news flash·2025-05-21 10:09Core Viewpoint - Google needs to intensify its efforts in the AI sector to reassure investors amid competitive and regulatory pressures [1] Group 1: Market Position and Challenges - Google currently processes approximately 90% of global search requests and its Android system supports nearly three-quarters of smartphones worldwide, providing a vast platform for new feature distribution [1] - Despite these advantages, some search users are shifting towards chatbots like ChatGPT, indicating a potential threat to Google's market share [1] - Ongoing antitrust lawsuits from the federal government pose a risk to Google's key distribution channels, creating a dual threat to its business [1] Group 2: Financial Performance - Alphabet's stock has seen a cumulative decline of 13% this year, marking it as the only major tech company with a reduced market value over the past 12 months [1] Group 3: Investor Sentiment - According to Michael Nathanson from MoffettNathanson, investor anxiety will persist until regulatory risks are mitigated and search market share stabilizes, particularly in the commercial query segment [1] - A Morgan Stanley survey indicates that in March, 40% of U.S. respondents aged 16 and above used Gemini at least once a month, just 1 percentage point lower than ChatGPT, but ChatGPT holds a significant advantage among the 16-24 age group with a usage rate of 68% compared to Gemini's 46% [1]