Alphabet:竞争加剧,但估值吸引

浦银国际研究
09 May

浦银国际研究●苹果公司计划引入多家AI搜索,加剧竞争:5月7日,苹果公司高管表示计划在Safari浏览器中引入AI搜索引擎选项,包括OpenAI、Perplexity等。若苹果引入多家AI搜索提供商,可能对谷歌搜索带来一定影响。我们测算Safari对于谷歌搜索的收入贡献约15%,由于多家竞争并非完全取代,实际影响或在5%左右。此外,Safari的搜索量在上个月首次出现下滑,反映确实有部分用户在转向...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10