SearchGPT正面硬刚谷歌？！花旗：不必过于担忧 | AI脱水

华尔街见闻07-26 13:48

本文作者：张逸凡编辑：申思琦来源：硬AI 昨晚，OpenAI 发布了生成式AI搜索引擎SearchGPT，正面硬刚Google、Bing、Perplexity。花旗认为，尽管 SearchGPT的推出对谷歌构成竞争，但谷歌在 AI 技术和产品组合方面的优势能够很好地应对挑战，不必过于担忧。一、AI 搜索引擎大对比 SearchGPT发布后，AI搜索市场上形成了Google、Bing、...

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Citi: Don't worry too much about AI dehydration","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":1,"GOOGL":0.9,"MSFT":0.6},"content_text":"本文作者：张逸凡\n编辑：申思琦\n来源：硬AI\n昨晚，OpenAI 发布了生成式AI搜索引擎SearchGPT，正面硬刚Google、Bing、Perplexity。\n花旗认为，尽管 SearchGPT的推出对谷歌构成竞争，但谷歌在 AI 技术和产品组合方面的优势能够很好地应对挑战，不必过于担忧。\n一、AI 搜索引擎大对比\nSearchGPT发布后，AI搜索市场上形成了Google、Bing、Perplexity和SearchGPT的四大竞争格局。对比来看，谷歌在AI 技术（支持更多模态）和用户基础上更甚一筹。\n\n1）AI搜索功能发布时间：Perplexity（2023年）> Google AI overview（2024年5月） > Bing AI 摘要（2024年7月24日） > SearchGPT （2024年7月25日）。\n2）用户数量：Perplexity和Google（AI overview）已经面向全球用户。SearchGPT目前仅限1万名用户使用，仅对小部分用户和出版商开放。Bing AI则还未完全开放，目前处于测试阶段，只对部分搜索生效，预计未来会逐渐推广。\n3）用户界面：整体上各家界面都差不多。用户在对话框中输入问题，AI搜索后总结出一份结构化的答案，包含文字和图像信息，同时会列出相关信息来源，用户可以继续追问或在侧边栏、其他搜索结果中探索更多相关搜索。\n4）内容准确性：Google AI Overview诸如“用胶水粘披萨“、”吃石头获取营养”的搜索结果让用户哭笑不得。Perplexity、Bing AI和SearchGPT暂时没有发现类似的情况。最终的用户体验需要等到这些AI搜索引擎完全对用户开放后才会揭晓。\n5）多模态方面：目前Perplexity和SearchGPT仅支持文字搜索，Google AI则支持文字、图片和视频搜索，更甚一筹。（Bing AI暂时未知，看官方演示视频支持文字搜索）\n\n总体来看，虽然谷歌在准确性上有一定的缺陷，但整体上还是维持了在AI技术（支持更多模态）和用户基础上面的优势。用户基础上，SearchGPT目前仅对1万名用户开放，Bing AI当前也处于测试阶段，短期内不会对谷歌造成影响。\n二、市场份额变化\nSearchGPT推出后，市场担忧会对谷歌构成竞争。截至发稿前，谷歌股价下跌近3.1%。\n\n参考历史数据，这样的担忧可能还为时尚早。先前，Perplexity推出的时候，市场也曾担忧AI搜索会对谷歌产生影响。然而，根据Similarweb数据以及谷歌最近两个季度的财报，Perplexity 推出后，虽然其访问量不断上升，但对谷歌的搜索业务影响并不大，仅出现略微下滑，不过受益于 AI 的广告精准投放，谷歌的广告业务在24Q2 还同比增长了 11.9%。\n\n\nStatcounter数据显示，目前谷歌仍占有搜索市场超90%的份额，保持着明显的领先地位。\n\n总体来看，尽管SearchGPT的推出对谷歌构成竞争，但参考过往Perplexity的表现，以及谷歌在AI 技术（支持多模态）和用户基础的领先优势，市场暂时不必过于担忧。\n本文来自微信公众号“硬AI”，关注更多AI前沿资讯请移步这里\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2454676613"}