2025.10.22 本文字数：1605，阅读时长大约3分钟 作者 |第一财经 吕倩 北京时间10月22日，OpenAI再次狙击谷歌，此次直接深入腹地，直指谷歌核心浏览器搜索业务，发布 AI浏览器新品ChatGPT Atlas。美股盘中，谷歌股价一度跌超4%，盘后涨1.95%，反映市场对OpenAI冲 击谷歌命脉持观望态度。 现场发布环节，OpenAI CEO山姆·奥尔特曼（Sam Altman）明确Atlas定位：不仅是一款浏览器，更是向 代理化互联网迈出的第一步。OpenAI希望未来人们能够通过对话来使用互联网。"我们认为，AI代表着 一个十年一遇的机会，让人们重新思考浏览器应当是什么。"奥尔特曼称。 OpenAI去年便在ChatGPT中添加了搜索功能，让用户可以立即从互联网上找到及时的信息，并很快成为 使用最多的功能之一。此次发布的Atlas以ChatGPT为核心，完整链路包括外壳的开放源代码网页浏览器 项目Chromium、感知层的Context Engine、交互层的侧边栏与光标对话，以及决策与执行层的Agent Mode（代理模式）。 虽处早期阶段，但同赛道的Comet、Dia、Fellou等AI ...

Core Viewpoint - OpenAI has launched ChatGPT Atlas, an AI-native browser that integrates ChatGPT's capabilities directly into the browsing experience, aiming to redefine how users interact with the web and search for information [1][7][11]. Group 1: Features of ChatGPT Atlas - Each tab in the Atlas browser integrates ChatGPT for direct conversation, allowing users to ask questions about the current webpage without needing to switch tabs or copy-paste [12][14]. - The browser includes a context-aware assistant that can provide tailored responses based on the content being viewed, enhancing user interaction [14]. - A memory feature allows ChatGPT to remember key information from previous browsing sessions, enabling users to retrieve relevant data without re-explaining context [15][17]. - The "Cursor Chat" function enables users to select text and have ChatGPT edit or rewrite it, improving efficiency in tasks like email replies and report organization [18]. - The Agent Mode allows ChatGPT to perform a series of tasks on behalf of the user, such as research, form filling, and making reservations, streamlining the browsing experience [20][22]. Group 2: Strategic Intent and Market Positioning - The launch of the Atlas browser is seen as a strategic move to directly compete with Google, especially with the anticipated release of Gemini 3, which may reshape browser functionalities [32][33]. - OpenAI aims to establish a new traffic entry point and redefine search and advertising models, moving away from traditional keyword-based searches to a conversational interface [34][35]. - The introduction of a subscription model for the Agent features indicates a shift towards a new business model centered around browser and agent integration, potentially aligning with existing app ecosystems [36][38]. Group 3: Industry Implications - The development of the ChatGPT Atlas browser signifies a transformation in browser functionality from simple web navigation to a platform for intelligent assistance and task automation [38][39]. - The evolution of AI capabilities from passive recommendations to active execution of tasks marks a significant trend, impacting various sectors such as e-commerce, travel, and financial services [39][40].

Core Insights - Microsoft is integrating Copilot deeply into the Edge browser, transforming it into an AI-driven "intelligent browser" that can perform tasks like restaurant reservations and price comparisons while keeping users informed and in control [1] Group 1 - The integration of Copilot will allow AI to directly control tabs, automatically open web pages, and read and summarize information [1] - The Edge browser will evolve to function as a smart agent, enhancing user experience through AI capabilities [1]

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].