遇事不决，问问AI，正成为越来越多人的日常习惯。而在此之前，大家有什么问题，第一反应是上网搜一下。 从"搜一搜"到"问一问"，AI改变了大众获取信息的方式，更重构了品牌抢占用户心智的重要战场。 在传统搜索时代，品牌通过SEO （搜索引擎优化） 争夺搜索结果页面的排名，但在AI时代，品牌需要争夺的是 AI回答中的提及率。一个新的范式正在出现，它不是由页面排名驱动，而是由语言模型驱动——GEO （Generative Engine Optimization） ，即生成式搜索引擎优化。 2025年，伴随着大模型渗透率的提升以及深度思考模式的上线，GEO在中国逐渐成为品牌营销领域关注的焦 点。谁能让自己的内容成为AI生成答案时的"首选引用"和AI引擎眼中的"可信来源"，谁就更有机会在AI搜索时 代抢占流量曝光新风口。 搜索即答案，GEO时代来了 在传统搜索时代，用户输入关键词后，需要从海量链接中筛选信息，品牌则通过关键词堆砌、外链建设等 手段争夺搜索结果页的"黄金位置"。 但AI的介入彻底颠覆了这一逻辑—— 当用户向AI提问时，他们不再需要点击链接跳转，而是直接获得一个 整合了多来源信息的"标准答案"。 在这个过程中 ...

Alphabet and Adobe are at the top of the world in their respective industries. Alphabet is the parent company of Google, which dominates the search engine market, and Adobe has the industry-standard graphics design tools. However, the problem some investors see with these two is that their primary market is directly in the crosshairs of industries that generative AI can transform. For the search side, generative AI can aggregate results and relay information in one prompt. This eliminates some steps from a ...

Core Insights - Google maintains a relatively stable market position in the increasingly competitive AI search engine market, with its Gemini application showing strong growth momentum, achieving a 27% month-over-month increase in June [1][25] - Despite a slight decline in global search share to 89.5% in June, Google's web traffic increased by 1% month-over-month, indicating effective integration of AI capabilities to defend its search dominance [1][17] - Bank of America Merrill Lynch maintains a "Buy" rating for Google with a target price of $200, suggesting an 11% upside from the current stock price of $179.53 [1][25] Traffic Data - In June, Google's global daily web visits reached 2.7 billion, remaining flat year-over-year but increasing by 1% month-over-month [4] - ChatGPT's global traffic was 180 million, down 1% month-over-month but up 105% year-over-year, while Gemini's traffic grew 27% to 22 million, also reflecting a 105% year-over-year increase [6] - In the U.S. market, Google's daily visits were 522 million, down 1% year-over-year but flat month-over-month, while Gemini's U.S. traffic reached 3.2 million, up 148% year-over-year and 17% month-over-month [9] Search Share - Google's global search share decreased by 3 basis points to 89.5% in June, down 152 basis points year-over-year, while Bing's share was 4.0%, down 2 basis points but up 24 basis points year-over-year [17] - In the U.S., Google's search share fell by 31 basis points to 86.6%, down 86 basis points year-over-year, while Bing's share increased by 15 basis points to 7.4% [19] Mobile User Data - In June, Google's global mobile daily active users reached 2 billion, a 13% increase year-over-year and flat month-over-month [20] - ChatGPT's mobile daily active users were 225 million, up 503% year-over-year and 8% month-over-month, while Gemini's mobile users reached 32 million, up 1780% year-over-year [22] - Google added 7 million daily active users globally in June, with Gemini contributing 3.5 million and ChatGPT adding 16 million [24] Competitive Advantage through AI Integration - Analysts believe that Google's stable web traffic and search share indicate a successful transition from browsers to applications, with Gemini showing steady performance since the I/O conference [25] - The new AI model enhances Google's competitive edge by providing a more engaging conversational search experience, helping retain users within its ecosystem [25] - Upcoming catalysts for stock price include the second-quarter earnings report in August and a ruling on the Department of Justice's search case [25]

For Travel Companies That Rely On Google, AI Search Results Are Starting To Hurt https://t.co/qXvw5XzABz https://t.co/qXvw5XzABz ...

Core Insights - Alphabet's Google Cloud business is experiencing significant growth, contributing 13.6% of total revenues in Q1 2025, with revenues increasing by 28.1% year-over-year to $12.26 billion, driven by demand for AI infrastructure and generative AI solutions [1][8] - Google Cloud is expanding its market presence through partnerships, including deals with Ecobank in Africa and BBVA, which are expected to enhance its global reach and client base [4][8] Market Position - Google Cloud, alongside Microsoft, is gaining market share in the cloud sector, with Google holding 22% and Microsoft 12%, while Amazon Web Services leads with 29% [2] - The partnership with NVIDIA enhances Google Cloud's offerings, making it a preferred choice for enterprises looking to deploy AI solutions [3] Client Expansion - The collaboration with BBVA will enable the deployment of Google Workspace with Gemini across the bank's global operations, while the Ecobank partnership aims to transform financial services in Africa through advanced analytics and AI [4][8] - Google Cloud's expanding clientele is anticipated to positively impact Alphabet's overall revenue growth [4] AI Integration - Alphabet is heavily infusing AI across its products, including Google Cloud and Search, which is expected to drive user engagement and growth [9][10] - The introduction of AI Overview has led to a more than 10% increase in usage for AI-supported queries in major markets [10] Financial Performance - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, indicating a year-over-year growth of 12.17% [12] - The consensus for 2025 earnings is projected at $9.53 per share, suggesting an 18.53% year-over-year growth [13] Investment Considerations - Despite the growth potential, Alphabet's stock has underperformed compared to competitors like Microsoft and Amazon, with a year-to-date drop of 6.8% [5] - The stock is currently viewed as overvalued, with a forward Price/Sales ratio of 6.22X compared to the industry average of 5.33X [16]

作者｜冬梅 在人工智能技术蓬勃发展的时代，搜索变得比以前更加复杂。谷歌、必应、Reddit、推特、 YouTube、学术网站、天气应用上的消息纷繁杂乱，为了找到一个清晰的答案，很容易在各个网站或 应用之间跳来跳去。 为了解决这个问题，年仅 22 岁的孟买开发者 Zaid Mukaddam 开发了一款定位为"Perplexity 替代 品"的开源项目，在社区中收获了大量关注。 具体而言，使用这款 AI 搜索引擎时，能干什么？答案是可以在上面搜索网页、X 上的帖子、研究论 文、YouTube 视频等。 体验地址： h ttps://scira.ai/ Mukaddam 的故事始于 2024 年 8 月，彼时的 Mukaddam 正处于迷茫期，思考着未来的方向。 此前两个月，他一直在尝试 Vercel AI SDK，但渴望着手更有价值、能产生持久影响力的项目。就在 他踌躇之际，父亲的一番话点醒了他："你为什么不做点什么？你应该用你的技能做点什么。你无所 事事就是在浪费它们。" 这番话促使 Mukaddam 开始积极寻找灵感。 他在 x.com 上浏览时，Perplexity AI 首席执行官 Aravind Sri ...

Core Argument - A group of independent publishers has filed an EU antitrust complaint against Google regarding its use of AI Overviews, which are AI-generated results that appear at the top of Google searches and are trained on content from across the internet [1][2] Impact on Publishers - The complaint states that Google's AI Overviews misuse web content, causing significant harm to publishers, including loss of traffic, readership, and revenue [2] - Publishers are unable to opt out of their content being used for AI training without losing visibility in Google Search [2] - Publisher traffic has seen drastic declines, with some major sites experiencing drops of 27-59% according to Similarweb estimates [5] Industry Response - In response to declining traffic, many publishers, including CNN and The Verge, are implementing paywalls and seeking direct connections with readers, moving towards a "Google Zero" future [5][6] - The publishing industry is actively filing lawsuits against AI companies like OpenAI and Microsoft for using copyrighted material to train their models [6][7] - The publishing sector has faced significant challenges, leading to layoffs and closures, with 2,900 local newspapers shutting down in the US since 2005 [8]

新皮层NewNewThing . 关注AI。 以下文章来源于新皮层NewNewThing ，作者王杰夫 百度创新搜索经理陈颖梅称，未来百度的slogan应该在「百度一下，你就知道」后，再加上「得 到」和「做到」，也是对李彦宏2009年提出的「框计算」作了遥远的回应——当时百度就曾构想可 以一站式解决用户各种需求，而不仅仅是提供网页链接。 百度搜索框要变agent框 除了回答问题，还想调用工具 首先，百度将搜索框升级为「智能框」。在新框里，用户不用再以输入「关键词」的方式来搜索，输 入字符也不再受限于28个字符长度。百度称，用户可以自由地使用自然语言提问，甚至输入一篇插 入图片的千字小作文也没问题，百度可以理解复杂或模糊的问题，以及创作需求。 其次，百度的搜索结果页在提供链接的同时，也会综合各种信息生成内容结果，形式包括图表、视 频，甚至服务和工具。例如当用户询问旅行规划时，百度搜索在生成旅行日程安排的同时，还会接入 携程等旅行平台，直接提供门票、酒店等下单链接。 2025.07. 07 本文字数：1355，阅读时长大约2分钟 来源 | 新皮层NewNewThing 王杰夫 7月2日，百度在AI Day开放日上 ...

Core Insights - Baidu is undergoing a significant transformation in its search engine capabilities, marking its largest overhaul in a decade with the introduction of innovative features and products during the AI Day event on July 2 [1] Group 1: AI Integration and User Experience - The concept of AI search has evolved from traditional search methods, focusing on personalized and efficient service experiences rather than merely aggregating information [2] - The new intelligent search box allows for long text inputs and file uploads, integrating AI writing and image generation capabilities, thus redefining the boundaries of search [4] - Users can now receive detailed answers to complex queries with minimal input, enhancing the overall search experience [4] Group 2: Ecosystem and Technological Advancements - The transformation represents a comprehensive upgrade of Baidu's ecosystem, with the intelligent search box serving as a super entry point connecting various AI applications [5] - Baidu has introduced the MuseSteamer video generation model, which allows for high-quality video content creation from minimal images, lowering the barriers for video production [5] - This innovation enriches the format of search results and provides users with a more vivid and intuitive way to access information [5] Group 3: Strategic Vision and Market Position - Baidu is proactively seeking change in response to the generational shift in search engines, emphasizing the importance of user feedback and continuous improvement [7] - The company views search as a major distribution channel for intelligent agents, enhancing its appeal as a content platform through the integration of internal technologies and external resources [9] - This transformation not only solidifies Baidu's position as a national-level product but also provides a competitive edge in the new era [9]

Group 1 - The core viewpoint of the articles highlights the shift from traditional Google search to AI-driven information retrieval, with numerous startups developing tools to influence how AI models collect and present brand information, marking a new iteration of search engine optimization (SEO) [1][2] - Athena, a startup focused on AI visualization, has gained over 100 clients since its launch with $2.2 million in funding, helping brands understand AI information retrieval logic and optimize their online presence [1] - Profound has raised over $20 million to track how AI chatbots convey brand information, with clients including large enterprises like Chime, reflecting a broader trend in the industry [2] Group 2 - The traditional SEO market is valued at $90 billion, while AI search optimization is still emerging, but demand is expected to accelerate as AI visualization technology becomes more integrated into marketing practices [3] - Marketing professionals are eager to understand the mechanisms by which AI systems influence brand visibility, as the trend towards "zero-click internet" suggests that algorithmic bots may become the primary visitors to websites [2][3] - Scrunch AI has completed $4 million in funding and collaborates with over 25 clients, reporting a 9% increase in registrations through AI channels, indicating the growing impact of AI on marketing strategies [2]