苹果要用AI搜索郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙

砍柴网2025-05-08

苹果要在Safari中加入AI搜索北京时间5月8日，苹果公司考虑在Safari浏览器中加入AI搜索引擎，这一消息导致谷歌股价大跌逾7%。天风国际证券知名分析师郭明𫓹在X上发帖称，谷歌搜索面临生成式AI的威胁，警惕不要重蹈雅虎的覆辙。苹果服务业务高级副总裁埃迪·库伊(Eddy Cue)周三在谷歌反垄断案中作证称，上个月，Safari的搜索量首次下滑，原因是人们使用AI。库伊指出，OpenAI等AI...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2533172399?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-08 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2533172399","market":"us","top_or_hot":-1,"title":"苹果要用AI搜索 郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙","media":"砍柴网","content":"<div>\n<p>苹果要在Safari中加入AI搜索北京时间5月8日，苹果公司考虑在Safari浏览器中加入AI搜索引擎，这一消息导致谷歌股价大跌逾7%。天风国际证券知名分析师郭明𫓹在X上发帖称，谷歌搜索面临生成式AI的威胁，警惕不要重蹈雅虎的覆辙。苹果服务业务高级副总裁埃迪·库伊(Eddy Cue)周三在谷歌反垄断案中作证称，上个月，Safari的搜索量首次下滑，原因是人们使用AI。库伊指出，OpenAI等AI...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810385194efec21&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果要用AI搜索 郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果要用AI搜索 郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810385194efec21&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果要在Safari中加入AI搜索北京时间5月8日，苹果公司考虑在Safari浏览器中加入AI搜索引擎，这一消息导致谷歌股价大跌逾7%。天风国际证券知名分析师郭明𫓹在X上发帖称，谷歌搜索面临生成式AI的威胁，警惕不要重蹈雅虎的覆辙。苹果服务业务高级副总裁埃迪·库伊(Eddy Cue)周三在谷歌反垄断案中作证称，上个月，Safari的搜索量首次下滑，原因是人们使用AI。库伊指出，OpenAI等AI...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810385194efec21&s=b\">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":"LU0354030438.USD","symbol_name":"富国美国大盘成长基金Cl A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810385194efec21&s=b","article_id":"2533172399","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810385194efec21&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2533172399","pubTimestamp":1746633600,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"苹果要在Safari中加入AI搜索北京时间5月8日，苹果公司考虑在Safari浏览器中加入AI搜索引擎，这一消息导致谷歌股价大跌逾7%。天风国际证券知名分析师郭明在X上发帖称，谷歌搜索面临生成式AI的威胁，警惕不要重蹈雅虎的覆辙。库伊指出，OpenAI等AI搜索提供商最终将取代谷歌等标准搜索引擎。即使谷歌启动广告业务后，雅虎的广告营收也没有立刻出现衰退。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4585":"ETF&股票定投概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4576":"AR","GOOG":"谷歌","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4587":"ChatGPT概念","AAPL":"苹果","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","GOOGL":"谷歌A","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0149725797.USD":"汇丰美国股市经济规模基金","USJW.SI":"ALPHAB 3xLongSG261006","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","BK4579":"人工智能","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","MACW.SI":"APPLE 3xLongSG261006","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4573":"虚拟现实","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"translate_title":"Apple wants to use AI to search Guo Mingyu: Google is careful not to repeat Yahoo's mistakes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"GOOG":1,"USJW.SI":0.6,"AAPL":1,"GOOGL":1},"content_text":"苹果要在Safari中加入AI搜索北京时间5月8日，苹果公司考虑在Safari浏览器中加入AI搜索引擎，这一消息导致谷歌股价大跌逾7%。天风国际证券知名分析师郭明𫓹在X上发帖称，谷歌搜索面临生成式AI的威胁，警惕不要重蹈雅虎的覆辙。苹果服务业务高级副总裁埃迪·库伊(Eddy Cue)周三在谷歌反垄断案中作证称，上个月，Safari的搜索量首次下滑，原因是人们使用AI。库伊指出，OpenAI等AI搜索提供商最终将取代谷歌等标准搜索引擎。他表示，苹果未来会将AI搜索加入到Safari中。郭明𫓹对此表示，库伊的说法意味着，谷歌的关键字搜索和广告业务正面临来自生成式AI的潜在威胁。许多人将谷歌广告业务的持续增长视为其搜索服务未受到生成式AI影响的证据，但这种看法可能是错误的，原因包括：1. 目前生成式AI服务商尚未推出广告业务，因此谷歌广告仍是网络广告主的最佳选择。2. 搜索次数必须下滑到一定程度，才会对广告业务造成实质影响。因此，谷歌广告业务尚未因生成式AI服务而立刻下滑。郭明𫓹指出，雅虎广告业务从成长到衰退的历史就是一个很好的例子。雅虎的广告业务自1995年起每年持续增长，直到2008年后才开始走下坡路。而谷歌成立于1998年，并于2000年开始推出广告业务(Google AdWords)。在1998到2000年之间，雅虎仍是网络广告主的首选。即使谷歌启动广告业务后，雅虎的广告营收也没有立刻出现衰退。【来源：凤凰网科技】","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2533172399","isCrawlerRequest":true}

苹果要用AI搜索 郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙

精彩评论

苹果要用AI搜索郭明𫓹：谷歌小心了，不要重蹈雅虎的覆辙