英伟达跌4.32%,苹果跌3.45%,微软跌1.16%,谷歌跌2.42%,亚马逊跌3.40%, Meta跌2.60%,特斯拉跌4.17%,博通跌5.43%,甲骨文跌5.85%,奈飞跌0.84%,英特尔涨3.41%。 热门中概股普跌,纳斯达克中国金龙指数跌1.45%,阿里巴巴跌1.82%,京东跌1.80%,拼多多跌 2.15%,蔚来汽车跌3.18%,小鹏汽车跌3.15%,理想汽车跌2.84%,哔哩哔哩跌6. ...
瑞士达沃斯:《Brand Finance 2026年全球品牌价值500强榜单报告》出炉
Feng Huang Wang Cai Jing· 2026-01-20 23:28
【瑞士达沃斯】当地时间2026年1月20日,《Brand Finance 2026年全球品牌价值500强榜单报告》在瑞士达沃斯正式发布。凤凰卫视集团作为独家华语全媒 体合作伙伴,同步公布该报告的最新动态。 Brand Finance的最新数据显示,苹果依旧稳居全球最具价值品牌的首位,其品牌价值增长了5.8%,达到6076.4亿美元。尽管硬件业务的增长相对平稳,但据 该公司表示,涵盖广告、云服务和App Store在内的服务业务持续呈现出优异的表现,这归因于美洲、欧洲和亚太地区稳定的市场需求。 微软是全球第二大最具价值的品牌,其品牌价值增长了22.6%,在2026年达到5652.5亿美元,进一步巩固了其在人工智能和云服务领域的领导地位。谷歌 (品牌价值增长4.9%,达到4330.8亿美元)和亚马逊(品牌价值增长3.8%,达到3698.8亿美元)在榜单排名中仍占据第三和第四的位置,这突显了美国领先 科技品牌的持续主导地位。 《Brand Finance 2026年全球品牌价值500强榜单报告》显示,苹果持续领跑榜单,美国共有192个品牌入选,合计贡献了总品牌价值的53.4%。中国凭借68个 品牌位居第二位,占比达 ...
Google Sees Surge in Sales of Gemini AI Models
PYMNTS.com· 2026-01-20 20:05
Google has reportedly seen a surge in sales of its Gemini artificial intelligence (AI) models.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This uptick indicates an improvement in the quality of those models, acc ...
Google-backed AI drug discovery startup Isomorphic Labs delays clinical trial timeline
Reuters· 2026-01-20 19:54
Isomorphic Labs, which uses artificial intelligence for drug discovery, expects to have its first clinical trials by the end of 2026, founder and CEO Demis Hassabis said on Tuesday. ...
Alger Capital Appreciation Fund Q4 2025 Portfolio Update
Seeking Alpha· 2026-01-20 17:58
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Has Alphabet Stock Hit Its Top at $4 Trillion?
Schaeffers Investment Research· 2026-01-20 17:22
Subscribers to Chart of the Week received this commentary on Sunday, January 18.This past week Google parent Alphabet (GOOGL) crossed the $4 trillion market cap level, joining Nvidia (NVDA) in rarified air. The company has been wheeling and dealing across AI specter, kicking off 2026 by penning a multi-year partnership with Apple (AAPL) to power the iPhone’s AI technology. The ‘Magnificent Seven’ name also enjoyed tailwinds when its Gemini AI model curtailed broader concerns surrounding OpenAI’s marketplace ...
Why Alphabet and Meta investors shouldn't sweat ChatGPT's ad launch — for now
MarketWatch· 2026-01-20 16:01
While ChatGPT's entry into the ad market marks a pivotal moment for the company, analysts argue Google and Meta face little immediate threat to their advertising empires. ...
Google Stock Delivers $350 Billion To Shareholders
Forbes· 2026-01-20 15:35
15 January 2026, Bavaria, Munich: The Google logo and lettering can be seen on the façade of the company's Munich headquarters building in Munich (Bavaria). The company's development center is located in Arnulfpark. More than 2500 employees work for the US company at various locations in Germany. The parent company of Google LLC is Alphabet Inc. (symbol image, symbol photo, illustration, symbolic photo, illustrative photo, theme image, general image, theme photo) Photo: Matthias Balk/dpa (Photo by Matthias ...