遇事不决，问问AI，正成为越来越多人的日常习惯。而在此之前，大家有什么问题，第一反应是上网搜一下。 从"搜一搜"到"问一问"，AI改变了大众获取信息的方式，更重构了品牌抢占用户心智的重要战场。 在传统搜索时代，品牌通过SEO （搜索引擎优化） 争夺搜索结果页面的排名，但在AI时代，品牌需要争夺的是 AI回答中的提及率。一个新的范式正在出现，它不是由页面排名驱动，而是由语言模型驱动——GEO （Generative Engine Optimization） ，即生成式搜索引擎优化。 2025年，伴随着大模型渗透率的提升以及深度思考模式的上线，GEO在中国逐渐成为品牌营销领域关注的焦 点。谁能让自己的内容成为AI生成答案时的"首选引用"和AI引擎眼中的"可信来源"，谁就更有机会在AI搜索时 代抢占流量曝光新风口。 搜索即答案，GEO时代来了 在传统搜索时代，用户输入关键词后，需要从海量链接中筛选信息，品牌则通过关键词堆砌、外链建设等 手段争夺搜索结果页的"黄金位置"。 但AI的介入彻底颠覆了这一逻辑—— 当用户向AI提问时，他们不再需要点击链接跳转，而是直接获得一个 整合了多来源信息的"标准答案"。 在这个过程中 ...

Alphabet and Adobe are at the top of the world in their respective industries. Alphabet is the parent company of Google, which dominates the search engine market, and Adobe has the industry-standard graphics design tools. However, the problem some investors see with these two is that their primary market is directly in the crosshairs of industries that generative AI can transform. For the search side, generative AI can aggregate results and relay information in one prompt. This eliminates some steps from a ...

Core Insights - Google maintains a relatively stable market position in the increasingly competitive AI search engine market, with its Gemini application showing strong growth momentum, achieving a 27% month-over-month increase in June [1][25] - Despite a slight decline in global search share to 89.5% in June, Google's web traffic increased by 1% month-over-month, indicating effective integration of AI capabilities to defend its search dominance [1][17] - Bank of America Merrill Lynch maintains a "Buy" rating for Google with a target price of $200, suggesting an 11% upside from the current stock price of $179.53 [1][25] Traffic Data - In June, Google's global daily web visits reached 2.7 billion, remaining flat year-over-year but increasing by 1% month-over-month [4] - ChatGPT's global traffic was 180 million, down 1% month-over-month but up 105% year-over-year, while Gemini's traffic grew 27% to 22 million, also reflecting a 105% year-over-year increase [6] - In the U.S. market, Google's daily visits were 522 million, down 1% year-over-year but flat month-over-month, while Gemini's U.S. traffic reached 3.2 million, up 148% year-over-year and 17% month-over-month [9] Search Share - Google's global search share decreased by 3 basis points to 89.5% in June, down 152 basis points year-over-year, while Bing's share was 4.0%, down 2 basis points but up 24 basis points year-over-year [17] - In the U.S., Google's search share fell by 31 basis points to 86.6%, down 86 basis points year-over-year, while Bing's share increased by 15 basis points to 7.4% [19] Mobile User Data - In June, Google's global mobile daily active users reached 2 billion, a 13% increase year-over-year and flat month-over-month [20] - ChatGPT's mobile daily active users were 225 million, up 503% year-over-year and 8% month-over-month, while Gemini's mobile users reached 32 million, up 1780% year-over-year [22] - Google added 7 million daily active users globally in June, with Gemini contributing 3.5 million and ChatGPT adding 16 million [24] Competitive Advantage through AI Integration - Analysts believe that Google's stable web traffic and search share indicate a successful transition from browsers to applications, with Gemini showing steady performance since the I/O conference [25] - The new AI model enhances Google's competitive edge by providing a more engaging conversational search experience, helping retain users within its ecosystem [25] - Upcoming catalysts for stock price include the second-quarter earnings report in August and a ruling on the Department of Justice's search case [25]

For Travel Companies That Rely On Google, AI Search Results Are Starting To Hurt https://t.co/qXvw5XzABz https://t.co/qXvw5XzABz ...

Core Insights - Alphabet's Google Cloud business is experiencing significant growth, contributing 13.6% of total revenues in Q1 2025, with revenues increasing by 28.1% year-over-year to $12.26 billion, driven by demand for AI infrastructure and generative AI solutions [1][8] - Google Cloud is expanding its market presence through partnerships, including deals with Ecobank in Africa and BBVA, which are expected to enhance its global reach and client base [4][8] Market Position - Google Cloud, alongside Microsoft, is gaining market share in the cloud sector, with Google holding 22% and Microsoft 12%, while Amazon Web Services leads with 29% [2] - The partnership with NVIDIA enhances Google Cloud's offerings, making it a preferred choice for enterprises looking to deploy AI solutions [3] Client Expansion - The collaboration with BBVA will enable the deployment of Google Workspace with Gemini across the bank's global operations, while the Ecobank partnership aims to transform financial services in Africa through advanced analytics and AI [4][8] - Google Cloud's expanding clientele is anticipated to positively impact Alphabet's overall revenue growth [4] AI Integration - Alphabet is heavily infusing AI across its products, including Google Cloud and Search, which is expected to drive user engagement and growth [9][10] - The introduction of AI Overview has led to a more than 10% increase in usage for AI-supported queries in major markets [10] Financial Performance - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, indicating a year-over-year growth of 12.17% [12] - The consensus for 2025 earnings is projected at $9.53 per share, suggesting an 18.53% year-over-year growth [13] Investment Considerations - Despite the growth potential, Alphabet's stock has underperformed compared to competitors like Microsoft and Amazon, with a year-to-date drop of 6.8% [5] - The stock is currently viewed as overvalued, with a forward Price/Sales ratio of 6.22X compared to the industry average of 5.33X [16]

作者｜冬梅 在人工智能技术蓬勃发展的时代，搜索变得比以前更加复杂。谷歌、必应、Reddit、推特、 YouTube、学术网站、天气应用上的消息纷繁杂乱，为了找到一个清晰的答案，很容易在各个网站或 应用之间跳来跳去。 为了解决这个问题，年仅 22 岁的孟买开发者 Zaid Mukaddam 开发了一款定位为"Perplexity 替代 品"的开源项目，在社区中收获了大量关注。 具体而言，使用这款 AI 搜索引擎时，能干什么？答案是可以在上面搜索网页、X 上的帖子、研究论 文、YouTube 视频等。 体验地址： h ttps://scira.ai/ Mukaddam 的故事始于 2024 年 8 月，彼时的 Mukaddam 正处于迷茫期，思考着未来的方向。 此前两个月，他一直在尝试 Vercel AI SDK，但渴望着手更有价值、能产生持久影响力的项目。就在 他踌躇之际，父亲的一番话点醒了他："你为什么不做点什么？你应该用你的技能做点什么。你无所 事事就是在浪费它们。" 这番话促使 Mukaddam 开始积极寻找灵感。 他在 x.com 上浏览时，Perplexity AI 首席执行官 Aravind Sri ...

Core Argument - A group of independent publishers has filed an EU antitrust complaint against Google regarding its use of AI Overviews, which are AI-generated results that appear at the top of Google searches and are trained on content from across the internet [1][2] Impact on Publishers - The complaint states that Google's AI Overviews misuse web content, causing significant harm to publishers, including loss of traffic, readership, and revenue [2] - Publishers are unable to opt out of their content being used for AI training without losing visibility in Google Search [2] - Publisher traffic has seen drastic declines, with some major sites experiencing drops of 27-59% according to Similarweb estimates [5] Industry Response - In response to declining traffic, many publishers, including CNN and The Verge, are implementing paywalls and seeking direct connections with readers, moving towards a "Google Zero" future [5][6] - The publishing industry is actively filing lawsuits against AI companies like OpenAI and Microsoft for using copyrighted material to train their models [6][7] - The publishing sector has faced significant challenges, leading to layoffs and closures, with 2,900 local newspapers shutting down in the US since 2005 [8]

新皮层NewNewThing . 关注AI。 以下文章来源于新皮层NewNewThing ，作者王杰夫 百度创新搜索经理陈颖梅称，未来百度的slogan应该在「百度一下，你就知道」后，再加上「得 到」和「做到」，也是对李彦宏2009年提出的「框计算」作了遥远的回应——当时百度就曾构想可 以一站式解决用户各种需求，而不仅仅是提供网页链接。 百度搜索框要变agent框 除了回答问题，还想调用工具 首先，百度将搜索框升级为「智能框」。在新框里，用户不用再以输入「关键词」的方式来搜索，输 入字符也不再受限于28个字符长度。百度称，用户可以自由地使用自然语言提问，甚至输入一篇插 入图片的千字小作文也没问题，百度可以理解复杂或模糊的问题，以及创作需求。 其次，百度的搜索结果页在提供链接的同时，也会综合各种信息生成内容结果，形式包括图表、视 频，甚至服务和工具。例如当用户询问旅行规划时，百度搜索在生成旅行日程安排的同时，还会接入 携程等旅行平台，直接提供门票、酒店等下单链接。 2025.07. 07 本文字数：1355，阅读时长大约2分钟 来源 | 新皮层NewNewThing 王杰夫 7月2日，百度在AI Day开放日上 ...

百度搜索的这次变革，不仅仅是搜索技术的革新，更是其生态布局的一次全面升级。智能框作为超级入口，连接着百度内部的AI应用产品与功能，如数 字人、AI相机等，为用户提供一站式服务体验。同时，百度搜索还积极对外开放，与开发者、内容创作者携手共建开放生态，共同探索AI搜索的无限可 能。 百度搜索此次还引入了商业研发团队自研的视频生成模型MuseSteamer，仅需少量图片，即可生成高质量视频内容，极大地降低了视频创作的门槛。这一 创新技术的应用，不仅丰富了搜索结果的形态，也为用户提供了更加生动、直观的信息获取方式。 在数字时代的浪潮中，"百度一下"这一国民级搜索品牌，正悄然经历一场前所未有的变革。7月2日，百度AI Day开放日活动上，百度搜索宣布了其十年来 最大规模的改版计划，一系列创新功能与产品惊艳亮相，标志着搜索体验迈入了一个全新的智能时代。 百度搜索总经理赵世奇在会后强调，今天的AI搜索，已与传统搜索概念大相径庭。搜索不再仅仅是信息的堆砌，而是智能技术的深度融入，旨在为用户 提供更加个性化、高效的服务体验。这一转变，不仅体现在输入端的智能化升级，更在于输出端的重构，搜索结果页以结构化内容呈现，直接满足用户需 ...

营销行业将此趋势称为"零点击互联网"的预兆：未来网站的主要访问者可能由算法机器人构成，而非真 实用户。尽管多数技术仍处于实验阶段，但营销从业者迫切希望掌握AI系统影响品牌知名度的机制。 Scrunch AI作为另一家入局者，已完成400万美元融资并与25家以上客户展开合作，其客户Clerk披露的 数据显示，今年通过AI渠道获得的注册量实现9%增长。 智通财经APP获悉，随着ChatGPT、Perplexity等人工智能聊天机器人重塑信息检索方式，一批新兴企业 正押注传统谷歌(GOOGL.US)搜索的衰落趋势。据业内观察，目前至少有十余家初创公司正开发工具， 帮助企业影响人工智能模型收集与呈现品牌信息的方式，这被视为下一代搜索引擎优化(SEO)的迭代形 态。 专注于人工智能可视化的初创公司Athena联合创始人Andrew Yan指出，企业花费数十年时间优化谷歌搜 索结果的传统格局正在加速转变。这家由前谷歌员工严先生上月以220万美元启动资金创立的公司，已 积累超过100家客户，其中包括Paperless Post等企业。Athena的核心业务是帮助品牌解析不同人工智能 模型的信息获取逻辑，并提供优化在线形象的 ...