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Mmike

IP属地：山东

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- MmikeMmike
  ·01-27
  $联合健康(UNH)$ 参照英特尔等，政府基金入股，老美现在跟神秘东方有样学样
  643 评论
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- MmikeMmike
  ·01-23
  当大家都看好这个板块时、当大家都在这个板块挣钱时，说明进入的窗口已经关了
  1,003 评论
  1
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- MmikeMmike
  ·01-23
  如果携程换成booking，果断买入就是了，可惜了
  945 评论
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- MmikeMmike
  ·01-23
  虽然个人很反感多多（主要是病毒营销和冒牌盛行），但不可否认多多是个能挣钱的公司，特别是、多多明面上不属于某一个特定派系（政经都包含），出海也在闷声发大财。现在明显是超跌了，一个10万罚款，别听那些评论的又是信号又是啥的、其实啥p事也没有，反而是靴子落地。买就行，段老板持有的大家也可以放心了
  583 评论
  1
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- MmikeMmike
  ·01-23
  $百度集团-SW(09888)$ 好投资最怕的就是不实地调研，投资标的的产品最起码要用一下对比一下
  2,785 评论
  1
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- MmikeMmike
  ·01-23
  $阿里巴巴-W(09988)$ 阿里的整个内部和关联生态是有很大问题的，技术型死磕型的大项目几乎没有成功的。那些“成功”的，也是吃干抹净敲骨吸髓。说的有点极端啊，不喜勿喷
  1,195 评论
  1
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- MmikeMmike
  ·01-22
  $小米集团-W(01810)$ 跌到20以内是比较合适的。但是，即使跌到20以内，也远离港A
  1,840 4
  4
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- MmikeMmike
  ·2025-11-25
  $阿里巴巴(BABA)$ 这财报...要跌了
  1,699 评论
  3
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- MmikeMmike
  ·2025-11-24
  反正我已经转了
  谷歌Gemini会取代ChatGPT成为老大吗？
  截至发稿，谷歌夜盘再涨2.73%，股价达307.7美元，再创历史新高。
  谷歌Gemini会取代ChatGPT成为老大吗？
  1,088 评论
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- MmikeMmike
  ·2025-10-09
  $法拉利(RACE)$ 好机会啊
  1,841 评论
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参照英特尔等，政府基金入股，老美现在跟神秘东方有样学样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526335650144888","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524851635945952,"gmtCreate":1769151208868,"gmtModify":1769151211096,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"当大家都看好这个板块时、当大家都在这个板块挣钱时，说明进入的窗口已经关了","listText":"当大家都看好这个板块时、当大家都在这个板块挣钱时，说明进入的窗口已经关了","text":"当大家都看好这个板块时、当大家都在这个板块挣钱时，说明进入的窗口已经关了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524851635945952","isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524798179914704,"gmtCreate":1769151158291,"gmtModify":1769151160816,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"如果携程换成booking，果断买入就是了，可惜了","listText":"如果携程换成booking，果断买入就是了，可惜了","text":"如果携程换成booking，果断买入就是了，可惜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524798179914704","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524798018392416,"gmtCreate":1769151111681,"gmtModify":1769151225115,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"虽然个人很反感多多（主要是病毒营销和冒牌盛行），但不可否认多多是个能挣钱的公司，特别是、多多明面上不属于某一个特定派系（政经都包含），出海也在闷声发大财。现在明显是超跌了，一个10万罚款，别听那些评论的又是信号又是啥的、其实啥p事也没有，反而是靴子落地。 买就行，段老板持有的大家也可以放心了","listText":"虽然个人很反感多多（主要是病毒营销和冒牌盛行），但不可否认多多是个能挣钱的公司，特别是、多多明面上不属于某一个特定派系（政经都包含），出海也在闷声发大财。现在明显是超跌了，一个10万罚款，别听那些评论的又是信号又是啥的、其实啥p事也没有，反而是靴子落地。 买就行，段老板持有的大家也可以放心了","text":"虽然个人很反感多多（主要是病毒营销和冒牌盛行），但不可否认多多是个能挣钱的公司，特别是、多多明面上不属于某一个特定派系（政经都包含），出海也在闷声发大财。现在明显是超跌了，一个10万罚款，别听那些评论的又是信号又是啥的、其实啥p事也没有，反而是靴子落地。 买就行，段老板持有的大家也可以放心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524798018392416","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524786316570840,"gmtCreate":1769148340662,"gmtModify":1769148342515,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a><v-v data-views=\"0\"></v-v> 好投资最怕的就是不实地调研，投资标的的产品最起码要用一下对比一下","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a><v-v data-views=\"0\"></v-v> 好投资最怕的就是不实地调研，投资标的的产品最起码要用一下对比一下","text":"$百度集团-SW(09888)$ 好投资最怕的就是不实地调研，投资标的的产品最起码要用一下对比一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524786316570840","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524785948700824,"gmtCreate":1769148248656,"gmtModify":1769153296388,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里的整个内部和关联生态是有很大问题的，技术型死磕型的大项目几乎没有成功的。那些“成功”的，也是吃干抹净敲骨吸髓。说的有点极端啊，不喜勿喷","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里的整个内部和关联生态是有很大问题的，技术型死磕型的大项目几乎没有成功的。那些“成功”的，也是吃干抹净敲骨吸髓。说的有点极端啊，不喜勿喷","text":"$阿里巴巴-W(09988)$ 阿里的整个内部和关联生态是有很大问题的，技术型死磕型的大项目几乎没有成功的。那些“成功”的，也是吃干抹净敲骨吸髓。说的有点极端啊，不喜勿喷","images":[{"img":"https://static.tigerbbs.com/872632bb474db022f1213bcb29778777","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524785948700824","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524497662903776,"gmtCreate":1769077861990,"gmtModify":1769077864288,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 跌到20以内是比较合适的。但是，即使跌到20以内，也远离港A","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 跌到20以内是比较合适的。但是，即使跌到20以内，也远离港A","text":"$小米集团-W(01810)$ 跌到20以内是比较合适的。但是，即使跌到20以内，也远离港A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/524497662903776","isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462769350070915","authorId":"3462769350070915","name":"Xhacker","avatar":"https://static.tigerbbs.com/3cf4639fcee6d54912237feb4214b407","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3462769350070915","idStr":"3462769350070915"},"content":"小米谁买谁懵，上梁不正下梁歪的公司，撕裂感拉满，25年9月份我就断定，它是个垃圾","text":"小米谁买谁懵，上梁不正下梁歪的公司，撕裂感拉满，25年9月份我就断定，它是个垃圾","html":"小米谁买谁懵，上梁不正下梁歪的公司，撕裂感拉满，25年9月份我就断定，它是个垃圾"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"他这一波本身就会远远差异bat，但是港股确实大陆化太严重了.","text":"他这一波本身就会远远差异bat，但是港股确实大陆化太严重了.","html":"他这一波本身就会远远差异bat，但是港股确实大陆化太严重了."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504039350100640,"gmtCreate":1764066891638,"gmtModify":1764066893583,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 这财报...要跌了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 这财报...要跌了","text":"$阿里巴巴(BABA)$ 这财报...要跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504039350100640","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503614911349528,"gmtCreate":1763975580728,"gmtModify":1763975582995,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"title":"","htmlText":"反正我已经转了","listText":"反正我已经转了","text":"反正我已经转了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503614911349528","repostId":"1111844023","repostType":4,"repost":{"id":"1111844023","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763973382,"share":"https://www.laohu8.com/m/news/1111844023?lang=zh_CN&edition=full","pubTime":"2025-11-24 16:36","market":"us","language":"zh","title":"谷歌Gemini会取代ChatGPT成为老大吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111844023","media":"老虎资讯综合","summary":"截至发稿，谷歌夜盘再涨2.73%，股价达307.7美元，再创历史新高。","content":"<html><head></head><body><p>近期，一个在行业内不断升温的观点引发关注：<strong>用户是否真的会从 ChatGPT 转向谷歌最新的 Gemini？</strong></p><p>随着 Gemini 3 正式发布，谷歌在编码能力、搜索效能、图像生成等方面全面升级，表现亮眼。</p><p>多位知名研究者与分析人士均给予积极评价，认为此次升级兑现了此前的期待。</p><p>截至发稿，谷歌夜盘再涨2.73%，股价达307.7美元，再创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c308ededc777c3a67fc8887e65ddd990\" tg-width=\"912\" tg-height=\"611\"/></p><p>回顾一年多前，Gemini 还被视为“失败作品”，因为设计风格和产品完成度问题饱受嘲讽。</p><p>同一时期，OpenAI 多次选择与谷歌“正面对抗”，同步发布新品，并频频获得市场掌声。大量用户因此扎根在 OpenAI 生态中，把 ChatGPT 当成主要的 AI 助手，并不断培养个人化的使用习惯。</p><p>科技行业有一个普遍规律：</p><p><strong>让用户接受一个新应用很难，让用户迁移更难。</strong></p><p>这意味着，即使后来者产品更强，用户也未必愿意轻易更换平台。因此 ChatGPT 目前仍保持明显的用户规模优势——<strong>每周约 8 亿用户，而 Gemini 月活为 6.5 亿</strong>。OpenAI 的先发优势仍在发挥作用。</p><p>但必须承认的是，在产品节奏上，<strong>OpenAI 最近出现了跟不上谷歌的迹象。</strong></p><p>过去这一周，OpenAI 不再像以前那样“压着同一天发布新品”展示气势，反而在开放部分敏感内容后，引发外界质疑其是否存在增长焦虑。</p><p>虽然 OpenAI 管理层仍在公开场合强调领先优势，但多家媒体报道称，在公司内部讨论中，高层已经承认谷歌的高速反攻将带来一段“艰难期”。</p><p>与此同时，OpenAI 的声誉和形象在部分行业群体中也经历波动。例如 Sora 在推出后，引发影视及创意行业的普遍警惕，令公司在这些领域的友好度有所下降。加之普通用户对“AI 是否冲击就业”的担忧不断强化，ChatGPT 正逐渐成为公众认知中最具代表性的“AI 威胁”，这反过来也可能成为先发品牌不得不面对的新压力。</p><p>相比之下，Gemini 虽然品牌力相对弱，但“存在感不那么强”反而让谷歌处于一种更稳妥的位置。如果未来监管方向或公众情绪发生变化，谷歌可以非常自然地将其强大的底层 AI 能力整合进 Chrome、Android、Google Search 等日常产品中，让用户在无感知的情况下全面切换到更强的 AI 引擎。</p><p>这与商业史中经典的一幕颇为相似：</p><p>并非要推出最张扬的产品，而是成为那个“最可靠、不出事故”的选择。</p><p>从谷歌的角度来看，它拥有的可能正是那套既强大又稳健的技术——<strong>不会让用户担心“下一秒就改变整个就业市场”的技术。</strong></p><p>只是一个继续服务全球数十亿人的、看似普通的 Google Search。</p><p></p><p><em>综合自The Information《Maybe Google Does Win It All》、及网络。</em></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\" 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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Gemini会取代ChatGPT成为老大吗？\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\">2025-11-24 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期，一个在行业内不断升温的观点引发关注：<strong>用户是否真的会从 ChatGPT 转向谷歌最新的 Gemini？</strong></p><p>随着 Gemini 3 正式发布，谷歌在编码能力、搜索效能、图像生成等方面全面升级，表现亮眼。</p><p>多位知名研究者与分析人士均给予积极评价，认为此次升级兑现了此前的期待。</p><p>截至发稿，谷歌夜盘再涨2.73%，股价达307.7美元，再创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c308ededc777c3a67fc8887e65ddd990\" tg-width=\"912\" tg-height=\"611\"/></p><p>回顾一年多前，Gemini 还被视为“失败作品”，因为设计风格和产品完成度问题饱受嘲讽。</p><p>同一时期，OpenAI 多次选择与谷歌“正面对抗”，同步发布新品，并频频获得市场掌声。大量用户因此扎根在 OpenAI 生态中，把 ChatGPT 当成主要的 AI 助手，并不断培养个人化的使用习惯。</p><p>科技行业有一个普遍规律：</p><p><strong>让用户接受一个新应用很难，让用户迁移更难。</strong></p><p>这意味着，即使后来者产品更强，用户也未必愿意轻易更换平台。因此 ChatGPT 目前仍保持明显的用户规模优势——<strong>每周约 8 亿用户，而 Gemini 月活为 6.5 亿</strong>。OpenAI 的先发优势仍在发挥作用。</p><p>但必须承认的是，在产品节奏上，<strong>OpenAI 最近出现了跟不上谷歌的迹象。</strong></p><p>过去这一周，OpenAI 不再像以前那样“压着同一天发布新品”展示气势，反而在开放部分敏感内容后，引发外界质疑其是否存在增长焦虑。</p><p>虽然 OpenAI 管理层仍在公开场合强调领先优势，但多家媒体报道称，在公司内部讨论中，高层已经承认谷歌的高速反攻将带来一段“艰难期”。</p><p>与此同时，OpenAI 的声誉和形象在部分行业群体中也经历波动。例如 Sora 在推出后，引发影视及创意行业的普遍警惕，令公司在这些领域的友好度有所下降。加之普通用户对“AI 是否冲击就业”的担忧不断强化，ChatGPT 正逐渐成为公众认知中最具代表性的“AI 威胁”，这反过来也可能成为先发品牌不得不面对的新压力。</p><p>相比之下，Gemini 虽然品牌力相对弱，但“存在感不那么强”反而让谷歌处于一种更稳妥的位置。如果未来监管方向或公众情绪发生变化，谷歌可以非常自然地将其强大的底层 AI 能力整合进 Chrome、Android、Google Search 等日常产品中，让用户在无感知的情况下全面切换到更强的 AI 引擎。</p><p>这与商业史中经典的一幕颇为相似：</p><p>并非要推出最张扬的产品，而是成为那个“最可靠、不出事故”的选择。</p><p>从谷歌的角度来看，它拥有的可能正是那套既强大又稳健的技术——<strong>不会让用户担心“下一秒就改变整个就业市场”的技术。</strong></p><p>只是一个继续服务全球数十亿人的、看似普通的 Google Search。</p><p></p><p><em>综合自The Information《Maybe Google Does Win It All》、及网络。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111844023","content_text":"近期，一个在行业内不断升温的观点引发关注：用户是否真的会从 ChatGPT 转向谷歌最新的 Gemini？随着 Gemini 3 正式发布，谷歌在编码能力、搜索效能、图像生成等方面全面升级，表现亮眼。多位知名研究者与分析人士均给予积极评价，认为此次升级兑现了此前的期待。截至发稿，谷歌夜盘再涨2.73%，股价达307.7美元，再创历史新高。回顾一年多前，Gemini 还被视为“失败作品”，因为设计风格和产品完成度问题饱受嘲讽。同一时期，OpenAI 多次选择与谷歌“正面对抗”，同步发布新品，并频频获得市场掌声。大量用户因此扎根在 OpenAI 生态中，把 ChatGPT 当成主要的 AI 助手，并不断培养个人化的使用习惯。科技行业有一个普遍规律：让用户接受一个新应用很难，让用户迁移更难。这意味着，即使后来者产品更强，用户也未必愿意轻易更换平台。因此 ChatGPT 目前仍保持明显的用户规模优势——每周约 8 亿用户，而 Gemini 月活为 6.5 亿。OpenAI 的先发优势仍在发挥作用。但必须承认的是，在产品节奏上，OpenAI 最近出现了跟不上谷歌的迹象。过去这一周，OpenAI 不再像以前那样“压着同一天发布新品”展示气势，反而在开放部分敏感内容后，引发外界质疑其是否存在增长焦虑。虽然 OpenAI 管理层仍在公开场合强调领先优势，但多家媒体报道称，在公司内部讨论中，高层已经承认谷歌的高速反攻将带来一段“艰难期”。与此同时，OpenAI 的声誉和形象在部分行业群体中也经历波动。例如 Sora 在推出后，引发影视及创意行业的普遍警惕，令公司在这些领域的友好度有所下降。加之普通用户对“AI 是否冲击就业”的担忧不断强化，ChatGPT 正逐渐成为公众认知中最具代表性的“AI 威胁”，这反过来也可能成为先发品牌不得不面对的新压力。相比之下，Gemini 虽然品牌力相对弱，但“存在感不那么强”反而让谷歌处于一种更稳妥的位置。如果未来监管方向或公众情绪发生变化，谷歌可以非常自然地将其强大的底层 AI 能力整合进 Chrome、Android、Google Search 等日常产品中，让用户在无感知的情况下全面切换到更强的 AI 引擎。这与商业史中经典的一幕颇为相似：并非要推出最张扬的产品，而是成为那个“最可靠、不出事故”的选择。从谷歌的角度来看，它拥有的可能正是那套既强大又稳健的技术——不会让用户担心“下一秒就改变整个就业市场”的技术。只是一个继续服务全球数十亿人的、看似普通的 Google Search。综合自The Information《Maybe Google Does Win It All》、及网络。","news_type":1,"symbols_score_info":{"GOOGL":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487341722071808,"gmtCreate":1760008622162,"gmtModify":1760008634261,"author":{"id":"4109628599426380","authorId":"4109628599426380","name":"Mmike","avatar":"https://static.tigerbbs.com/8aac224639a0ce7bc6c7dac73a7853b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109628599426380","idStr":"4109628599426380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RACE\">$法拉利(RACE)$&nbsp;</a> 好机会啊","listText":"<a href=\"https://laohu8.com/S/RACE\">$法拉利(RACE)$&nbsp;</a> 好机会啊","text":"$法拉利(RACE)$ 好机会啊","images":[{"img":"https://static.tigerbbs.com/ffe08117324d0c8420823796f1ae9df8","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487341722071808","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}