GOOGLE正在改掉“搜索赚钱”

SG Visual Research 图解研报

这季 Google 的重点不在超预期。

AI 让搜索从“一问一答”，

变成更长、更接近决策的对话。

真正的变化是：

每一次搜索的商业价值在变大。

聚焦美股7巨头：Meta、亚马逊加速AI进程！

美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

OgdenHerbert
02-10
OgdenHerbert
搜索变成长对话，变现潜力直接翻倍！

发表看法

1

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531142597825880,"tweetId":"531142597825880","gmtCreate":1770694483609,"gmtModify":1770697468243,"author":{"id":3558404604264882,"idStr":"3558404604264882","authorId":3558404604264882,"authorIdStr":"3558404604264882","name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[{"themeId":"ce9475fb74174670803352ffbd11690a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"聚焦美股7巨头：Meta、亚马逊加速AI进程！","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ce9475fb74174670803352ffbd11690a}&rnconfig={\"headerBarHidden\": true}","description":"美东时间8日周三，Meta正式发布自研AI模型Muse Spark，标志着该司重金押注AI战略后的首次实质性落地，Meta股价一度涨9.5%。业内普遍认为，这标志着Meta从“AI布道者”向“AI竞争者”的身份转变；次日，在CEO股东信确认一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿，股价收涨5.6%、领涨科技巨头。【大家接下来看好哪只科技巨头表现？亚马逊现在能买吗？】","image":"https://static.tigerbbs.com/361eb9e82b38badf55f5eab7ee16736c"}],"images":[{"img":"https://static.tigerbbs.com/c5d0fa31ca4019406ffdf5f2a17e5b31","width":"1080","height":"6602"}],"coverImages":[{"img":"https://static.tigerbbs.com/c5d0fa31ca4019406ffdf5f2a17e5b31","width":"1080","height":"6602"}],"title":"GOOGLE正在改掉“搜索赚钱”","html":"<html><head></head><body><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;\n<p></p>\n<p>这季 Google 的重点不在超预期。</p>\n<p></p>\n<p>AI 让搜索从“一问一答”，</p>\n<p>变成更长、更接近决策的对话。</p>\n<p>真正的变化是：</p>\n<p>每一次搜索的商业价值在变大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d0fa31ca4019406ffdf5f2a17e5b31\" tg-width=\"1080\" tg-height=\"6602\"><span></span></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;\n<p></p>\n<p>这季 Google 的重点不在超预期。</p>\n<p></p>\n<p>AI 让搜索从“一问一答”，</p>\n<p>变成更长、更接近决策的对话。</p>\n<p>真正的变化是：</p>\n<p>每一次搜索的商业价值在变大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d0fa31ca4019406ffdf5f2a17e5b31\" tg-width=\"1080\" tg-height=\"6602\"><span></span></p></body></html>","text":"$谷歌(GOOG)$ 这季 Google 的重点不在超预期。 AI 让搜索从“一问一答”， 变成更长、更接近决策的对话。 真正的变化是： 每一次搜索的商业价值在变大。","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/531142597825880","repostId":0,"isVote":1,"tweetType":1,"viewCount":2004,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":126,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":531162452382624,"commentId":"531162452382624","gmtCreate":1770699308435,"gmtModify":1770731853398,"authorId":9000000000000444,"author":{"id":9000000000000444,"idStr":"9000000000000444","authorId":9000000000000444,"name":"OgdenHerbert","avatar":"https://static.tigerbbs.com/88e5966a6a308afadf4107a07e9bf39d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":531142597825880,"objectIdStr":"531142597825880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"搜索变成长对话，变现潜力直接翻倍！","text":"搜索变成长对话，变现潜力直接翻倍！","html":"搜索变成长对话，变现潜力直接翻倍！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531142597825880"}