格隆汇9月25日｜据The Verge，微软AI负责人Mustafa Suleyman透露，微软Edge浏览器将深度整合 Copilot，在保持用户实时可见与可控的前提下，让AI可直接控制标签页、自动打开网页、阅读并汇总 信息，实现餐厅预订、价格对比等任务。Edge将演变成为直接由AI驱动的"智能体浏览器"。 ...

Group 1 - Nokia has filed a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, affecting 32 subsidiaries in 18 European countries [4][5] - Geely's European expansion plans may be hindered, with a projected export volume of 414,500 vehicles in 2024, a 57% year-on-year increase, heavily reliant on the European market [4][5] - The lawsuit targets essential patents in the cellular communication field, which could lead to a complete sales ban of Geely's vehicles in key European markets if infringement is confirmed [4][5] Group 2 - Li Auto's CEO, Li Xiang, claims that the Li i8 has no real competitors in its market segment, positioning it in a "blue ocean" where demand exists but has not been met [7][8] - The company has successfully identified and addressed unmet deep-seated consumer needs, leading to the i8's favorable market response [7][8] - Li Auto is restructuring its sales and service system, eliminating the previous five regional divisions to enhance direct management and address sales pressures [17][18] Group 3 - Tencent reported sufficient chips for AI training and plans to reduce reliance on existing GPU resources, with a significant increase in capital expenditure for AI-related business [10] - The company aims to improve AI product efficiency and performance through better understanding of user needs and habits [10] - Tencent's capital expenditure for Q2 2025 reached 19.1 billion yuan, a 119% year-on-year increase [10] Group 4 - SAIC-GM-Wuling and Huawei are reportedly upgrading their collaboration, with plans for the Baojun brand to adopt the Hi model [11] - The partnership aims to enhance the market presence of both companies in the competitive automotive sector [11] Group 5 - JD Group reported a revenue of 356.7 billion yuan (approximately 49.8 billion USD) for Q2 2025, marking a 22.4% year-on-year growth, the highest in three years [23][24] - The company's core retail business continues to accelerate, with significant growth in active user numbers and shopping frequency [23][24] - JD's new business segments, including food delivery, have also seen substantial revenue increases, with a 199% year-on-year growth [24] Group 6 - ZEEKR Technology reported a total revenue of 27.4 billion yuan for Q2 2025, with a gross margin of 20.6%, the highest in its history [39] - The company delivered 244,877 vehicles in the first half of 2025, a 14.5% year-on-year increase, indicating strong market demand [39]

Core Viewpoint - OpenAI is set to launch an AI-driven browser that aims to fundamentally change the way consumers browse the internet, directly challenging Google's Chrome, which has long dominated the market [2][4]. Group 1: OpenAI Browser Features - The upcoming OpenAI browser will integrate a chat interface and AI agent functionalities, potentially attracting its 400 million weekly active ChatGPT users [1][2]. - The browser will allow users to interact in a ChatGPT-like local interface, reducing the need for traditional website navigation [4]. - It will serve as an ideal platform for AI agents to perform tasks such as booking and form filling, enhancing efficiency and integrating AI into users' online activities [4][5]. Group 2: Market Impact and Competition - OpenAI's browser is built on Google's open-source Chromium project, which is the foundation for other browsers like Chrome and Microsoft Edge [5]. - The launch of the browser is part of OpenAI's broader strategy to maintain competitiveness against rivals like Google and Anthropic, especially after the AI boom initiated by ChatGPT [5]. - If widely adopted, the new browser could challenge Google's dominance in user data, advertising ecosystems, and search traffic, which have been bolstered by Chrome's significant market share of over two-thirds globally [7]. Group 3: Industry Trends - The AI-driven browser segment is becoming a new industry hotspot, with companies like The Browser Company and Brave also developing AI browsers capable of automating web tasks [5]. - The competition for browser market share is evolving beyond mere traffic distribution to encompass control over user behavior data and downstream service capabilities [7].