Core Insights - Baidu is undergoing a significant transformation in its search capabilities, marking the largest update in a decade, with a focus on integrating AI technologies to enhance user experience and functionality [2][4][12] Group 1: Search Functionality Enhancement - The new search interface features an expanded input box that can accommodate over a thousand characters, allowing users to express complex queries without length limitations [4][5] - The AI-powered search can now understand and respond to nuanced questions, providing accurate answers to vague or complex requests [4][5] - Multi-modal input capabilities have been enhanced, enabling users to upload images, videos, and audio for more interactive search experiences [4][14] Group 2: Output and User Experience - The search results page has been restructured to provide direct answers rather than just links, improving the efficiency of information retrieval [5][7] - Baidu's new "Baidu Baikan" feature delivers structured content in various formats, including text, images, and videos, enhancing the way information is presented to users [7][21] - The integration of AI assistants allows for a more personalized and interactive user experience, with features like real-time video calls and intelligent content generation [14][16] Group 3: AI Integration and Ecosystem - Baidu aims to merge AI and search technologies deeply, moving beyond traditional search paradigms to create a more comprehensive service [11][12] - The company has established an open ecosystem, collaborating with developers and content creators to enhance the search experience and provide diverse applications [21][23] - Baidu's AI capabilities are being leveraged to create tools that simplify complex tasks, such as generating videos from simple text prompts [17][19] Group 4: Strategic Vision and Market Position - Baidu is committed to evolving its search capabilities in response to the changing landscape of AI and search engines, emphasizing the need for continuous innovation [26][28] - The company recognizes the importance of user feedback in shaping its development strategy, aiming to create a seamless and effective search experience [26][30] - Baidu's established user base of over 700 million provides a unique platform for testing and deploying new AI applications, reinforcing its competitive position in the market [30]

不是"用不起"，是"用不动"——广告太重、答案太假、体验太碎，很多人早就把搜索当跳板，不再是目的地。 过去几年，你可能早就把百度搜索当成"临时跳板"，用完即走。但这次，它动了大手术：搜索框变聪明了，结果页 更贴心了，AI助手也真的开始"帮你干事"。不是说百度翻身了，但这波改版，确实让人有点想重新点开试试看。 编辑：前沿在线 编辑部 说实话，我已经很多年没认真用过百度搜索了。 更现实点讲，在移动互联网时代，大家早就习惯直接在小红书搜穿搭、在B站搜教程、在知乎找经验帖，到了AI时代，能用 ChatGPT、Kimi、豆包的直接上LLM问问题，根本绕开搜索引擎。 百度搜索对很多人来说，甚至变成了"进错App"的代名词。 但这两天，我还是忍不住点进去试了试——因为百度刚刚把自家搜索"翻修"了，说是十年来最大的一次改版。从搜索框到搜索 结果页，再到背后的AI助手和服务平台，基本都动了。 搜索框：从"输关键词"变成"说人话"，这是第一步 百度把搜索框变成了"超级输入框"，听起来像是给自己贴了AI的标签，但体验下来，确实有些地方变得顺手了。 我们试着输入一句"有一部外国电影讲一个黑人照顾富豪的，叫什么名？"——它能直接返回《 ...

Core Insights - Baidu has announced its largest search engine overhaul in a decade, transitioning from providing links to delivering answers, supported by AI capabilities [1][2][6] - The company aims to integrate various AI functionalities, including AI writing and multimedia generation, into its search platform to enhance user experience and engagement [1][8][13] - Baidu is facing challenges in its traditional advertising revenue as the shift to AI-driven search may undermine its existing bidding ad model [3][19][21] Group 1: Transformation and Features - The search box has been redesigned to support up to 1,000 characters, allowing for more comprehensive user queries [1][8] - Baidu's AI search differentiates itself through multi-modal content generation, enabling users to receive visually rich answers and access various AI services [9][13] - The integration of AI functionalities aims to lower the barrier for users to engage with AI, allowing for input through images, videos, and audio [13][16] Group 2: Commercialization and Challenges - Baidu is exploring new advertising models, such as intelligent agent ads, which integrate product recommendations directly into search results [6][24] - Despite the growth in AI search capabilities, Baidu's advertising revenue has declined, with a reported 6% drop in Q1 [19][24] - The company has seen a significant increase in the number of advertisers using intelligent agents, with a 30-fold increase in revenue generated by these ads [23][24]

Core Viewpoint - Baidu is undergoing its most significant search overhaul in a decade, aiming to transform traditional search into a more integrated AI-driven experience, moving from merely retrieving information to delivering actionable results [2][10]. Group 1: Key Features of the Overhaul - The search box has been enlarged to accommodate over a thousand characters, allowing for file uploads and integration of AI writing and image generation capabilities [4][5]. - The search results page has evolved from providing links to directly fulfilling user needs, with the introduction of the "Bai Kan" feature that outputs structured content in various formats [4][8]. - Enhanced AI capabilities include multi-modal input options such as video calls, voice, images, and documents, along with improved multimedia output that adapts to user preferences [4][5]. Group 2: AI Ecosystem and Architecture - Baidu is focusing on building an open AI ecosystem, having launched a search open platform that includes over 18,000 quality MCPs to enhance user experience [5][11]. - The new search system is structured in three layers: a multi-modal model base, an MCP scheduling platform, and a user-facing "smart box" [6][10]. Group 3: Strategic Repositioning - The revamped search is positioned as an intelligent work platform rather than a traditional information retrieval tool, allowing users to interact using natural language and images [8][10]. - Baidu's "One Baidu" concept emphasizes the integration of various services and capabilities, aiming to create a unified platform that enhances user access to information and services [11][12]. Group 4: Commercialization and Future Directions - The shift from link-based results to content delivery is expected to impact traditional advertising models, prompting a re-evaluation of SEO strategies [15][17]. - Baidu is exploring new commercial models for AI search, including potential subscription services and intelligent enterprise search solutions [16][17].

Core Insights - Baidu has significantly upgraded its core search platform with artificial intelligence, marking the largest overhaul in a decade to stay competitive against rivals like DeepSeek [1][3] - The focus on AI and the introduction of the Ernie Bot are seen as crucial steps for Baidu to maintain its market position amidst increasing competition from both established players and new entrants [2][5] Company Developments - Baidu's search business has faced some pressure, but the emphasis on AI and the Ernie Bot represents a proactive strategy [2] - The company has made substantial changes to its search product, allowing users to input over a thousand characters, ask questions in a conversational manner, and utilize voice, images, and files for queries [7] - Baidu has integrated AI chatbot features into its search product, enabling users to generate photos, text, and videos [7] Competitive Landscape - The search market is experiencing disruption, with users increasingly turning to AI services like ChatGPT and DeepSeek, as well as short video platforms like Douyin and Kuaishou that are entering the AI search space [3][4] - Baidu's stock performance has lagged behind competitors, with a 2.5% increase this year compared to Alibaba's 30.5% surge and Tencent's 20% rise [6] Strategic Positioning - Baidu's recent moves are described as both defensive and offensive, indicating a need to assert its position in the AI sector and not be perceived as secondary to competitors like Tencent [8]

大家好，我是佩妮。 1）搜索是未来 AI 最大，也最重要的场景和入口。 不知道有多少朋友和我一样，习惯性上网第一步，都会在浏览器中自然地敲出 "baidu" 的网址。（比如测一测网连上了没 hhh） 百度花了25年的时间，在中文用户心智中建立了 "百度"等于"搜索" ，日均搜索次数达到数十亿次。 搜索几乎是 AI 时代确定性的最重要场景，目前在一级市场最热门的 AI项目，也有很多是在 搜索，浏览器 和 通用 Agent 领域； 在AI时代来临之前，传统搜索引擎的商业模式高度依赖在线营销服务，即 广告收入 。 营收占比一半以上，妥妥的 现金牛 业务。我看了下 Google 的财报，搜索贡献收入占比和百度也差不多。 搜索其实是这一波新的AI 技术变革的发源地，因其技术储备接近。 准确理解用户的意图，从海量数据和语料中查询，检索，判断，推荐，持续优化，这本来就是搜索做的事情， 所以百度也是国内最早喊出"All in AI"的公司。 AI 领域的变化是我长期关注的主题，昨天是百度 2025 AI Day ，发布了不少有意思的新产品。 尤其是主营业务搜索，号称是 10 年以来最大改版， 自己革自己的命 的那种。 众所周 ...

7月2日，百度在AI Day上正式宣布百度搜索框升级为"智能框"。在基础逻辑上，百度搜索有了更清晰的呈现：即底层（LLM+视频生成模型），中间层 （MCP+agent工具+真人服务）与上层（智能框+百看+AI助手升级）的全新生态架构。 在人们的印象中，搜索是什么样的？一个框、一句话、一个问题，你就可以从这个搜索框里得到所有的答案。 如果这个搜索框有了自己的"意志"呢？ 如果"答案"已不再是简简单单的文字聚合呢？ 一个多月前，Google在I/O大会上用AI全家桶炸场，其中最为关键的变化之一，就是宣布AI搜索从实验室"毕业"，正式进入人们的生活。谷歌CEO Sundar Pichai在会上表示，AI模式可以使搜索长度达到传统谷歌搜索的两到三倍，有时甚至是五倍。在AI模式下,可以进行复杂的数据可视化、代理结账、AI购 物试穿…… 人们不得不感慨，AI已深刻影响每个人的生活。一个月后，百度同样默契迎来近十年来最大改版，一个全新的搜索框呈现在人们眼前。 7月2日，百度在AI Day上正式宣布百度搜索框升级为"智能框"。在基础逻辑上，百度有了更清晰的呈现：即底层（LLM+视频生成模型），中间层 （MCP+agent工具 ...

从搜索框、搜索结果页到搜索生态全面革新。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 7月2日，在百度AI Day开放日上，百度搜索宣布进行十年来最大改版，从搜索 框、搜索结果页到搜索生态全面革新。 百度搜索框升级为「智能框」，支持超千字的文本输入，拍照、语音、视频等能力也全面加强，支持 直接调取 AI写作、AI作图等工具。 用 AI重塑搜索结果页的「 百看」功能升级，不仅支持图文、音 视频混合输出内容，还接入智能体、真人服务等能力。「 AI助手」加入视频通话，提升多模态输 入、富媒体输出、一站式工作台及深度搜索能力。智能创作能力升级，一句话即可生成三分钟创意视 频，支持分镜编辑，自定义画面内容。截至目前，百度搜索开放平台已接入1.8万+优质MCP，成为 国内最大的AI生态。 某种程度上而言，百度搜索的自我变革，一方面是在 通过一系列新产品、新功能的重构 来持续扩大 能力边界 ，另一方面则是在重新定义 "搜索的价值"。毕竟，未来的 AI 搜索不再是简单的广告模 式，取而代之的将是更加协同的商业价值与变现方式。 依托底层能力持续迭代进化 从通 ...

完整早报音频，请点击标题下方小耳机收听 【百度湖北总代理破产清算，因渠道模式变革失去收入来源】 6 月 30 日，武汉世纪百捷网络科技 有限公司发布公告，称公司计划依法启动清算程序。世纪百捷在公告中表示："随着百度渠道模式的 变革与百捷的业务合作即将终止，我们失去了收入来源，公司运营陷入了无法挽回的困境。"世纪百 捷称已竭尽全力寻求各种可能的解决方案，但未能找到足以支撑公司持续发展的新业务方向。而对于 这些员工的安排，世纪百捷在公告中也有涉及，其表示全体员工的薪资将发放至 2025 年 6 月 30 日。 （金融界） 武汉世纪百捷网络科技有限公司 重要公告 关于公司未来安排的重要沟通 亲爱的公司百度业务全体同仁: 自公司成立至今的整个征程中,我们并肩奋斗,共同铸就了无数值得铭记的 成就。每一份成绩、每一次突破、每一份荣耀,都凝聚着大家的智慧、汗水、忠 诚与不懈努力。在此,公司由衷地向每一位伙伴致以最崇高的敬意和最深切的感 谢!正是因为有你们,才铸就了我们共同的辉煌过往。 然而,随着百度渠道模式的变革与百捷的业务合作即将终止,我们失去了收 入来源,公司运营陷入了无法挽回的困境。尽管我们已竭尽全力寻求各种可能的 ...

对于占据国内搜索市场重要份额的百度而言，"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不 得不变"。 用户获取信息的渠道已经发生剧变：他们不再将搜索视为唯一信息入口，海量需求流向抖音、小红书 等内容平台；同时，百度还要面对包括阿里夸克、秘塔、360纳米搜索等AI搜索新势力玩家的挑战。 百度此次改版最直接的变化是经典的搜索框变大，成为"智能框"。原本只支持几十个字的搜索框， 现在能放得下超千字的长文本，也可以上传文件，直接集成了AI写作、AI画图等功能。不过记者测试 发现这些AI功能还未全量开放，目前处于灰度梯度测试阶段。 2025.07. 02 本文字数：1304，阅读时长大约3分钟 作者 | 第一财经 刘佳 "忘掉搜索。" 7月2日，在百度宣布迎来了搜索业务十年来最大一次改版后，百度副总裁、百度搜索总经理赵世奇 在接受第一财经等媒体采访时这样说。 2022年ChatGPT的横空出世，搜索是互联网圈最先拉响警报的行业。但行业期待的颠覆性变革并未 即刻发生。直到2024年7月，OpenAI才正式推出AI搜索产品SearchGPT，谷歌推出AI Overviews 应战，而以Perplexity为代表的AI原生 ...