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跌家數：2

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華爾街多空激辯：估值折價，谷歌(GOOGL.US)被低估還是陷入“創新者窘境”？

智通财经网

百度搜索十年來最大改版！首頁全面開放智能體入口

百度搜索首頁將全面開放智能體入口

免費打造1000個醫生數字人，百度健康推出滿天星公益計劃

百度健康宣佈聯合10萬名醫生打造超1億條AIGC科普

雲服務器初創企業 Oxide Computing 融資 1 億美元

百度調整AI業務：心響、月匣或遭資源收緊

百度聚焦，心響失寵

谷歌：亞洲是脱碳最具挑戰性地區

知名私募但斌繼續重倉美股科技股，持股市值11.26億美元！英偉達第一重倉股，谷歌升至第二，Q2首次買入數字貨幣概念股

谷歌申請經由掩蔽的生成TRANSFORMER的文本到圖像生成專利，實現最先進的圖像生成性能

網易7月29日成交額為9880.05萬美元

百度7月29日成交額為3.89億美元

百度1000萬善款馳援華北災區

百度向華北災區提供重建家園1000萬專項基金

QuestMobile：15家互聯網企業去重移動用户超4億

北京商报官方账号

傳媒行業週報：AI編程模型技術進展顯著，開源社區關注度提升

手遊抽卡產品突漲33%引集中投訴！網易業績增速放緩下升級玩家成本

AI下半場，“超級有用”定勝負

Netease Inc7月28日成交額為1.66萬美元

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已成为其研究范围内“最受热议的股票”之一，近期投资者的讨论重点在于即将作出的有关搜索商业协议案件中赔偿措施的司法裁决。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1323995.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU1366333091.USD","IE00BFSS7M15.SGD","LU0466842654.USD","LU1951200564.SGD","SG9999014914.USD","LU0642271901.SGD","LU0456855351.SGD","LU0310799852.SGD","LU1064131342.USD","LU2092937148.SGD","LU2420271590.USD","LU2087625088.SGD","LU0211327993.USD","BK4543","LU0316494557.USD","GOOGL","BK4585","LU0323591593.USD","LU0640476718.USD","LU0444971666.USD","IE00B775SV38.USD","BK4554","USJW.SI","LU0861579265.USD","IE00B5949003.HKD","BK4566","LU0234572021.USD","LU0494093205.USD","LU1035775433.USD","LU2097344431.USD","LU1066053197.SGD","LU0342679015.USD","IE00BQXX3C00.GBP","LU0820561818.USD","LU1221951129.SGD","BK4525","LU1037948897.HKD","LU1823568750.SGD","LU2326559502.SGD","BK4514","IE00BKDWB100.SGD","LU1235294995.USD","LU1244550494.USD","SG9999014880.SGD","SGXZ31699556.SGD","IE00B1XK9C88.USD","LU1934455277.USD","GOOG","LU1720051017.SGD","SG9999002232.USD"],"gpt_icon":1},{"id":"2555767040","title":"百度搜索十年來最大改版！首頁全面開放智能體入口","url":"https://stock-news.laohu8.com/highlight/detail?id=2555767040","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555767040?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 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（来源：界面新闻）界面新闻获悉，百度搜索电脑端正在首页测试开放智能体应用入口。用户可在搜索框下方“AI应用入口”，直接调用感兴趣或已使用过的智能体。据百度内部人士透露，百度搜索首页集成的智能体主要来自文心智能体平台、搜索开放平台接入的外部优质AI应用、以及部分百度自研应用。目前该功能已在灰度测试，预计很快将全量开放。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-30/doc-infihnhn8103584.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0640798160.USD","IE00B0JY6N72.USD","LU1023057109.AUD","LU0287142896.SGD","BK4504","BK4526","BK4077","LU0359201612.USD","BK4552","BK4535","BK4585","LU0173614495.USD","BK4588","LU1115378108.SGD","LU0359202008.SGD","BK4514","BK4543","BK4579","BK4574","BK4587","BK4548","BK4602","BIDU","BK4531","BK4614","BK4612"],"gpt_icon":0},{"id":"2555258700","title":"免費打造1000個醫生數字人，百度健康推出滿天星公益計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=2555258700","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555258700?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 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Oxide Computing 融資 1 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555049616","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555049616?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 20:00","pubTimestamp":1753876814,"startTime":"0","endTime":"0","summary":"云服务器初创企业 Oxide Computing 融资 1 亿美元Max A. Cherney路透旧金山7月30日 - 云服务器制造商奥赛德计算机公司周三表示，该公司已融资 1 亿美元，以帮助公司扩大生产能力，更快地推出新产品。据塔克称，近几个月来，该公司的客户开始要求公司同时提供数十或数百套系统，Oxide 需要扩大履行此类订单的能力。此前，Oxide 在 A 轮融资中筹集了 4400 万美元，周三宣布融资后，总融资额接近 1.9 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19:34","pubTimestamp":1753875240,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：三言科技）7月30日，据字母榜，百度在七月初的组织会议上决定减少对部分产品的投入，其中包括旗下的首个C端通用AI智能体心响。心响曾被媒体称为“能用版Manus”，支持超200种功能，覆盖知识解析、旅游规划、学习办公等领域。然而，距离其4月公测不到一个季度，就传出资源收紧的消息。此外，AI社交app月匣也遭遇架构调整，团队被合入另一条业务线，业务规模“降级”。百度内部人士回应称，相关业务线不存在资源收缩，App也在正常运营中。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-30/doc-infihfyp3612509.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4077","BK4587","IE00B0JY6N72.USD","BK4579","BK4602","LU1023057109.AUD","BK4585","LU0359202008.SGD","BK4504","LU1115378108.SGD","BK4526","BK4535","LU0359201612.USD","LU0173614495.USD","BK4614","BK4548","BK4531","BK4588","BK4612","BK4552","BIDU","BK4574","BK4543","LU0640798160.USD","LU0287142896.SGD","BK4514"],"gpt_icon":0},{"id":"2555048602","title":"百度聚焦，心響失寵","url":"https://stock-news.laohu8.com/highlight/detail?id=2555048602","media":"字母榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555048602?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 18:30","pubTimestamp":1753871400,"startTime":"0","endTime":"0","summary":"百度在七月初的组织会议上，点名了几个产品，明确提到要对这些产品减少投入， 心响就包括在内。据了解，心响是百度AI智能体团队推出的产品，而在最近一段时间，一些心响产品组成员已经调离了原业务。一位百度内部资深产品人士表示，早在立项之初，一些行业内的声音对心响的落地前景产生怀疑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8lPk6IXUR0J","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4552","BK4514","LU0287142896.SGD","BIDU","BK4535","BK4077","BK4585","BK4531","BK4587","LU1023057109.AUD","BK4614","LU0640798160.USD","BK4504","BK4526","BK4602","IE00B0JY6N72.USD","LU0173614495.USD","LU0359202008.SGD","BK4612","BK4588","LU1115378108.SGD","BK4579","BK4574","LU0359201612.USD","BK4543","BK4548"],"gpt_icon":1},{"id":"2555760010","title":"谷歌：亞洲是脱碳最具挑戰性地區","url":"https://stock-news.laohu8.com/highlight/detail?id=2555760010","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555760010?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 18:19","pubTimestamp":1753870743,"startTime":"0","endTime":"0","summary":"在2025年7月30日举行的新加坡彭博可持续商业峰会上，谷歌亚太区清洁能源与电力部门主管乔治・福尔图纳托表示，亚洲是谷歌实现业务脱碳目标“最具挑战性的地区之一”。由于台湾可再生电力供应不足，日本缺乏发展大规模太阳能项目的空间，谷歌面临清洁能源获取难题。福尔图纳托指出，谷歌计划到2030年实现净零排放，并强调地热等先进技术将在弥补发电缺口方面发挥关键作用。然而，人工智能的发展带来的能源需求上升，使脱碳任务更加复杂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073018221694c3a49b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:26","pubTimestamp":1753863991,"startTime":"0","endTime":"0","summary":"格隆汇7月30日｜知名私募人但斌执掌的东方港湾近日向美国证监会SEC提供了最新的13F文件，东方港湾海外基金“Oriental Harbor Investment Fund”2025年二季度的美股持仓数据出炉。2025年二季度末，东方港湾共持有13只美股标的，持股市值合计11.26亿美元，折合人民币超80亿元，相比2025年一季度末约8.68亿美元的持股市值增长29.7%。二季度，但斌在美股第一大重仓股依然是英伟达，谷歌跃升至第二大重仓股。此外，二季度但斌首次买入数字货币概念股Coinbase，持仓额接近5470万美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073016295497275dbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:32","pubTimestamp":1753857135,"startTime":"0","endTime":"0","summary":"金融界2025年7月30日消息，国家知识产权局信息显示，谷歌有限责任公司申请一项名为“经由掩蔽的生成TRANSFORMER的文本到图像生成”的专利，公开号CN120390939A，申请日期为2023年12月。专利摘要显示，提供了文本到图像Transformer模型，其实现最先进的图像生成性能，同时比扩散或自回归模型显著更高效。在给定从预训练的大型语言模型中提取的文本嵌入的情况下，可训练示例模型来预测随机掩蔽的图像词元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/07/30143252081801.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0302445910.USD","LU1935042991.SGD","LU1280957306.USD","IE0004086264.USD","LU0823434740.USD","LU2063271972.USD","LU0289941410.SGD","LU0238689110.USD","LU0742534661.SGD","LU1066051811.HKD","LU1868836757.USD","SG9999018857.SGD","IE0034235188.USD","LU1066051225.USD","BK4592","GOOGL","LU0107464264.USD","LU0068578508.USD","LU2404859667.USD","LU0061475181.USD","LU0052756011.USD","LU0787776722.HKD","LU2471134879.HKD","LU2089284900.SGD","LU1935042215.USD","LU0994945656.USD","LU0072462426.USD","LU0251132253.USD","LU1145028129.USD","BK4554","LU0130517989.USD","LU2491050071.SGD","GB00B4QBRK32.GBP","LU0130102774.USD","GOOG","BK4612","LU1127390331.HKD","LU1633808545.USD","LU0203201768.USD","LU1815333072.USD","LU2326559502.SGD","BK4514","LU1066053197.SGD","LU1435385759.SGD","IE00BK4W5L77.USD","LU1868836591.USD","LU1235294995.USD","SG9999015978.USD","USJW.SI","LU0348723411.USD"],"gpt_icon":1},{"id":"2555052094","title":"網易7月29日成交額為9880.05萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555052094","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555052094?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 12:43","pubTimestamp":1753850626,"startTime":"0","endTime":"0","summary":"美东时间2025年7月29日，网易成交额为9880.05万美元，成交额较昨日增加36.80%，当日成交量为75.12万股。网易于2025年7月29日跌0.27%，报131.53美元，该股过去5个交易日跌5.71%，年初至今涨50.64%，过去60日涨23.97%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-29|9880.05万|36.80%|75.12万|#|2025-07-28|7222.16万|43.81%|54.69万|#|2025-07-25|5022.15万|-48.27%|37.08万|#|2025-07-24|9708.51万|42.95%|71.47万|#|2025-07-23|6791.49万|-32.87%|48.27万|网易公司成立于 1990 年代后期，最初是一家互联网门户，现已转变成为中国第二大在线游戏公司游戏的主导力量。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730124348a46ad458&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:55","pubTimestamp":1753800900,"startTime":"0","endTime":"0","summary":"灾害发生后，百度基金会迅速行动，第一时间启动应急响应机制，向灾区提供重建家园1000万专项基金。北京遭遇罕见暴雨袭击的第一时间，百度的多款产品也快速响应，推出一系列暖心举措：百度地图迅速上线了“暴雨预警”专题页面。百度地图内的出行智能体“小度想想”，这位特殊的“救灾队员”用算法编织安全网，通过AI深度思考能力，实现灾区路线智能规划，同时在危险路段启动智能预警功能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-29/doc-infieiim4419550.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","LU1115378108.SGD","BK4585","BK4535","LU0287142896.SGD","BK4531","LU0359201612.USD","BK4543","IE00B0JY6N72.USD","LU0173614495.USD","BK4526","BK4077","BK4587","BK4612","BK4602","BK4614","LU0359202008.SGD","LU0640798160.USD","LU1023057109.AUD","BK4504","BK4548","BK4552","BIDU","BK4574","BK4514","BK4579"],"gpt_icon":1},{"id":"2555406759","title":"百度向華北災區提供重建家園1000萬專項基金","url":"https://stock-news.laohu8.com/highlight/detail?id=2555406759","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555406759?lang=zh_tw&edition=fundamental","pubTime":"2025-07-29 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20:15","pubTimestamp":1753791312,"startTime":"0","endTime":"0","summary":"北京商报讯（记者 魏蔚）11月29日，商业智能数据服务商QuestMobile发布的《2025年中国移动互联网半年大报告》显示，截至2025年6月，全网月活跃用户规模12.67亿，同比增长了2.5%。用户规模排名前15的互联网企业去重用户规模均超过4亿，其中，腾讯、阿里、抖音、百度构成了第一梯队，去重用户规模分别是12.66亿、12.48亿、11.68亿、11.05亿；拼多多、蚂蚁、美团、京东构成了第二梯队，去重用户规模分别是9.52亿、9.35亿、8.94亿、8.76亿。上半年，京东、抖音用户量同比增长13%、12%，拼多多、百度同比增长0.2%、1.3%，美团同比下降0.7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729201702a6c7d813&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:24","pubTimestamp":1753766654,"startTime":"0","endTime":"0","summary":"本次争议集中于游戏近期上线的“召唤之王”卡池。同时，在另一维权平台“黑猫投诉”上，该游戏近30日也出现30条相关投诉记录，但截至目前，网易方面并未处理相关投诉，进一步加剧了玩家的不信任。营业收入增速放缓，核心业务表现疲软数据显示，网易营收虽保持增长态势，但增速明显放缓。抽卡涨价未提前公告、协议条款存在争议等问题，或正是这一短视导向的集中体现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507291325049724a836&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:23","pubTimestamp":1753766613,"startTime":"0","endTime":"0","summary":"去年一年，全球AI研发投入激增40%，大模型参数突破10万亿量级，全球AI算力需求增长300%。展台前很多嘉宾的感叹，悄然揭开了AI竞赛的下半场——相较于技术无休止的竞赛，市场更在乎如何用好这些技术。在WAIC大会上，被誉为“AI之父”的辛顿说了这样一段话：“人类面临的重要挑战是，如何让人工智能既拥有超凡智慧，又甘于辅助人类，这值得全球通力合作。”当AI巨头还在寻找技术的落地场景时，百度已让自动驾驶成为“世界通用语言”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729143947a4690bad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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