V 今日有1607亿元7天期逆回购到期 2 华为将于8月12日在2025金融AI推理 与发展论坛上发布Al推理领域的突破性打 3 2025年开放存储峰会将于8月12日至 4 美国7月CPI数据将公布 5 国内成品油8月12日24时开启新- 4分 每经编辑｜张喜威 王晓波 1 隔夜市场 美股三大指数小幅收跌，道指跌0.45%，纳指跌0.3%，标普500指数跌0.25%；大型科技股多数下跌，苹果、微软、英伟达、谷歌、亚马逊、Meta、AMD小 幅下跌；英特尔跌超3%，特斯拉涨超2%，日线录得四连涨；房利美涨超15%，房地美涨逾13%，均创2008年以来收盘新高。中概股多数下跌，纳斯达克中 国金龙指数跌0.29%；好未来跌逾3%，理想汽车跌近3%，百度、阿里巴巴跌超1%。 国际贵金属期货普遍收跌，COMEX黄金期货跌2.80%，报3393.7美元/盎司；COMEX白银期货跌2.33%，报37.645美元/盎司。 国际油价小幅上涨，美油主力合约涨0.19%，报64.00美元/桶；布伦特原油主力合约涨0.15%，报66.69美元/桶。 2 事关增值税！两部门公开征求意见 财政部、税务总局8月11日就《中华人民共和国增值 ...

Group 1 - The core issue is the impact of AI search on website traffic, as raised by Google during the I/O developer conference with the introduction of AI Mode using Gemini AI, which disrupts traditional search business [1] - Google denies claims that AI search and chatbots significantly reduce publisher website traffic, arguing that third-party reports are flawed and that traffic changes are not solely due to AI search [2][4] - Google introduces the concept of "quality clicks," stating that the number of quality clicks sent to websites has increased compared to the previous year, suggesting that AI-driven searches lead to deeper user engagement [4][6] Group 2 - The Pew Research Center's findings indicate that user clicks on search results decrease significantly when AI overviews are present, with a 50% drop in click-through rates and only 1% of AI overviews leading to clicks on source pages, but the sample size of 900 users is criticized as too small [4][6] - Google claims that AI overviews provide more exposure opportunities for publishers, but this primarily benefits larger websites like Reuters and BBC, leading to a "robbing from the poor to give to the rich" scenario in traffic distribution [6][8] - The situation mirrors challenges faced by Baidu a decade ago, as Google's search engine is experiencing a decline in traffic due to users increasingly bypassing search engines in favor of apps like TikTok and Instagram [8][17]

这不是理论，而是真实的流量数据。 仅五个月内，AI推荐的总会话量就从17,076次跃升至107,100次。 过去一年，我们一直在讨论AI可能如何改变搜索。如今，那个时代已经结束了。这不再是"假设性"的讨论，我们正目睹网络流量格局发生可量化的转变。 在Previsible，我们分析了19个GA4属性中的大型语言模型（LLM）驱动流量，发现了一个不可否认的事实：ChatGPT、Perplexity、Claude、Gemini和 Copilot等AI平台已在影响用户发现和访问网站的方式。 2025年1月至5月间，增幅高达527%。部分SaaS网站中，已有超过1%的会话来自LLM。 在法律、健康和金融等垂直领域，来自ChatGPT、Claude等平台的流量正翻倍甚至三倍增长。 如果你从事SEO、内容创作或增长策略工作，这种场景或许似曾相识。就像"移动优先"策略一夜之间颠覆排名因素，或社交媒体从品牌点缀摇身变为正规 获客引擎的时刻。 每次规则改变，早期采用者总能胜出。这次也不例外，只是变化速度更快。因此，问题不在于AI是否在改变你的流量构成，而在于它已经带来了多大影 响，却未被你察觉。 01.核心要点：关于AI搜索你需 ...

Core Insights - The article discusses the shift from traditional search engine optimization (SEO) to generative engine optimization (GEO), highlighting how brands can leverage AI to gain traffic and visibility in a new digital landscape [2][4]. Group 1: The Shift to GEO - Generative AI is revolutionizing the way users search for information, with over half of young people preferring AI for information retrieval [1]. - GEO is emerging as a dominant force, replacing SEO and becoming the new battleground for brand traffic acquisition [2]. Group 2: Case Study of GEO Implementation - A flooring brand experienced a dramatic turnaround after implementing GEO, with a 100%+ increase in brand exposure within 72 hours of launching the GEO solution [3]. - The brand saw a 23% conversion rate increase when AI linked users to their website for related queries [3]. Group 3: Cost Efficiency and ROI - The cost of customer acquisition through GEO is only one-eighth of traditional advertising methods, leading to a return on investment (ROI) of 1:15 in the first month [4]. Group 4: Strategic Importance of GEO - Major brands are investing in GEO to become the "standard answer" in AI searches, which is crucial for capturing market share [8]. - The first brand to occupy a keyword in AI searches can capture 70% of the cognitive benefits associated with that keyword [10]. Group 5: Future of Traffic Generation - GEO is positioned as a perpetual traffic generator in the AI era, with the potential to create a knowledge asset that continuously attracts AI-driven traffic [7][10].

Core Viewpoint - The report by QuestMobile highlights the contrasting performance of AI applications in the domestic market compared to overseas, with a significant decline in active users across mobile and PC platforms, indicating a need for innovation and adaptation in the industry [4][5]. Group 1: Market Overview - The domestic mobile app market is primarily dominant, while the PC market is struggling, with both experiencing a decline in active users [5]. - Active user numbers for mobile and PC AI products have decreased by 20 million and 30 million respectively, with native app growth completely stagnating [8]. - The total number of internet users in China is 1.1 billion, with a maximum of 180 million AI users on the PC side, indicating a lack of return on web-based product innovation [8]. Group 2: User Engagement and Trends - The report identifies a "four-tier" application structure in AI, with the first tier consisting of AI search engines and comprehensive assistants, achieving 685 million and 612 million monthly active users respectively by June 2025 [9]. - The second tier includes AI social interaction and professional consulting, with 126 million and 111 million monthly active users [9]. - The growth of application plugins reflects user demand for "contextual tools," with 630 million users in mobile app plugins, while native apps have 570 million users [10]. Group 3: Performance of AI Applications - The report indicates that 67.4% of native apps experienced negative growth in the first half of the year, highlighting a challenging environment for smaller applications [33]. - The average number of AI applications per app with AI integration is 2.1, confirming that plugin forms are currently the most effective path for AI implementation [25]. - In the AI search engine sector, DeepSeek has seen a significant user loss, with 56% of its lost users switching to Baidu, indicating a shift in user preference [50]. Group 4: Competitive Landscape - The report notes a dual oligopoly in the market, with a combination of "search + service" reshaping traffic entry points, leading to a focus on intelligent agent development [20]. - The top AI applications by user scale include Baidu AI with 29.4 million active users and Xiao Bu Assistant with 16.1 million [71]. - The report emphasizes the need for mobile manufacturers to enhance user engagement and reduce reliance on pre-installed applications, as many lack differentiation and struggle with user activity [56]. Group 5: Future Outlook - The future of AI applications will depend on breakthroughs in underlying model capabilities and cross-modal interaction, which are critical for the development of intelligent agents [66]. - Companies must either become the "only option" in users' minds or deeply embed themselves in essential workflows to remain competitive [68]. - The report suggests that the integration of AI into existing workflows will be crucial for retaining productivity advantages in the PC web application space [45].

来源：环球网 里德分析称，搜索模式的变化导致了网站流量的分化，其中拥有论坛、视频、播客以及"真实声音"的网 站受益最多。同时，用户更倾向于访问包含深入评测、原创文章或深度分析的网站。她强调："我们每 天仍然向网站发送数十亿次点击，我们相信搜索与网络之间的价值交换依然强劲。" 里德还提到，虽然部分用户可能不会点击AI概览中的引用链接，但那些点击进入的用户可能会在网站 上停留更长时间以深入了解相关主题。"AI回答可能只是提供了一个大致的框架，但人们点击是为了深 入探究和学习更多，而这些点击更有价值。"她说道。 据悉，谷歌此前已向美国所有用户推出类似聊天机器人的搜索功能"AI模式"，这引发了数字出版商的更 多担忧。尽管如此，谷歌仍计划在未来对搜索进行更大规模的革新，目前已开始测试由AI策划的新搜 索结果页面。（纯钧） 【环球网科技综合报道】8月7日消息，谷歌搜索部门负责人莉兹·里德近日在一篇博客文章中表示，尽 管有报道称谷歌的AI搜索功能可能导致网站流量下降，但实际情况并非如此。谷歌的数据显示，与去 年同期相比，来自该搜索引擎的点击量总体保持"相对稳定"，只是部分网站点击量有所增加，另一些则 有所减少。 此前，皮尤 ...

三、新战局：BAT的"三维绞杀"与变现生死局 搜索战争2025：当"答案经济"颠覆"点击生意" 一、胜负已分：IDC报告揭开搜索权力更迭真相 性能逆转的里程碑 2025年IDC《AI搜索产品评估报告》显示，夸克以4.8分登顶中国通用搜索性能榜首，首次超越百度。核心在于： 深度思考能力：对用户需求分层解析（如旅行规划拆解为"路线-预算-避坑"全链路）； 场景穿透力：教育领域累计生成1200万份高考志愿报告，医疗领域通过12门医学考试认证； 闭环服务：依托阿里生态（高德、飞猪）实现"识别-决策-交易"一体化。 年轻用户集体迁徙浪潮 QuestMobile数据揭示残酷现实： 夸克用户中50%为25岁以下，00后占比过半； 百度在18-35岁群体日均使用时长骤降18%，市场份额从2021年87%崩塌至2024年60%。 Z世代用脚投票：要"无广告纯净答案"，非"竞价广告迷宫"。 二、百度的"阿克琉斯之踵"：广告现金牛反噬AI转型 商业逻辑的致命冲突 AI搜索本质：直接给出答案（如行程方案），减少用户跳转； 百度生命线：依赖广告点击分成（2025Q1在线营销收入同比下滑6%）。 当百度试图将广告植入AI答案（如"智能体 ...

Group 1 - Inner Mongolia has allocated 800 million yuan in central financial support for urban and rural transportation development, aimed at subsidizing rural passenger transport operators and taxi drivers, as well as supporting rural road and water transport and new energy vehicle operations [2] - Nezha Auto's factory in Tongxiang has resumed full operations, with employees receiving full salaries in July, indicating a recovery in the supply chain and industry [3] - Henan retail giant Pang Donglai reported a sales revenue of 1.668 billion yuan in July, with a cumulative sales of 13.386 billion yuan from January to July, averaging daily sales of approximately 63.14 million yuan [4][5] Group 2 - Apple has formed a new team named "Answers, Knowledge, and Information (AKI)" to develop a ChatGPT-like application, aiming to create an "answer engine" that utilizes online information to respond to queries [6] - The Korea Export-Import Bank predicts a 3% decline in South Korea's exports in the third quarter due to the impact of U.S. tariffs, estimating exports to reach around 167 billion dollars [7] - The China Machinery Industry Federation reported that 68.9% of 122 monitored major products saw production increases in the first half of the year, indicating an overall improvement compared to the same period last year [8] Group 3 - Xiaomi Auto has reportedly required customers to pay the remaining balance in advance, threatening order cancellations if they do not comply [9] - The China Machinery Industry Federation announced that the Ministry of Industry and Information Technology will soon issue a growth stabilization plan for the machinery, automotive, and power equipment industries [10] - IKEA China has officially announced its entry into the JD.com platform, with its flagship store set to open on August 8, covering over 6,500 products across 168 categories [11] Group 4 - The Chinese performance industry reported a box office revenue of 5.402 billion yuan in the first half of 2025, with significant increases in the number of performances and audience attendance compared to 2024 [12] - The Pudong New Area government is promoting the construction of computing power infrastructure and will provide financial support to eligible entities in this sector [13] - The market penetration rate of new energy vehicles reached a historical high of 44.3% in the first half of this year [14]

Group 1 - The core viewpoint of the article highlights the challenges and opportunities for Chinese companies going global in 2025, emphasizing a shift from anxiety to proactive responses in the face of international uncertainties [3][5] - A report indicates that 81% of global respondents are open to considering new brands, with the figure rising to 85% in the U.S., suggesting a growing acceptance of new value propositions beyond just low prices [5][19] - The marketing landscape is evolving with AI transforming search from keyword-based to intent-based understanding, allowing for more nuanced consumer engagement [7][10] Group 2 - Google introduced three AI-driven search experiences: AI Overviews, AI Mode, and Agentic AI, which enhance user interaction and advertising effectiveness [10][11] - The Power Pack toolset, including PMax and AI Max, allows advertisers to automate audience targeting and optimize campaigns based on business goals, leading to improved conversion rates [11][14] - Case studies, such as AliExpress, demonstrate significant increases in conversion rates and return on ad spend through AI-driven insights and advertising strategies [13][14] Group 3 - YouTube is positioned as a unique platform for brands to connect with global audiences, emphasizing the importance of building emotional connections over mere visibility [17][19] - The shift from product-focused to brand-focused strategies among Chinese companies reflects a deeper understanding of the need for long-term brand equity and consumer loyalty [24][25] - Trust and authenticity are critical in creator partnerships, as highlighted by Mr. Beast's approach to brand collaborations, which emphasizes genuine product endorsement over monetary incentives [26][28]

Group 1 - The core point of the article is that Xiaomi Browser has upgraded its "AI Search" feature by integrating the Doubao large model and the Volcano Ark high-code intelligent agent product, enhancing the efficiency and richness of AI search services [1] - Xiaomi App Store has also integrated the Volcano Engine's "Kouzi," allowing users to build intelligent agents that can be uploaded to the Xiaomi App Store [1]