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头部平台相继被约谈,问题出在哪?
Xin Lang Cai Jing· 2025-09-24 23:14
如果说网络空间是意见广场,那么热搜榜则像是广场中醒目的风向标。许多用户都以此作为浏览信息的索引,并在潜意识中认为热搜榜展示的,就是值得 关注的。可纵观某些平台的热搜榜,常年充斥着明星网红的琐事八卦,未经核实的恶性案件,乃至涉及网络暴力、未成年人隐私的芜杂信息。各路营销 号、自媒体又攀附于此,每每将一些没头没尾的话题炒至霸屏。热搜榜的变味儿,着实令人唏嘘。 数字时代,网络平台是重要信息出口,头部平台更体现出愈发明显的媒体属性。但上述事实证明,很多平台获得了巨大市场份额,却忘记了"能力越大责 任越大",一味推崇流量至上的商业逻辑。一旦受到质疑,平台便搬出算法说事。无论各种排行,还是定制推送,处处言必算法,但又说不清道不明。但 将信息的把关与筛选很大程度上交由算法与流量,结果必然是一地鸡毛。机构团队策划炒作,博主大V推波助澜,网友被"推"着贡献关注度、参与度,平 台再继续借数字巩固自己的"江湖地位"。循环往复之下,结果必然是乱象频仍,热搜榜的变味儿不过是表现之一罢了。 对几大平台集中整治处罚,也是对整个行业的纠偏。《网络信息内容生态治理规定》明确,互联网平台在信息内容管理方面具有"主体责任",应"加强本 平台网络信 ...
美股异动|阿里巴巴股价飙升创新高AI布局引发投资热潮
Xin Lang Cai Jing· 2025-09-24 23:13
Group 1 - Alibaba's stock price showed strong performance, with over 8% increase in Hong Kong stocks, reaching a new high since October 2021 [1] - The surge in stock price is closely related to Alibaba's significant initiatives, including collaboration with Nvidia on Physical AI and the launch of new AI models like Qwen3-Max and Qwen3-VL [1] - Alibaba's CEO emphasized the future of artificial intelligence lies in the development of Super AI (ASI), which will surpass human cognitive abilities and provide new solutions for complex global issues [1] Group 2 - Notably, the stock price increase was also supported by well-known investors like Cathie Wood, with Ark Invest purchasing a substantial amount of Alibaba shares, sending positive market signals [2] - Alibaba plans to significantly increase its investment in AI infrastructure from 2022 levels to 2032, further driving innovation in computing power and technology [2] - The combination of Alibaba's ambitions in AI and cloud computing, along with its long-term strategic layout, presents a potential long-term investment opportunity for investors [2]
Google (GOOGL) Unveils Biggest Chrome Upgrade Ever With AI Integration
Yahoo Finance· 2025-09-24 20:28
Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks on Market Radar. On September 19, Citizens JMP analyst Andrew Boone raised the price target on the stock to $290.00 (from $250.00) while maintaining a Market Outperform rating. The rating follows Google’s announcement of major AI integrations into Chrome. Google has introduced the “next Chrome era,” which it believes is the “biggest upgrade to Chrome in its history.” Google AI has been integrated in Chrome across multiple levels, the firm noted. Gemini ...
阿里巴巴重注AI宣布合作英伟达 股价翻倍“木头姐”时隔4年买入
Chang Jiang Shang Bao· 2025-09-24 19:15
Core Viewpoint - Alibaba's stock price surged by 9.16% on September 24, reaching a four-year high of 174 HKD per share, driven by the announcements made at the 2025 Cloud Summit, including a partnership with NVIDIA and the launch of seven large model products [1][7]. Group 1: Stock Performance - Alibaba's stock has doubled since the beginning of the year, reflecting strong market interest and investor confidence [1][7]. - The company's market capitalization increased by 283.8 billion HKD on the same day [8]. Group 2: AI Investments and Developments - Alibaba announced a significant investment of 380 billion CNY (approximately 380 billion HKD) in AI infrastructure, with plans for further investments [1][6]. - The company launched seven large model products, including Qwen3-Max and Qwen3-Coder, and reported over 300 open-source models available for download [6][7]. Group 3: Future AI Vision - CEO Wu Yongming emphasized that achieving Artificial General Intelligence (AGI) is just the beginning, with a vision for Super Artificial Intelligence (ASI) as the next milestone [2][3]. - Wu outlined a three-stage path to ASI: emergence of intelligence, autonomous action, and self-iteration, positioning large models as the next generation of operating systems [3][4]. Group 4: Strategic Partnerships - Alibaba's collaboration with NVIDIA focuses on various aspects of Physical AI, including data synthesis, model training, and environment simulation [6][7].
Despite Google's recent victory, a flurry of competition cases could still change how the tech giants do business
TechXplore· 2025-09-24 19:08
Core Viewpoint - A US judge recently ruled against breaking up Google, despite previous findings of its monopoly in the online search market, amidst ongoing antitrust investigations involving major tech companies in both the EU and the US [1][2]. Antitrust Investigations - There are over 45 ongoing antitrust investigations targeting major tech companies, including Google, Microsoft, Apple, Amazon, and Meta, primarily under the EU Digital Markets Act and US competition laws [1][2]. - Investigations focus on both longstanding competition legislation and newer issues that have arisen in recent years [3][4]. Google Specifics - In August, US Judge Amit Mehta decided against ordering a breakup of Google or forcing the sale of its Chrome browser, instead imposing other commitments on the company [5]. - The European Commission fined Google €2.95 billion in September 2025 for favoring its own advertising services over competitors [6]. Other Tech Companies - Microsoft, Apple, and Meta are also under investigation, with Microsoft facing scrutiny for tying its Teams software to its Office 365 suite, initiated by a complaint from Slack [10]. - Apple was fined €500 million for breaching the Digital Markets Act by restricting app developers from directing users to cheaper deals outside its app store [12]. - Meta was fined €200 million for its "pay-or-consent" advertising model, which was found to breach the Digital Markets Act [14]. Regulatory Implications - The European Commission can impose fines up to 10% of a company's total worldwide turnover for non-compliance, with potential increases for repeated infringements [15]. - Companies may need to alter their business practices significantly to avoid hefty fines and restrictions, impacting their profitability [8][9]. User Experience Changes - Users may experience changes in how they interact with services, such as reduced linking in Google Maps due to perceptions of dominance in the search market [17]. - The expectation is that big tech companies will face more constraints in their business models, particularly regarding market competition [18].
Did Alphabet Just Say "Checkmate" to OpenAI?
Yahoo Finance· 2025-09-24 14:00
Core Insights - The introduction of ChatGPT has raised concerns among analysts regarding Alphabet's dominance in Google Search as consumers increasingly turn to chatbots for queries [2][3] - Despite these concerns, Alphabet's financial resilience, strategic partnerships, and product evolution indicate that the company is well-prepared to defend its market position and may even emerge stronger amid rising competition [3] Financial Performance - Alphabet's advertising revenue from Google Search has shown consistent growth over the past year, with figures as follows: - Q3 2024: $49.4 billion (12% YOY growth) - Q4 2024: $54.0 billion (12% YOY growth) - Q1 2025: $50.7 billion (10% YOY growth) - Q2 2025: $54.2 billion (12% YOY growth) [4] - The data suggests that advertisers continue to view Google as an effective channel for online engagement, indicating that ChatGPT and other large language models do not pose significant threats to Google's market share [5] Profitability and Strategic Investments - Alphabet's advertising business operates at high profit margins, providing a buffer against potential market share erosion from LLMs [6] - The company has been reinvesting its cash flow into next-generation products, a strategy that is already in execution [6] - Significant resources have been allocated to expanding Alphabet's cloud infrastructure to compete with Microsoft Azure and Amazon Web Services, with a focus on custom-built hardware like Tensor Processing Units (TPUs) for advanced AI workloads [7]
美股异动 | 阿里巴巴(BABA.US)涨近9% 年内暴涨114%
智通财经网· 2025-09-24 13:48
智通财经APP获悉,周三,阿里巴巴(BABA.US)开盘涨近9%,创四年新高,年内股价累涨114%,现报 177.70美元。消息面上,在2025阿里云栖大会上,阿里巴巴正式宣布与英伟达开展Physical AI合作。合 作覆盖了Physical AI的实践的各个方面,包括数据的合成处理,模型的训练,环境仿真强化学习以及模 型验证测试等。另外,目前阿里正积极推进3800亿的AI基础设施建设,并计划追加更大的投入。 摩根士丹利发表报告称,预期阿里巴巴全球数据中心耗电量到2032年将较2022年增加10倍,并可能进一 步加大人工智能投资。同时,阿里巴巴发布了最新旗舰模型Qwen3-Max以及升级版的百炼智能体平 台。该行持续看好阿里巴巴作为中国最佳AI赋能者的地位,重申阿里巴巴目标价200美元,评级"增 持"。 ...
Dan Niles Says Alphabet (GOOG) Will Have the ‘Best App’ for AI – ‘They’re in Great Shape’
Yahoo Finance· 2025-09-24 13:00
We recently published These 10 Stocks are Buzzing After Important Analyst Calls. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks analysts were recently talking about. Dan Niles, Niles Investment Management founder and portfolio manager, said in a latest program on CNBC that he believes Alphabet will have the “best app” in terms of AI. Niles said Alphabet’s biggest edge is the user data it has because of YouTube. “I look at Google for the long term and I go, I think they’re going to have the best app in ...
Jefferies Lifts Baidu (BIDU) Target on AI Advances and Strong Customer Adoption
Yahoo Finance· 2025-09-24 12:45
Baidu, Inc. (NASDAQ:BIDU) ranks among the best hot AI stocks to buy right now. Jefferies retained its Buy rating on Baidu, Inc. (NASDAQ:BIDU) and raised its price target from $108 to $157 on September 17. The firm stated that Baidu has been acquiring major customers for AI collaboration, and that the company’s recent advancements in AI were the main cause of the higher valuation. Twin Design / Shutterstock.com Along with its advancements in Kunlun chip development, Jefferies emphasized Baidu’s expanding ...
腾讯元宝,想要再造一个“微信”
3 6 Ke· 2025-09-24 12:12
元宝,已经"入侵"微信生态的各个角落。 用户可以让元宝帮你总结公众号文章核心观点,解答视频中的专业问题,甚至把它当作随身百科全书的智能顾问。 这意味着,微信生态池中的内容场景,已然全量接入了元宝,向后者开放。 而在更早的时候,微信先是在搜一搜场景中,直接挂上元宝的服务入口,更是随后直接开放了功能,让用户可以将元宝添加为好友,以Chatbot的形式内 嵌至用户的聊天页面。 足见在AI时代,微信正在不竭余力地为元宝输血,从而尽可能地将元宝推向更广泛更普遍的人群中。 就在上周五,腾讯元宝AI,宣布其现已全量上线公众号和视频号评论区。用户在公众号、视频号评论区使用时,只需在文章评论区输入@符号,选择官 方"元宝"即可召唤AI助手,输入想提问的问题后,元宝便能作出相应回答。 当然,也不只是微信。整个腾讯,全部动了以来。 3月,元宝宣布与腾讯文档正式打通,5月,元宝先是与腾讯新闻完成功能对接,后与微信读书、起点读书实现打通...... 肉眼可见,包括微信在内,几乎腾讯系所有的主流TO C应用,都向元宝开放了自身核心场景,目的只有一个,那就是快速催熟元宝的做大。 这就是腾讯当前的第一要务。 无论是PC时代的QQ,还是移动互 ...