抢夺AI时代用户入口！谷歌、微软上演“浏览器之战”

华尔街见闻

2025/08/11

人工智能时代的用户入口争夺战正在激烈上演，谷歌正试图让微软重温上世纪90年代的反垄断噩梦。这家搜索巨头正在资助"浏览器选择联盟"(Browser Choice Alliance)，联合Opera、Vivaldi等浏览器厂商，指控微软利用Windows操作系统垄断地位不当推广Edge浏览器。据媒体11日报道，微软最近宣布为Edge浏览器提供重大AI升级，将CoPilot助手深度嵌入浏览器，使其...

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href=\"https://wallstreetcn.com/articles/3753099\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014542.SGD","symbol_name":"United Income Focus Trust Acc 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Google, Microsoft staged \"browser war\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":1,"USJW.SI":0.6,"GOOG":1,"MSFT":1},"content_text":"人工智能时代的用户入口争夺战正在激烈上演，谷歌正试图让微软重温上世纪90年代的反垄断噩梦。\n这家搜索巨头正在资助\"浏览器选择联盟\"(Browser Choice Alliance)，联合Opera、Vivaldi等浏览器厂商，指控微软利用Windows操作系统垄断地位不当推广Edge浏览器。\n据媒体11日报道，微软最近宣布为Edge浏览器提供重大AI升级，将CoPilot助手深度嵌入浏览器，使其能够控制用户标签页执行预订等任务。这一举措被视为在AI时代争夺关键用户入口的重要布局。\n据知情人士透露，尽管谷歌并非浏览器选择联盟的唯一资助方，但却是最大的金主。这并不令人意外，因为谷歌在这场较量中面临最大损失——微软及其合作伙伴OpenAI正寻求挑战谷歌的搜索霸主地位。\n桌面端成为AI竞争新战场\n尽管智能手机已成为人们最常用的计算平台，但桌面和笔记本电脑仍是完成实际工作的主要工具——这正是AI制造商声称能提供最大帮助的任务类型。\n行业的目光正重新聚焦于浏览器创新。除了现有巨头，市场上涌现出如The Browser Company的Dia浏览器、Perplexity的Comet等新玩家，据称OpenAI也在研发自己的浏览器产品。赢得浏览器之战的核心在于培养新的用户习惯。Perplexity向媒体透露，安装其Comet浏览器的用户，每日进行的AI查询次数是之前的三倍。\n微软已率先行动。其最近宣布，Windows用户的默认浏览器Edge已获得重大AI升级，内置的CoPilot助手可以直接操控用户标签页，理论上能像人类一样完成任务。这一举措旨在将Edge从一个单纯的网页浏览工具，转变为一个强大的AI交互中心。\n“诱导性设计”指控重现，谷歌资助联盟施压微软\n为了对抗微软的攻势，“浏览器选择联盟”正在积极收集证据。该联盟由谷歌及Opera、Vivaldi等规模较小的浏览器制造商组成，他们指控微软采取了一系列不公平竞争手段。\nBCA称，当Windows用户尝试下载替代浏览器时，系统会弹出不必要的安全警告；而在进行Windows系统更新时，微软则利用“诱导性设计”（dark patterns），诱使用户将Edge重新设置为默认浏览器。BCA聘请的前微软律师、现竞争法律师Gene Burrus表示：\n\n“他们正在重复使用20、25年前完全相同的策略。”\n\n谷歌一位发言人称：\n\n“我们对微软利用有据可查的诱导性设计，让Windows用户难以继续使用他们偏好的浏览器感到担忧。”\n\n目前，BCA表示其在美国的目标是提高“公众意识”，暂未提起法律诉讼。但在欧洲，该联盟已向监管机构游说，称微软仅部分遵守了新的竞争法规。此外，据媒体报道，BCA成员Opera已向巴西竞争机构提出申诉。\n微软反击：市场主导者并非我们\n面对指控，微软方面予以反击，并指出谷歌的抱怨颇具讽刺意味。一位微软发言人表示：\n\n“主导浏览器市场的不是微软，而是谷歌。”\n\n微软提供了数据作为论据：目前在全球桌面浏览器市场，谷歌占据了68%的份额，而Edge浏览器仅占5%。微软同时强调，就在一年前，谷歌自身也因滥用市场默认选择权而被裁定为非法垄断者。该发言人补充说：\n\n“正如美国司法部的案件所证实的，谷歌利用与其合作伙伴（如Opera）的分销协议来排挤搜索领域的竞争。”\n\n有分析认为，尽管谷歌的抱怨存在虚伪成分，但这并不会降低其投诉的有效性。监管机构应该关注微软在AI时代塑造消费者新行为方面的控制力。正是\"默认\"地位帮助谷歌建立并维持了其在搜索领域的巨大垄断——这也是为什么谷歌每年向苹果公司支付超过200亿美元，确保其成为iPhone上首选搜索引擎的原因。\n在这种情况下，对谷歌有利的做法至少也有利于AI领域其他公司的健康竞争。赢得浏览器之战的公司将获得丰厚回报，但它们应该通过实力而非预装或暗黑模式来获胜。可行的竞争对手应该始终有公平机会挑战市场领导者。微软必须控制其最激进的本能，否则可能会发现历史正在重演。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}