当老板要求分析竞品的Deep Research功能时，如何系统性地完成一份有价值的报告？本文通过真实案例拆解竞品分析的完整流程，让你掌握 一套让战略洞察落地为可执行建议的方法论。 前面三篇讲了为什么做、评什么、怎么选竞品。这篇我用一个真实案例，把整个流程串起来走一遍。 案例背景就是开头提到的那个场景：老板说"现在其他产品都出了Deep Research功能，去帮我分析一下他们做的效果"。 拿到这个需求，我会怎么做？ 第一步：先别急着动手，把需求拆清楚 很多人拿到需求就开始打开竞品截图，这是不对的。我会先问自己几个问题： 1.1 这份报告是给谁看的？ 老板让做的，那主要受众就是老板和管理层。他们关心的是战略层面的东西：竞品在押注什么方向？我们应该怎么跟进？有没有风险？ 这意味着我的报告要结论前置，先说判断再给证据，不要铺垫太多背景。 1.2 Deep Research到底是什么？ 在分析竞品之前，我得先搞清楚这个功能本身是什么。 Deep Research是OpenAI在2025年2月首次推出的功能，核心特点是：AI能自主进行网络搜索、整合多个来源的信息、深度分析数据，最后生成一份完整的 研究报告。 和普通的A ...

竞品分析的第一步不是研究细节，而是确认目标。本文将拆解三类竞品的定义与识别方法 ——从直接抢夺用户的正面竞争者，到分流注意力的间接对手，再到可能跨界打击的潜在威 胁。掌握这套分类逻辑，你的市场分析才能精准打击要害。 上一篇我聊了竞品评测的四个维度。但在动手分析之前，还有一个更前置的问题：你选的竞品对吗？ 我见过一种情况：分析做得很细，四个维度全覆盖，图表也很漂亮，结果老板看完说"这几个产品和我 们不是一个赛道的啊"。整份报告直接作废。 竞品选错，后面全是无用功。所以这篇我专门聊怎么选竞品。 先搞清楚一个概念：什么叫竞品？ 竞品就是"竞争产品"，但竞争不是只有一种。 很多人理解的竞品就是"做一样东西的产品"，太狭隘了。实际上，只要会分走你用户的时间、注意力、 预算的产品，都可能是你的竞品。 在AI产品领域，我把竞品分成三类：直接竞品、间接竞品、潜在竞品。分清楚这三类，你的竞品选择 就不会跑偏。 三类竞品的定义和区分方法 2.1 直接竞品：用户会在你们之间"二选一" 直接竞品的特征是：同一市场、同一赛道、目标用户高度重合、核心功能高度相似。用户在选择时，会 直接把你们放在一起比较。 判断标准： 目标用户是不是同一 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sector, indicating a positive outlook for their performance [14][49]. Core Insights - The AI sector is witnessing significant advancements, particularly with the upgrade of DeepSeek R1-0528, which enhances performance and reduces hallucination rates by 45%-50% [6][20]. - The introduction of new features in ByteDance's AI collaboration platform, Douyin Space, allows for the generation of high-quality podcast audio, marking a shift in AI's role from merely content generation to effective communication [30][32]. - Grammarly has secured $1 billion in non-dilutive funding from General Catalyst, aiming to expand its AI product line and transform into a comprehensive productivity platform [35][36]. Summary by Sections 1. Computing Power Dynamics - The report notes slight fluctuations in computing power rental prices, with specific rates for various configurations [19]. - The DeepSeek R1-0528 upgrade has improved capabilities in mathematics, programming, and general logic, making it competitive with leading models [20][21]. 2. AI Application Dynamics - Gemini's average traffic increased by 19.39%, indicating growing user engagement [29]. - Douyin Space's new podcast feature can generate audio that closely mimics human speech, enhancing content delivery [30][32]. 3. AI Financing Trends - Grammarly's recent funding will support its transition to a broader AI-driven productivity tool platform, reflecting a significant shift in its business model [35][36]. 4. Market Review - The AI computing index and application index showed varying performance, with notable fluctuations in specific companies' stock prices [39][40]. 5. Investment Recommendations - The report suggests focusing on companies like Jiahe Meikang, iFlytek, and Cambricon, which are positioned to benefit from advancements in AI technology [48][49].

Investment Rating - The report maintains a "Buy" rating for the industry [1] Core Insights - The AI sector is witnessing significant advancements, particularly with the upgrade of DeepSeek R1-0528, which enhances performance and reduces hallucination rates by 45%-50% [6][7] - The introduction of new features in ByteDance's AI collaboration platform, Douyin Space, allows for seamless podcast audio generation, marking a significant step in AI's role in content creation [30][32] - Grammarly has secured $1 billion in non-dilutive financing from General Catalyst, aiming to expand its AI product line and transform into a comprehensive productivity platform [35][36] Summary by Sections Computing Power Dynamics - The rental prices for computing power have shown slight fluctuations, with specific configurations priced at 28.64 CNY/hour for Tencent Cloud and 31.58 CNY/hour for Alibaba Cloud [19] - The DeepSeek R1-0528 upgrade has improved its capabilities in mathematics, programming, and general logic, making it competitive with leading models [20][21] AI Application Dynamics - Gemini's average traffic increased by 19.39% week-on-week, indicating growing user engagement [29] - Douyin Space's new podcast feature generates natural-sounding audio, enhancing the user experience in content delivery [30][32] AI Financing Trends - Grammarly's recent funding will be used for sales, marketing, and strategic acquisitions, reflecting a strong commitment to AI-driven productivity tools [35][36] Investment Recommendations - The report suggests focusing on companies like Jiahe Meikang, iFlytek, and Cambricon, which are positioned to benefit from advancements in AI technology [48][49]

Group 1: AI Industry Insights - The China Securities Artificial Intelligence Theme Index (930713) decreased by 1.82% as of May 30, 2025, with notable stock movements including Stone Technology (688169) up by 0.96% and Zhongke Xingtu (688568) down by 9.16% [1] - The AI Artificial Intelligence ETF (512930) fell by 1.69%, with a latest price of 1.28 yuan, but showed a 2.12% increase over the past month [1] - The AI Artificial Intelligence ETF has seen a net inflow of 78.39 million yuan over the last 18 trading days, averaging 4.35 million yuan per day [1] - The AI sector is entering a 3.0 phase, focusing on the large-scale deployment of agents (intelligent entities), with 2025 potentially being the year of agents [6] Group 2: Consumer Electronics Sector - The China Securities Consumer Electronics Theme Index (931494) declined by 2.11% as of May 30, 2025, with East Mountain Precision (002384) leading the decline at 3.97% [3] - The Consumer Electronics ETF (561600) decreased by 1.94%, with a latest price of 0.76 yuan, but has increased by 24.72% over the past year [3] - The Consumer Electronics ETF has seen a significant growth in scale, adding 11.11 million yuan in the past month, ranking second among comparable funds [3] Group 3: Online Consumption Sector - The China Securities Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 2.20% as of May 30, 2025, with notable stocks like Zhangqu Technology (300315) up by 6.89% [4] - The Online Consumption ETF (159793) decreased by 1.46%, with a latest price of 0.88 yuan, but has shown a 1.49% increase over the past month [4] - The index tracks 50 companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of the online consumption sector [7]

Core Insights - The launch of Manus and the popularity of the Model Context Protocol (MCP) have accelerated the development of intelligent agents among major companies since April 2023 [1][24] - Various companies have introduced MCP services, enhancing the capabilities of their intelligent agents and breaking down software barriers, leading to improved efficiency and accuracy [3][24] Group 1: Company Developments - Alibaba Cloud launched the MCP service on April 9, 2023, followed by Ant Group, ByteDance, and Baidu introducing their respective MCP integrations throughout April [1] - By April 29, 2023, multiple domestic companies, including Yingmi Fund and Guangfa Securities, had begun offering services through Alibaba's MCP platform, covering areas such as fund advisory and stock analysis [3][19] - Baidu's integration of MCP into its products allows users to complete transactions directly through intelligent agents, marking a significant step in e-commerce capabilities [13][16] Group 2: Performance Testing - Initial tests of Alibaba's MCP service showed a limited range of services, but subsequent tests revealed a growing number of providers and functionalities [3][19] - The intelligent agent created by the reporter was able to recommend specific funds after integrating with Yingmi Fund's MCP service, showcasing the enhanced capabilities of MCP [5][4] - ByteDance's intelligent agent demonstrated significant improvements in task execution speed and accuracy after integrating MCP, completing complex tasks in a fraction of the time compared to previous methods [9][12] Group 3: Market Trends and Challenges - The integration of MCP services is transforming platforms into application stores for AI, with companies exploring new business models and user engagement strategies [23][24] - The varying number of MCP services across different platforms indicates a competitive landscape, with each company aiming to enhance their offerings [19][20] - Concerns regarding the security of MCP protocols have been raised, highlighting the need for robust measures to protect user data and ensure safe interactions between intelligent agents [29][30]