21世纪经济报道记者 董静怡 上海报道 谷歌正在对搜索进行彻底重塑。Gemini模型正在助力Google搜索变得更智能、更主动、更个性化。 早期测试显示，用户在此模式下的查询长度是传统搜索的2-3倍，且能通过多轮对话深入探索。谷歌宣布，AI Mode 将从5月20日开始在美国向所有用户推 出。从本周开始，Gemini 2.5也将登陆美国地区的搜索。 过去一段时间里，谷歌搜索面临着不小的挑战。市场调研机构statcounter数据显示，谷歌在全球搜索引擎市场的份额在过去六个月大部分时间都处于90%以 下，这是至少十年来从未出现过的情况，其长期近乎垄断的地位正面临挑战。 这一趋势表明，用户行为正在悄然变化，Bing等竞品和第三方聊天机器人，尤其是Chatgpt，正在逐步侵蚀谷歌的传统优势。根据OpenAI的数据，截至上个 月，每周有大约4亿人使用ChatGPT。 谷歌也做出了AI搜索的尝试。去年，谷歌推出了AI Overviews，在传统搜索结果顶部提供AI生成的摘要，帮助用户快速获取答案，而无需点击多个链接。谷 歌介绍，自去年推出以来，AI Overviews已覆盖超过15亿用户，目前已在200个国家和地区推出 ...

图片来源： Perplexity 人工智能驱动的搜索引擎 Perplexity 在过去一年中，迅速增加了订阅收入和用户数量，尽管面临谷歌和 OpenAI 免 费 AI 搜索工具的激烈竞争。此前未公开的财务数据显示了这种增长的成本。 • 公司去年创造了 3400 万美元的收入，搜索处理量仅为OpenAI的1/25，谷歌的1/900。 • 折扣金额接近订阅销售额的一半截至 2024 年年底，近26万用户（即160万订阅者中的16%）为其付费。 • OpenAI 、 Anthropic 及网络服务成本支出超 5700 万美元 根据财务文件， Perplexity 去年创造了 3400 万美元的收入。 但由于在云服务器和 Anthropic 及 OpenAI 的 AI 模 型上投入巨大（这些模型为搜索引擎的许多答案提供支持），公司消耗了约 6500 万美元现金。 这家旧金山初创公司凭借稳定的风险资本供给实现了快速增长。 Perplexity 正洽谈以 140 亿美元估值融资 5 亿美 元，这将是其一年内第四轮融资——去年底账面资金约达 8.5 亿美元。 充裕资金也使其具备收购其他初创公司的实力，从而扩充工程师团队。 ...

Core Insights - Website speed optimization has evolved into a core element affecting search rankings, user experience, and business conversion, particularly in the context of ongoing search engine algorithm iterations [1] - Google and Baidu exhibit differentiated technical paths and value orientations in speed optimization, providing a basis for enterprises to develop adaptive strategies [1] Evaluation Systems: Differentiated Layout of Core Indicators and Technical Tools - Google focuses on user experience with a quantitative evaluation system centered around Core Web Vitals, utilizing both lab data and real user monitoring (RUM) for a closed-loop optimization model [2] - Baidu has established a technology ecosystem centered on MIP (Mobile Instant Page), setting dual speed standards and integrating speed diagnostic modules in its mobile-friendly testing tools [3] Technical Implementation: Differentiated Optimization Paths and Resource Deployment - Google employs code splitting and lazy loading to reduce the first-screen code size by 60%, while also optimizing rendering through inlining critical CSS and implementing efficient font loading strategies [5] - Baidu mandates the use of certified MIP components and enforces a caching system through MIP Cache, ensuring global node coverage via its CDN [12] Mobile Adaptation: The Competition Between Responsive Design and MIP Ecosystem - Google has adopted a mobile-first indexing approach since 2021, prioritizing mobile content for crawling and ranking, while Baidu allows for the coexistence of PC and MIP sites under specific guidelines [11] Optimization Effect Evaluation: The Link Between Data Metrics and Business Value - Google reports a 27% increase in exposure for pages meeting Core Web Vitals standards in mobile search, while LCP optimization can enhance e-commerce add-to-cart rates by 8.3% [15] - Baidu's MIP pages enjoy a threefold increase in crawling speed and a 15% improvement in ad fill rates, with eCPM rising by 22% [15] Future Trends: Technological Evolution and Compliance Challenges - The integration of 5G and AI technologies is expected to usher in a new phase of predictive loading and intelligent resource scheduling, necessitating agile technical platforms for enterprises to meet evolving search engine requirements [14]

Core Insights - The article emphasizes the importance of achieving "Baidu Instant Indexing" for website operators, detailing the technical and content strategies necessary for rapid search engine content indexing [1] Group 1: Website Authority Foundation - Establishing a stable website authority is crucial for achieving Baidu Instant Indexing, with a daily unique visitor count exceeding 1,000 typically leading to faster indexing responses [3] - Continuous output of high-quality content is recommended to enhance overall site ratings, while server response times should be maintained under 200 milliseconds [3] - Proper configuration of the robots.txt file and regular updates of the XML sitemap are essential to avoid blocking important directories and ensure all valid links are included [3] Group 2: Content Originality Assurance - High-quality original content is a key factor for triggering Baidu Instant Indexing, with the "Hurricane Algorithm" penalizing pages with over 60% content duplication [4] - A professional content review mechanism should be established, utilizing plagiarism detection tools to ensure text originality [4] - Content structure should follow the "inverted pyramid" writing principle, with core keywords included in the first 200 words and appropriate distribution of LSI keywords [4] Group 3: Page Code Optimization Standards - Technical code optimization is vital for ensuring rapid indexing, with page load times kept under 3 seconds through methods like CSS/JS file compression and GZIP compression [5] - The use of structured data markup (Schema Markup) helps search engines accurately understand page content, with recommendations to include Article type structured data for each article [5] - Images must have alt attributes and be stored in webp format, with individual file sizes recommended to be under 200KB [5] Group 4: Real-time Push Interface Utilization - The Baidu Webmaster API push function is an effective tool for accelerating indexing, allowing for link submission that can reduce indexing time to minutes [6] - An automated push mechanism should be established within the CMS system, along with stable daily update frequencies for sitemaps [6] - Push frequency should align with actual content production to avoid triggering anti-cheat mechanisms, and news sites are advised to apply for Baidu News Source permissions for better indexing priority [6] Group 5: Indexing Anomaly Monitoring System - A comprehensive monitoring system is necessary to maintain instant indexing effects, utilizing Baidu's "Crawl Diagnosis" tool to regularly check spider crawling status [7] - An alert mechanism should be set up for when the indexing rate of new pages falls below 70% within 24 hours, prompting investigation [7] - Common issues to monitor include sudden increases in dead links, server logs showing numerous 503 error codes, and the presence of malicious redirects [7] Group 6: Continuous Optimization Strategy - Achieving Baidu Instant Indexing requires a dual approach of technical optimization and content development, with meticulous management of each aspect from server response speed to original content production [7] - A monthly SEO health check system is recommended to track indexing data changes and adjust optimization strategies accordingly [7] - Staying updated with Baidu's algorithm changes and official announcements is essential for maintaining rapid indexing effectiveness over the long term [7]

Core Insights - Baidu has launched the first deep search (DeepSearch) in China based on a content library of over 10 billion items, enhancing the search experience with innovative features like personal knowledge base and creative canvas [1] Group 1: Product Features - The new DeepSearch allows users to engage in a "think and search" experience, integrating advanced functionalities for content creation [1] - Features such as industry report document analysis, work report generation, and webpage creation are now supported [1] - These functionalities are available for free to all users, accessible through the Baidu PC homepage search box [1]

Group 1 - Bill Ackman has made significant investments in the automotive sector, particularly in Uber Technologies, acquiring over 30 million shares, making it the largest holding in the Pershing Square portfolio [2][4] - Ackman increased his stake in Hertz Global Holdings by 18%, with a purchase of 12.7 million shares that was initially undisclosed due to confidentiality [2][3] - Pershing Square exited its position in Nike, previously holding 18.8 million shares, marking a complete divestment [3][5] Group 2 - The latest 13F filing reveals that Ackman and Pershing Square currently hold 11 stocks, with Uber representing 19% of the portfolio, followed by Brookfield Corporation at 18% and Restaurant Brands International at 13% [4][6] - Other notable holdings include Howard Hughes Holdings at 12%, Chipotle at 9.1%, and Canadian Pacific at 8.7% [6] - The portfolio has seen significant changes, with Hilton Worldwide Holdings decreasing by 45% and Google Class C shares down by 16% [5][6]

智东西5月13日消息，据彭博社等外媒报道，美国AI搜索引擎初创公司Perplexity正接近完成一轮5亿美元（现汇率约合36亿元人民币）融资， 由风险投资机构Accel领投。 融资完成后，公司估值将达到140亿美元（现汇率约合1008.01亿元人民币），虽然未及其早先设想的180亿美元目标估值，但相较于六个月前 的90亿美元估值仍实现了大幅增长，增幅达到50亿美元。 Perplexity成立于2022年，总部位于旧金山，致力于构建下一代AI搜索引擎，挑战谷歌在搜索引擎领域长达20年的主导地位。作为生成式AI领 域最受瞩目的创业公司之一，其在短短一年内估值从10亿美元飙升至30亿美元，再到如今的140亿美元，展现出强劲的发展势头。 然而，该公司也正面临来自谷歌和OpenAI在搜索业务上的激烈竞争。 01.对标谷歌与OpenAI，Perplexity推出新型浏览器 以及多位科技行业重量级人物，如亚马逊创始人Jeff Bezos、OpenAI联合创始人Andrej Karpathy、谷歌AI高管Jeff Dean、Meta首席AI科学家 Yann LeCun等。 据悉，此轮融资是Perplexity 18个月内完成 ...

5月7日晚谷歌大跌，源于一条"苹果开始聚焦AI搜索"的新闻。海豚君把彭博原文看了下，主要核心有两点。下面来简单聊一聊。 但不管如何，AI搜索对传统搜索用户端的份额侵蚀，是必然的，未来的搜索很可能会被切割于各个AI应用中，甚至消失于AI Agent完成任务过程中（无 需用户一步步提问引导，Agent自己能实现每一环节的动作）。 一、AI搜索对传统搜索的侵蚀？ ——确实存在，目前主要存在于用户搜索份额之间，这也是海豚君近期点评反复提及的估值压制点之一。虽然短期对广告主的预算分配的影响，只能说暂 时有限。但苹果高管的言论，情绪面上无疑加剧了市场对谷歌搜索颠覆风险的担忧。 4月苹果Safari搜索量首次下滑，Cue把问题归结为AI搜索的分流影响。但谷歌在业绩电话会上，透露随着AI Overview渗透率走高，整体搜索量是在提升 的，第三方机构披露的搜索活跃度的数据也能给到相关佐证。 海豚君认为，很可能是不同平台之间的差异。在移动端，AI App的搜索问答体验很丝滑，因此要从Safari切换到一个AI chatbot/AI专业搜索的App（比如 ChatGPT和Perplexity），甚至是Google自己的Chrom ...

在位者的日子不好过，我们不是石油公司，也不是牙膏——这些东西会永远存在......但 10 年后你可能不需要 iPhone 了。 这个将 iPhone 与石油和牙膏做对比的，是苹果服务业务的高级副总裁 Eddy Cue——讲出这话时，他正在 Google 反垄断诉讼的法庭上。 2018 年，前苹果软件工程总监 Bethany Bongiorno 和前苹果设计师 Imran Chaudhri 共同创立了 Humane，主要目的是开发人工智能驱动的创新技术。 这家公司创立之初可谓是备受瞩目，陆续获得了 OpenAI CEO Sam Altman 和微软等明星人物或公司的青睐，拿下 2.4 亿美元的投资。 而 Humane 也不负众望，2023 年底，他们推出的第一个硬件，就拿两位创始人的老东家开刀，在「代替 iPhone」的口号下，Ai Pin 出现在我们面前。 Ai Pin 形似一个方形别针，外壳经阳极氧化或抛光处理，表面覆盖康宁大猩猩玻璃触控板，顶部倾斜的面板中集成激光投影模组和折叠式 ToF 摄像头，还 设计了信号灯，用于提示摄像头与麦克风的工作状态。 Eddy Cue 是苹果公司的资深元老，自 1989 ...

Core Viewpoint - Google faces increasing threats to its search engine business from AI competitors, particularly after Apple revealed plans to integrate AI services into its Safari browser, which could impact Google's default search engine status and revenue stream [1][3]. Group 1: Market Dynamics - Apple is exploring AI integration in its Safari browser, which could jeopardize Google's $20 billion annual revenue from being the default search engine [1]. - There has been a notable decline in search volume for Safari, marking the first drop in history, indicating potential market share loss for Google [1]. - Google's search engine business accounts for a significant portion of its total revenue, making it a critical area of concern for investors [1]. Group 2: Financial Performance - Google's stock price fell by 7.3% on the day of the news, with a cumulative decline of 6% for the week, resulting in a market capitalization loss of $120 billion [1]. - The expected price-to-earnings ratio for Google over the next 12 months is 15, below the historical average of 21 over the past decade, while Microsoft's is significantly higher at 30 [5]. - Despite the recent downturn, Google's search engine advertising business showed resilience, contributing to stock price increases prior to the recent drop [3]. Group 3: Analyst Sentiment - Over 80% of analysts maintain a "buy" rating for Google, although this is lower than the ratings for Microsoft, Amazon, and Meta [6]. - Analysts suggest that despite slowing search volume growth, Google's revenue growth remains robust, with some recommending buying on dips [6]. - Caution is expressed by some analysts regarding overly optimistic profit expectations for 2025, indicating potential volatility in market share and profitability [6][7].