[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio953b8bbd":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio953b8bbd","美银：AI聊天竞品迅猛增长-难撼谷歌(GOOGL)搜索流量根基","\u002Fdoc\u002Fdcio953b8bbd","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，美国银行援引Similarweb数据发布报告称，尽管生成式人工智能(AI)聊天机器人不断蚕食搜索市场，但谷歌(GOOG, GOOGL)的网页流量仍保持稳定。数据显示，今年8月，谷歌全球日均网页访问量同比增长3%，达到28亿次，而ChatGPT的网页流量同比下降5%至1.81亿次。谷歌旗下AI聊天机器人Gemini流量同比增长261%，Anthropic旗下Claude同比增长533%，Meta Platforms(META)旗下Meta AI同比增长175%，SpaceX(SPCX)旗下Grok同比增长10%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>环比来看，谷歌8月网页流量与7月持平，ChatGPT环比增长4%，Meta AI环比增长18%，Claude环比下降1%，Grok环比持平。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美银分析师贾斯汀·波斯特在给客户的报告中写道“在美国市场，谷歌网页访问量同比增长3%至5.34亿次;ChatGPT同比增长13%(约为谷歌流量的6%);Gemini同比增长177%;Claude同比增长432%;Meta AI同比增长109%;Grok同比增长24%。”环比来看，谷歌美国网页访问量持平，ChatGPT增长4%，Gemini和Claude均下降5%，Grok下降2%，Meta AI增长25%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>移动端方面，ChatGPT 8月移动端日活跃用户数同比增长37%至4.69亿，谷歌移动端日活跃用户数同比增长12%至23亿。Gemini的日活跃用户同比增长284%至1.26亿，Claude同比激增1017%至1900万，Meta AI同比飙升583%至500万，Grok同比增长45%至900万。从增量来看，谷歌8月新增300万日活跃用户，ChatGPT、Gemini和Claude分别新增2100万、700万和40万，Grok持平，Meta AI移动端日活跃用户则有所下降。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>波斯特表示“8月的数据表明，谷歌的流量和用户增长基本保持稳定，而ChatGPT环比出现明显上升，可能得益于开学季的推动。总体来看，数据表明AI的普及正在扩大搜索市场，尽管竞争对手平台增长迅速，谷歌搜索的使用量仍然保持稳定。鉴于ChatGPT用户已超过10亿，其近期推出的广告业务引发投资者高度关注(年化收入已达10亿美元)。考虑到西方数字广告市场规模超过6000亿美元，我们预计今年不会产生实质性影响，但投资者对9月和10月广告业绩的关注度将显著提升。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]