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].

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].

面对这一趋势，360凭借在AI领域的深厚积累，率先对传统搜索进行了革新。梁志辉回顾了360在AI搜 索领域的探索历程，共经历了三个重要阶段。最初，AI搜索主要依赖于对用户问题的预总结，但这 种"记忆+检索"的模式局限性明显，难以应对复杂多变的用户需求，搜索结果往往不尽如人意。 在北京近期举办的一场科技盛会上，360集团副总裁梁志辉就AI领域的最新进展发表了精彩演讲，其核 心议题聚焦于"AI时代的超级搜索入口"。 梁志辉指出，传统搜索引擎在用户体验上存在明显短板。用户需精确输入关键词以获取信息，但一旦关 键词数量超过一定限制，搜索结果的质量便大打折扣。统计显示，传统搜索中，约40%的用户需求是寻 找特定网址或资源，而60%以上则是寻求问题解答。然而，随着AI大模型的兴起，用户的搜索习惯正发 生深刻变化，从谨慎选择关键词转向自由提问，提问式搜索占比已高达90%，剩余10%则涉及创作、改 写等多样化需求。 360还在手机端和PC端产品中开放了智能体创建功能。用户只需掌握prompt编写技巧，即可调用平台内 置的100多个国内外优质模型。对于部分付费模型，平台已完成内置集成，无需用户进行海外注册，这 一设计极大地降低 ...

Core Viewpoint - The Competition and Markets Authority (CMA) is considering measures to enhance consumer choice and control over Google's search services in the UK, potentially requiring changes to how Google operates its search engine [1][4]. Group 1: Proposed Measures - The CMA may require Google to implement "choice screens" to facilitate easy switching between search engines [1]. - Other considerations include enabling users to transfer their browser history to different providers and ensuring transparency in search result ordering and AI-generated summaries [2]. - The CMA is contemplating designating Google with "strategic market status," which would grant the regulator more authority over Google's search operations [3]. Group 2: Rationale and Impact - The initiative aims to provide consumers with "more choice and control" and to foster innovation within the UK tech sector and the broader economy, as stated by CMA's chief executive, Sarah Cardell [4]. - The CMA noted that the average UK individual conducts five to ten searches daily, with Google's services being essential for over 200,000 UK businesses [4]. - The CMA's investigation suggests potential avenues for making the search market more open and competitive [5]. Group 3: Current Status and Future Considerations - The announcement is part of an ongoing investigation that began in January, and a final decision on the proposed remedies is expected in October [9][10]. - The CMA plans to address more complex issues related to Google's market position and its impact on internet publishers and rival search firms in the latter half of 2026 [10]. - Google is currently facing scrutiny in both the US and EU, with significant legal challenges and fines related to its market dominance [13].

（原标题：剑指谷歌(GOOGL.US)搜索霸权！英国拟首次援引新规强化管控） "这些有针对性且适度的措施将为英国企业和消费者提供更多选择，让他们能更好地掌控与谷歌搜索服 务的互动方式，同时为英国科技行业及整体经济释放更多创新机遇，" 她指出。 智通财经APP获悉，英国竞争监管机构周二表示，正提议将谷歌(GOOGL.US)列为"战略市场地位"企 业，以强化对该美国科技巨头搜索引擎业务的管控。 英国竞争与市场管理局(CMA)表示，这是英国根据新出台的科技巨头监管制度提出的首例认定，此项认 定将授权监管机构强制谷歌确保其搜索结果的商业排名更加公平。 该机构还提出，如果10月最终认定通过，将采取措施要求谷歌简化用户访问竞争对手搜索服务的流程， 并为其内容出现在搜索结果中的出版商提供更高的透明度和控制权。此外，谷歌应提升数据便携性，以 帮助新企业将创新产品推向市场。 作为英国今年获得新监管权限后首例认定对象，谷歌目前占据英国90%以上的搜索市场份额。CMA首 席执行官Sarah Cardell表示，尽管谷歌为市场带来了显著效益，但监管机构发现其市场运作仍有提升竞 争与创新的空间。她补充道，CMA已制定针对谷歌的后续监管 ...