Mark_2507的个人主页 - 老虎社区

Mark_2507

Mark_2507

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IP属地：江苏

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0勋章

2025-11-24

$Rocket Lab USA, Inc.(RKLB)$ 我是真服了，听了B站的up买这个，全市场涨，就他跌

2025-10-20

‌$亚马逊(AMZN)$ 10月30日财报吗？‌

2025-10-31

‌$Rocket Lab USA, Inc.(RKLB)$ ‌不是，你这么能跌这么多啊

02-24

‌有没有听money or life来的‌

01-02

$亚马逊(AMZN)$ 发生什么了

2025-11-12

$Rocket Lab USA, Inc.(RKLB)$ 啊？又转跌？

2025-11-11

$Rocket Lab USA, Inc.(RKLB)$ 啊？转跌了？

2025-10-24

不是，路边一条

红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？

2025-08-25

$Tron Inc.(TRON)$ **中的**

2025-08-01

$Tron Inc.(TRON)$ 买在了最高点

去老虎APP查看更多动态

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Inc.(RKLB)$ 我是真服了，听了B站的up买这个，全市场涨，就他跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/503704608985728","isVote":1,"tweetType":1,"viewCount":3864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109208518325380","authorId":"4109208518325380","name":"MellX","avatar":"https://static.tigerbbs.com/3025f6f326617c2917bf96bbd5957e39","crmLevel":1,"crmLevelSwitch":0,"idStr":"4109208518325380","authorIdStr":"4109208518325380"},"content":"是ace么[开心]","text":"是ace么[开心]","html":"是ace么[开心]"},{"author":{"id":"3557276349839561","authorId":"3557276349839561","name":"张卍亿","avatar":"https://static.tigerbbs.com/d348c6a72fd9978a436b95c7e0ad82b1","crmLevel":5,"crmLevelSwitch":0,"idStr":"3557276349839561","authorIdStr":"3557276349839561"},"content":"拿着，等明年1季度，要有耐心","text":"拿着，等明年1季度，要有耐心","html":"拿着，等明年1季度，要有耐心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499113803493552,"gmtCreate":1762879016284,"gmtModify":1762879018112,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 啊？转跌了？","text":"$Rocket Lab USA, Inc.(RKLB)$ 啊？转跌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498754527150720","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494975759097944,"gmtCreate":1761874547064,"gmtModify":1761874548768,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ &nbsp;</a>‌不是，你这么能跌这么多啊","listText":"‌<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ &nbsp;</a>‌不是，你这么能跌这么多啊","text":"‌$Rocket Lab USA, Inc.(RKLB)$ ‌不是，你这么能跌这么多啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494975759097944","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492624745443384,"gmtCreate":1761290898328,"gmtModify":1761290900679,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"不是，路边一条","listText":"不是，路边一条","text":"不是，路边一条","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492624745443384","repostId":"2577565234","repostType":2,"repost":{"id":"2577565234","kind":"news","pubTimestamp":1761280047,"share":"https://www.laohu8.com/m/news/2577565234?lang=zh_CN&edition=full","pubTime":"2025-10-24 12:27","market":"us","language":"zh","title":"红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577565234","media":"新智元","summary":"OpenAI在所有人最意想不到的时分，发布一款直指谷歌核心业务命脉的新产品。OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。OpenAI这次推出的Atlas，不是一个插件，也不是一个API，这是一个浏览器。警报声中，谷歌的股价应声下跌4.8%。OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125200772v206faxskgmh79x\"/><p><strong>新智元洞察</strong></p><p>作者：雷鸣</p><p><strong>【新智元导读】</strong>浏览器“第三次世界大战”打响！OpenAI向<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>扔下一个AI核弹，谁能掌握未来互联网之门的钥匙？</p><p>一觉醒来，变天了！</p><p>互联网未来之战已然打响。</p><p>OpenAI在所有人（尤其是山景城）最意想不到的时分，发布一款直指<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>核心业务命脉的新产品。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/UicQ7HgWiaUb1ZJPmFmvzIcMna3AichYXmJbtM2a9bDVjgOQBw3PCnljx7iaUBvWuY3UhSsvKD2wG8YBLWIiaZV5zmg/640?wx_fmt=png&amp;from=appmsg\"/><p>OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。</p><p>关于互联网未来入口的争夺战急剧升级。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125230482v206lpt3anlt0s4\"/><p>科技圈的“耳语网络”瞬间变成了全频段的尖叫。</p><p>外媒财富直接将这次发布称为《浏览器大战以复仇之势卷土重来》。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125232512v206vbl74z2jell\"/><p>大西洋日报直接内涵《OpenAI你不致力于攻克癌症吗？为何要下场搞浏览器》</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125233972v206zihtajjy2tx\"/><p>美国的CNN更加直接，《互联网未来之战已然打响》！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125235087v206sto7e51167x\"/><p>OpenAI这次推出的Atlas，不是一个插件，也不是一个API，这是一个<strong>浏览器</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125243474v206r84j3z369nx\"/><p>第一反应？</p><p>这不是在竞争，这是在“抄家”。</p><p>华尔街的交易算法比人类更快地读懂了这则消息的含义。</p><p>警报声中，谷歌的股价应声下跌4.8%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125244704v206jh4kw31rn4j\"/><p>这近5个百分点的蒸发，不是因为一个新产品，而是因为一个旧<a href=\"https://laohu8.com/S/00776\">帝国</a>的地基——那个我们每天打开几十次的Chrome图标——第一次发出了肉眼可见的裂痕。</p><p>OpenAI的意图再明显不过：它不只是想在谷歌的客厅里分一杯羹，它想直接拆掉谷歌的承重墙。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125245586v2068nhltyelv5r\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125246179v2067cm1n4upe61\"/><p><strong>黄金漏斗：Chrome不能承受之重</strong></p><p>要理解这4.8%的恐慌，你必须拆解谷歌这台精妙的印钞机。</p><p>多年来，我们以为谷歌的护城河是它无所不知的“搜索算法”。</p><p>错了！</p><p>它的护城河是<strong>Chrome</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125302671v206ndghj4f0qm9\"/><p>Chrome，这个占据全球桌面市场超过65%份额的庞然大物，从来都不是谷歌的目的。</p><p>它是一个载体，一个管道，一个设计精巧的“<strong>黄金漏斗”</strong>。</p><p>谷歌的核心收入来源是什么？</p><p>搜索广告！</p><p>搜索广告（Search Ads）是指在搜索引擎结果页面上展示的广告，当用户在搜索引擎（如<a href=\"https://laohu8.com/S/BIDU\">百度</a>、谷歌、必应等）输入关键词时，广告会根据这些关键词出现在结果页的显著位置。</p><p>搜索广告是一种基于关键词匹配的付费广告形式。广告主出价购买与其产品或服务相关的关键词，当用户搜索这些关键词时，广告就会展示在搜索结果页面上方或旁边。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125315168v206b5klahr9vxe\"/><p>你每次在搜索框里输入“最好的运动鞋”或“附近的披萨店”，触发的竞价排名广告，构成了Alphabet财报上那千亿美元收入的绝对主力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125322130v2060ksvfv7wck4\"/><p>现在，关键逻辑链来了：</p><p><strong>1. Chrome</strong>是用户访问互联网的<strong>默认入口</strong>。</p><p>2. Chrome浏览器的<strong>默认</strong><strong>搜索引擎</strong>是<strong>Google Search</strong>。</p><p>3. Google Search承载着<strong>Search Ads</strong>。</p><p>看明白了吗？</p><p>Chrome存在的最大价值，就是确保这个世界上绝大多数的互联网“意图”都流经谷歌的服务器。</p><p>它是一个价值数万亿美元的“默认选项”！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125336301v206ztozvkxno72\"/><p>谷歌母公司Alphabet2024年收入构成：谷歌搜索占比57%</p><p>谷歌每年愿意支付给苹果<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元，仅仅是为了买下iPhone上Safari浏览器的默认搜索位置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125342235v2067rboih844li\"/><p>对于它亲生的、统治市场的Chrome，这个位置的价值更是不可估量。</p><p>互联网早期，图形化网页浏览器之间曾上演激烈竞争。</p><p>网景导航者与<a href=\"https://laohu8.com/S/MSFT\">微软</a>IE浏览器正面交锋。</p><p>就在IE赢得这场战役后，新一轮市场份额争夺战又在IE、Mozilla的火狐与谷歌Chrome之间爆发。</p><p>这次Chrome成为主导者，过去十年间市场份额长期保持在60%以上，而最接近的竞争对手<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Safari则始终徘徊在15%左右。</p><p>OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125342584v206h6bs9v26e9o\"/><p><strong>降维打击：当“搜索”不复存在</strong></p><p>如果Atlas只是另一个换了皮肤的Chromium，那不过是又一场无聊的“浏览器战争”。</p><p>但所有人都知道，它不是。</p><p>一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。</p><p>它将是“<strong>回答</strong>”和“<strong>执行</strong>”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125343433v206ipo18g5w1gf\"/><p>你不会再打开Atlas去“搜索”10个蓝色链接，然后自己筛选信息。</p><p>你会直接在地址栏（或者别的什么未来主义的输入框）里说：</p><p>“帮我规划一个五天的东京旅行，预订那家评分最高的拉面店，并总结一下我昨晚错过的所有关于AI的新闻。”</p><p>然后，它会<strong>直接完成</strong>。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/UicQ7HgWiaUb1ZJPmFmvzIcMna3AichYXmJ8NDicC20SCv0cjhXl5ia8yVicic8VH3D9JApEBaZE0r2icX0goN4s09H5Jg/640?wx_fmt=png&amp;from=appmsg\"/><p>上下滑动查看</p><p>这对谷歌是致命的。</p><p>在一个没有“搜索结果页”（SERP）的世界里，你把<strong>广告</strong>放在哪里？</p><p>当用户意图被AI在前端直接拦截和满足时，谷歌的<strong>整个广告竞价系统</strong>就失去了存在的意义。</p><p>这不是优化，这是“范式转移”。</p><p>如今，人工智能正在颠覆浏览器市场格局。</p><p>各公司开始将新一代生成式AI和智能代理能力直接集成到网页导航工具中，由此引发了争夺用户的新一轮激战。</p><p>搭载谷歌Gemini AI模型的Chrome，正与Perplexity（其Comet AI浏览器）等<a href=\"https://laohu8.com/S/688257\">新锐</a>势力对抗，而曾历经浏览器大战的老牌选手Opera等也试图通过AI增强功能重振雄风。</p><p>Atlas不是在和Chrome抢用户，它是在试图让Chrome的商业模式变得“过时”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125404086v2060kwi7q51ltx\"/><p><strong>谷歌的反击：这不是演习</strong></p><p>所以，别被那4.8%的下跌骗了。</p><p>那只是市场的膝跳反应。</p><p>如果你认为谷歌会像当年的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>或雅虎一样，在“创新者窘境”中迟疑不决，那你就大错特错了。</p><p>谷歌不可能——也绝对不会——在Chrome战场上投降。</p><p>这里的损失不是“损失”，是“死亡”。</p><p>山景城（Google总部）的反应将会是迅速、猛烈、甚至不计成本的。</p><p>忘掉那些慢悠悠的A/B测试吧，一场“闪电战”即将开始：</p><p>1. Gemini“核融合”</p><p>谷歌会立刻、马上、不惜一切代价地将Gemini（或任何他们最新的AI模型）深度融合到Chrome的每一个像素里。</p><p>Chrome将不再是一个“浏览器”，它会变成一个“操作系统环境”。</p><p>你的浏览器将拥有知觉，它会预测你的需求，重写你的邮件，在你提问之前就主动提供答案。</p><p>Chrome将从一个“拉取”信息的工具，变成一个“推送”智能的代理。</p><p>2. 生态围墙与摩擦力</p><p>“哦，Atlas浏览器很酷。可惜，它无法无缝同步你的Google Docs、自动登录你的Gmail、无缝衔接你的Android手机剪贴板。”</p><p>谷歌会动用它庞大的生态系统——Android、GSuite、Google Login、Google Pay——来制造“摩擦力”。</p><p>他们会让切换到Atlas变得极其痛苦，让留守在Chrome生态里的体验变得“丝滑”到令人上瘾。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125405438v206s3eo7jy0y93\"/><p>4. 焦土政策与“金钱水喉”</p><p>还记得谷歌付给苹果的钱吗？</p><p>在经济层面，有时也会把某些“自毁”性质的举措称为焦土政策——比如一个国家在面临外部压力时，为了拖延对方、牺牲自己资源或结构，故意破坏某些经济或制度资源。</p><p>金钱水喉通常它被用来比喻“资金像水龙头一样被大规模放出/流入经济体系”。</p><p>如果需要，谷歌会把这个数字翻倍、再翻倍。</p><p>他们会付钱给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、付钱给<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、付钱给火狐（是的，甚至付钱给竞争对手），付钱给这个星球上任何一个可以预装或设置默认浏览器的硬件/软件制造商，只为一件事：扼杀Atlas的分发渠道。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125406056v206prqlfk9bbkw\"/><p><strong>终局：战争已经开始</strong></p><p>今天这4.8%的震荡，只是这场“AI界面战争”的开幕式。</p><p>OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125412513v206gzvxvjarxke\"/><p>只要打开ChatGPT，OpenAI就会给你推送Altas</p><p>但谷歌不是一座城堡，它是一座武装到牙齿的浮空堡垒。</p><p>它的反应不会是“一个新功能”，而将是一场“系统级的雪崩”。</p><p>这不是Chrome vs Atlas。</p><p>这是“广告驱动的索引互联网”vs“订阅驱动的智能互联网”的第一次正面交锋。</p><p>谷歌不会坐以待毙。</p><p>它会战斗。</p><p>它会用AI、用生态、用海量的现金，来捍卫它那根最粗的黄金管道。</p><p>系好安全带，<strong>Web AI时代</strong>的开局，比所有人想象的都更加血腥。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125417978v2064g56b12o2pj\"/><p><strong>作者介绍</strong></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>红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？</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{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024125444a6cb40a7&s=b><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新智元洞察作者：雷鸣【新智元导读】浏览器“第三次世界大战”打响！OpenAI向谷歌扔下一个AI核弹，谁能掌握未来互联网之门的钥匙？一觉醒来，变天了！互联网未来之战已然打响。OpenAI在所有人（尤其是山景城）最意想不到的时分，发布一款直指谷歌核心业务命脉的新产品。OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。关于互联网未来入口的争夺战急剧升级。科技圈的“耳语网络”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024125444a6cb40a7&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":{"LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GOOG":"谷歌","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL 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SGD","GOOGL":"谷歌A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024125444a6cb40a7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577565234","content_text":"新智元洞察作者：雷鸣【新智元导读】浏览器“第三次世界大战”打响！OpenAI向谷歌扔下一个AI核弹，谁能掌握未来互联网之门的钥匙？一觉醒来，变天了！互联网未来之战已然打响。OpenAI在所有人（尤其是山景城）最意想不到的时分，发布一款直指谷歌核心业务命脉的新产品。OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。关于互联网未来入口的争夺战急剧升级。科技圈的“耳语网络”瞬间变成了全频段的尖叫。外媒财富直接将这次发布称为《浏览器大战以复仇之势卷土重来》。大西洋日报直接内涵《OpenAI你不致力于攻克癌症吗？为何要下场搞浏览器》美国的CNN更加直接，《互联网未来之战已然打响》！OpenAI这次推出的Atlas，不是一个插件，也不是一个API，这是一个浏览器。第一反应？这不是在竞争，这是在“抄家”。华尔街的交易算法比人类更快地读懂了这则消息的含义。警报声中，谷歌的股价应声下跌4.8%。这近5个百分点的蒸发，不是因为一个新产品，而是因为一个旧帝国的地基——那个我们每天打开几十次的Chrome图标——第一次发出了肉眼可见的裂痕。OpenAI的意图再明显不过：它不只是想在谷歌的客厅里分一杯羹，它想直接拆掉谷歌的承重墙。黄金漏斗：Chrome不能承受之重要理解这4.8%的恐慌，你必须拆解谷歌这台精妙的印钞机。多年来，我们以为谷歌的护城河是它无所不知的“搜索算法”。错了！它的护城河是Chrome。Chrome，这个占据全球桌面市场超过65%份额的庞然大物，从来都不是谷歌的目的。它是一个载体，一个管道，一个设计精巧的“黄金漏斗”。谷歌的核心收入来源是什么？搜索广告！搜索广告（Search Ads）是指在搜索引擎结果页面上展示的广告，当用户在搜索引擎（如百度、谷歌、必应等）输入关键词时，广告会根据这些关键词出现在结果页的显著位置。搜索广告是一种基于关键词匹配的付费广告形式。广告主出价购买与其产品或服务相关的关键词，当用户搜索这些关键词时，广告就会展示在搜索结果页面上方或旁边。你每次在搜索框里输入“最好的运动鞋”或“附近的披萨店”，触发的竞价排名广告，构成了Alphabet财报上那千亿美元收入的绝对主力。现在，关键逻辑链来了：1. Chrome是用户访问互联网的默认入口。2. Chrome浏览器的默认搜索引擎是Google Search。3. Google Search承载着Search Ads。看明白了吗？Chrome存在的最大价值，就是确保这个世界上绝大多数的互联网“意图”都流经谷歌的服务器。它是一个价值数万亿美元的“默认选项”！谷歌母公司Alphabet2024年收入构成：谷歌搜索占比57%谷歌每年愿意支付给苹果数百亿美元，仅仅是为了买下iPhone上Safari浏览器的默认搜索位置。对于它亲生的、统治市场的Chrome，这个位置的价值更是不可估量。互联网早期，图形化网页浏览器之间曾上演激烈竞争。网景导航者与微软IE浏览器正面交锋。就在IE赢得这场战役后，新一轮市场份额争夺战又在IE、Mozilla的火狐与谷歌Chrome之间爆发。这次Chrome成为主导者，过去十年间市场份额长期保持在60%以上，而最接近的竞争对手苹果Safari则始终徘徊在15%左右。OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！降维打击：当“搜索”不复存在如果Atlas只是另一个换了皮肤的Chromium，那不过是又一场无聊的“浏览器战争”。但所有人都知道，它不是。一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。它将是“回答”和“执行”。你不会再打开Atlas去“搜索”10个蓝色链接，然后自己筛选信息。你会直接在地址栏（或者别的什么未来主义的输入框）里说：“帮我规划一个五天的东京旅行，预订那家评分最高的拉面店，并总结一下我昨晚错过的所有关于AI的新闻。”然后，它会直接完成。上下滑动查看这对谷歌是致命的。在一个没有“搜索结果页”（SERP）的世界里，你把广告放在哪里？当用户意图被AI在前端直接拦截和满足时，谷歌的整个广告竞价系统就失去了存在的意义。这不是优化，这是“范式转移”。如今，人工智能正在颠覆浏览器市场格局。各公司开始将新一代生成式AI和智能代理能力直接集成到网页导航工具中，由此引发了争夺用户的新一轮激战。搭载谷歌Gemini AI模型的Chrome，正与Perplexity（其Comet AI浏览器）等新锐势力对抗，而曾历经浏览器大战的老牌选手Opera等也试图通过AI增强功能重振雄风。Atlas不是在和Chrome抢用户，它是在试图让Chrome的商业模式变得“过时”。谷歌的反击：这不是演习所以，别被那4.8%的下跌骗了。那只是市场的膝跳反应。如果你认为谷歌会像当年的诺基亚或雅虎一样，在“创新者窘境”中迟疑不决，那你就大错特错了。谷歌不可能——也绝对不会——在Chrome战场上投降。这里的损失不是“损失”，是“死亡”。山景城（Google总部）的反应将会是迅速、猛烈、甚至不计成本的。忘掉那些慢悠悠的A/B测试吧，一场“闪电战”即将开始：1. Gemini“核融合”谷歌会立刻、马上、不惜一切代价地将Gemini（或任何他们最新的AI模型）深度融合到Chrome的每一个像素里。Chrome将不再是一个“浏览器”，它会变成一个“操作系统环境”。你的浏览器将拥有知觉，它会预测你的需求，重写你的邮件，在你提问之前就主动提供答案。Chrome将从一个“拉取”信息的工具，变成一个“推送”智能的代理。2. 生态围墙与摩擦力“哦，Atlas浏览器很酷。可惜，它无法无缝同步你的Google Docs、自动登录你的Gmail、无缝衔接你的Android手机剪贴板。”谷歌会动用它庞大的生态系统——Android、GSuite、Google Login、Google Pay——来制造“摩擦力”。他们会让切换到Atlas变得极其痛苦，让留守在Chrome生态里的体验变得“丝滑”到令人上瘾。4. 焦土政策与“金钱水喉”还记得谷歌付给苹果的钱吗？在经济层面，有时也会把某些“自毁”性质的举措称为焦土政策——比如一个国家在面临外部压力时，为了拖延对方、牺牲自己资源或结构，故意破坏某些经济或制度资源。金钱水喉通常它被用来比喻“资金像水龙头一样被大规模放出/流入经济体系”。如果需要，谷歌会把这个数字翻倍、再翻倍。他们会付钱给三星、付钱给戴尔、付钱给火狐（是的，甚至付钱给竞争对手），付钱给这个星球上任何一个可以预装或设置默认浏览器的硬件/软件制造商，只为一件事：扼杀Atlas的分发渠道。终局：战争已经开始今天这4.8%的震荡，只是这场“AI界面战争”的开幕式。OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。只要打开ChatGPT，OpenAI就会给你推送Altas但谷歌不是一座城堡，它是一座武装到牙齿的浮空堡垒。它的反应不会是“一个新功能”，而将是一场“系统级的雪崩”。这不是Chrome vs Atlas。这是“广告驱动的索引互联网”vs“订阅驱动的智能互联网”的第一次正面交锋。谷歌不会坐以待毙。它会战斗。它会用AI、用生态、用海量的现金，来捍卫它那根最粗的黄金管道。系好安全带，Web 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买在了最高点","text":"$Tron Inc.(TRON)$ 买在了最高点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462908517704160","isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462263596302672,"gmtCreate":1753876028554,"gmtModify":1753880289363,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 刚大涨就增发，这是没有道德的公司","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 刚大涨就增发，这是没有道德的公司","text":"$SoFi Technologies Inc.(SOFI)$ 刚大涨就增发，这是没有道德的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462263596302672","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456793586287024,"gmtCreate":1752558557314,"gmtModify":1752559274923,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"meta究竟在干什么","listText":"meta究竟在干什么","text":"meta究竟在干什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456793586287024","repostId":"2551715867","repostType":2,"repost":{"id":"2551715867","kind":"news","pubTimestamp":1752549952,"share":"https://www.laohu8.com/m/news/2551715867?lang=zh_CN&edition=full","pubTime":"2025-07-15 11:25","market":"us","language":"zh","title":"Grok进军政府市场！美国防部与谷歌、xAI等四家巨头签订高额合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2551715867","media":"智通财经","summary":"7月15日，美国国防部已向四家顶级人工智能开发公司授予合同，旨在加速美军对这项新兴技术的采纳。美国国防部数字与人工智能办公室周一表示，将向$Alphabet$旗下的Google、OpenAI、埃隆·马斯克的xAI和Anthropic PBC授予合同。虽然具体金额尚未披露，但该机构表示，每份合同的上限为2亿美元。xAI周一在社交媒体上表示，公司将推出面向美国政府的产品套件“Grok for Government”。这些协议也将允许其他联邦机构通过与总务管理局的合作关系来使用这些AI工具。","content":"<html><head></head><body><p>7月15日，美国国防部已向四家顶级人工智能开发公司授予合同，旨在加速美军对这项新兴技术的采纳。美国国防部数字与人工智能办公室(CDAO)周一表示，将向<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>旗下的Google、OpenAI、埃隆·马斯克的xAI和Anthropic PBC授予合同。虽然具体金额尚未披露，但该机构表示，每份合同的上限为2亿美元。</p><p>CDAO负责人Doug Matty表示：“将现有的商业解决方案整合为一套协同能力体系，将加速先进人工智能在我们联合任务中的应用，包括作战领域、情报、业务和企业信息系统。”</p><p>这些合同为人工智能公司提供了重要的收入来源，这些公司一直希望扩大在公共部门的影响力。xAI周一在社交媒体上表示，公司将推出面向美国政府的产品套件“Grok for Government”。</p><p>美国国防部表示，正在采用“商业优先”策略来加速人工智能的采纳。这些协议也将允许其他联邦机构通过与总务管理局(GSA)的合作关系来使用这些AI工具。</p></body></html>","source":"stock_zhitongcaijing","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>Grok进军政府市场！美国防部与谷歌、xAI等四家巨头签订高额合同</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\">\nGrok进军政府市场！美国防部与谷歌、xAI等四家巨头签订高额合同\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-15 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1317805.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月15日，美国国防部已向四家顶级人工智能开发公司授予合同，旨在加速美军对这项新兴技术的采纳。美国国防部数字与人工智能办公室(CDAO)周一表示，将向Alphabet旗下的Google、OpenAI、埃隆·马斯克的xAI和Anthropic PBC授予合同。虽然具体金额尚未披露，但该机构表示，每份合同的上限为2亿美元。CDAO负责人Doug Matty表示：“将现有的商业解决方案整合为一套协同能力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1317805.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8fca69a364eb1ccaf6e9078f1721480","relate_stocks":{"LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4598":"佩洛西持仓","BK4574":"无人驾驶","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1317805.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2551715867","content_text":"7月15日，美国国防部已向四家顶级人工智能开发公司授予合同，旨在加速美军对这项新兴技术的采纳。美国国防部数字与人工智能办公室(CDAO)周一表示，将向Alphabet旗下的Google、OpenAI、埃隆·马斯克的xAI和Anthropic PBC授予合同。虽然具体金额尚未披露，但该机构表示，每份合同的上限为2亿美元。CDAO负责人Doug Matty表示：“将现有的商业解决方案整合为一套协同能力体系，将加速先进人工智能在我们联合任务中的应用，包括作战领域、情报、业务和企业信息系统。”这些合同为人工智能公司提供了重要的收入来源，这些公司一直希望扩大在公共部门的影响力。xAI周一在社交媒体上表示，公司将推出面向美国政府的产品套件“Grok for Government”。美国国防部表示，正在采用“商业优先”策略来加速人工智能的采纳。这些协议也将允许其他联邦机构通过与总务管理局(GSA)的合作关系来使用这些AI工具。","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454277090906624,"gmtCreate":1751938327351,"gmtModify":1751938750323,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"希望谷歌能给癌症治疗带来新方案","listText":"希望谷歌能给癌症治疗带来新方案","text":"希望谷歌能给癌症治疗带来新方案","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454277090906624","repostId":"2549332065","repostType":2,"repost":{"id":"2549332065","kind":"news","pubTimestamp":1751882280,"share":"https://www.laohu8.com/m/news/2549332065?lang=zh_CN&edition=full","pubTime":"2025-07-07 17:58","market":"us","language":"zh","title":"谷歌 AI 制药将迎里程碑：人体试验启动在即，正为癌症研发新药","url":"https://stock-news.laohu8.com/highlight/detail?id=2549332065","media":"IT之家","summary":"提升成功的概率。","content":"<p>IT之家 7 月 7 日消息，据《财富》杂志 6 日报道，Isomorphic Labs 总裁兼<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> DeepMind 首席商务官 Colin Murdoch 透露，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>旗下专注于药物研发的神秘机构 Isomorphic Labs 即将启动由 AI 设计的新药的人体试验。</p><p>Murdoch 在巴黎受访时表示：“我们在伦敦国王十字的办公室里，已经有人与 AI 协作，为癌症开发新药。”</p><p>经过多年筹备，Isomorphic 的 AI 药物终于有望进入临床阶段。“下一步的重大里程碑，就是正式开展临床试验，把这些药物经过多年筹备，Isomorphic 的 AI 药物终于有望进入临床阶段。“下一步的重大里程碑，就是正式开展临床试验，把这些药物真正用于人体。我们正在扩充团队，离目标已经非常接近。”。我们正在扩充团队，离目标已经非常接近。”</p><p>Isomorphic Labs 成立于 2021 年，脱胎于 DeepMind，起点正是该机构最引人注目的技术突破之一 ——AlphaFold，这套 AI 系统能够高精度预测蛋白质结构。</p><p>AlphaFold 最初只用于预测单一蛋白质的形态，但其能力逐渐扩展至模拟蛋白质与 DNA 及药物等分子的相互作用。</p><p>这项进展让 AlphaFold 在药物开发中的实用价值大大提升，为加速药物设计提供了可能，也促成了 Isomorphic Labs 的诞生。</p><p>Murdoch 回忆道：“AlphaFold 是 Isomorphic Labs 的灵感来源，它证明 AI 能够在药物研发领域发挥根本性作用。”</p><p>2024 年，AlphaFold 3 发布的同年，Isomorphic 先后与<a href=\"https://laohu8.com/S/NVS\">诺华</a>、<a href=\"https://laohu8.com/S/LLY\">礼来</a>等大型药企达成重要合作协议。2025 年 4 月，Isomorphic Labs 完成首轮外部融资，由 Thrive Capital 领投，募资 6 亿美元（IT之家注：现汇率约合 43 亿元人民币）。</p><p>这些合作和融资都是 Isomorphic 打造“世界级药物设计引擎”计划的一部分 —— 此系统将机器学习专家与制药行业老将整合在一起，目标是在保证成功率的同时，更快、更低成本地开发新药。</p><p>在与药企的合作中，Isomorphic 一方面支持对方现有项目，另一方面也开展自身主导的药物研发计划，聚焦癌症、免疫等领域，期望在完成早期临床后将新药授权给其他公司。</p><p>Murdoch 说：“我们会找出尚未满足的治疗需求，然后启动自有研发项目，并推进到临床阶段…… 虽然我们还没做到，但进展很顺利。”</p><p>当前，一款新药从研发到上市常需耗资数百万美元，成功率往往不足一成。Murdoch 相信 Isomorphic 的技术将显著改善这种局面。</p><p>他说：“我们的目标，是加快进度、降低成本，更重要的是提升成功的概率。”他希望借助 AlphaFold 的技术，最终让药物研发人员在进入人体试验前就能有充分把握，确信药物会起作用。“有一天，我们希望能够实现这样的愿景：面对一种疾病，只需点击一下按钮，就能生成对应药物的设计方案。全部由这些强大的 AI 工具驱动。”</p>","source":"ithome","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>谷歌 AI 制药将迎里程碑：人体试验启动在即，正为癌症研发新药</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; 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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谷歌 AI 制药将迎里程碑：人体试验启动在即，正为癌症研发新药\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-07-07/doc-infervxh7580178.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 7 月 7 日消息，据《财富》杂志 6 日报道，Isomorphic Labs 总裁兼谷歌 DeepMind 首席商务官 Colin Murdoch 透露，谷歌旗下专注于药物研发的神秘机构 Isomorphic Labs 即将启动由 AI 设计的新药的人体试验。Murdoch 在巴黎受访时表示：“我们在伦敦国王十字的办公室里，已经有人与 AI 协作，为癌症开发新药。”经过多年筹备，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-07/doc-infervxh7580178.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.sina.com.cn/stock/t/2025-07-07/doc-infervxh7580178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549332065","content_text":"IT之家 7 月 7 日消息，据《财富》杂志 6 日报道，Isomorphic Labs 总裁兼谷歌 DeepMind 首席商务官 Colin Murdoch 透露，谷歌旗下专注于药物研发的神秘机构 Isomorphic Labs 即将启动由 AI 设计的新药的人体试验。Murdoch 在巴黎受访时表示：“我们在伦敦国王十字的办公室里，已经有人与 AI 协作，为癌症开发新药。”经过多年筹备，Isomorphic 的 AI 药物终于有望进入临床阶段。“下一步的重大里程碑，就是正式开展临床试验，把这些药物经过多年筹备，Isomorphic 的 AI 药物终于有望进入临床阶段。“下一步的重大里程碑，就是正式开展临床试验，把这些药物真正用于人体。我们正在扩充团队，离目标已经非常接近。”。我们正在扩充团队，离目标已经非常接近。”Isomorphic Labs 成立于 2021 年，脱胎于 DeepMind，起点正是该机构最引人注目的技术突破之一 ——AlphaFold，这套 AI 系统能够高精度预测蛋白质结构。AlphaFold 最初只用于预测单一蛋白质的形态，但其能力逐渐扩展至模拟蛋白质与 DNA 及药物等分子的相互作用。这项进展让 AlphaFold 在药物开发中的实用价值大大提升，为加速药物设计提供了可能，也促成了 Isomorphic Labs 的诞生。Murdoch 回忆道：“AlphaFold 是 Isomorphic Labs 的灵感来源，它证明 AI 能够在药物研发领域发挥根本性作用。”2024 年，AlphaFold 3 发布的同年，Isomorphic 先后与诺华、礼来等大型药企达成重要合作协议。2025 年 4 月，Isomorphic Labs 完成首轮外部融资，由 Thrive Capital 领投，募资 6 亿美元（IT之家注：现汇率约合 43 亿元人民币）。这些合作和融资都是 Isomorphic 打造“世界级药物设计引擎”计划的一部分 —— 此系统将机器学习专家与制药行业老将整合在一起，目标是在保证成功率的同时，更快、更低成本地开发新药。在与药企的合作中，Isomorphic 一方面支持对方现有项目，另一方面也开展自身主导的药物研发计划，聚焦癌症、免疫等领域，期望在完成早期临床后将新药授权给其他公司。Murdoch 说：“我们会找出尚未满足的治疗需求，然后启动自有研发项目，并推进到临床阶段…… 虽然我们还没做到，但进展很顺利。”当前，一款新药从研发到上市常需耗资数百万美元，成功率往往不足一成。Murdoch 相信 Isomorphic 的技术将显著改善这种局面。他说：“我们的目标，是加快进度、降低成本，更重要的是提升成功的概率。”他希望借助 AlphaFold 的技术，最终让药物研发人员在进入人体试验前就能有充分把握，确信药物会起作用。“有一天，我们希望能够实现这样的愿景：面对一种疾病，只需点击一下按钮，就能生成对应药物的设计方案。全部由这些强大的 AI 工具驱动。”","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":503704608985728,"gmtCreate":1763997011648,"gmtModify":1763997013589,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 我是真服了，听了B站的up买这个，全市场涨，就他跌","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 我是真服了，听了B站的up买这个，全市场涨，就他跌","text":"$Rocket Lab USA, Inc.(RKLB)$ 我是真服了，听了B站的up买这个，全市场涨，就他跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/503704608985728","isVote":1,"tweetType":1,"viewCount":3864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109208518325380","authorId":"4109208518325380","name":"MellX","avatar":"https://static.tigerbbs.com/3025f6f326617c2917bf96bbd5957e39","crmLevel":1,"crmLevelSwitch":0,"idStr":"4109208518325380","authorIdStr":"4109208518325380"},"content":"是ace么[开心]","text":"是ace么[开心]","html":"是ace么[开心]"},{"author":{"id":"3557276349839561","authorId":"3557276349839561","name":"张卍亿","avatar":"https://static.tigerbbs.com/d348c6a72fd9978a436b95c7e0ad82b1","crmLevel":5,"crmLevelSwitch":0,"idStr":"3557276349839561","authorIdStr":"3557276349839561"},"content":"拿着，等明年1季度，要有耐心","text":"拿着，等明年1季度，要有耐心","html":"拿着，等明年1季度，要有耐心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491305611641384,"gmtCreate":1760968721980,"gmtModify":1760968723830,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>10月30日财报吗？‌","listText":"‌<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>10月30日财报吗？‌","text":"‌$亚马逊(AMZN)$ 10月30日财报吗？‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/491305611641384","isVote":1,"tweetType":1,"viewCount":3036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197971637444492","authorId":"4197971637444492","name":"紫气东来叶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"idStr":"4197971637444492","authorIdStr":"4197971637444492"},"content":"财报在即，要开始往上爬升了","text":"财报在即，要开始往上爬升了","html":"财报在即，要开始往上爬升了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494975759097944,"gmtCreate":1761874547064,"gmtModify":1761874548768,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ &nbsp;</a>‌不是，你这么能跌这么多啊","listText":"‌<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ &nbsp;</a>‌不是，你这么能跌这么多啊","text":"‌$Rocket Lab USA, Inc.(RKLB)$ ‌不是，你这么能跌这么多啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494975759097944","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536276300005624,"gmtCreate":1771947801592,"gmtModify":1771947803932,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"‌有没有听money or life来的‌","listText":"‌有没有听money or life来的‌","text":"‌有没有听money or life来的‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536276300005624","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517699419263680,"gmtCreate":1767366927370,"gmtModify":1767366929094,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 发生什么了","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 发生什么了","text":"$亚马逊(AMZN)$ 发生什么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517699419263680","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499113803493552,"gmtCreate":1762879016284,"gmtModify":1762879018112,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 啊？又转跌？","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 啊？又转跌？","text":"$Rocket Lab USA, Inc.(RKLB)$ 啊？又转跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499113803493552","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498754527150720,"gmtCreate":1762791444210,"gmtModify":1762791446160,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 啊？转跌了？","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 啊？转跌了？","text":"$Rocket Lab USA, Inc.(RKLB)$ 啊？转跌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498754527150720","isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492624745443384,"gmtCreate":1761290898328,"gmtModify":1761290900679,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"不是，路边一条","listText":"不是，路边一条","text":"不是，路边一条","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492624745443384","repostId":"2577565234","repostType":2,"repost":{"id":"2577565234","kind":"news","pubTimestamp":1761280047,"share":"https://www.laohu8.com/m/news/2577565234?lang=zh_CN&edition=full","pubTime":"2025-10-24 12:27","market":"us","language":"zh","title":"红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577565234","media":"新智元","summary":"OpenAI在所有人最意想不到的时分，发布一款直指谷歌核心业务命脉的新产品。OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。OpenAI这次推出的Atlas，不是一个插件，也不是一个API，这是一个浏览器。警报声中，谷歌的股价应声下跌4.8%。OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125200772v206faxskgmh79x\"/><p><strong>新智元洞察</strong></p><p>作者：雷鸣</p><p><strong>【新智元导读】</strong>浏览器“第三次世界大战”打响！OpenAI向<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>扔下一个AI核弹，谁能掌握未来互联网之门的钥匙？</p><p>一觉醒来，变天了！</p><p>互联网未来之战已然打响。</p><p>OpenAI在所有人（尤其是山景城）最意想不到的时分，发布一款直指<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>核心业务命脉的新产品。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/UicQ7HgWiaUb1ZJPmFmvzIcMna3AichYXmJbtM2a9bDVjgOQBw3PCnljx7iaUBvWuY3UhSsvKD2wG8YBLWIiaZV5zmg/640?wx_fmt=png&amp;from=appmsg\"/><p>OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。</p><p>关于互联网未来入口的争夺战急剧升级。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125230482v206lpt3anlt0s4\"/><p>科技圈的“耳语网络”瞬间变成了全频段的尖叫。</p><p>外媒财富直接将这次发布称为《浏览器大战以复仇之势卷土重来》。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125232512v206vbl74z2jell\"/><p>大西洋日报直接内涵《OpenAI你不致力于攻克癌症吗？为何要下场搞浏览器》</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125233972v206zihtajjy2tx\"/><p>美国的CNN更加直接，《互联网未来之战已然打响》！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125235087v206sto7e51167x\"/><p>OpenAI这次推出的Atlas，不是一个插件，也不是一个API，这是一个<strong>浏览器</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125243474v206r84j3z369nx\"/><p>第一反应？</p><p>这不是在竞争，这是在“抄家”。</p><p>华尔街的交易算法比人类更快地读懂了这则消息的含义。</p><p>警报声中，谷歌的股价应声下跌4.8%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125244704v206jh4kw31rn4j\"/><p>这近5个百分点的蒸发，不是因为一个新产品，而是因为一个旧<a href=\"https://laohu8.com/S/00776\">帝国</a>的地基——那个我们每天打开几十次的Chrome图标——第一次发出了肉眼可见的裂痕。</p><p>OpenAI的意图再明显不过：它不只是想在谷歌的客厅里分一杯羹，它想直接拆掉谷歌的承重墙。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125245586v2068nhltyelv5r\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125246179v2067cm1n4upe61\"/><p><strong>黄金漏斗：Chrome不能承受之重</strong></p><p>要理解这4.8%的恐慌，你必须拆解谷歌这台精妙的印钞机。</p><p>多年来，我们以为谷歌的护城河是它无所不知的“搜索算法”。</p><p>错了！</p><p>它的护城河是<strong>Chrome</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125302671v206ndghj4f0qm9\"/><p>Chrome，这个占据全球桌面市场超过65%份额的庞然大物，从来都不是谷歌的目的。</p><p>它是一个载体，一个管道，一个设计精巧的“<strong>黄金漏斗”</strong>。</p><p>谷歌的核心收入来源是什么？</p><p>搜索广告！</p><p>搜索广告（Search Ads）是指在搜索引擎结果页面上展示的广告，当用户在搜索引擎（如<a href=\"https://laohu8.com/S/BIDU\">百度</a>、谷歌、必应等）输入关键词时，广告会根据这些关键词出现在结果页的显著位置。</p><p>搜索广告是一种基于关键词匹配的付费广告形式。广告主出价购买与其产品或服务相关的关键词，当用户搜索这些关键词时，广告就会展示在搜索结果页面上方或旁边。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125315168v206b5klahr9vxe\"/><p>你每次在搜索框里输入“最好的运动鞋”或“附近的披萨店”，触发的竞价排名广告，构成了Alphabet财报上那千亿美元收入的绝对主力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125322130v2060ksvfv7wck4\"/><p>现在，关键逻辑链来了：</p><p><strong>1. Chrome</strong>是用户访问互联网的<strong>默认入口</strong>。</p><p>2. Chrome浏览器的<strong>默认</strong><strong>搜索引擎</strong>是<strong>Google Search</strong>。</p><p>3. Google Search承载着<strong>Search Ads</strong>。</p><p>看明白了吗？</p><p>Chrome存在的最大价值，就是确保这个世界上绝大多数的互联网“意图”都流经谷歌的服务器。</p><p>它是一个价值数万亿美元的“默认选项”！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125336301v206ztozvkxno72\"/><p>谷歌母公司Alphabet2024年收入构成：谷歌搜索占比57%</p><p>谷歌每年愿意支付给苹果<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元，仅仅是为了买下iPhone上Safari浏览器的默认搜索位置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125342235v2067rboih844li\"/><p>对于它亲生的、统治市场的Chrome，这个位置的价值更是不可估量。</p><p>互联网早期，图形化网页浏览器之间曾上演激烈竞争。</p><p>网景导航者与<a href=\"https://laohu8.com/S/MSFT\">微软</a>IE浏览器正面交锋。</p><p>就在IE赢得这场战役后，新一轮市场份额争夺战又在IE、Mozilla的火狐与谷歌Chrome之间爆发。</p><p>这次Chrome成为主导者，过去十年间市场份额长期保持在60%以上，而最接近的竞争对手<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Safari则始终徘徊在15%左右。</p><p>OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125342584v206h6bs9v26e9o\"/><p><strong>降维打击：当“搜索”不复存在</strong></p><p>如果Atlas只是另一个换了皮肤的Chromium，那不过是又一场无聊的“浏览器战争”。</p><p>但所有人都知道，它不是。</p><p>一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。</p><p>它将是“<strong>回答</strong>”和“<strong>执行</strong>”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125343433v206ipo18g5w1gf\"/><p>你不会再打开Atlas去“搜索”10个蓝色链接，然后自己筛选信息。</p><p>你会直接在地址栏（或者别的什么未来主义的输入框）里说：</p><p>“帮我规划一个五天的东京旅行，预订那家评分最高的拉面店，并总结一下我昨晚错过的所有关于AI的新闻。”</p><p>然后，它会<strong>直接完成</strong>。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/UicQ7HgWiaUb1ZJPmFmvzIcMna3AichYXmJ8NDicC20SCv0cjhXl5ia8yVicic8VH3D9JApEBaZE0r2icX0goN4s09H5Jg/640?wx_fmt=png&amp;from=appmsg\"/><p>上下滑动查看</p><p>这对谷歌是致命的。</p><p>在一个没有“搜索结果页”（SERP）的世界里，你把<strong>广告</strong>放在哪里？</p><p>当用户意图被AI在前端直接拦截和满足时，谷歌的<strong>整个广告竞价系统</strong>就失去了存在的意义。</p><p>这不是优化，这是“范式转移”。</p><p>如今，人工智能正在颠覆浏览器市场格局。</p><p>各公司开始将新一代生成式AI和智能代理能力直接集成到网页导航工具中，由此引发了争夺用户的新一轮激战。</p><p>搭载谷歌Gemini AI模型的Chrome，正与Perplexity（其Comet AI浏览器）等<a href=\"https://laohu8.com/S/688257\">新锐</a>势力对抗，而曾历经浏览器大战的老牌选手Opera等也试图通过AI增强功能重振雄风。</p><p>Atlas不是在和Chrome抢用户，它是在试图让Chrome的商业模式变得“过时”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125404086v2060kwi7q51ltx\"/><p><strong>谷歌的反击：这不是演习</strong></p><p>所以，别被那4.8%的下跌骗了。</p><p>那只是市场的膝跳反应。</p><p>如果你认为谷歌会像当年的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>或雅虎一样，在“创新者窘境”中迟疑不决，那你就大错特错了。</p><p>谷歌不可能——也绝对不会——在Chrome战场上投降。</p><p>这里的损失不是“损失”，是“死亡”。</p><p>山景城（Google总部）的反应将会是迅速、猛烈、甚至不计成本的。</p><p>忘掉那些慢悠悠的A/B测试吧，一场“闪电战”即将开始：</p><p>1. Gemini“核融合”</p><p>谷歌会立刻、马上、不惜一切代价地将Gemini（或任何他们最新的AI模型）深度融合到Chrome的每一个像素里。</p><p>Chrome将不再是一个“浏览器”，它会变成一个“操作系统环境”。</p><p>你的浏览器将拥有知觉，它会预测你的需求，重写你的邮件，在你提问之前就主动提供答案。</p><p>Chrome将从一个“拉取”信息的工具，变成一个“推送”智能的代理。</p><p>2. 生态围墙与摩擦力</p><p>“哦，Atlas浏览器很酷。可惜，它无法无缝同步你的Google Docs、自动登录你的Gmail、无缝衔接你的Android手机剪贴板。”</p><p>谷歌会动用它庞大的生态系统——Android、GSuite、Google Login、Google Pay——来制造“摩擦力”。</p><p>他们会让切换到Atlas变得极其痛苦，让留守在Chrome生态里的体验变得“丝滑”到令人上瘾。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125405438v206s3eo7jy0y93\"/><p>4. 焦土政策与“金钱水喉”</p><p>还记得谷歌付给苹果的钱吗？</p><p>在经济层面，有时也会把某些“自毁”性质的举措称为焦土政策——比如一个国家在面临外部压力时，为了拖延对方、牺牲自己资源或结构，故意破坏某些经济或制度资源。</p><p>金钱水喉通常它被用来比喻“资金像水龙头一样被大规模放出/流入经济体系”。</p><p>如果需要，谷歌会把这个数字翻倍、再翻倍。</p><p>他们会付钱给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、付钱给<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、付钱给火狐（是的，甚至付钱给竞争对手），付钱给这个星球上任何一个可以预装或设置默认浏览器的硬件/软件制造商，只为一件事：扼杀Atlas的分发渠道。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125406056v206prqlfk9bbkw\"/><p><strong>终局：战争已经开始</strong></p><p>今天这4.8%的震荡，只是这场“AI界面战争”的开幕式。</p><p>OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125412513v206gzvxvjarxke\"/><p>只要打开ChatGPT，OpenAI就会给你推送Altas</p><p>但谷歌不是一座城堡，它是一座武装到牙齿的浮空堡垒。</p><p>它的反应不会是“一个新功能”，而将是一场“系统级的雪崩”。</p><p>这不是Chrome vs Atlas。</p><p>这是“广告驱动的索引互联网”vs“订阅驱动的智能互联网”的第一次正面交锋。</p><p>谷歌不会坐以待毙。</p><p>它会战斗。</p><p>它会用AI、用生态、用海量的现金，来捍卫它那根最粗的黄金管道。</p><p>系好安全带，<strong>Web AI时代</strong>的开局，比所有人想象的都更加血腥。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251024125417978v2064g56b12o2pj\"/><p><strong>作者介绍</strong></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>红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？</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{ 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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红色警报：OpenAI的Atlas浏览器，是捅向谷歌万亿心脏的匕首吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 12:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024125444a6cb40a7&s=b><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新智元洞察作者：雷鸣【新智元导读】浏览器“第三次世界大战”打响！OpenAI向谷歌扔下一个AI核弹，谁能掌握未来互联网之门的钥匙？一觉醒来，变天了！互联网未来之战已然打响。OpenAI在所有人（尤其是山景城）最意想不到的时分，发布一款直指谷歌核心业务命脉的新产品。OpenAI放了一个大招：ChatGPT Atlas，想要争夺全球互联网入口。关于互联网未来入口的争夺战急剧升级。科技圈的“耳语网络”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024125444a6cb40a7&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":{"LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GOOG":"谷歌","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL 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Ads）是指在搜索引擎结果页面上展示的广告，当用户在搜索引擎（如百度、谷歌、必应等）输入关键词时，广告会根据这些关键词出现在结果页的显著位置。搜索广告是一种基于关键词匹配的付费广告形式。广告主出价购买与其产品或服务相关的关键词，当用户搜索这些关键词时，广告就会展示在搜索结果页面上方或旁边。你每次在搜索框里输入“最好的运动鞋”或“附近的披萨店”，触发的竞价排名广告，构成了Alphabet财报上那千亿美元收入的绝对主力。现在，关键逻辑链来了：1. Chrome是用户访问互联网的默认入口。2. Chrome浏览器的默认搜索引擎是Google Search。3. Google Search承载着Search Ads。看明白了吗？Chrome存在的最大价值，就是确保这个世界上绝大多数的互联网“意图”都流经谷歌的服务器。它是一个价值数万亿美元的“默认选项”！谷歌母公司Alphabet2024年收入构成：谷歌搜索占比57%谷歌每年愿意支付给苹果数百亿美元，仅仅是为了买下iPhone上Safari浏览器的默认搜索位置。对于它亲生的、统治市场的Chrome，这个位置的价值更是不可估量。互联网早期，图形化网页浏览器之间曾上演激烈竞争。网景导航者与微软IE浏览器正面交锋。就在IE赢得这场战役后，新一轮市场份额争夺战又在IE、Mozilla的火狐与谷歌Chrome之间爆发。这次Chrome成为主导者，过去十年间市场份额长期保持在60%以上，而最接近的竞争对手苹果Safari则始终徘徊在15%左右。OpenAI的Atlas浏览器，就是一把试图插在这个黄金漏斗最窄处的刀！降维打击：当“搜索”不复存在如果Atlas只是另一个换了皮肤的Chromium，那不过是又一场无聊的“浏览器战争”。但所有人都知道，它不是。一个由OpenAI打造的浏览器，其核心逻辑将根本不是“搜索”。它将是“回答”和“执行”。你不会再打开Atlas去“搜索”10个蓝色链接，然后自己筛选信息。你会直接在地址栏（或者别的什么未来主义的输入框）里说：“帮我规划一个五天的东京旅行，预订那家评分最高的拉面店，并总结一下我昨晚错过的所有关于AI的新闻。”然后，它会直接完成。上下滑动查看这对谷歌是致命的。在一个没有“搜索结果页”（SERP）的世界里，你把广告放在哪里？当用户意图被AI在前端直接拦截和满足时，谷歌的整个广告竞价系统就失去了存在的意义。这不是优化，这是“范式转移”。如今，人工智能正在颠覆浏览器市场格局。各公司开始将新一代生成式AI和智能代理能力直接集成到网页导航工具中，由此引发了争夺用户的新一轮激战。搭载谷歌Gemini AI模型的Chrome，正与Perplexity（其Comet AI浏览器）等新锐势力对抗，而曾历经浏览器大战的老牌选手Opera等也试图通过AI增强功能重振雄风。Atlas不是在和Chrome抢用户，它是在试图让Chrome的商业模式变得“过时”。谷歌的反击：这不是演习所以，别被那4.8%的下跌骗了。那只是市场的膝跳反应。如果你认为谷歌会像当年的诺基亚或雅虎一样，在“创新者窘境”中迟疑不决，那你就大错特错了。谷歌不可能——也绝对不会——在Chrome战场上投降。这里的损失不是“损失”，是“死亡”。山景城（Google总部）的反应将会是迅速、猛烈、甚至不计成本的。忘掉那些慢悠悠的A/B测试吧，一场“闪电战”即将开始：1. Gemini“核融合”谷歌会立刻、马上、不惜一切代价地将Gemini（或任何他们最新的AI模型）深度融合到Chrome的每一个像素里。Chrome将不再是一个“浏览器”，它会变成一个“操作系统环境”。你的浏览器将拥有知觉，它会预测你的需求，重写你的邮件，在你提问之前就主动提供答案。Chrome将从一个“拉取”信息的工具，变成一个“推送”智能的代理。2. 生态围墙与摩擦力“哦，Atlas浏览器很酷。可惜，它无法无缝同步你的Google Docs、自动登录你的Gmail、无缝衔接你的Android手机剪贴板。”谷歌会动用它庞大的生态系统——Android、GSuite、Google Login、Google Pay——来制造“摩擦力”。他们会让切换到Atlas变得极其痛苦，让留守在Chrome生态里的体验变得“丝滑”到令人上瘾。4. 焦土政策与“金钱水喉”还记得谷歌付给苹果的钱吗？在经济层面，有时也会把某些“自毁”性质的举措称为焦土政策——比如一个国家在面临外部压力时，为了拖延对方、牺牲自己资源或结构，故意破坏某些经济或制度资源。金钱水喉通常它被用来比喻“资金像水龙头一样被大规模放出/流入经济体系”。如果需要，谷歌会把这个数字翻倍、再翻倍。他们会付钱给三星、付钱给戴尔、付钱给火狐（是的，甚至付钱给竞争对手），付钱给这个星球上任何一个可以预装或设置默认浏览器的硬件/软件制造商，只为一件事：扼杀Atlas的分发渠道。终局：战争已经开始今天这4.8%的震荡，只是这场“AI界面战争”的开幕式。OpenAI的Atlas扔出了一块巨石，试图砸开谷歌的护城河。只要打开ChatGPT，OpenAI就会给你推送Altas但谷歌不是一座城堡，它是一座武装到牙齿的浮空堡垒。它的反应不会是“一个新功能”，而将是一场“系统级的雪崩”。这不是Chrome vs Atlas。这是“广告驱动的索引互联网”vs“订阅驱动的智能互联网”的第一次正面交锋。谷歌不会坐以待毙。它会战斗。它会用AI、用生态、用海量的现金，来捍卫它那根最粗的黄金管道。系好安全带，Web AI时代的开局，比所有人想象的都更加血腥。作者介绍","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"GOOG":1.5,"GOOGL":1.5}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471460415037720,"gmtCreate":1756134052597,"gmtModify":1756134053995,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$ </a> **中的**","listText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$ </a> **中的**","text":"$Tron Inc.(TRON)$ **中的**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471460415037720","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462908517704160,"gmtCreate":1754020155941,"gmtModify":1754023131028,"author":{"id":"3548294324011278","authorId":"3548294324011278","name":"Mark_2507","avatar":"https://static.tigerbbs.com/a3ce2bc13c52f391e8e5038611d9a8e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548294324011278","authorIdStr":"3548294324011278"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$ </a> 买在了最高点","listText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$ </a> 买在了最高点","text":"$Tron Inc.(TRON)$ 买在了最高点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462908517704160","isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}