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苹果谷歌“闹分手”?iPhone搜索或转投AI,高管揭秘
3 6 Ke· 2025-05-08 23:59
此案核心争议是两家公司价值约200亿美元(约合人民币1447亿元)/年的协议,该协议让谷歌搜索成为苹果浏览器默认搜索引擎。此案可能迫 使科技巨头解除合作,颠覆iPhone等设备长期以来的运作方式。 01.Safari搜索量首次下滑,AI抢夺传统搜索引擎"蛋糕" 自2007年初代iPhone发布以来,苹果用户始终通过谷歌进行网页搜索,而如今消费者将进入由多家公司AI主导的新时代。 苹果和谷歌要"分手"? 智东西5月8日消息,据知名苹果爆料人、彭博社记者马克·古尔曼(Mark Gurman)最新报道,苹果公司正在"积极考虑"彻底改造其设备上的 Safari网络浏览器,将重点转向AI驱动的搜索引擎。 苹果与谷歌持续二十年战略合作关系似乎出现"裂痕",重大行业变革被按下"加速键"。 本周三,苹果互联网软件和服务部门高级副总裁埃迪·库(Eddy Cue)在美国司法部起诉谷歌母公司Alphabet的案件中作证时披露了这一信息。 埃迪·库提到,Safari搜索量上月首次下滑。他认为这是因为AI工具吸引了部分用户的视线,包括OpenAI、Perplexity AI和Anthropic在内的AI搜 索提供商终将取代Alphab ...
专家访谈汇总:SpaceX挑战者股价一年翻6倍
阿尔法工场研究院· 2025-05-08 14:46
Group 1: Communication Industry Overview - The AI-driven computing network construction, along with 5G/6G and computing infrastructure going global, is expected to provide growth opportunities for equipment manufacturers, with a rapid recovery in performance anticipated [3] - The global aviation communication market is projected to reach $28 billion in 2024 and exceed $45 billion by 2030, with a compound annual growth rate (CAGR) of 10.2% [4] - Investment in technology-leading companies, particularly in the 5G ATG and satellite communication sectors, such as Huawei, ZTE, and Galaxy Aerospace, is expected to yield significant returns [4] - Equipment manufacturers with strong technical capabilities and domestic advantages, like CETC Aviation Electronics, and leaders in operational services, such as China Civil Aviation Communication Network Company, will benefit from market demand growth [4] - By 2028, the commercialization of satellite and 5G hybrid networking is expected to greatly enhance the speed and stability of aviation communication, driving market development [4] Group 2: Rocket Lab and SpaceX Comparison - Rocket Lab has gained significant attention in the investment community, with its stock price soaring up to 7 times in six months, but faced a decline after being targeted by short-sellers in February 2025 [3] - Rocket Lab focuses on the small and medium rocket market, catering to the needs of large-scale satellite constellations like Starlink, in contrast to SpaceX [3] - The company is gradually vertically integrating its business model from rocket launches to satellite platform applications, aiming to become an end-to-end space service provider like SpaceX [5] - Despite Rocket Lab's strong performance in the small rocket sector, delays in research and launch site construction may postpone the "Neutron" launch, putting pressure on capital markets [5] - SpaceX relies on its Starlink and rocket launch services, with Starlink expected to be a key growth driver, particularly in the development of supersonic aircraft that may replace private jets [5] - Relativity Space, utilizing 3D printing technology to simplify rocket manufacturing processes and compress supply chains, could emerge as a significant competitor in the future [5] Group 3: Tesla's Vision-Based Approach - Elon Musk emphasizes that Tesla can simulate human visual processing capabilities through extensive real-world data training, deeming LiDAR as an "expensive crutch" that is unnecessary [4] - Tesla's technology approach provides a clear advantage in hardware costs, particularly in reducing onboard hardware expenses, enhancing its competitive pricing in the global market [4] - LiDAR can detect potential obstacles without relying on object recognition, offering greater visibility and safety in low-light or complex scenarios compared to pure vision solutions [4] - Companies like Ideal Auto and Huawei argue that LiDAR is better suited for complex road conditions in regions like China, especially under low visibility conditions, providing more reliable automatic emergency braking (AEB) functionality [4] - Tesla bets on an "algorithm-driven" model, addressing all perception and decision-making issues in autonomous driving through AI and data training, focusing on lowering hardware costs and simplifying system structures [4] - Domestic automakers, such as Ideal and Huawei, prefer a "hardware-driven" model, opting for a multi-sensor fusion approach that includes LiDAR, cameras, and millimeter-wave radar to ensure safety redundancy in various complex and extreme scenarios [4] Group 4: Apple's AI Search Initiative - Apple plans to introduce AI-driven search capabilities for its Safari browser, which could pose a serious challenge to Google's dominance, particularly regarding Google's reliance on search ad revenue from iPhone users [7] - Apple executives have hinted at reassessing their partnership with Google, especially concerning the default search engine arrangement, in light of ongoing antitrust litigation [7] - Despite Google's claims of increasing search volume, analysts suggest that losing exclusive access to Apple devices could significantly impact Google's revenue, as advertisers may shift to alternative search engines [7] - In 2023, Google launched an "AI mode" on its search page and expanded its "AI overview" feature to boost ad sales and maintain its leadership in the search engine market [7] - Research indicates that traffic for generative search engines like ChatGPT has surged, with weekly search volumes exceeding 1 billion in April, highlighting their market potential [7] - Google pays approximately $20 billion annually to Apple to be the default search engine on Safari, accounting for 36% of its search ad revenue generated through Safari [7] - The U.S. Department of Justice's antitrust case against Google may accelerate competition and transformation in the market [7]
Alphabet Slumps as Apple Eyes AI Search—Is the Sell-Off Overdone?
MarketBeat· 2025-05-08 13:30
Alphabet TodayGOOGLAlphabet$153.35 +1.97 (+1.30%) 52-Week Range$140.53▼$207.05Dividend Yield0.55%P/E Ratio19.05Price Target$199.75Add to WatchlistShares of Alphabet NASDAQ: GOOGL, Google's parent company, have struggled in 2025, falling over 20% year-to-date and officially entering bear market territory. The tech giant has come under pressure amid shifting investor sentiment and intensifying competition. The latest blow came on May 7, when Apple’s senior vice president of services, Eddy Cue, announced the ...
Alphabet(GOOGLUS):AI搜索vs传统搜索,谷歌靠AIoverviews稳短期,长期拓展搜索新模式
Haitong Securities International· 2025-05-08 12:27
wo[Table_Title] Research Report 8 May 2025 电子 Technology Alphabet (GOOGL US): AI 搜索 vs 传统搜索,谷歌靠 AI Overviews 稳短期, 长期拓展搜索新模式 Google Uses AI Overviews to Stabilize, Must Accelerate "Gemini + Search" [Table_yemei1] 热点速评 Flash Analysis 姚书桥 Barney Yao 吴叡霖 Louis Ng barney.sq.yao@htisec.com louis.yl.ng@htisec.com [Table_summary] (Please see APPENDIX 1 for English summary) 事件: 2025 年 5 月 7 日,苹果公司服务高级副总裁 Eddy Cue 在美国司法部对谷歌的反垄断诉讼中作证时表示,苹果正在探 索将 AI 驱动的搜索引擎(如 Perplexity、Anthropic 和 OpenAI 的 ChatGPT)集成到 Safari 浏览器中,作为对谷 ...
苹果这一计划,让谷歌市值蒸发近1500亿美元
第一财经· 2025-05-08 06:40
2025.05. 08 除了计划在Safari搜索引擎中引入AI功能,苹果已有其他尝试。苹果已在数字助手Siri中提供了 OpenAI的ChatGPT。OpenAI去年11月则推出ChatGPT Search,并在ChatGPT中引进搜索功能, ChatGPT会根据用户问询判断是否搜索网络,用户也可以手动选择搜索功能。 目前新兴的AI搜索和传统搜索引擎正在博弈。据市场调研机构statcounter数据,2023年9月至2025年 4月,全球搜索引擎市场头部厂商的份额变动不大,谷歌的份额稳定在90%左右。今年4月,谷歌、必 应、YANDEX、雅虎、DuckDuckGo和百度的市场份额分别是89.66%、3.88%、2.53%、1.32%、 0.84%和0.72%。 本文字数:1260,阅读时长大约2分钟 导读 :手机厂商计划使用AI搜索,大模型厂商也对搜索市场虎视眈眈,OpenAI有意收购谷歌Chrome浏览器。 作者 | 第一财经 郑栩彤 AI搜索正在严重冲击传统搜索引擎行业。 当地时间5月7日消息,苹果(AAPL.O)公司高级副总裁埃迪·库(Eddy Cue)在美国司法部对谷歌 的反垄断诉讼作证时表示,苹果 ...
原来,AI也有「搜商」高低的差别?
机器之心· 2025-05-08 05:51
Core Viewpoint - The article discusses the evolution of AI search capabilities, particularly focusing on Quark's "Deep Search" which enhances AI's ability to think and provide structured, actionable solutions rather than just summarizing information [2][41]. Group 1: AI Search Evolution - Traditional AI search was limited to finding and summarizing information, often resulting in fragmented and shallow responses [1][2]. - Quark's "Deep Search" represents a significant advancement by enabling AI to actively understand, analyze, and decompose problems before conducting searches, leading to clearer and more reliable answers [2][4]. Group 2: Advantages of Quark's Deep Search - Quark's search logic mimics human reasoning, involving a structured approach of thinking, searching, and integrating information, which enhances both efficiency and answer quality [4][10]. - The system demonstrates superior source traceability, particularly in fields requiring high accuracy, such as health and academia, by utilizing a vast medical knowledge base and collaborating with numerous medical institutions [16][18]. Group 3: Practical Applications - Quark's Deep Search can assist users in various scenarios, from planning travel itineraries based on crowd levels to providing legal advice and health consultations, showcasing its versatility and high "search intelligence" [23][30]. - The platform has built a comprehensive academic literature database and a vast question bank, making it a valuable resource for students and professionals alike [19][20]. Group 4: Future Developments - Quark plans to introduce a "Deep Search Pro" mode designed for more complex inquiries, offering structured and professional-level reports, thus catering to users with advanced needs [32][34]. - The integration of image processing capabilities allows users to extract and manipulate information from images, further enhancing the platform's functionality [36][37]. Group 5: Market Positioning - Quark's advancements position it as a leader in the AI search market, shifting the paradigm from mere information retrieval to problem-solving, thereby democratizing access to AI capabilities for everyday users [41][43].
苹果计划在浏览器上提供AI搜索,谷歌市值蒸发近1500亿美元
Di Yi Cai Jing· 2025-05-08 03:46
埃迪·库表示,苹果已在测试Safari 18浏览器的新功能,包括智能搜索功能,该功能利用苹果的端侧AI技术,能识别并提取网页内容。 手机厂商计划使用AI搜索,大模型厂商也对搜索市场虎视眈眈,OpenAI有意收购谷歌Chrome浏览器。 AI搜索正在严重冲击传统搜索引擎行业。 当地时间5月7日消息,苹果(AAPL.O)公司高级副总裁埃迪·库(Eddy Cue)在美国司法部对谷歌的反垄断诉讼作证时表示,苹果有计划在Safari浏览器中 引入AI功能选项,包括OpenAI、Perplexity、Anthropic等。当日,谷歌母公司Alphabet(GOOGL.O)股价跌超7%,市值蒸发近1500亿美元。 庭审证词显示,谷歌每年向苹果支付数十亿美元的费用,2022年更是支付约200亿美元,以成为苹果iPhone的默认搜索引擎。这对于苹果而言是笔较为丰厚 的收入。不过,埃迪·库表示,4月Safari浏览器的搜索量出现了首次下降,一大原因是越来越多人开始使用AI技术。 埃迪·库表示,他担心苹果会失去两家公司合作协议中所约定的收益分成,并为此事夜不能寐。他认为谷歌应当继续作为Safari浏览器的默认搜索选项,但苹 果有计 ...
未知机构:华泰计算机三六零国内AI搜索龙头MCP进一步强化纳米客户端地位G-20250508
未知机构· 2025-05-08 02:20
DeepSeek-R1已加入纳米搜索底层的CoE 【华泰计算机】#三六零国内AI搜索龙头,MCP进一步强化纳米客户端地位 Google暴跌,原因系Apple准备在Safari浏览器中引入AI搜索,市场预期将侵蚀Google的搜索份额,进而影响广告收 入。 #三六零纳米AI搜索商业模式已跑通,广告CPM有望增加。 【纳米搜索网页端3月访问量3亿次,App月活近2000万】。 DeepSeek-R1已加入纳米搜索底层的CoE(专家链)聚合模型,其低成本有望继续抬升单次搜索利润;广告位增加 有望带来点击收入增加。 【华泰计算机】#三六零国内AI搜索龙头,MCP进一步强化纳米客户端地位 Google暴跌,原因系Apple准备在Safari浏览器中引入AI搜索,市场预期将侵蚀Google的搜索份额,进而影响广告收 入。 #三六零纳米AI搜索商业模式已跑通,广告CPM有望增加。 【纳米搜索网页端3月访问量3亿次,App月活近2000万】。 #三六零既有MCPHost能力,也有API工具价值。 GensparkSuperAgent产品1个月ARR2200万美元,或是有史以来ARR增长最快的初创公司。 可见Agent客户端或 ...
胖东来回应胖东升开业;李书福回应吉利汽车拟私有化极氪;淘宝天猫与小红书达成战略合作;上海乐高乐园7月5日开园丨邦早报
创业邦· 2025-05-08 00:18
Group 1 - Li Auto's founder and CEO Li Xiang's reported salary of 639 million RMB for 2024 is inaccurate, consisting of 2.665 million RMB in salary, 160,000 RMB in retirement contributions, and 636.309 million RMB in stock-based compensation [1][2] - Li Auto has set a target for Li Xiang to achieve annual sales of 500,000 vehicles and for the company's stock price to significantly exceed $29.26 to realize stock compensation, with a current stock price of $25.68 requiring Li Xiang to pay the company $32 million, equivalent to 230 million RMB [2] Group 2 - Geely Auto plans to acquire all outstanding shares of Zeekr, aiming for a complete merger, as Geely currently holds approximately 65.7% of Zeekr's shares [1] - Geely's chairman Li Shufu emphasized the need for business integration and innovation to enhance long-term value in a competitive market [1] Group 3 - Douyin's VP Li Liang commented on the recent incident involving complaints against a brand, advocating for legal action as a more effective means of protecting corporate rights [1] - He highlighted the challenges platforms face in proactively addressing infringement without sufficient information from affected parties [1] Group 4 - Nayuki Tea is undergoing a brand upgrade, introducing a new logo and name as part of its tenth-anniversary celebration [3][5] - This marks the second name change for Nayuki in three years, having previously simplified its name from "Nayuki no Cha" to "Nayuki Tea" [5] Group 5 - JD's customer service acknowledged delays in food delivery during peak times, attributing issues to various factors including city conditions and weather [1] - The platform is currently offering a promotion for free orders if delivery exceeds 20 minutes [1] Group 6 - Nvidia announced the release of the RTX 5060 graphics card, priced at 2499 RMB, with availability starting on May 20 [1] Group 7 - Xiaopeng Motors is considering an IPO for its flying car subsidiary, Xiaopeng Huitian, with plans to list in Hong Kong or the US [1][9] - The company has invited multiple banks to participate in the IPO process [9] Group 8 - Tesla's sales in Europe saw a significant decline in April, with a drop of 81% in Sweden and 46% in Germany, attributed to increased competition and consumer backlash against Elon Musk's political stance [16] - This decline led to a 1.75% drop in Tesla's stock price [16] Group 9 - OpenAI plans to reduce its revenue-sharing ratio with Microsoft by at least half by the end of the decade [16] - Apple is exploring AI-driven search options for its Safari browser, potentially challenging Google's dominance in search [16] Group 10 - TikTok announced a new data center project in Finland with an investment of 1 billion euros, part of a broader initiative to enhance data security in Europe [16] Group 11 - Uber is set to invest an additional 100 million USD in WeRide, marking its largest investment in the autonomous driving sector to date [17] - Samsung's Harman International has acquired Masimo's audio business for 350 million USD [17]
早餐 | 2025年5月8日
news flash· 2025-05-07 23:24
美股反弹,英伟达低位拉升近5%,谷歌一度跌超9%,Arm盘后跌超11%;黄金一度跌超2%。 美联储再次暂停降息,示警滞胀风险,重申"不确定性"增加。鲍威尔无视特朗普,重申不急降 息,称经济仍好、不确定性极高,拒绝因关税抢先行动。 芯片股拉升,媒体称特朗普拟废除拜登任内AI芯片限制。 中国外交部回应中美经贸高层会谈:这次会谈是应美方请求举行的。 10+8+3!中国金融部门出台一揽子政策稳市场稳预期。 公募业重大改革方案落地,绑定投资者利益,基金经理薪酬与收益挂钩、费率调降。 中国4月外汇储备规模环比上升1.27%,央行连续六个月增持黄金。 若对美谈判失败,欧盟准备反制,将对波音飞机征收关税。 苹果酝酿Safari大改版,瞄准AI搜索,谷歌一度跌超9%、地位面临严峻挑战。 诺和诺德Q1销售额同比增长19%不及预期,下调全年销售指引。 提醒:英国央行周四将公布利率决议,预期降息25个基点。 ...