2022年底，ChatGPT横空出世，让早喊出"AI优先"的谷歌陷入被动。此后，谷歌迅速合并DeepMind与 Brain实验室，集中资源打造Gemini系列，并推动生成式AI融入搜索、YouTube 等核心产品。凭借完整 技术栈（用户矩阵、研发团队、云基础设施），谷歌快速追赶，Gemini 3的推出更获行业好评，彰显其 技术底蕴。 【环球网科技综合报道】11月24题，据外媒businessinsider报道，谷歌最新AI模型Gemini 3正式上线并首 日集成至搜索引擎，标志着这家科技巨头历经三年反击，AI战略全面落地。从被ChatGPT突袭"落后"， 到如今重构核心业务，谷歌的转型成效显著，但仍面临市场竞争与网络生态的双重考验。 但挑战接踵而至：ChatGPT的先发优势使其成为AI"代名词"，谷歌用户心智争夺难度不小；eMarketer预 测，明年谷歌搜索广告份额将首次跌破50%，2026年降至48.9%。更严峻的是，AI搜索模式改写行业规 则——AI概览摘要直接呈现答案，导致出版商流量下滑，皮尤研究显示相关链接点击量降幅达47%。业 内担忧，若内容创作者无法获利，网络生态将难以为继，谷歌也将失去AI训练 ...

Core Insights - The "2025 Giant Engine Search Management White Paper" focuses on the Douyin search ecosystem, analyzing user behavior, operational pathways, industry scenarios, and future trends to uncover growth strategies in search management [1][2]. User Behavior Insights - Douyin users exhibit both "browsing" and "searching" habits, averaging 100 searches per month, with search GMV growing by 55% year-on-year, establishing search as a core area for brand growth [1][2]. - 90% of users initiate searches within 30 seconds of browsing, with higher conversion efficiency linked to more precise searches; 72% of users remain on the first screen during the precision search phase [1][2][12]. - The search user demographic is younger and more affluent, particularly in new first-tier cities, with strong demand for new products and various lifestyle-related categories [1][13]. Search Management Strategies - Effective search management hinges on three main components: content management, search term management, and search conversion [2][20]. - Content management should leverage trending topics and niche scenarios to stimulate post-browsing searches, while search terms should be stratified into broad and precise categories to enhance interaction and conversion [2][20]. - Brands like Yuru and Muke Poetry have successfully increased both search traffic and sales through integrated search and star marketing strategies [2][20]. Industry Scenarios and Differentiation - Different industries and scenarios require tailored strategies; e-commerce, local services, and lead generation can enhance conversion through adaptive tools [2][20]. - Key promotional periods, such as major sales events, can significantly boost GMV through product exposure and interactive tasks, while emotional triggers can enhance user engagement [2][20]. Future Trends - AI search is expected to evolve rapidly, increasing its share in search advertising and enhancing the value of first-screen traffic [2][20]. - Douyin search is transitioning from "inspirational search" to "integrated search," becoming a critical engine for brand growth across all domains [2][20].

作者：Colin 从工具到生产力平台，AI搜索正重塑2.4亿中国用户的信息获取方式，也重新定义了BAT三巨头的竞争边界。 在这场变革里，AI搜索已不再是传统意义上的信息检索工具，它正成为企业决策与个人效率提升的核心基础设施。 基于此，百度、阿里、字节三大互联网巨头在这一新兴领域的布局尤为激进，它们以不同的技术路径、生态策略和商业模式，争夺着AI搜索时代的主导 权。 "三国杀"格局形成 AI搜索成"兵家必争之地" AI搜索领域正呈现三足鼎立之势。QuestMobile数据显示，截至2025年2月，DeepSeek、豆包、腾讯元宝位居中国AI原生应用市场前三，月活跃用户分别达 1.9亿、1.1亿和0.4亿，背后实则是百度、阿里、字节三大生态的较量。 近期百度创始人李彦宏在财报电话会上披露，百度在持续加快搜索转型，智能化、结构化和多模态优先的AI回答正逐渐取代静态的超链接。7月，移动搜索 结果页中AI生成内容的占比从4月的35%迅速提升至64%，这样的变化进一步说明了，传统搜索模式正在被深度重构。 与此同时，字节旗下豆包实现跨越式增长，月活用户达1.59亿，首次超越DeepSeek成为行业第一。 各大厂进一步见证了 ...

文 | 窄播，作者 | 李威 上周的2025百度世界大会和本周刚刚发布的第三季度财报，让我们有了一个通盘观察百度业务变化的机 会。 从财报数据上，可以看到百度在营收上继续呈现出一进一退的态势。一方面，百度第三季度的AI业务 收入同比增长超50%，其中，智能云基础设施收入为42亿元，AI应用收入为26亿元，AI原生营销服务收 入为28亿元，同比增长262%。AI原生营销服务包括智能体和数字人。 这也就意味着，作为入口存在的AI搜索，依然是决定百度业务走向的最大变量。在线营销收入的下降 源自百度搜索对流量分配能力的丧失。这种能力的丧失一部分是受到了抖音、快手、小红书、微信等平 台的挤压，另一部分，则是转型AI搜索需要付出的代价。 另一方面，百度第三季度的总营收与核心收入都同比下降了7%。这很大程度上是受到了在线营销收入 减少的影响。财报显示，百度在线营销收入153亿元，仍占到总营收的近一半，但同比下降了18%。从 2024年开始，百度的在线营销收入连续多个季度处于下滑状态。 当流量分配能力不再强势，百度需要为自己的入口地位寻找新的支撑。从搜索引擎到AI引擎的变化背 后，是百度在尝试成为AI时代的任务实现中枢。百度 ...

Core Insights - The article highlights the development and capabilities of the domestic AI search product, Mita AI Search, which is one of the earliest AI search products launched by a startup team [1] - The collaboration with MiniMax Speech enhances the user experience by providing a natural and pleasant voice for knowledge explanations through the "Tazi Teacher" feature [2] - The M2 model from MiniMax is utilized for deep research, offering reasoning capabilities and a strong interlinked thinking chain [3] Group 1 - Mita AI Search is recognized for its excellent experience in knowledge indexing, organization, and output due to the team's background in computer science and law [1] - The "Deep Research" mode aims to demystify the search planning algorithm by presenting a dynamic "problem chain" during the analysis process, making complex research clearer [4] - MiniMax M2 is designed for top-tier coding and agentic capabilities, focusing on delivering excellent performance at optimal pricing [4]

「过去，我们作为人类用户使用搜索的习惯和要求，与现在 AI 对搜索的需求截然不同。」 过去人类的一次搜索动作，未来可能会变成 Agent 的 10 次搜索。一个复杂的指令，Agent 会拆成多个子问题，来进行多轮、迭代式的检索。 给人用的搜索和给 AI 用的搜索，不管是交互逻辑、内容呈现、还是接口配置，完全不一样。在搜索成为 AI 产品必备功能的当下，如何给你的产品配备一个 高质量的搜索服务，是一个很现实的问题。 为 Agent 提供搜索服务的小宿科技，作为 AI Agent 基础设施的提供商，服务了国内超过一半的头部 AI 原生应用，对于各类不同的 AI 产品如何接入搜索， 坑在哪里，可能没人比他们更懂了。 本期分享嘉宾： TLDR: ⬆️关注 Founder Park，最及时最干货的创业分享 超 15000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： William 杜知恒，小宿科技联合创始人兼 CEO 杨政骥：小宿科技智能搜索产品经理，专注搜索领域，十多年搜索产品经验。 AI 时代的搜索与传统搜索的根本区别在于，人 ...

过去20年，搜索领域经历了数次变革性的代际跃迁。 从2001年中国初代自研的网页搜索引擎上线，填补中文搜索空白，到2019年，ERNIE语义模型在搜 索上线，用户可以用自然语言、甚至口语化的问题来发起搜索，中文搜索的每一次技术迭代与功能升 级，本质都是对用户需求的精准呼应与深度满足。 如果说早期的搜索是帮人在信息海洋中"捞针"，依靠关键词匹配实现从无到有的信息触达，那么如今 的搜索早已超越了单纯的信息检索范畴，成为连接人、信息与服务的核心纽带。 AI时代，当下用户的搜索需求正在发生质的变化， 更多此前没有被用户所表达的需求正在被释放出 来。 无论是规划一场旅行，还是构思一条创意内容，人们希望通过一次搜索就能获取完整结果。 显然，传统搜索"只给原料不给成品"的碎片式供给，已无法匹配用户的整体性需求。 在大模型技术全面渗透的当下，11月13日，百度宣布重塑搜索系统，正式发布"百度猎户座"AI引 擎。其作为搜索背后的超级大脑，通过对信息、工具、富媒体内容、服务的统一链接与深度融合，正 重新定义AI时代的搜索。这一变革也直接将搜索行业推向了转型临界点，一场全新的范式革命已然 到来。 搜索行业重塑 今年7月，百度搜索团 ...

Core Insights - Baidu's founder, Li Yanhong, stated that the majority of search results on Baidu are generated by AI, with 70% of the top results featuring rich media content [2] - Baidu is recognized as the most aggressive in AI transformation among global search engines, shifting from text-based results to a focus on rich media such as images, videos, and live broadcasts [2] - Baidu has opened its AI search capabilities through an API, collaborating with major manufacturers like Samsung, Honor, and Vivo, with 625 companies currently integrated with Baidu's AI search API [2]

Core Insights - Baidu has fully restructured its search engine with AI, generating the majority of search results through artificial intelligence, achieving a 70% coverage of rich media in the top search results [1][3] Group 1: AI Integration in Search - Baidu is recognized as the most aggressive company in AI transformation among global search engines, shifting from text and links to rich media content as the core of its search application [3] - Users now receive answers in various formats such as images, videos, live broadcasts, and digital personas, with 7 out of 10 answers presented in these forms [3] Group 2: Partnerships and API Accessibility - Baidu has opened its search capabilities through AI APIs, partnering with major hardware manufacturers like Samsung, Honor, and Vivo, with 625 companies integrating Baidu's search API via Baidu Smart Cloud [5] Group 3: Search Engine Revamp - The most significant overhaul of Baidu's search in a decade occurred in July, transforming the search box into a "smart box" that supports extensive text input and enhanced capabilities for photo, voice, and video [5] - Baidu's executives acknowledge the challenges of balancing innovation with user familiarity, emphasizing the need for change in response to rapid technological advancements and user preferences [5]

Core Viewpoint - Baidu Group is expected to achieve significant revenue growth from 2025 to 2027, with projected revenues of 1309.73 billion, 1356.68 billion, and 1443.07 billion respectively, alongside non-HKFRS net profits of 166.00 billion, 198.64 billion, and 235.48 billion, maintaining a "Buy" rating [1] Online Marketing Business - The online marketing sector is transitioning from a CPC model to a CPS model, with early tests of AI search commercialization underway, aiming to enhance profitability despite short-term revenue pressures [2] - Expected revenues from online marketing for 2025, 2026, and 2027 are projected at 623.91 billion, 592.72 billion, and 598.64 billion respectively [2] Intelligent Cloud Business - Baidu has achieved a leading market share in the AI public cloud sector, with a focus on creating a new generation of AI cloud infrastructure [3] - The company plans to open-source its Wenxin large model to facilitate low-cost access for developers and businesses, enhancing the model's influence and driving growth in the intelligent cloud business [3] - Projected revenues for the intelligent cloud business are expected to reach 273.25 billion, 327.90 billion, and 386.92 billion for 2025, 2026, and 2027 respectively [3] Intelligent Driving and Other Growth Plans - The Robotaxi service is positioned for rapid growth due to its advantages over traditional taxis, with ongoing regional expansion and strategic partnerships to increase order volume [4] - Expected revenues from intelligent driving and other growth plans are projected at 138.32 billion, 159.07 billion, and 174.97 billion for 2025, 2026, and 2027 respectively [4]