在信息获取方式深刻变革的当下，"搜索"二字正经历前所未有的重构。 随着互联网产品形态和内容生产场景的不断丰富，人们的搜索动作开始在搜索引擎之外，进行更多可 能性的探索。内容+算法的搭配，让非搜索引擎的产品在不同场景下，获得了完成搜索需求的能力， 加上"场景"的加持，一部分用户的搜索行为也随着浏览习惯被不同程度的分散。 用户的搜索行为和诉求边界都在不停止地向外延展，不再仅仅满足于在单一搜索框中输入关键词，获 取一个简单链接列表。微信"搜一搜"深入社交与内容腹地，抖音以短视频重塑信息获取体验，小红书 的"有用性"和"真实分享"让年轻人习惯在"他者"的生活中找寻答案。 搜索动作正分散至各类超级应用的使用场景之中，传统搜索引擎的围墙开始被各种非传统意义的"搜 索入口"撬开缝隙。 不过另外一个有利的视角是，随着更多"外围搜索选手"的加入，让搜索本身的业 务边界获得了不设限的拓展，逐步在公众认知中建立，搜索也不再仅仅是获得信息，它所能够承载的 服务也在极大丰富。 传统搜索引擎在围墙被撬开的同时，也获得了一个更广阔的商业市场。在建立在信息检索之上的竞争 环境下，AI加持下的新搜索时代争夺战，正迎来一场全新洗牌。 搜索本质是 ...

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+真人服务）与上层（超级智能框+百看+AI助手升级）的全新生态架 构。 或许，新搜索的叙事已经开始了。 01 更大的搜索框，还是搜索吗？ 从最直观的视觉呈现上，百度搜索的框真的变大了。 更为具体的说，底层有文心大模型、视频生 ...

"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不得不变"。 "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原生搜索平台如今估值达140亿美元，用"答案引擎"模式冲击传统搜索逻辑。 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 ...

把传统的搜索框"变大"成为智能框，是百度搜索改版最直接的变化，这背后的考量不止技术竞争。7月2日，百度搜索宣布进行十年来最大改版，支持超千字 文本输入，可直接调取AI写作、AI作图等工具，升级了"百看"和AI助手功能，接入中文音视频一体化生成模型MuseSteamer等。简单来说，百度搜索不再只 有工具属性，从连接信息变成解决问题。其实，并不只有百度搜索在与传统搜索框做区隔，3月夸克推出AI超级框时强调了解答问题与达成任务，360旗下 的纳米AI同样主打AI搜索。ChatGPT火爆之初，业界就数次揣测搜索引擎在大模型时代的形态和地位，当下新故事正在上演。 "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，可以上传文件，直接集成AI写作、AI画图等功能。智能框的理解能力也有明显提升"，百度 创新搜索产品经理陈颖梅7月2日向媒体介绍。 她这样举例，"有一部外国电影讲的是一个黑人照顾一个残疾人，残疾人是一个富豪，电影名是什么，谁拍的"，当用户输入上述模糊需求，百度搜索会直接 给出答案：《触不可及》。搜索结果页也出现变化，比如用户提问"最近有什么适合送礼的数码产品"，"以前百度搜索会给出一堆链接，现在可以帮用 ...

Core Viewpoint - Baidu has undergone a significant transformation in its search engine, marking the largest overhaul in nearly a decade, aiming to redefine user experience and enhance functionality through AI integration [1][10][11]. Group 1: New Features and Functionalities - The new AI smart box replaces the traditional search bar, allowing for searches of over 1,000 characters and supporting file uploads in more than 10 common formats [13][14][15]. - The "Bai Kan" feature automatically analyzes and matches user needs, presenting the most relevant multimodal rich media content first [2][31]. - The AI-generated camera has evolved to automatically diagnose issues from images without requiring user input, enhancing user interaction [6][23][30]. Group 2: User Experience Enhancements - The search results interface has been revamped to prioritize the most useful and relevant content, eliminating the need for users to sift through multiple links [31][35]. - Users can now receive structured recommendations, such as categorized TV show suggestions with ratings, and detailed information about local coffee shops, including ratings and travel plans [42][45]. - The AI assistant has been upgraded to support various tasks, including writing code and generating videos, making it a versatile tool for users [8][50][56]. Group 3: Competitive Landscape - Baidu's transformation reflects a broader trend among major tech companies, including Google and Apple, which are also reshaping their search functionalities to remain competitive in the AI era [10][11][76]. - The shift in user expectations towards more intelligent and personalized search results is driving this transformation, as users seek more than just basic information retrieval [75][76]. Group 4: Technological Foundations - The overhaul is supported by the new Wenxin 4.5 series language models and video generation models, which enhance the capabilities of Baidu's AI tools [63][71]. - Baidu's strategy combines both open-source and self-developed technologies, positioning itself uniquely in the market by integrating leading industry models while advancing its proprietary technologies [72][73][74]. Group 5: Future Implications - This transformation signifies a shift from traditional search engine functionalities to a platform-oriented approach, where search engines will need to execute tasks and create content, not just retrieve information [76][77]. - The success of this radical change will not only impact Baidu's future but also influence the overall direction of the search industry [78].

Baidu is overhauling China’s most popular search engine with AI features and a voice function in its most sweeping revamp for years https://t.co/j5yJvoyQa0 ...

智通财经APP获悉，谷歌"涂鸦"(Google Doodle)是Alphabet(GOOGL.US)最有价值的版面资源，而在周 二，这家公司利用这一位置来推广其最新的AI搜索产品——AI Mode。在谷歌Chrome浏览器的起始页和 谷歌首页上，都展示了一幅动画图像，点击后会引导用户进入AI Mode页面，即公司的最新搜索产品。 该涂鸦图像还包含一个分享按钮。 在"涂鸦"上推广AI Mode，正值这家科技巨头努力让更多用户接触其最新AI功能之际，因为其正面临来 自多家人工智能初创企业的竞争压力。这些企业包括开发ChatGPT的OpenAI、推出Claude的Anthropic， 以及自称为"AI驱动的答案引擎"的Perplexity AI。 AI Mode由谷歌的旗舰AI模型Gemini提供支持，自发布以来，该工具已经向更多美国用户推出。用户可 以通过文本、语音或图像向AI Mode提问。谷歌表示，AI Mode让用户更容易获得复杂问题的答案，而 这些问题过去可能需要多次搜索才能解决。 今年5月，谷歌曾测试在搜索栏正下方直接展示AI Mode功能，取代了"手气不错"(I'm Feeling Lucky)按 钮 ...

Google CEO Sundar Pichai addresses the crowd during Google's annual I/O developers conference in Mountain View, California on May 20, 2025.The Google Doodle is Alphabet's most valuable piece of real estate, and on Tuesday, the company used that space to promote "AI Mode," its latest AI search product.Google's Chrome browser landing pages and Google's home page featured an animated image that, when clicked, leads users to AI Mode, the company's latest search product. The doodle image also includes a share bu ...

Core Viewpoint - The S&P 500 has rebounded and is up nearly 4.4% year to date, with mega-cap tech companies like Meta, Microsoft, and Nvidia performing well, while Tesla, Apple, and Alphabet are underperforming due to their lack of significant AI advancements [1][2]. Group 1: Performance of Mega-Cap Tech Companies - Tesla, Apple, and Alphabet are lagging behind their peers in the "Magnificent Seven" due to their unproven AI strategies [4]. - Tesla's stock has recovered from a 45% drop earlier this year, largely due to investor optimism following its robotaxi event, despite weak vehicle delivery numbers [6]. - Apple has not made significant AI improvements to its product suite, although it has introduced new tools and updates that claim to leverage AI capabilities [8]. Group 2: Market Challenges and Opportunities - Apple is losing market share in key markets like China due to competition from Xiaomi, Huawei, and Vivo, and while it could benefit from AI, it has not yet seen significant gains from it [9]. - Alphabet's Google Cloud is the third-largest player in cloud computing, and its YouTube platform can benefit from AI, but there is uncertainty regarding how AI will impact Google Search, which is a major revenue source [10][12]. - The integration of AI into Google Search could be crucial for Alphabet to maintain its competitive edge, as it faces challenges from AI-powered search competitors [13]. Group 3: Valuation and Investment Considerations - The sell-off in Apple and Alphabet stocks may be overblown, as both companies have reasonable valuations (31.2 P/E for Apple and 18.6 for Alphabet) and generate substantial free cash flow [15]. - Apple's upcoming product launch could be pivotal in regaining investor confidence and demonstrating its capabilities in hardware and software [16]. - Alphabet's strong ad revenue from Google Search remains robust despite competition, suggesting potential for continued growth [17]. Group 4: Investment Outlook - Long-term investors may find Tesla, Apple, and Alphabet attractive despite their current underperformance, as they do not have to align with short-term market sentiment [18]. - Among the three, Alphabet presents a compelling risk-reward profile due to its low valuation, with Apple as a close second [19].

Core Insights - The core topic of the discussion is "Super Search Entry in the AI Era," highlighting the evolution of search engines in response to changing user behaviors and the integration of AI technologies [1] User Experience Challenges - Traditional search engines require precise keyword input, leading to a decline in search result quality when keyword limits are exceeded. Approximately 40% of users seek specific websites or resources, while over 60% look for answers to questions [3] - User search habits are shifting from careful keyword selection to free-form questioning, with question-based searches now accounting for 90% of user interactions [3] Evolution of AI Search - 360 has undergone three significant phases in AI search development. The initial phase relied on a "memory + retrieval" model, which struggled with complex user needs [3] - The second phase involved integrating large models with search capabilities for intent recognition, improving search intelligence but with limited user experience enhancement [3] Introduction of AI Search 3.0 - 360 launched AI Search 3.0, featuring a "Task Engine" that autonomously plans tasks based on user needs, significantly improving user experience by addressing complex queries [4] - The upgraded Nano AI has evolved into a Super Search Intelligent Agent, capable of transitioning from simple keyword searches to complex reasoning [4] Functionality of Nano AI - Nano AI can handle intricate requests, such as organizing a group outdoor climbing event, by intelligently breaking down tasks and providing comprehensive information [4] - The system utilizes a "task tree" approach to decompose complex tasks into manageable sub-tasks, delivering detailed results [4] Overcoming Challenges - The 360 team faced challenges in leveraging large models for complex problem decomposition, coordinating multiple intelligent agents, and ensuring high delivery success rates [5] - To address these issues, 360 developed AI-specific tools and a collaborative framework involving over 80 models to enhance the intelligent cooperation system [5] User Empowerment - 360 has introduced features for users to create their own intelligent agents on mobile and PC platforms, lowering the barrier to entry for utilizing AI [5] - The launch of the Nano AI Super Search Intelligent Agent signifies the arrival of an era where individuals can leverage AI to transform from information consumers to value creators [5]