9月24日下午消息，今日，罗永浩与周鸿祎深度对谈。周鸿祎坦言，现在和巨头之间不再是一种完全敌 对的关系了，还有一些合作。 他举例表示，"像我要做账号，我就要接受人家平台的游戏规则。要想得到抖音平台的支持，就得放下 身段。在视频号上，马化腾就得支持我，要不然他底下的员工总猜疑说这家伙跟我们老板有过节，是不 是要对他限流。" 周鸿祎提到，在做视频号时，自己跟马化腾发信息说，这相当于给视频号做内容贡献。"马化腾回复表 示，欢迎我这样的大V入驻。视频号对我的支持力度还是很大的，还是要感谢平台给予的支持。" 他还提到，当年和巨头打，确实有客观原因。巨头当年确实对创新公司比较狠，所以360也是被迫。但 是后来在他总结反思之后发现，打有打的打法，也有不撕破脸皮的打法，不一定大家非要死磕。 所以，后来我就能合作就合作。Deepseek今年才火爆，实际在去年大家都没找到出路的时候，我就要把 360浏览器和搜索改装成AI搜索。我把当时中国16家所有做大模型的公司，包括Kimi杨植麟、王小川、 李开复，也包括四巨头BATB（百度、阿里、腾讯、字节）、华为，把大家都团结起来，搞了一个'复仇 者联盟'，就是我们中国人的模型。所以，现在 ...

在AI搜索逐渐取代传统搜索引擎的当下，企业主最常问的一个问题是："SEO还够用吗？还是该投入GEO优化？" 那么，两者到底差在哪里？谁更适合你的企业？下面逐一解析。 1.呈现方式不同 2.适配场景不同 3.效果数据不同 SEO适合传统网页流量导向，但在AI搜索（如DeepSeek、Kimi、豆包搜索、百度文心搜索）时代，单靠SEO已经不足以保证曝光。 GEO（生成式引擎优化）才是未来趋势，因为它让你的品牌和内容直接成为AI问答的"答案来源"，大幅提升成交转化效率。 SEO：依赖网页排名，用户点击后才能看到你的内容。 GEO：直接让AI在回答中引用你的品牌或产品，无需二次点击，更接近用户意图。 SEO：主要针对百度、360、搜狗等传统搜索。 GEO：聚焦AI搜索、AI推荐系统（DeepSeek、豆包、Kimi 等），覆盖 问答、对话、推荐流。 SEO：点击率依赖排名位置，转化率平均在 3%–5%。 GEO：基于用户意图直接匹配，转化率可达 15%–30%，已在金融、教育、房地产等行业验证。 如果是金融、教育、房地产等需要 长期品牌背书+高转化获客 的企业，首推 炬宝GEO； 如果是预算有限、仅做小规模流量测试， ...

Core Viewpoint - The traditional search engine model, particularly that of Baidu, is facing significant challenges due to the shift in user behavior towards content platforms and AI-driven search solutions [1][2][4]. Group 1: User Behavior Shift - Users are increasingly relying on content platforms like Xiaohongshu and Douyin for information, moving away from traditional search engines [1][2]. - The search behavior is becoming decentralized, with users finding information through recommendations rather than direct searches [2][3]. - Xiaohongshu has over 350 million monthly active users, while Douyin's user base exceeds 1 billion, indicating a strong shift in user engagement [3]. Group 2: Competitive Landscape - Baidu's traditional dominance in the search engine market is being eroded by competitors like Tencent and ByteDance, which are enhancing their search functionalities through integrated services [2][4]. - AI-driven search solutions are emerging as a significant threat, with companies like Google and Microsoft leading the charge in AI search capabilities [4][5]. - Baidu's AI search monthly active users stand at 32.2 million, but it ranks behind competitors in terms of user engagement and product appeal [4][11]. Group 3: Financial Performance - Baidu's online advertising revenue has declined significantly, with a 15% year-over-year drop in Q2, reducing its share of core revenue from 71.95% to 61.7% [8][11]. - The company is under pressure to innovate and adapt its business model to retain market share and revenue streams [11][14]. - Despite the challenges, Baidu is investing heavily in AI, with a notable increase in AI-generated content in search results, rising from 35% to 64% in just a few months [8]. Group 4: Future Directions - Baidu is focusing on integrating AI capabilities into its search functions to enhance user experience and maintain relevance in the market [8][14]. - The company is exploring new advertising models that leverage AI to improve effectiveness and user engagement [13][14]. - The overall search industry is facing challenges related to user privacy, answer credibility, and high operational costs, which will require innovative solutions [14].

解析讯灵AI：GEO源头厂家的数字化利剑 在当今竞争激烈的商业环境中，企业数字化转型迫在眉睫。AI搜索时代的来临，让企业面临着前所未有的挑战，95%的企业面临淘汰风险。而讯灵AI作为南 方网通自主研发的AI智能生态系统，凭借其独特的GEO搜索优化和智能体训练技术，成为企业构建AI数字资产、主动获取潜在客户的有力武器。下面我们 从多个维度深入解析讯灵AI背后的GEO源头厂家实力。 GEO源头厂家在技术创新上具有显著优势。讯灵AI基于南方网通19年的互联网实战经验，拥有100多项自主创新技术及版权商标保护。其独有的GEO搜索优 化技术，能够实现对Deepseek、豆包、元宝、通义、文心一言、纳米等11大AI平台的全域渗透。这种全域覆盖的能力，让企业的信息能够在多个AI平台上精 准触达潜在客户，打破了传统营销的局限。相比传统的搜索营销，讯灵AI可以在AI搜索时代为企业开辟更广阔的市场空间，避免企业在答案霸权战争中被 淘汰。 行业优势：创新驱动，引领AI搜索新时代 口碑：用户认可，市场反馈良好 讯灵AI在市场上积累了良好的口碑。众多企业使用后反馈，讯灵AI能够有效帮助企业推品牌、跑业务、做销售、做客服和做管理。在品牌 ...

Monetary Policy and Financing - As of the end of August, the broad money supply (M2) reached 331.98 trillion yuan, with a year-on-year growth of 8.8% [1] - The total social financing stock was 433.66 trillion yuan, also reflecting a year-on-year increase of 8.8% [1] - The balance of loans to the real economy in RMB was 265.42 trillion yuan, growing by 6.6% year-on-year [1] Investment Products and Market Trends - The Tianhong Science and Technology Bond ETF raised over 2.9 billion yuan in a single day, indicating strong institutional interest in bond ETF products [2] - The number of private equity firms with over 10 billion yuan in assets has increased to 91, with quantitative private equity firms making up 49.45% of this group [2] Insurance Sector - In August, the total penalties imposed on insurance institutions reached 44.33 million yuan, marking a year-on-year increase of 43.61% [3] - The penalties for life insurance companies surged by 83.12% year-on-year, while property insurance companies faced a 34.44% increase in penalties [3] Corporate Developments - BoShi Fund is expected to undergo a leadership change, with General Manager Zhang Dong likely to succeed Jiang Xiangyang as Chairman [6] - Dazhonghua has confirmed that its operations are ongoing despite the investigation of a senior executive for alleged misconduct [6] - China Nuclear Engineering has signed new contracts totaling 96.63 billion yuan as of August [9] Market Performance - The Shanghai Composite Index fell by 0.12% amid a mixed market performance, with over 3,300 stocks declining [16] - The storage chip sector saw a surge, with stocks like Demingli hitting the daily limit [16]

对此，微信方面表示，微信搜一搜持续优化AI搜索能力，此前，通过接入混元T1、DeepSeekR1等大模 型，提升搜索的智能化与精准度，满足用户提问类搜索需求。近日，在搜索入口和体验上进一步优化升 级：用户点击微信对话框的顶部搜索框时，可看到"深度思考"模式，还可上传图片或文件，获得更精 准、智能化的搜索结果。此外，我们还提供"AI搜索"、"问元宝"入口，给用户更丰富的智能搜索选择。 目前处于灰度测试上线期间，未灰度到的用户仍可使用原有搜索功能，体验不受影响。 北京商报讯（记者 魏蔚）9月12日，北京商报记者发现，微信搜索框下接入深度搜索和多模态能力，可 拍照、链接文件或公众号内容提问，或选择深度思考模式提问。 ...

Core Viewpoint - The recent update of WeChat's search interface introduces deep search and multimodal capabilities, allowing users to ask questions via photo, link files, or content from public accounts, enhancing the AI search functionality [1] Group 1 - WeChat's search function is currently undergoing a gray testing phase, with users not yet included in the test still able to access the original search features [1]

近日，微信搜索界面更新，微信搜索框下接入深度搜索和多模态能力，可拍照、链接文件或公众号内容 提问，或选择深度思考模式提问。微信团队回应称，微信搜一搜持续优化AI搜索能力，近日在搜索入 口和体验上进一步升级，目前相关功能处于灰度测试上线期间，未灰度到的用户仍可使用原有搜索功 能。 微信搜一搜持续优化AI搜索能力。 ...

Group 1 - Baidu's stock price closed at $98, up 1.88%, reaching a nearly six-month high [1] - Longzhong Securities has given Baidu a "buy" rating, recognizing its active exploration of AI search commercialization and the rapid growth of its smart cloud and autonomous driving businesses [1] - Baidu AI search is the only Chinese search engine to enter the global top ten in the AI application list released by A16Z [3] Group 2 - Longzhong Securities believes that in Q2, Baidu is gradually exploring AI search commercialization, including the development of more flexible and native advertising formats that seamlessly integrate into user experience [3] - AI search has the potential to cover long-tail queries and non-commercial scenarios that traditional search struggles to monetize, which is expected to enhance monetization efficiency in the long term [3]

Core Insights - Benchmark is investing $85 million in Exa Labs, a company focused on creating a new search engine designed specifically for AI agents, achieving a valuation of $700 million, which is ten times its valuation from last year [2][3] Investment Details - Benchmark partner Peter Fenton will join Exa's board as part of the investment deal, which is significantly larger than the typical $15 million investment the firm makes at the A round stage, indicating strong belief in the AI search market's potential [3][4] - Exa's business model charges clients per query rather than relying on ad-driven revenue, aiming to incentivize high-quality results [3][4] Company Vision and Strategy - Exa's CEO Will Bryk emphasizes the need for a new search paradigm tailored for AI agents, contrasting it with traditional search engines designed for human queries [3][4] - Bryk aims to systematically organize global information, a mission reminiscent of Google's original goals, but with a focus on AI-driven needs [4][5] Market Potential - Fenton believes that the AI search sector could give rise to companies worth hundreds of billions, highlighting the transformative impact of AI on the software stack [5][6] - Exa plans to expand its GPU cluster valued at $5 million and increase its office space to accommodate growth, reflecting the current intensity of the AI boom [6][7]