据报道，OpenAI的浏览器有望在未来数周内上线，集成聊天界面和AI代理功能。若能获得其4亿每周活跃ChatGPT用户 的拥护，OpenAI或将对谷歌广告生态、Web数据流和搜索流量产生实质冲击。 硬·AI 作者 | 鲍奕龙 编辑 | 硬 AI OpenAI即将推出AI浏览器，旨在利用人工智能技术从根本上改变消费者的网络浏览方式，直接挑战占据 市场主导地位的谷歌Chrome。 7月9日据媒体报道，OpenAI的浏览器有望在未来数周内上线，集成聊天界面和AI代理功能。 若能获得其 4亿每周活跃ChatGPT用户的拥护，OpenAI或将对谷歌广告生态、Web数据流和搜索流量产生实质冲 击。 谷歌Chrome长期作为Alphabet广告业务的支柱，为广告精准投放和流量导向自有搜索引擎提供基础 数据。 01 AI驱动浏览器： 重新定义互联网入口 报道指出，OpenAI浏览器最大特色，是让用户在ChatGPT式本地界面完成部分交互，减少传统跳转网站 的行为。同时，浏览器将深度整合AI"代理人"（agent），可代表用户完成如预订、表单填写等操作。此举 旨在推动AI服务更深入个人与工作场景，加快AI与用户日常行为的天然融 ...

Core Viewpoint - The article discusses the emerging competition in the AI browser market, highlighting the launch of Perplexity's AI browser, Comet, and the anticipated entry of OpenAI into the same space, indicating a significant shift in how users interact with the internet [2][4][33]. Group 1: Market Dynamics - The AI browser market is becoming increasingly crowded with players like Google Chrome, Apple Safari, and new entrants such as Dia and FellouAI browsers [5][6][36]. - Google Chrome currently holds a dominant position with a market share of approximately 66% [6]. - Perplexity's decision to enter the browser market stems from a rejection by Google to set its search engine as the default, prompting the need to create its own browser to connect with users [26][29]. Group 2: Comet's Features and User Experience - Comet is designed as a super intelligent assistant, integrating deeply with user tasks across browsing, searching, and entertainment [8][11]. - The browser can automatically recognize content being viewed and allows users to ask questions without needing to open new windows or copy text [18][20]. - While Comet performs well with simple tasks, it struggles with more complex requests, requiring extensive permissions from users [21][22]. Group 3: Competitive Landscape - OpenAI is also developing a browser to compete directly with Google Chrome, aiming to enhance data collection for model training and personalization [34]. - New entrants like Dia and FellouAI are positioning themselves as "AI-native" browsers, attempting to redefine user experience and bypass traditional browser functionalities [36][37]. - Google is actively enhancing Chrome with AI features to maintain its competitive edge, despite the emergence of new players [39]. Group 4: User Engagement and Growth Potential - Perplexity reported a search query volume of 780 million in May, with a month-over-month growth rate exceeding 20%, indicating a strong user base that can be leveraged for Comet [30][31]. - The competition for the next-generation "super entry point" in digital interaction is intensifying, with various companies vying for user attention in the browser space [42].

Market Overview - The three major U.S. indices showed mixed results, with the Dow Jones Industrial Average rising by 35.16 points (0.08%) to close at 42,206.82 points, while the Nasdaq fell by 98.86 points (0.51%) to 19,447.41 points, and the S&P 500 dropped by 13.03 points (0.22%) to 5,967.84 points [1] - European markets saw the DAX 30 index increase by 300.92 points (1.31%) to 23,357.63 points, while the FTSE 100 index decreased by 16.83 points (0.19%) to 8,774.97 points [1] Commodities - International oil prices fell, with Brent crude oil futures down by $1.84 (1.33%) to $77.01 per barrel, and WTI crude oil down by $0.21 (0.28%) to $74.93 per barrel [2] - COMEX gold futures decreased by 0.70% to $3,384.10 per ounce, and COMEX silver futures fell by 2.55% to $35.970 per ounce [3] Cryptocurrency - Bitcoin saw a slight increase of 0.43% to $105,087.6, while Ethereum rose by 0.74% to $2,530.68 [4] Federal Reserve and Economic Outlook - A Federal Reserve official expressed support for a potential interest rate cut in July, amidst a divided opinion among policymakers regarding the urgency of such a move [5][6] - President Trump criticized Federal Reserve Chairman Powell for not acting decisively to lower interest rates, suggesting that a reduction could save the U.S. up to $1 trillion annually [5] Geopolitical Developments - President Trump announced a two-week delay in deciding whether to take military action against Iran, contributing to a decline in oil prices [2][6] - Ongoing negotiations between Iran and European leaders have not yielded significant progress, with Iran insisting that Israel must cease its attacks before any nuclear negotiations can resume [7] Company News - Apple is reportedly in discussions to acquire Perplexity AI, which could enhance its AI-based search engine capabilities. If the acquisition does not proceed, Apple plans to integrate Perplexity as an option in its Safari browser [9]

在过去10年的大部分时间里，少数几家的科技巨头公司推动美国股市创下历史新高，并成为投资组合的 基石，但这一趋势在今年崩塌了。 尽管标普500指数在受到特朗普总统摇摆不定的贸易政策的重创后，在2025年恢复上涨，但苹果 (AAPL.US)、Alphabet(GOOGL.US)、亚马逊(AMZN.US)和特斯拉(TSLA.US)等科技巨头仍在下跌。彭博 壮丽七雄指数——包括以上公司以及Meta(META.US)、微软(MSFT.US)和英伟达(NVDA.US)——的表现 落后于标普500指数，如果这种情况持续到12月31日，这将是过去10年里第二年出现这种情况。 这与去年大不相同，当时科技股和电信股涨幅均超过35%，领涨标普500指数23%的涨幅。今年，工 业、公用事业和金融等通常落后的板块反而正在推动股市反弹。大型科技公司能否在2025年重建其历史 主导地位，是科技股投资者在开始为今年下半年做准备时面临的一个生死存亡的问题。 RGA Investments首席投资官Rick Gardner表示："市场开始更多地关注个股、公司、财务实力和创新， 而不是让围绕关税及其可能走向的不确定性真正主导讨论。如果你想开始谈论 ...

在基民圈，投资者比较诟病的是，无论基金业绩表现如何，基金经理都能实现"旱涝保收"。 以前，1个亿资金的1%管理费是100万元，100亿资金的1%管理费是1亿元，这就导致基金公司的业务核 心聚焦在规模，而非业绩。 行情好的时候，基民赚钱，基金经理悉数上台，畅谈投资理念。各种巴菲特式的投资金句乱飞，好像基 民赚钱完全是因为基金经理独到的眼光和专业，而不是行情的支持。 行情不好的时候，就找美女基金经理、医学博士这些噱头来吸引注意力，颇有投资饭圈化的感觉。 去年，东方财富网发布过一个数据，A股市场的基金经理平均年龄为38.18岁，有近35%的基金经理在35 岁以下。根据兴业证券2016年公布的数据，美国基金经理的平均年龄约55岁。 考虑到国内基金经理的学历门槛基本是硕士，再算上实习和研究年限，很多基金经理真正做大资金投资 的经验还不足10年，连一轮完整的牛熊周期都没有经历过。 一些基金经理一边拿着基民的钱"试错"，一边拿着基民的管理费和业绩提成，达哥认为其就是与市场化 脱节。 以下三个反问，大概是不少基民的心声： 由于创业板指数、深证综指还没有完全回补4月7日的跳空缺口，这意味着即便不调整，行情也容易出现 反复。 第 ...

① 【三大期指齐涨】截至发稿，道指期货涨0.72%、标普500指数期货涨0.96%、纳指期货涨1.32%。 ② 【比特币逼近10万美元，加密货币股盘前普涨】截至发稿，比特币自今年2月以来首次逼近10万美元 大关，加密货币股盘前普涨，Coinbase Global上涨4.28%，Bitfarms上涨2.9%，Strategy上涨5.25%。 ⑥ 【苹果Safari浏览器上月搜索量首次下降】苹果服务部门高级副总裁艾迪·库伊当地时间5月7日在谷歌 在线搜索反垄断案件中作证时表示，由于用户越来越多地使用人工智能，上个月，苹果Safari浏览器上 的搜索量首次下降。 ⑦ 【受美关税政策拖累，丰田预计新财年净利润将同比萎缩逾34%】日本丰田汽车公司5月8日预计， 受美国政府一系列关税政策拖累，2025财年（2025年4月至2026年3月）净利润将同比萎缩34.9%。 ③ 【英特尔盘前涨超3%】英特尔盘前涨超3%。消息面上，据外媒报道，英特尔已就晶圆代工服务方面 的合作同英伟达、谷歌两大公司进行谈判，报道还称，微软CEO纳德拉此前提到在Intel 18A上生产的芯 片设计订单已下达。 ④ 【金价跳水，日内跌超1%】截至发稿 ...