昨天,谷歌的股价突然暴跌了7.5%,市值一下子少了上千亿美元。原因很简单:它的老朋友苹果“背后捅了一刀”。苹果计划在Safari浏览器里加入AI搜索功能,还可能跟OpenAI这样的AI大佬合作,提供更智能的问答服务。其实上个月Safari的搜索量首次下降,用户跑去用AI工具是大趋势。在更早之前,华尔街也预判了苹果为顺应用户趋势变迁,必然要做出改变,因此谷歌的估值最近一年一直处于低位徘徊。据RBC ...
Source Link昨天,谷歌的股价突然暴跌了7.5%,市值一下子少了上千亿美元。原因很简单:它的老朋友苹果“背后捅了一刀”。苹果计划在Safari浏览器里加入AI搜索功能,还可能跟OpenAI这样的AI大佬合作,提供更智能的问答服务。其实上个月Safari的搜索量首次下降,用户跑去用AI工具是大趋势。在更早之前,华尔街也预判了苹果为顺应用户趋势变迁,必然要做出改变,因此谷歌的估值最近一年一直处于低位徘徊。据RBC ...
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