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Amasun
2024-08-22
股价抬不动
百度Q2营收339亿元，净利润54.88亿元同比增长5%
Amasun
2024-08-20
这软文，要不是李莹自己说的，谁知道她下了雨还去了公司
小度的这一年
Amasun
06-08
那…这不就是用gemini调制的agent吗
Siri两年跳票后，今夜，苹果迎来AI正名之战
Amasun
2024-10-11
$特斯拉(TSLA)$
发布会开完了？还不涨？
Amasun
08-08 16:31
$英伟达(NVDA)$
只能卖出，不能买入了？怎么搞
Amasun
2025-02-21
$文远知行(WRD)$
$文远知行(WRD)$
Amasun
2025-02-20
$文远知行(WRD)$
$文远知行(WRD)$
Amasun
2025-01-04
哈哈
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 只能卖出，不能买入了？怎么搞","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 只能卖出，不能买入了？怎么搞","text":"$英伟达(NVDA)$ 只能卖出，不能买入了？怎么搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594577209978944","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573003399756352,"gmtCreate":1780915811153,"gmtModify":1780916676831,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"那…这不就是用gemini调制的agent吗","listText":"那…这不就是用gemini调制的agent吗","text":"那…这不就是用gemini调制的agent吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573003399756352","repostId":"2641110776","repostType":2,"repost":{"id":"2641110776","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780909054,"share":"https://www.laohunote.com/m/news/2641110776?lang=zh_CN&edition=full","pubTime":"2026-06-08 16:57","market":"us","language":"zh","title":"Siri两年跳票后，今夜，苹果迎来AI正名之战","url":"https://stock-news.laohu8.com/highlight/detail?id=2641110776","media":"华尔街见闻","summary":"苹果今晚将举办WWDC，重构后的Siri成最大看点。新Siri以谷歌Gemini为底层模型并支持独立App，计划引入iOS 27以对标ChatGPT。此举关乎苹果AI战略信任，美银预计2030财年其可增收至多300亿美元；但华尔街对其高估值与执行力存在分歧。","content":"<html><head></head><body><p style=\"text-align: left;\">两年延误之后，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。</p><p style=\"text-align: left;\">按照市场预期，全新Siri将以<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明"AI进展"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。</p><p style=\"text-align: left;\">对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，<strong>若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。</strong>苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。</p><p style=\"text-align: left;\">然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/303661f6c164705d1acbdc1d02edef57\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3147389296\" style=\"text-align: left;\">Siri大改版：从语音助手走向AI代理</h2><p style=\"text-align: left;\">苹果此次Siri重构的野心，远超一次功能迭代。</p><p style=\"text-align: left;\">据报道，<strong>改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻"搜索或提问"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。</strong>这意味着用户每次在系统层面发起搜索，流量均将流经Siri。</p><p style=\"text-align: left;\">功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。</p><p style=\"text-align: left;\">美国银行的Mohan指出，苹果需要将Siri"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。"近期风险在于执行层面"，他补充道。</p><h2 id=\"id_3124114538\" style=\"text-align: left;\">底层架构调整：Gemini上位，ChatGPT优势缩窄</h2><p style=\"text-align: left;\">这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。</p><p style=\"text-align: left;\">此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。</p><p style=\"text-align: left;\">摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。</p><h2 id=\"id_3910291732\" style=\"text-align: left;\">华尔街分歧：乐观预期与历史警示并存</h2><p style=\"text-align: left;\">此次WWDC前夕，华尔街分析师的态度呈现明显分化。</p><p style=\"text-align: left;\">看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。</p><p style=\"text-align: left;\">持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，<strong>若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。</strong>"WWDC必须拿出真正质变的证据，"他写道，并指出"Apple Intelligence在延迟两年之后，如今被市场定价为催化剂而非风险——这与2024年的情形如出一辙"。</p><h2 id=\"id_1974004877\" style=\"text-align: left;\">秋季产品线：折叠屏首秀，定价成最大变数</h2><p style=\"text-align: left;\">今晚演讲之外，苹果下半年的硬件阵容同样受到市场关注。</p><p style=\"text-align: left;\"><strong>折叠屏iPhone是最大的新品种，这是苹果首次引入折叠形态</strong>。iOS 27预计将为其专门优化，包括双栏App布局、类iPad多任务模式和新侧边栏设计。触屏MacBook亦将同期亮相，macOS 27将引入触控友好界面，并在MacBook上集成灵动岛。</p><p style=\"text-align: left;\">定价是最大的不确定因素。摩根大通预计，受内存成本压力影响，iPhone 18系列可能涨价约50美元。值得注意的是，标准版iPhone 18预计要到2027年第一季度才发布，秋季先行上阵的是Pro、Pro Max及折叠屏款——这一错位发布节奏，客观上将推动用户向高端机型迁移。</p><p style=\"text-align: left;\">从历史数据看，苹果股票在WWDC至秋季产品发布之间的窗口期表现相当稳定。过去十年（2016年至2025年），苹果在6月初至9月中旬期间，大多数年份均跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，平均超额收益约为11%。今年叠加折叠屏形态创新、Siri实质重构、触屏Mac首次亮相等多重变量，市场想象空间较往年更为充分。</p><p style=\"text-align: left;\">但执行层面的风险同样真实存在。AI功能能否按时落地、折叠屏的品控与定价能否被消费者接受、涨价策略会否冲击出货量，这些问题均有待验证。正如Mohan所言，"近期风险在于执行"——而这，正是今晚演讲需要回答的核心问题。</p></body></html>","collect":0,"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>Siri两年跳票后，今夜，苹果迎来AI正名之战</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSiri两年跳票后，今夜，苹果迎来AI正名之战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-08 16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">两年延误之后，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。</p><p style=\"text-align: left;\">按照市场预期，全新Siri将以<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明"AI进展"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。</p><p style=\"text-align: left;\">对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，<strong>若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。</strong>苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。</p><p style=\"text-align: left;\">然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/303661f6c164705d1acbdc1d02edef57\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3147389296\" style=\"text-align: left;\">Siri大改版：从语音助手走向AI代理</h2><p style=\"text-align: left;\">苹果此次Siri重构的野心，远超一次功能迭代。</p><p style=\"text-align: left;\">据报道，<strong>改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻"搜索或提问"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。</strong>这意味着用户每次在系统层面发起搜索，流量均将流经Siri。</p><p style=\"text-align: left;\">功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。</p><p style=\"text-align: left;\">美国银行的Mohan指出，苹果需要将Siri"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。"近期风险在于执行层面"，他补充道。</p><h2 id=\"id_3124114538\" style=\"text-align: left;\">底层架构调整：Gemini上位，ChatGPT优势缩窄</h2><p style=\"text-align: left;\">这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。</p><p style=\"text-align: left;\">此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。</p><p style=\"text-align: left;\">摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。</p><h2 id=\"id_3910291732\" style=\"text-align: left;\">华尔街分歧：乐观预期与历史警示并存</h2><p style=\"text-align: left;\">此次WWDC前夕，华尔街分析师的态度呈现明显分化。</p><p style=\"text-align: left;\">看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。</p><p style=\"text-align: left;\">持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，<strong>若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。</strong>"WWDC必须拿出真正质变的证据，"他写道，并指出"Apple Intelligence在延迟两年之后，如今被市场定价为催化剂而非风险——这与2024年的情形如出一辙"。</p><h2 id=\"id_1974004877\" style=\"text-align: left;\">秋季产品线：折叠屏首秀，定价成最大变数</h2><p style=\"text-align: left;\">今晚演讲之外，苹果下半年的硬件阵容同样受到市场关注。</p><p style=\"text-align: left;\"><strong>折叠屏iPhone是最大的新品种，这是苹果首次引入折叠形态</strong>。iOS 27预计将为其专门优化，包括双栏App布局、类iPad多任务模式和新侧边栏设计。触屏MacBook亦将同期亮相，macOS 27将引入触控友好界面，并在MacBook上集成灵动岛。</p><p style=\"text-align: left;\">定价是最大的不确定因素。摩根大通预计，受内存成本压力影响，iPhone 18系列可能涨价约50美元。值得注意的是，标准版iPhone 18预计要到2027年第一季度才发布，秋季先行上阵的是Pro、Pro Max及折叠屏款——这一错位发布节奏，客观上将推动用户向高端机型迁移。</p><p style=\"text-align: left;\">从历史数据看，苹果股票在WWDC至秋季产品发布之间的窗口期表现相当稳定。过去十年（2016年至2025年），苹果在6月初至9月中旬期间，大多数年份均跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，平均超额收益约为11%。今年叠加折叠屏形态创新、Siri实质重构、触屏Mac首次亮相等多重变量，市场想象空间较往年更为充分。</p><p style=\"text-align: left;\">但执行层面的风险同样真实存在。AI功能能否按时落地、折叠屏的品控与定价能否被消费者接受、涨价策略会否冲击出货量，这些问题均有待验证。正如Mohan所言，"近期风险在于执行"——而这，正是今晚演讲需要回答的核心问题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5","relate_stocks":{"LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1674673428.USD":"HSBC GIF 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ACC"},"source_url":"https://wallstreetcn.com/articles/3774106","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641110776","content_text":"两年延误之后，苹果今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。按照市场预期，全新Siri将以谷歌Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。摩根大通分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明\"AI进展\"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，\"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价\"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。Siri大改版：从语音助手走向AI代理苹果此次Siri重构的野心，远超一次功能迭代。据报道，改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻\"搜索或提问\"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。这意味着用户每次在系统层面发起搜索，流量均将流经Siri。功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。美国银行的Mohan指出，苹果需要将Siri\"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理\"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。\"近期风险在于执行层面\"，他补充道。底层架构调整：Gemini上位，ChatGPT优势缩窄这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对谷歌而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。华尔街分歧：乐观预期与历史警示并存此次WWDC前夕，华尔街分析师的态度呈现明显分化。看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。\"WWDC必须拿出真正质变的证据，\"他写道，并指出\"Apple 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17:00","market":"us","language":"zh","title":"百度Q2营收339亿元，净利润54.88亿元同比增长5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118819929","media":"老虎资讯综合","summary":"经调整归属于公司的净利润为73.96亿元。","content":"<html><head></head><body><p>百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。</p><p>二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。</p><p>二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。</p><p>二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。</p><p style=\"text-align: justify;\">二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；</p><p>月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99c4fb16474178d5262bc906c29bde95\" title=\"\" tg-width=\"756\" tg-height=\"482\"/></p><p><strong>智能云</strong></p><p>据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。</p><p><strong>自动驾驶</strong></p><p>自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。</p><p><strong>高管解读</strong></p><p>百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”</p></body></html>","collect":0,"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>百度Q2营收339亿元，净利润54.88亿元同比增长5%</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百度Q2营收339亿元，净利润54.88亿元同比增长5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-22 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。</p><p>二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。</p><p>二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。</p><p>二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。</p><p style=\"text-align: justify;\">二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；</p><p>月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99c4fb16474178d5262bc906c29bde95\" title=\"\" tg-width=\"756\" tg-height=\"482\"/></p><p><strong>智能云</strong></p><p>据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。</p><p><strong>自动驾驶</strong></p><p>自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。</p><p><strong>高管解读</strong></p><p>百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118819929","content_text":"百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。智能云据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。自动驾驶自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。高管解读百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”","news_type":1,"symbols_score_info":{"09888":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":5642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584569889559057","idStr":"3584569889559057"},"content":"是呀，我买了一些call呢","text":"是呀，我买了一些call呢","html":"是呀，我买了一些call呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340312623198280,"gmtCreate":1724114425281,"gmtModify":1724118345211,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","listText":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","text":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340312623198280","repostId":"2460108947","repostType":2,"repost":{"id":"2460108947","kind":"highlight","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1724049240,"share":"https://www.laohunote.com/m/news/2460108947?lang=zh_CN&edition=full","pubTime":"2024-08-19 14:34","market":"sh","language":"zh","title":"小度的这一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2460108947","media":"雷峰网","summary":"正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。小度的“换脑”，并非易事。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。","content":"<html><body><div><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/51da9c67743148009fd506d124c24568\" title=\"图1.jpg\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><strong mpa-from-tpl=\"t\">“</strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。</span></strong></span></strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\">” </strong></span></strong></span></p><p><span>作者 | 董子博</span></p><p><span>编辑 | 林觉民</span></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/e0ef153c953a408c81f05fca18c47ebe\" title=\"”.png\" width=\"103px\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><img src=\"https://static.tigerbbs.com/76b8a78892c242f79135b4841e8ce44c\" title=\"边角2.png\" width=\"50px\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">暴雨中的后厂村，永远是全北京最难走的地方。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这其中，位于<a href=\"https://laohu8.com/S/BIDU\">百度</a>科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">01</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“救火队长”</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“她（李莹）又来当‘救火队长’了。”</span><span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>工作平台“如流”的负责人。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；</span><span>而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而此时，距离李莹来到小度，才刚刚过了半年时间。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">02</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“换脑”之后，产品往哪去？</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。</span></p><p><img src=\"https://static.tigerbbs.com/7e1ed9ffa92e484e9cebfc295397b194\"/></p><p><span>在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">03</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">信念和勇气</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“信念”和“勇气”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">04</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">结语</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">今年，李莹给自己定了几个关键目标：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于李莹自己来说，信念和勇气也是缺一不可。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。</span><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/caadb7c417e94e1eba78311b68c18f2b\" ui=\"\" visible=\"\" yahei=\"\"/></p><p mpa-from-tpl=\"t\">//</p><p hm_fix=\"197:447\" mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>近期热门文章</span></strong></span></p><p><span><img src=\"https://static.tigerbbs.com/eeaa364c8d2d4aac9d112f41ca7c1f4f\"/></span></p><p>7年的AI芯片销售，决定去开网约车</p><br/><p><span><img 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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小度的这一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2024-08-19 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/51da9c67743148009fd506d124c24568\" title=\"图1.jpg\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><strong mpa-from-tpl=\"t\">“</strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。</span></strong></span></strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\">” </strong></span></strong></span></p><p><span>作者 | 董子博</span></p><p><span>编辑 | 林觉民</span></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/e0ef153c953a408c81f05fca18c47ebe\" title=\"”.png\" width=\"103px\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><img src=\"https://static.tigerbbs.com/76b8a78892c242f79135b4841e8ce44c\" title=\"边角2.png\" width=\"50px\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">暴雨中的后厂村，永远是全北京最难走的地方。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这其中，位于<a href=\"https://laohu8.com/S/BIDU\">百度</a>科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">01</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“救火队长”</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“她（李莹）又来当‘救火队长’了。”</span><span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>工作平台“如流”的负责人。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；</span><span>而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而此时，距离李莹来到小度，才刚刚过了半年时间。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">02</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“换脑”之后，产品往哪去？</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。</span></p><p><img src=\"https://static.tigerbbs.com/7e1ed9ffa92e484e9cebfc295397b194\"/></p><p><span>在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">03</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">信念和勇气</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“信念”和“勇气”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">04</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">结语</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">今年，李莹给自己定了几个关键目标：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于李莹自己来说，信念和勇气也是缺一不可。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。</span><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/caadb7c417e94e1eba78311b68c18f2b\" ui=\"\" visible=\"\" yahei=\"\"/></p><p mpa-from-tpl=\"t\">//</p><p hm_fix=\"197:447\" mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>近期热门文章</span></strong></span></p><p><span><img src=\"https://static.tigerbbs.com/eeaa364c8d2d4aac9d112f41ca7c1f4f\"/></span></p><p>7年的AI芯片销售，决定去开网约车</p><br/><p><span><img src=\"https://static.tigerbbs.com/2efedcb752d94326907faf787d236e50\"/></span></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>无战事</p><br/><p><span><img 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INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651701799&idx=1&sn=bd29cffe46bff240b38fb1885d66b052&chksm=633b47b0cccff46a3a5a87a27a2ad03863eb18c55ba68eef7b6396f97758da2513071834a8f0&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2460108947","content_text":"“在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。” 作者 | 董子博编辑 | 林觉民暴雨中的后厂村，永远是全北京最难走的地方。拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。在这其中，位于百度科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。01“救火队长”李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：“她（李莹）又来当‘救火队长’了。”在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度智能工作平台“如流”的负责人。接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。而此时，距离李莹来到小度，才刚刚过了半年时间。小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。02“换脑”之后，产品往哪去？在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。03信念和勇气而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：“信念”和“勇气”。信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。04结语今年，李莹给自己定了几个关键目标：第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。对于李莹自己来说，信念和勇气也是缺一不可。在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。//近期热门文章7年的AI芯片销售，决定去开网约车京东无战事高速光环消失，抖音电商如何强冲3.5万亿？","news_type":1,"symbols_score_info":{"89888":0.6,"BIDU":1,"09888":1}},"isVote":1,"tweetType":1,"viewCount":5640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326741139681480,"gmtCreate":1720802392233,"gmtModify":1720802393602,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 什么能不能","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 什么能不能","text":"$英伟达(NVDA)$ 什么能不能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326741139681480","isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303776259748136,"gmtCreate":1715184472194,"gmtModify":1715184474234,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"最后一段话说的很好，让我想起了我们伟大的发明电子长城","listText":"最后一段话说的很好，让我想起了我们伟大的发明电子长城","text":"最后一段话说的很好，让我想起了我们伟大的发明电子长城","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303776259748136","repostId":"2433958807","repostType":2,"repost":{"id":"2433958807","kind":"news","pubTimestamp":1715141335,"share":"https://www.laohunote.com/m/news/2433958807?lang=zh_CN&edition=full","pubTime":"2024-05-08 12:08","market":"hk","language":"zh","title":"中听 | 60亿为高管言辞买单：管理“缺人味”的代价","url":"https://stock-news.laohu8.com/highlight/detail?id=2433958807","media":"猛犸新闻","summary":"视频中，璩静还自爆曾被员工写 300 封举报信，举报璩静搜集媒体高管个人隐私数据等系列问题。5月7日，百度港股以108.3港元收盘，下跌2.17%，市值蒸发超60亿港币。百度为一个公关高管的“激烈”言辞买单，这一单有点小贵。将员工视为达成目标的工具，无疑是短视的。百度市值蒸发60亿港币，便是市场对这种管理方式无声的反感。但若以牺牲员工福祉、践踏人文精神为代价，这样的变革无疑是饮鸩止渴。","content":"<html><body><article><p>评论员 邱延波</p><p>公关本应春风化雨，高管岂可秋霜逼人。</p><p>近日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>副总裁璩静在个人抖音号上发布视频表示：公关员工不可以有假期、员工离职秒批等，相关话题迅速登上热搜。视频中，璩静还自爆曾被员工写 300 封举报信，举报璩静搜集媒体高管个人隐私数据等系列问题。璩静不仅自己做个人 IP 视频，还要求公关部全员做个人 IP，不做的就辞退或拿低绩效，言辞激烈，不容商榷。</p><img src=\"https://inews.gtimg.com/om_bt/OPO58KzDqaSY0UVwsb_oV7Scd7jbyQ96PG20ctCLSSLuIAA/0\"/><p>有业内人士认为，璩静的言行举止，是百度对于流量焦虑的表现，百度在PC时代曾拥有一家独大的流量掌控力，但如今随着短视频等内容平台的兴起，公司视频业务长期不温不火，因此只能转战其他流量平台，寻找新的流量阵地。早在今年3月，璩静便要求百度公关部全员转型做视频自媒体，除了高层外，要求每个员工都开设自己的视频号，如果运营好，粉丝量足够高的话，可以为百度产品带货，员工的视频号表现影响当年年终绩效。</p><p>流量虽然重要，但企业不应该忽视应有的人文情怀。璩静的“硬核”言辞，如冰雹突袭，砸碎了职场温情的幻想，也击穿了公众对企业文化的美好期待。视频里的她，锋芒毕露，言辞间尽显权柄之威，却丝毫没有人情味。</p><img src=\"https://inews.gtimg.com/om_bt/OzAnj6zLde-daMeJnLQ1GfjY5_U-i6PzPN0dUhgx8qq5wAA/0\"/><p>公关高管，本应是企业与公众情感的桥梁，璩静却以一种近乎冷酷的姿态，亲手拆毁了这座桥。她的言论，如同一把双刃剑，一边斩断了员工的情感纽带，一边也刺伤了公众的感知，使百度的品牌形象受影响。5月7日，百度港股以108.3港元收盘，下跌2.17%，市值蒸发超60亿港币。百度为一个公关高管的“激烈”言辞买单，这一单有点小贵。这不禁让人深思，企业追逐流量与效率的背后，是否已将人文关怀抛诸脑后？</p><p>“企业非机器，员工非螺丝钉。”企业文化的塑造，绝非单一的效率至上，而应是温情与效率的和谐共生。康德说：“人是目的，而非手段。”将员工视为达成目标的工具，无疑是短视的。忽视了员工的个体情感与生活需求，最终也将反噬企业的根基，破坏其长期发展的土壤。百度市值蒸发60亿港币，便是市场对这种管理方式无声的反感。</p><img src=\"https://inews.gtimg.com/om_bt/OxfoD3IRYK9CtAyz_eCpf0EggNH8NM28TKTr8HgJomNbEAA/0\"/><p>从另一个角度看，璩静事件也是对现代职场文化的一次深刻拷问。在快节奏、高强度的工作环境下，人们是否已经默认了这种冷酷无情的管理模式？是否忘记了，企业文化的温度，才是留住人才、激发创造力的关键？当企业只看到冰冷的数字，却无视了员工的笑脸，这样的成功，又能持续多久？</p><p>“流量焦虑，不应成为人性的墓志铭。”在短视频与流量的浪潮下，企业急于求变，试图抓住每一个风口，这本无可厚非。但若以牺牲员工福祉、践踏人文精神为代价，这样的变革无疑是饮鸩止渴。百度的案例，是给所有企业的警钟，无论时代如何变迁，以人为本的管理哲学，始终是企业基业长青的不二法门。</p><p>智者筑桥以通人心，愚者筑墙以隔世界。企业之道，终应回归人本，方能行稳致远。</p></article></body></html>","source":"tencent","collect":0,"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>中听 | 60亿为高管言辞买单：管理“缺人味”的代价</title>\n<style 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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中听 | 60亿为高管言辞买单：管理“缺人味”的代价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 12:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050812101987dedbfd&s=b><strong>猛犸新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>评论员 邱延波公关本应春风化雨，高管岂可秋霜逼人。近日，百度副总裁璩静在个人抖音号上发布视频表示：公关员工不可以有假期、员工离职秒批等，相关话题迅速登上热搜。视频中，璩静还自爆曾被员工写 300 封举报信，举报璩静搜集媒体高管个人隐私数据等系列问题。璩静不仅自己做个人 IP 视频，还要求公关部全员做个人 IP，不做的就辞退或拿低绩效，言辞激烈，不容商榷。有业内人士认为，璩静的言行举止，是百度对于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050812101987dedbfd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","LU0051755006.USD":"摩根大通中国A (dist)","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK1587":"次新股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0417516902.SGD":"Allianz China Equity Cl AT 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SGD","BK1095":"互动媒体与服务"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050812101987dedbfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2433958807","content_text":"评论员 邱延波公关本应春风化雨，高管岂可秋霜逼人。近日，百度副总裁璩静在个人抖音号上发布视频表示：公关员工不可以有假期、员工离职秒批等，相关话题迅速登上热搜。视频中，璩静还自爆曾被员工写 300 封举报信，举报璩静搜集媒体高管个人隐私数据等系列问题。璩静不仅自己做个人 IP 视频，还要求公关部全员做个人 IP，不做的就辞退或拿低绩效，言辞激烈，不容商榷。有业内人士认为，璩静的言行举止，是百度对于流量焦虑的表现，百度在PC时代曾拥有一家独大的流量掌控力，但如今随着短视频等内容平台的兴起，公司视频业务长期不温不火，因此只能转战其他流量平台，寻找新的流量阵地。早在今年3月，璩静便要求百度公关部全员转型做视频自媒体，除了高层外，要求每个员工都开设自己的视频号，如果运营好，粉丝量足够高的话，可以为百度产品带货，员工的视频号表现影响当年年终绩效。流量虽然重要，但企业不应该忽视应有的人文情怀。璩静的“硬核”言辞，如冰雹突袭，砸碎了职场温情的幻想，也击穿了公众对企业文化的美好期待。视频里的她，锋芒毕露，言辞间尽显权柄之威，却丝毫没有人情味。公关高管，本应是企业与公众情感的桥梁，璩静却以一种近乎冷酷的姿态，亲手拆毁了这座桥。她的言论，如同一把双刃剑，一边斩断了员工的情感纽带，一边也刺伤了公众的感知，使百度的品牌形象受影响。5月7日，百度港股以108.3港元收盘，下跌2.17%，市值蒸发超60亿港币。百度为一个公关高管的“激烈”言辞买单，这一单有点小贵。这不禁让人深思，企业追逐流量与效率的背后，是否已将人文关怀抛诸脑后？“企业非机器，员工非螺丝钉。”企业文化的塑造，绝非单一的效率至上，而应是温情与效率的和谐共生。康德说：“人是目的，而非手段。”将员工视为达成目标的工具，无疑是短视的。忽视了员工的个体情感与生活需求，最终也将反噬企业的根基，破坏其长期发展的土壤。百度市值蒸发60亿港币，便是市场对这种管理方式无声的反感。从另一个角度看，璩静事件也是对现代职场文化的一次深刻拷问。在快节奏、高强度的工作环境下，人们是否已经默认了这种冷酷无情的管理模式？是否忘记了，企业文化的温度，才是留住人才、激发创造力的关键？当企业只看到冰冷的数字，却无视了员工的笑脸，这样的成功，又能持续多久？“流量焦虑，不应成为人性的墓志铭。”在短视频与流量的浪潮下，企业急于求变，试图抓住每一个风口，这本无可厚非。但若以牺牲员工福祉、践踏人文精神为代价，这样的变革无疑是饮鸩止渴。百度的案例，是给所有企业的警钟，无论时代如何变迁，以人为本的管理哲学，始终是企业基业长青的不二法门。智者筑桥以通人心，愚者筑墙以隔世界。企业之道，终应回归人本，方能行稳致远。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":0.9,"BIDU":0.6}},"isVote":1,"tweetType":1,"viewCount":5684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197979925975328,"gmtCreate":1689357493026,"gmtModify":1689370966411,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"<a 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17:00","market":"us","language":"zh","title":"百度Q2营收339亿元，净利润54.88亿元同比增长5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118819929","media":"老虎资讯综合","summary":"经调整归属于公司的净利润为73.96亿元。","content":"<html><head></head><body><p>百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。</p><p>二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。</p><p>二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。</p><p>二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。</p><p style=\"text-align: justify;\">二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；</p><p>月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99c4fb16474178d5262bc906c29bde95\" title=\"\" tg-width=\"756\" tg-height=\"482\"/></p><p><strong>智能云</strong></p><p>据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。</p><p><strong>自动驾驶</strong></p><p>自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。</p><p><strong>高管解读</strong></p><p>百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”</p></body></html>","collect":0,"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>百度Q2营收339亿元，净利润54.88亿元同比增长5%</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{ 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#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百度Q2营收339亿元，净利润54.88亿元同比增长5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-22 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。</p><p>二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。</p><p>二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。</p><p>二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。</p><p style=\"text-align: justify;\">二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；</p><p>月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99c4fb16474178d5262bc906c29bde95\" title=\"\" tg-width=\"756\" tg-height=\"482\"/></p><p><strong>智能云</strong></p><p>据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。</p><p><strong>自动驾驶</strong></p><p>自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。</p><p><strong>高管解读</strong></p><p>百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118819929","content_text":"百度二季度营收339.31亿元人民币，上年同期340.56亿元，市场预期341.1亿元。二季度归属于百度的净利润54.88亿元，同比增长5%。调整后归属于百度的净利润73.96亿元。二季度营业利润59.44亿元，同比增长14%。调整后营业利润75亿元，同比增长2%。二季度调整后EBITDA（税息折旧及摊销前利润）91.47亿元，持平去年同期，市场预期89.3亿元，环比增幅为11%。调整后EBITDA利润率为27%，持平去年同期。二季度经调整每ADS利润21.02元，虽然同比下降7%，但超过市场预期的18.54元，环比增幅为6%；月活跃用户7亿，现金、现金等价物及投资1,620亿元人民币。智能云据财报显示，智能云在二季度继续加速增长，并将保持强劲的增长势头。截至6月，飞桨文心社区开发者数量已达1465万。公开数据显示，百度智能云千帆大模型平台已累计服务15万客户，帮助用户累计精调2.1万个大模型。自动驾驶自动驾驶领域，截至7月28日，自动驾驶出行服务在全国累计提供超700万次的乘车服务；二季度内提供的乘车服务约89.9万次，同比增长26%。今年5月，百度发布了搭载Apollo第六代自动驾驶系统解决方案的无人车，并推出了全球首个支持L4级自动驾驶的大模型Apollo ADFM（Autonomous Driving Foundation Model）。目前，第六代车已经开始规模化测试。高管解读百度创始人、董事长兼首席执行官李彦宏表示，“随着时间的推移，生成式人工智能和基础模型对商业社会及日常生活所产生的革命性影响越来越显著。得益于全栈AI技术优势，以及基于文心大模型构建的AI应用快速普及，我们正在扩大AI落地规模，以解决现实世界中的问题，为外部客户和内部产品创造巨大价值。”百度首席财务官罗戎表示，“第二季度，随着产品的AI原生化转型速度加快，我们优化了运营效率，保持着健康的利润率。特别是智能云业务，我们预计将持续强劲的增长势头。”","news_type":1,"symbols_score_info":{"09888":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":5642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584569889559057","idStr":"3584569889559057"},"content":"是呀，我买了一些call呢","text":"是呀，我买了一些call呢","html":"是呀，我买了一些call呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340312623198280,"gmtCreate":1724114425281,"gmtModify":1724118345211,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","listText":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","text":"这软文，要不是李莹自己说的，谁知道她下了雨还去了公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340312623198280","repostId":"2460108947","repostType":2,"repost":{"id":"2460108947","kind":"highlight","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1724049240,"share":"https://www.laohunote.com/m/news/2460108947?lang=zh_CN&edition=full","pubTime":"2024-08-19 14:34","market":"sh","language":"zh","title":"小度的这一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2460108947","media":"雷峰网","summary":"正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。小度的“换脑”，并非易事。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。","content":"<html><body><div><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/51da9c67743148009fd506d124c24568\" title=\"图1.jpg\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><strong mpa-from-tpl=\"t\">“</strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。</span></strong></span></strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\">” </strong></span></strong></span></p><p><span>作者 | 董子博</span></p><p><span>编辑 | 林觉民</span></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/e0ef153c953a408c81f05fca18c47ebe\" title=\"”.png\" width=\"103px\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><img src=\"https://static.tigerbbs.com/76b8a78892c242f79135b4841e8ce44c\" title=\"边角2.png\" width=\"50px\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">暴雨中的后厂村，永远是全北京最难走的地方。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这其中，位于<a href=\"https://laohu8.com/S/BIDU\">百度</a>科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">01</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“救火队长”</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“她（李莹）又来当‘救火队长’了。”</span><span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>工作平台“如流”的负责人。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；</span><span>而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而此时，距离李莹来到小度，才刚刚过了半年时间。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">02</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“换脑”之后，产品往哪去？</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。</span></p><p><img src=\"https://static.tigerbbs.com/7e1ed9ffa92e484e9cebfc295397b194\"/></p><p><span>在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">03</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">信念和勇气</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“信念”和“勇气”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">04</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">结语</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">今年，李莹给自己定了几个关键目标：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于李莹自己来说，信念和勇气也是缺一不可。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。</span><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/caadb7c417e94e1eba78311b68c18f2b\" ui=\"\" visible=\"\" yahei=\"\"/></p><p mpa-from-tpl=\"t\">//</p><p hm_fix=\"197:447\" mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>近期热门文章</span></strong></span></p><p><span><img src=\"https://static.tigerbbs.com/eeaa364c8d2d4aac9d112f41ca7c1f4f\"/></span></p><p>7年的AI芯片销售，决定去开网约车</p><br/><p><span><img 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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小度的这一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2024-08-19 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/51da9c67743148009fd506d124c24568\" title=\"图1.jpg\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><strong mpa-from-tpl=\"t\">“</strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。</span></strong></span></strong></span><span><strong mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\">” </strong></span></strong></span></p><p><span>作者 | 董子博</span></p><p><span>编辑 | 林觉民</span></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><img src=\"https://static.tigerbbs.com/e0ef153c953a408c81f05fca18c47ebe\" title=\"”.png\" width=\"103px\"/></p><p mpa-from-tpl=\"t\" powered-by=\"xmyeditor.com\"><span><img src=\"https://static.tigerbbs.com/76b8a78892c242f79135b4841e8ce44c\" title=\"边角2.png\" width=\"50px\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">暴雨中的后厂村，永远是全北京最难走的地方。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这其中，位于<a href=\"https://laohu8.com/S/BIDU\">百度</a>科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">01</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“救火队长”</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“她（李莹）又来当‘救火队长’了。”</span><span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>工作平台“如流”的负责人。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；</span><span>而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而此时，距离李莹来到小度，才刚刚过了半年时间。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">02</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">“换脑”之后，产品往哪去？</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。</span></p><p><img src=\"https://static.tigerbbs.com/7e1ed9ffa92e484e9cebfc295397b194\"/></p><p><span>在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">03</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">信念和勇气</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“信念”和“勇气”。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。</span></p><p mpa-from-tpl=\"t\"><strong mpa-from-tpl=\"t\">04</strong></p><h3><strong mpa-from-tpl=\"t\"><span mpa-is-content=\"t\">结语</span></strong></h3><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">今年，李莹给自己定了几个关键目标：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于李莹自己来说，信念和勇气也是缺一不可。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。</span><img arial=\"\" auto=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" rgba=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/caadb7c417e94e1eba78311b68c18f2b\" ui=\"\" visible=\"\" yahei=\"\"/></p><p mpa-from-tpl=\"t\">//</p><p hm_fix=\"197:447\" mpa-from-tpl=\"t\"><span><strong mpa-from-tpl=\"t\"><span>近期热门文章</span></strong></span></p><p><span><img src=\"https://static.tigerbbs.com/eeaa364c8d2d4aac9d112f41ca7c1f4f\"/></span></p><p>7年的AI芯片销售，决定去开网约车</p><br/><p><span><img src=\"https://static.tigerbbs.com/2efedcb752d94326907faf787d236e50\"/></span></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>无战事</p><br/><p><span><img 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INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651701799&idx=1&sn=bd29cffe46bff240b38fb1885d66b052&chksm=633b47b0cccff46a3a5a87a27a2ad03863eb18c55ba68eef7b6396f97758da2513071834a8f0&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2460108947","content_text":"“在 AI 时代乘风破浪，李莹和小度都要做自己的灯塔。” 作者 | 董子博编辑 | 林觉民暴雨中的后厂村，永远是全北京最难走的地方。拥挤的道路上，动辄积水深至车轮，让过往车辆无不心惊胆战；即使冒雨，能打伞躲过全身湿透，也难免惹上一鞋的泥水，令人心烦意乱。于是，在暴雨天气，各大盘踞在后厂村的大厂们，往往出于优待和安全的考量，决定干脆让员工在家办公，省去不少狼狈。在这其中，位于百度科技园的小度科技也并不例外，在这个罕见的暴雨天气，早早就发出了在家办公的安排。而小度 CEO 李莹，却一早开车来到公司，在办公室继续完成前一天晚上没确认完的项目规划。正式上任小度CEO十个月以来，李莹在这个位置上已经取得了不少成绩。今年4月的百度 Create 大会上，小度公布旗下产品将陆续接入 AI 原生操作系统 DuerOS X。而就在近日，小度正式完成了全线产品大模型能力的上线，标志着小度正与百度一起，全面转向大模型时代。在小度的这一年不到的时间里，李莹正赶上 AI 时代急变的紧要关头，她肩头上的责任有多重，面前的艰难又有多少，或许很难有人能够知晓。01“救火队长”李莹出任小度 CEO 时，一个在百度多年的“老资历”，林鹏，就这样对雷峰网表示过：“她（李莹）又来当‘救火队长’了。”在百度，李莹绝对算得上资深。2004年加入百度，李莹就在大搜体系从事NLP相关的研发工作，后向王海峰汇报，长期深耕在AI技术及应用领域， 2018年接掌百度地图，又在两年后兼任百度首席信息官，成为了百度智能工作平台“如流”的负责人。接手小度，也算顺理成章——早在大搜体系时，李莹负责的知识图谱、互联网数据挖掘就支持着小度的工作，与小度算是早有渊源。而如果纵览李莹在百度的职业历程，不难发现，她在百度的工作有一个核心的理念 ：让 AI 技术真正帮助到用户，真的有用。李莹懂技术，也就懂得技术的边界、AI 学术成果和工程化、产品化落地之间的鸿沟；而同时，李莹也紧跟一线的产品，懂得在技术进步之外追求 PMF（产品-市场匹配），懂得深挖场景、观察用户痛点的重要性，也就更能把技术和场景衔接起来。在她的治下，百度地图的智能语音助手用户量一举突破4亿大关；而在CIO的岗位上，李莹也很早把文心大模型应用在了企业智能信息系统上，实现了在企业管理核心场景上效率的大幅提升。爱技术、又懂 C 端产品，要接下小度的这一重任，李莹无疑是最佳人选。但即便如此，摆在李莹面前，仍有很多现实的难题：硬件和软件相比，即使关联再多，也是隔行如隔山。从硬件的开发、软硬结合，再到供应商、渠道、市场、运营，里面的“门道”太多，又是太多的“从零学起”，行业的复杂度也不可同日而语。在小度员工白赫看来，李莹来到小度几乎“不眠不休”，无论开不开会，李莹总是在公司待到很晚，暴雨天来上班，也只是她再平常不过的一天。于晓丽，一个熟悉李莹的百度同学，对雷峰网表示：李莹来到小度的第一件事，就是把小度的发展战略全面捋了一遍。来到小度快一年，即便现在已经熟知行业“门道”，李莹仍在孜孜不倦地学习更多，几乎是一头“扎”进了这个行业里。在持续的扎根学习过程中，面对大模型AI的技术变化，李莹也第一时间意识到，AI 助手必然会成为未来互联网入口级的战略机遇。背靠百度的文心大模型技术，小度又在多年的积累中“磨出”了优秀的软硬结合产品定义能力，在“软硬一体”的AI硬件领域，已经领先同赛道厂商不少身位。李莹来到小度的第一步，就是把 AI 的能力夯实，AI原生操作系统DuerOS X在模型层、交互层、应用层三个角度进行了系统重构，让小度的AI硬件以最快速用上了先进的大模型技术，让小度变得更“聪明”。也是如此，这才有了今年4月的“换脑”。而此时，距离李莹来到小度，才刚刚过了半年时间。小度的“换脑”，并非易事。对于小度来说，AI 能力建设固然非常重要，而要把 AI 能力，更好、更快、更经济地用在产品上，“工程化”的难题更是不得不被解决。最终，小度的解法是利用混合模型路由架构（MoE），也就是大小模型的混用，来平衡“本”与“效”。对于小度不同的任务，可以调用 ERNIE tiny、ERNIE lite、EB 4.0 等不同参数、调优的模型，几乎是集文心大模型之“大成”。小度在全百度的 AI 战略架构中，是一块重要的拼图，是百度 AI 技术在硬件层的出口，大模型应用落地的跨部门、甚至跨事业群合作，在任何一家大厂都是很难得见的。而在小度，甚至实现跨生态公司的合作，能一以贯之地执行，足以见得小度“AI+硬件”的战略决心。02“换脑”之后，产品往哪去？在官宣全面“换脑”之后，如何做出来优秀的“AI硬件”产品\n，是李莹思考的另一个重要问题。在“换脑”之后，小度在AI人机交互的角度上，有了阶段性实质的进步。4个月过去，根据最近的统计，用户使用小度AI对话聊天的多轮交互次数，相较之前提升了7倍，其中有些AI对话甚至可以达到百轮。在小度诞生之初，做智能的自然语言交互，就一直是产品设计的初衷。只是在NLP 技术仍未突破的当年，人工智能技术还远无法达到当时人们对 AI 对话体验的想象。九个春秋过去，AI 技术飞速发展到大模型时代，过去小度对于智能人机交互的设想，终于有望在今天实现。就在最近，李莹和团队一起，在多番讨论之后，确定了小度新的公司使命与愿景：抱着“用 AI 让人类的生活更智慧美好”的使命，小度希望“打造引领智能时代的 AI 产品，成为塑造智慧生活的领导者。”而让生活“智慧美好”，还要让 AI 产品“引领时代”，小度的着力点，就放在对用户更深的洞察上。小度最新发布的学习机 Z30，就是他们首款搭载了文心大模型的学习机产品，全新推出“AI老师”，可谓是该产品的“灵魂”所在。在应试教育观念下，一些人会认为，AI 老师最重要的，就是让孩子学到知识、考出成绩。而李莹明白，家长更希望的，是孩子能有良好的学习习惯、主动的学习兴趣——这才是小朋友能够在未来全面发展的关键。于是，李莹给 Z30 的产品定义，是“让孩子爱上学习的 AI 老师”。“比如，我们在古诗预习的场景，为每首诗词都配上了一个 AI 生成的画面，结合互动讲解，孩子对古诗的理解和记忆，明显增强。”杜隽，一个在小度工作的宝妈，就向雷峰网介绍道。她家的小朋友在预习古诗的过程中，还会问小度：“床前明月光里的床，是我们睡觉的床吗？”而当时小朋友正在预习的古诗，正是诗仙李白笔下的《静夜思》。在小度用户中，有很多和杜隽一样的家长，都带着自家的小朋友用上了小度学习机。“光是在古诗预习这一项里，孩子每天平均就可以学20分钟以上。孩子还能随时向小度提问，对于错题的讲解，也不会直接告诉答案，而是启发式的引导孩子思考，这点得到很多家长的认可。”杜隽如此向雷峰网表示道。除此以外，帮用户解读运势的“星座达人”，把孩子的简笔画变成绘本作品的“AI魔画”，陪用户看聊奥运的“奥运小度”等智能体，都给了不少用户相当新潮、又实用的 AI 体验。而在 To B 层面，养老是小度的重要场景之一。对于老年人来说，智能手机功能太多，打字看不清又不方便，小度的语音交互就正好填补了这个空缺。在泰康、平安等不少养老社区，都能看到小度产品的身影。老人可以用小度智能屏和 AI 聊天、呼叫管家、收听新闻等，儿女也能实时看护老人的情况。他们平均每天使用3小时以上，甚至有用户在社交媒体上发声，小度的紧急呼叫功能，帮助长辈第一时间联络到了家人，老人才得以脱离生命危险。李莹在产品上也有自己独到的见解，产品设计更有温度，也更落地。早在来小度之前，李莹更有温度的产品设计特点就有所展露。在百度地图时，李莹和团队就曾根据街景照片推出过一个“时光机”的功能，能够基于地理位置，为用户展现过去真实街道的全景照片，让不少用户为之动容。李莹上任近一年，如果说“聪明”、“能干”印证了小度在智商方面的提升；那么“懂你”和“陪伴”，给用户提供更多的情绪价值，就展现了小度更加“拟人”的一面。03信念和勇气而进行“换脑”如此彻底的改造，对于一家AI硬件公司来说，又谈何容易？ChatGPT 的引爆，一晃都过了快两年，而时任百度CIO的李莹，其实早就用上了文心大模型，并且把它放进各项企业工作流程系统中，推动办公生产效率的提升，也早就对“AI技术改变世界”这件事情有了认知。在李莹接手时，小度就曾对自己的操作系统有过改造尝试，但初期的大模型“改造”，更像是接入整合，是把大模型的能力装进小度的身体里。重构这件事，对于任何公司来说都是艰难的。但要去做深耕，真的用大模型去驱动操作系统，就必须要打破过去的思维惯性，彻底以大模型为系统打造底座。对于小度和李莹来说，能够顺利度过这个转变，靠的是小度用事实说话、结果导向的工程师文化。评价李莹到来之后，小度有了哪些新变化，小度员工吴丹使用了“坚韧”这个词——“在她来了之后，小度变得更‘坚韧’了。”也是这样，小度全新的DuerOS X操作系统，已经完全由大模型驱动，并且后续的版本，也将基于这个全新重构的版本进行迭代。堪称决绝的改革背后，支撑着小度的，则是李莹给小度定下的两个关键词：“信念”和“勇气”。信念，指的是要相信小度究竟是一家怎样的公司，要做什么样的事情，大家有共同的理想和坚持；而勇气，则是要打破固有思维，勇敢地面对未来的不确定性，在质疑声中，有所为，也有所不为。“李莹不是一个‘强势’的领导，不会硬性地规定别人做什么、怎么做，”吴丹说，“她更像一个实干家，倾向于用身体力行、身先士卒的方式，来带动和感染身边的人。”刚刚来到小度一年，李莹就已经交出了一份可圈可点的答卷。在未来，小度面前的难题和考验只多不少，但李莹不会怕，方向也只有勇往无前。04结语今年，李莹给自己定了几个关键目标：第一个，重新定义小度的使命愿景，抓住大模型历史机遇，全面落实新战略；第二个，是要定义AI+硬件的更多场景，让“引领智能时代的 AI 产品”愿景更进一步；第三个，则是要把公司文化梳理和贯彻下去，为小度的未来打下一个更坚实的企业文化基础。在百度20年，李莹一直相信技术能够改变世界。从搜索一路走来，她见过百度廿载峥嵘，也一直记得自己的初心。李莹接手过大小业务、项目无数，出行、工作、学习、生活等领域，都有涉猎。她的心中仍然只有一件事：通过技术，让产品焕发更大的生命力，为用户提供更好的体验。对于李莹自己来说，信念和勇气也是缺一不可。在今天，国内的用户想到搜索，大多心里跳出的第一个就是百度。而在日后的某天，如果大家想到 AI 硬件，心里第一个跳出的是小度，这是李莹真正想要实现的目标。在智能时代的浪潮里，李莹想做自己的灯塔，用对技术的信仰照亮自己，也以身为炬，为身边的人指明方向。这是李莹来到小度的第一年，这也才是李莹来到小度的第一年。//近期热门文章7年的AI芯片销售，决定去开网约车京东无战事高速光环消失，抖音电商如何强冲3.5万亿？","news_type":1,"symbols_score_info":{"89888":0.6,"BIDU":1,"09888":1}},"isVote":1,"tweetType":1,"viewCount":5640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573003399756352,"gmtCreate":1780915811153,"gmtModify":1780916676831,"author":{"id":"3484618007241768","authorId":"3484618007241768","name":"Amasun","avatar":"https://static.tigerbbs.com/c9fcb513ef565fe8c65dc4f69e526d3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484618007241768","idStr":"3484618007241768"},"themes":[],"title":"","htmlText":"那…这不就是用gemini调制的agent吗","listText":"那…这不就是用gemini调制的agent吗","text":"那…这不就是用gemini调制的agent吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573003399756352","repostId":"2641110776","repostType":2,"repost":{"id":"2641110776","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780909054,"share":"https://www.laohunote.com/m/news/2641110776?lang=zh_CN&edition=full","pubTime":"2026-06-08 16:57","market":"us","language":"zh","title":"Siri两年跳票后，今夜，苹果迎来AI正名之战","url":"https://stock-news.laohu8.com/highlight/detail?id=2641110776","media":"华尔街见闻","summary":"苹果今晚将举办WWDC，重构后的Siri成最大看点。新Siri以谷歌Gemini为底层模型并支持独立App，计划引入iOS 27以对标ChatGPT。此举关乎苹果AI战略信任，美银预计2030财年其可增收至多300亿美元；但华尔街对其高估值与执行力存在分歧。","content":"<html><head></head><body><p style=\"text-align: left;\">两年延误之后，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。</p><p style=\"text-align: left;\">按照市场预期，全新Siri将以<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明"AI进展"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。</p><p style=\"text-align: left;\">对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，<strong>若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。</strong>苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。</p><p style=\"text-align: left;\">然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/303661f6c164705d1acbdc1d02edef57\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3147389296\" style=\"text-align: left;\">Siri大改版：从语音助手走向AI代理</h2><p style=\"text-align: left;\">苹果此次Siri重构的野心，远超一次功能迭代。</p><p style=\"text-align: left;\">据报道，<strong>改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻"搜索或提问"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。</strong>这意味着用户每次在系统层面发起搜索，流量均将流经Siri。</p><p style=\"text-align: left;\">功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。</p><p style=\"text-align: left;\">美国银行的Mohan指出，苹果需要将Siri"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。"近期风险在于执行层面"，他补充道。</p><h2 id=\"id_3124114538\" style=\"text-align: left;\">底层架构调整：Gemini上位，ChatGPT优势缩窄</h2><p style=\"text-align: left;\">这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。</p><p style=\"text-align: left;\">此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。</p><p style=\"text-align: left;\">摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。</p><h2 id=\"id_3910291732\" style=\"text-align: left;\">华尔街分歧：乐观预期与历史警示并存</h2><p style=\"text-align: left;\">此次WWDC前夕，华尔街分析师的态度呈现明显分化。</p><p style=\"text-align: left;\">看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。</p><p style=\"text-align: left;\">持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，<strong>若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。</strong>"WWDC必须拿出真正质变的证据，"他写道，并指出"Apple Intelligence在延迟两年之后，如今被市场定价为催化剂而非风险——这与2024年的情形如出一辙"。</p><h2 id=\"id_1974004877\" style=\"text-align: left;\">秋季产品线：折叠屏首秀，定价成最大变数</h2><p style=\"text-align: left;\">今晚演讲之外，苹果下半年的硬件阵容同样受到市场关注。</p><p style=\"text-align: left;\"><strong>折叠屏iPhone是最大的新品种，这是苹果首次引入折叠形态</strong>。iOS 27预计将为其专门优化，包括双栏App布局、类iPad多任务模式和新侧边栏设计。触屏MacBook亦将同期亮相，macOS 27将引入触控友好界面，并在MacBook上集成灵动岛。</p><p style=\"text-align: left;\">定价是最大的不确定因素。摩根大通预计，受内存成本压力影响，iPhone 18系列可能涨价约50美元。值得注意的是，标准版iPhone 18预计要到2027年第一季度才发布，秋季先行上阵的是Pro、Pro Max及折叠屏款——这一错位发布节奏，客观上将推动用户向高端机型迁移。</p><p style=\"text-align: left;\">从历史数据看，苹果股票在WWDC至秋季产品发布之间的窗口期表现相当稳定。过去十年（2016年至2025年），苹果在6月初至9月中旬期间，大多数年份均跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，平均超额收益约为11%。今年叠加折叠屏形态创新、Siri实质重构、触屏Mac首次亮相等多重变量，市场想象空间较往年更为充分。</p><p style=\"text-align: left;\">但执行层面的风险同样真实存在。AI功能能否按时落地、折叠屏的品控与定价能否被消费者接受、涨价策略会否冲击出货量，这些问题均有待验证。正如Mohan所言，"近期风险在于执行"——而这，正是今晚演讲需要回答的核心问题。</p></body></html>","collect":0,"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>Siri两年跳票后，今夜，苹果迎来AI正名之战</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{ 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}\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\">\nSiri两年跳票后，今夜，苹果迎来AI正名之战\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-08 16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">两年延误之后，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。</p><p style=\"text-align: left;\">按照市场预期，全新Siri将以<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明"AI进展"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。</p><p style=\"text-align: left;\">对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，<strong>若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。</strong>苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。</p><p style=\"text-align: left;\">然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/303661f6c164705d1acbdc1d02edef57\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h2 id=\"id_3147389296\" style=\"text-align: left;\">Siri大改版：从语音助手走向AI代理</h2><p style=\"text-align: left;\">苹果此次Siri重构的野心，远超一次功能迭代。</p><p style=\"text-align: left;\">据报道，<strong>改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻"搜索或提问"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。</strong>这意味着用户每次在系统层面发起搜索，流量均将流经Siri。</p><p style=\"text-align: left;\">功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。</p><p style=\"text-align: left;\">美国银行的Mohan指出，苹果需要将Siri"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。"近期风险在于执行层面"，他补充道。</p><h2 id=\"id_3124114538\" style=\"text-align: left;\">底层架构调整：Gemini上位，ChatGPT优势缩窄</h2><p style=\"text-align: left;\">这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。</p><p style=\"text-align: left;\">此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。</p><p style=\"text-align: left;\">摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。</p><h2 id=\"id_3910291732\" style=\"text-align: left;\">华尔街分歧：乐观预期与历史警示并存</h2><p style=\"text-align: left;\">此次WWDC前夕，华尔街分析师的态度呈现明显分化。</p><p style=\"text-align: left;\">看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。</p><p style=\"text-align: left;\">持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，<strong>若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。</strong>"WWDC必须拿出真正质变的证据，"他写道，并指出"Apple Intelligence在延迟两年之后，如今被市场定价为催化剂而非风险——这与2024年的情形如出一辙"。</p><h2 id=\"id_1974004877\" style=\"text-align: left;\">秋季产品线：折叠屏首秀，定价成最大变数</h2><p style=\"text-align: left;\">今晚演讲之外，苹果下半年的硬件阵容同样受到市场关注。</p><p style=\"text-align: left;\"><strong>折叠屏iPhone是最大的新品种，这是苹果首次引入折叠形态</strong>。iOS 27预计将为其专门优化，包括双栏App布局、类iPad多任务模式和新侧边栏设计。触屏MacBook亦将同期亮相，macOS 27将引入触控友好界面，并在MacBook上集成灵动岛。</p><p style=\"text-align: left;\">定价是最大的不确定因素。摩根大通预计，受内存成本压力影响，iPhone 18系列可能涨价约50美元。值得注意的是，标准版iPhone 18预计要到2027年第一季度才发布，秋季先行上阵的是Pro、Pro Max及折叠屏款——这一错位发布节奏，客观上将推动用户向高端机型迁移。</p><p style=\"text-align: left;\">从历史数据看，苹果股票在WWDC至秋季产品发布之间的窗口期表现相当稳定。过去十年（2016年至2025年），苹果在6月初至9月中旬期间，大多数年份均跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，平均超额收益约为11%。今年叠加折叠屏形态创新、Siri实质重构、触屏Mac首次亮相等多重变量，市场想象空间较往年更为充分。</p><p style=\"text-align: left;\">但执行层面的风险同样真实存在。AI功能能否按时落地、折叠屏的品控与定价能否被消费者接受、涨价策略会否冲击出货量，这些问题均有待验证。正如Mohan所言，"近期风险在于执行"——而这，正是今晚演讲需要回答的核心问题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5","relate_stocks":{"LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1674673428.USD":"HSBC GIF 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ACC"},"source_url":"https://wallstreetcn.com/articles/3774106","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641110776","content_text":"两年延误之后，苹果今晚迎来一场必须赢下的战役。在一年一度的全球开发者大会（WWDC）主题演讲上，苹果将正式呈现Siri的全面重构——这不仅是一次产品发布，更是苹果能否重建市场对其AI战略信任的关键时刻。按照市场预期，全新Siri将以谷歌Gemini为底层模型驱动，以独立App形式亮相，功能上直接对标ChatGPT与Claude，支持多轮对话。这一被搁置两年的升级预计将纳入今年9月发布的iOS 27。摩根大通分析师Samik Chatterjee此前指出，苹果在今年WWDC议程中罕见列明\"AI进展\"（AI advancements）议题，分析师将此解读为苹果对这批升级能够按时落地具备信心。对投资者而言，这场演讲的分量远不止于产品本身。美国银行分析师Wamsi Mohan估计，若Siri成功进化为AI代理，到2030财年可为苹果带来150亿至300亿美元的增量收入，并贡献每股2美元的盈利增厚。苹果股价年初至今已上涨14%，本月初创下315美元历史高位，当前市盈率为33.4倍，高于五年均值的27.6倍。然而，市场对苹果能否兑现承诺存在明显分歧。MoffetNathanson分析师Craig Moffett本周警告称，\"进入WWDC 2026的背景与2024年惊人相似——当时市场对AI的一切乐观情绪早已充分定价\"。他维持苹果中性评级，目标价270美元，低于当前股价逾14%。Siri大改版：从语音助手走向AI代理苹果此次Siri重构的野心，远超一次功能迭代。据报道，改版后的Siri将推出独立App，在灵动岛（Dynamic Island）常驻\"搜索或提问\"入口，并有望取代Spotlight，成为iPhone的系统级全局搜索入口。这意味着用户每次在系统层面发起搜索，流量均将流经Siri。功能层面，新Siri预计将具备跨应用多步指令执行能力，支持一句话触发多个App的连续操作；同时引入屏幕感知功能，Siri可读取当前屏幕内容，结合用户个人数据作答；Camera与Photos应用将集成视觉智能，用于识别现实物体并提供AI照片编辑。美国银行的Mohan指出，苹果需要将Siri\"进化为能够理解意图、检索上下文、调用应用并完成工作流的代理\"。他写道，与通用AI模型不同，基于智能手机的代理能够理解用户所处位置、屏幕内容、正在通讯的对象、日程安排、历史消费以及已授权的App权限，形成真正的个人化能力。\"近期风险在于执行层面\"，他补充道。底层架构调整：Gemini上位，ChatGPT优势缩窄这次Siri重构，同样意味着苹果AI合作格局的重新洗牌。此前，苹果的AI架构以自研模型为基础，ChatGPT作为唯一的外部接入选项。而新框架预计将更接近一个AI查询分发平台——Gemini将成为Siri的底层基础模型，同时用户可自由选择将问题路由至不同的第三方模型，类似在Safari中切换默认搜索引擎。ChatGPT将从独家地位退至与其他第三方模型并列的位置。摩根大通的Samik Chatterjee预计，这一新架构将向用户开放多个第三方AI模型选项。对谷歌而言，这是一次重要的生态渗透；对OpenAI而言，独家优势正在消失；对苹果而言，这是将AI能力构建为基础设施的战略选择——平台归苹果，模型竞争交由市场。华尔街分歧：乐观预期与历史警示并存此次WWDC前夕，华尔街分析师的态度呈现明显分化。看多一方以美国银行的Mohan为代表，他给予苹果买入评级，目标价380美元。他认为，若苹果能成功应对跨应用安全通信与敏感数据处理这两大核心挑战，Siri的代理化转型将在2030财年释放实质性盈利增量。持谨慎立场的Craig Moffett则提示估值风险。他指出，苹果当前市盈率33.4倍，高于五年均值27.6倍，若要支撑这一估值，苹果必须证明AI功能能够触发更大规模的iPhone换机潮，或通过服务收入实现AI变现。\"WWDC必须拿出真正质变的证据，\"他写道，并指出\"Apple 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