百度成立PSIG事业群组，副总裁王颖挂帅，向李彦宏汇报

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文 / 杨雪健来源 / 节点AI百度加速打造AI时代新增长引擎。近日，据《财经》报道，百度已于近期正式成立个人超级智能事业群组（PSIG，personal super intelligence business group），该群组由百度网盘、百度文库整合而来，由百度副总裁王颖挂帅，并直接向百度董事长兼CEO李彦宏汇报。此次调整后，百度也将正式进入四大事业群组时代，分别是移动生态事业群组（MEG）...

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C的新武器百度传统的两大优势业务信息流和搜索广告正面临着重重压力。根据百度2025年第三季度财报，季度总营收312亿元，同比下降7%。季度内百度核心营收247亿元，同比下降7%。其中，在线营销收入为153亿元，同比减少18%，及非在线营销收入为人民币93亿元，同比增长21%，主要受智能云业务增长所带动。图源：百度集团财报AI领域则是另一番景象。第三季度，百度首次披露AI业务收入，显示同比增长超50%，达到约100亿元。其中，AI云收入同比增长33%，达到42亿元； AI原生营销服务收入同比增长262%达到28亿元；AI应用收入达26亿元，涵盖了百度文库、百度网盘、数字员工等多款产品，大部分AI应用采用订阅模式。百度2025年三季度财报电话会披露的核心数据，百度网盘与百度文库合计月活跃用户（MAU）接近3亿，构成了庞大的用户基本盘。2025年11月百度文库和网盘联合推出的GenFlow升级至3.0，活跃用户数也超过2000万。文库和网盘两项业务的高增速与盈利潜力，成为百度组建PSIG事业群组的核心底气。赛道前景广阔，但百度需警惕同质化难题百度加码PSIG，本质上是瞄准了AI To C领域的巨大市场机遇。QuestMobile 2025年10月发布的《AI应用市场报告》显示，2025年三季度，国内AI To C领域玩家均保持爆发式增长：豆包APP 在这个季度也实现了对DeepSeek APP的反超，二者月活跃用户规模分别为1.72亿、1.45亿；而在PC网页端，DeepSeek月活跃用户规模为5252万，百度AI助手、豆包分别为3426万、2572万。《节点AI》认为，在这条高增长赛道中，百度手握独特优势：文库拥有超18亿份权威专业文档，网盘服务超10亿用户，占据个人存储市场近60%的份额，是核心流量入口。二者叠加文心大模型的技术能力，形成了“内容+存储+智能”的独特闭环，相比仅聚焦通用对话的竞品，更能切入办公、学习等高频刚需场景，具备更大的商业化想象空间。尽管PSIG具备先天优势，但当前个人智能服务领域已陷入严重的同质化竞争，百度想要突围并非易事。从国内市场来看，多数竞品的核心功能高度重叠，均聚焦于AI写作、文档润色、对话问答等基础场景。比如，豆包推出“办公助手”功能，可实现文件转写、PPT生成；Kimi主打“长文档处理”，支持百万字级文本分析；腾讯元宝则依托微信生态，强化多人协作式AI创作。这些功能与百度文库、网盘的AI能力形成直接对抗，用户难以形成明确的品牌偏好。更严峻的挑战来自海外成熟玩家的启示与压力，Notion的发展路径便是典型案例。作为全球个人智能服务领域的标杆，Notion初期以“文档+表格+数据库”的一体化工具走红，但随着同类产品增多，其一度陷入增长停滞。直到2023年推出AI功能后，Notion通过“生态化+个性化”突破同质化，不仅实现文档生成、智能总结等基础功能，更开放API接口，允许用户搭建自定义工作流、接入第三方工具，形成“基础工具+生态插件”的复合模式。据《节点AI》了解，2024年，Notion仅有一两成用户为AI功能付费，2025年则已超过五成，其年化营收已突破5亿美元。抓住了AI红利，也帮助Notion从早期的笔记应用进化成为个人智能服务标杆。在《节点AI》看来，Notion的“翻红”也再次印证了同质化突围的核心逻辑，即仅靠单一功能迭代无法留住用户，借助技术打造生态化与场景深度才是关键。除了同质化，百度还面临两大隐性挑战。一是内部整合挑战，文库（偏内容创作）与网盘（偏存储传输）的产品基因、技术架构差异显著，用户需求场景也存在分化，若无法实现账号体系、数据互通、功能协同的深度整合，可能导致“1+1＜2”的效果。二是用户付费心智培育难题，百度网盘长期依赖“免费存储+付费扩容”的模式，用户对其AI功能的付费意愿尚未充分激活，而文库的核心用户群体（学生、小微企业主）对价格敏感度较高，如何平衡免费与付费的边界，考验着PSIG的运营能力。PSIG的成立是百度AI 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