智通财经APP注意到，由英伟达(NVDA.US)支持的Perplexity AI推出了一款名为Comet的AI驱动网络浏 览器，这家初创公司正努力挑战Alphabet(GOOGL.US)旗下谷歌的统治地位。 Perplexity称，在Comet中，用户数据仅存储在本地浏览器中，绝不会用于模型训练。 从7月9日开始，Comet将面向Perplexity Max订阅用户开放。该公司表示，仅限邀请的访问权限将在夏季 逐步向候补名单用户开放。新用户还将获得有限数量的邀请名额用于分享。 去年，微软(MSFT.US)支持的OpenAI为ChatGPT添加了搜索引擎功能，并于近期向所有用户开放该服 务。谷歌也推出了一项名为"AI概览"(AI Overviews)的AI驱动搜索功能，该功能于去年亮相。 该公司在周三的博客文章中表示："Comet将整个浏览会话转变为单一、无缝的交互，将复杂的工作流 程简化为流畅的对话。" Comet允许用户在统一的界面中提问、执行任务和进行研究。该浏览器配备了Comet助手，可以比较产 品、总结内容、预订会议等。 Perplexity表示，Comet能在保持完美上下文的情况下执行完整的工作流程 ...

A group of publishers has filed an EU antitrust complaint against Google over its use of AI Overviews, according to a report from Reuters last week. AI Overviews are AI-generated results trained on content across the internet that appears at the top of Google searches.The complaint comes from a group of independent publishers who want the EU to take some action against Google scraping and repackaging their content, according to a document seen by Reuters."Google's core search engine service is misusing web ...

Core Viewpoint - The Independent Publishers Alliance has filed an antitrust complaint against Google, alleging misuse of web content for AI Overviews in Google Search, which has led to significant harm for publishers, particularly in traffic, readership, and revenue loss [1] Group 1 - The complaint states that publishers do not have the option to opt out of their material being used in AI summaries unless they are willing to disappear from Google search results entirely [1] - Google has been adding AI-generated summaries to search results for over a year, and this feature is reportedly causing major traffic declines for news publishers [2] - Google argues that new AI experiences in Search create opportunities for content and businesses to be discovered, and claims about web traffic are often based on incomplete data [3]

Google’s controversial AI-generated summaries — which have been blamed for crushing the traffic of US news sites — have drawn an antitrust complaint in the European Union from a group of independent publishers.The complaint, dated June 30 and submitted by the Independent Publishers Alliance, accuses Google of abusing its dominant position in online search by promoting its own AI-generated summaries over links to original content.The filing by the Independent Publishers Alliance, seen by Reuters, requests th ...

对于占据国内搜索市场重要份额的百度而言，"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不 得不变"。 用户获取信息的渠道已经发生剧变：他们不再将搜索视为唯一信息入口，海量需求流向抖音、小红书 等内容平台；同时，百度还要面对包括阿里夸克、秘塔、360纳米搜索等AI搜索新势力玩家的挑战。 百度此次改版最直接的变化是经典的搜索框变大，成为"智能框"。原本只支持几十个字的搜索框， 现在能放得下超千字的长文本，也可以上传文件，直接集成了AI写作、AI画图等功能。不过记者测试 发现这些AI功能还未全量开放，目前处于灰度梯度测试阶段。 2025.07. 02 本文字数：1304，阅读时长大约3分钟 作者 | 第一财经 刘佳 "忘掉搜索。" 7月2日，在百度宣布迎来了搜索业务十年来最大一次改版后，百度副总裁、百度搜索总经理赵世奇 在接受第一财经等媒体采访时这样说。 2022年ChatGPT的横空出世，搜索是互联网圈最先拉响警报的行业。但行业期待的颠覆性变革并未 即刻发生。直到2024年7月，OpenAI才正式推出AI搜索产品SearchGPT，谷歌推出AI Overviews 应战，而以Perplexity为代表的AI原生 ...

Citizens JMP analyst Andrew Boone upgraded Alphabet GOOGL GOOG from Market Perform to Market Outperform with a price forecast of $220 on Thursday.Boone’s upgraded outlook is primarily driven by the belief that Artificial Intelligence (AI) will serve as a net tailwind for Google. He argues that the impact of ChatGPT on diverting search queries away from Google is currently negligible and insufficient to materially affect its results.Conversely, AI is seen as expanding Google’s search opportunities by address ...

ToplineGoogle AI Overview and AI Mode could further slash online media revenue. Will Reddit capitalize on its user-generated content to defy this trend?The Google AI logo appears on a smartphone screen in this illustration photo in Reno, United States, ... More on December 18, 2024. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty Images Key FactsAI chatbots are replacing Google search which devastates some online publishers’ traffic. Publishers are cutting staff and are stru ...

Core Viewpoint - Alphabet is at a critical juncture, with its stock rebounding from a 52-week low, indicating a potential entry into a new bull market despite mixed investor sentiment [1][2]. Bull Case for Alphabet - Alphabet is maintaining its dominance in the tech sector, showcasing AI innovations at the Google I/O 2025 conference, particularly through its Gemini AI models, which positions the company for future growth [3]. - Analysts, including JPMorgan, have reiterated an Overweight rating on Alphabet, with a price target of $195, highlighting the company's advancements in AI and monetization potential [3]. - The stock is forecasted to have an 18.86% upside, with a 12-month price target of $199.75 [4]. - Google Search retains approximately 88% market share in the U.S., and despite emerging AI alternatives, its scale and integration keep it central to internet usage [5]. - The integration of AI into core products is yielding results, with "AI Overviews" reaching over 1.5 billion users across 140 countries, monetized similarly to traditional search results [6]. - Alphabet's diversified revenue streams are growing, with YouTube generating $10.47 billion in ad revenue last quarter, and Google Cloud gaining traction with AI-powered solutions [7]. - The current valuation appears attractive, trading at 16.3x forward earnings and 18.5x trailing earnings, suggesting a potential buying opportunity for long-term investors [8]. Bear Case for Alphabet - The primary concern is the potential erosion of Google's search dominance, particularly with competition from AI-powered alternatives and the possibility of Apple switching its default search engine [9][10]. - Ongoing antitrust litigation in the U.S. and EU poses regulatory risks, targeting Google's dominance in ad tech and search, while privacy laws limit data collection capabilities [13]. - Despite various initiatives, Alphabet's innovation has not yet significantly accelerated earnings growth, raising concerns about a potential value trap if AI initiatives do not compensate for declining search dominance [14].

Core Viewpoint - Google is integrating advertisements into its new AI Mode for online search to counter the competition posed by ChatGPT, which has been attracting search queries away from Google [1][3]. Group 1: Advertising Integration - The integration of advertising into generative AI chatbots has been a significant concern, as these chatbots have generally avoided disrupting user experience with ads [2]. - Advertising constitutes over two-thirds of Google's revenue, making it essential for the company's financial health [2]. - Google is testing ad integration within AI Mode responses, building on insights from AI-generated summaries known as "Overviews" [4]. Group 2: AI Mode Features - Google's AI Mode aims to provide a more conversational interaction during search queries, offering answers in various formats such as video, audio, or graphs [3]. - AI Overviews, which display comprehensive AI-generated responses above traditional links and ads, have reached over 1.5 billion users globally since their introduction [5]. Group 3: Competitive Landscape - Google's push into generative AI intensifies competition with OpenAI's ChatGPT, which has also integrated search functionalities into its chatbot [7]. - Google is making AI tools available to advertisers to enhance online marketing content creation, similar to initiatives by Meta, its primary rival in online advertising [7][8].

"更智能""更主动" 21世纪经济报道记者董静怡 上海报道 在2025年谷歌I/O开发者大会上，AI几乎贯穿整场发布会。自去年 谷歌宣布进入"Gemini时代"后，AI就成了发布会的绝对主角，"更智能"、"更主动"是更新迭代的核心。 在此次发布会上，谷歌除了发布升级版的Gemini 2.5模型，也全面重构了其产品体系，将Gemini AI嵌入 所有核心业务，从搜索到生产力工具，从智能助手到XR（扩展现实）设备。 Gemini不再被视为单一的语言模型，而是将其定位为整个AI生态的核心架构，用户和开发者面对着全 新的AI交互模式。 与此同时，谷歌也在推动AI从被动工具向主动代理（Agent）转变，行业普遍认为2025年将会是AI智能 体爆发的一年。就在一天前，微软在Build大会上广泛布局Agent生态，进一步印证了这一趋势的行业共 识。 站在AI时代的十字路口，科技巨头也面临着前所未有的挑战与机遇。 Gemini重构一切 谷歌对AI时代全面拥抱。据初步统计，在2小时的发布会里，Gemini被提及95次，AI被提及92次。这两 个关键词几乎构成了整场发布会的叙事主线。 谷歌在发布会上公布的数据显示，去年同期，谷歌 ...