{"id":1407,"date":"2025-06-13T06:00:11","date_gmt":"2025-06-12T22:00:11","guid":{"rendered":"http:\/\/www.cscai.cn\/?p=1407"},"modified":"2025-11-07T12:32:34","modified_gmt":"2025-11-07T04:32:34","slug":"%e8%b0%b7%e6%ad%8c%ef%bc%9a%e5%85%b3%e7%a8%8e%e5%a4%a7%e6%a3%92%e6%8c%a5%e4%b8%8d%e5%81%9c%ef%bc%8c%e5%b9%bf%e5%91%8a%e4%b8%80%e5%93%a5%e7%9c%9f%e8%83%bd%e7%a8%b3%e5%a6%82%e5%b1%b1%ef%bc%9f","status":"publish","type":"post","link":"http:\/\/www.qlcxw.com.cn\/?p=1407","title":{"rendered":"\u8c37\u6b4c\uff1a\u5173\u7a0e\u5927\u68d2\u6325\u4e0d\u505c\uff0c\u5e7f\u544a\u4e00\u54e5\u771f\u80fd\u7a33\u5982\u5c71\uff1f"},"content":{"rendered":"

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\u6362\u53e5\u8bdd\u8bf4\uff0c\u5982\u679c\u53ea\u662f\u9002\u5ea6\u5173\u7a0e\uff0c\u5c31\u7b97\u7ecf\u6d4e\u5f71\u54cd\uff0c\u8c37\u6b4c\u5e7f\u544a\u7684\u5f71\u54cd\u7a0b\u5ea6\u8f83\u8f7b\u3002\u4f46\u73b0\u9636\u6bb5\u6682\u65f6\u4e0d\u9002\u7528\uff0c\u8d38\u6613\u6218\u53ea\u662f\u6682\u7f13\u5347\u7ea7\uff0c\u4f46\u5927\u56fd\u5bf9\u6297\u59ff\u6001\u5df2\u7ecf\u6446\u51fa\u6765\u4e86\u3002<\/strong><\/p>\n

<\/p>\n

<\/p>\n

a. \u641c\u7d22\u5e7f\u544a<\/strong><\/p>\n

\u4e00\u5b63\u5ea6\u8c37\u6b4c\u641c\u7d22\u6536\u5165 507 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 9.8%\u3002\u4f5c\u4e3a\u70b9\u51fb\u8f6c\u5316\u62a5\u4ef7\u7684\u5927\u6d41\u91cf\u5e73\u53f0\u6548\u679c\u5e7f\u544a\uff0c\u5728\u884c\u4e1a\u627f\u538b\u671f\uff0c\u4e00\u822c\u662f\u5546\u5bb6\u6700\u540e\u524a\u5f31\u7684\u9884\u7b97\u3002\u4e0d\u4ec5\u5982\u6b64\uff0c\u6700\u521d\u8fd8\u4f1a\u56e0\u4e3a\u5546\u5bb6\u5c06\u4e2d\u5c0f\u5e73\u53f0\u7684\u54c1\u724c\u5e7f\u544a\u9884\u7b97\u62e8\u56de\u6765\uff0c\u97e7\u6027\u4e5f\u4f1a\u66f4\u5f3a\u3002<\/p>\n

\u5f53\u7136 Q1 \u7684\u60c5\u51b5\u53ea\u4f53\u73b0\u5546\u5bb6\u5bf9\u672c\u571f\u6d88\u8d39\u8fb9\u9645\u8f6c\u5f31\u7684\u4e00\u4e9b\u9884\u7b97\u8c03\u6574\uff0c\u5e76\u4e0d\u5305\u542b\u5bf9\u5173\u7a0e\u5c24\u5176\u662f\u8d85\u9884\u671f\u7684\u5173\u7a0e\u5bf9\u6297\u4e0b\uff0c\u5546\u5bb6\u7684\u6295\u653e\u610f\u613f\u964d\u6e29\u3002\u867d\u7136\u6d77\u8c5a\u541b\u4ecd\u7136\u8ba4\u53ef\u641c\u7d22\u5e7f\u544a\u5728\u8fd9\u4e2a\u8fc7\u7a0b\u4e2d\u4f1a\u4fdd\u6301\u76f8\u5bf9\u5f3a\u52bf\uff0c\u4f46\u4f5c\u4e3a\u8fd9\u4e48\u5927\u4f53\u91cf\u7684\u5e7f\u544a\u516c\u53f8\u800c\u8a00\uff0c\u5c24\u5176\u662f\u96f6\u552e\u5e7f\u544a\u5360\u6bd4\u4e0d\u4f4e\uff0cBeta \u7684\u5f71\u54cd\u529b\u8fd8\u662f\u66f4\u5927\u4e00\u4e9b\u3002<\/p>\n

<\/p>\n

\u81f3\u4e8e Alpha \u5c42\u9762\uff0c\u53bb\u5e74\u63a8\u51fa\u7684 AI Overview\uff0c\u5bf9\u7528\u6237\u641c\u7d22\u6d3b\u8dc3\u5ea6\u7684\u63d0\u5347\u6709\u5f88\u5927\u5e2e\u52a9\uff0c\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u5de9\u56fa\u4e86\u8c37\u6b4c\u641c\u7d22\u738b\u56fd\uff0c\u4ece\u65e5\u6d3b\u89c4\u6a21\u6765\u770b\uff0c\u53bb\u5e74\u4ee5\u6765\u589e\u957f\u6301\u7eed\u63d0\u9ad8\u3002\u4f46\u4e2d\u957f\u671f\u89c6\u89d2\uff0c\u968f\u7740 AI \u53d1\u5c55\u901f\u5ea6\u4e0d\u65ad\u5237\u65b0\u6211\u4eec\u7684\u9884\u671f\uff0cAI \u5e73\u53f0\u5bf9\u4f20\u7edf\u641c\u7d22\u5165\u53e3\u7684\u6d41\u91cf\u4e89\u593a\u5f88\u96be\u904f\u5236\u4f4f\u3002\u4eca\u5e74\u5e74\u521d\u4ee5\u6765\uff0c\u968f\u7740 ChatGPT \u5ba3\u5e03\u5f00\u653e\u641c\u7d22\u529f\u80fd\uff0c\u514d\u6ce8\u518c\u53ef\u4f7f\u7528 OpenAI 3-mini \u7b49\u57fa\u7840\u63a8\u7406\u6a21\u578b\uff0cChatGPT \u6d41\u91cf\u52a0\u901f\u5954\u8dd1\uff0c\u4e0b\u8f7d\u7206\u68da\u3002<\/p>\n

\u5f53\u4e0b AI \u5e73\u53f0\u5546\u4e1a\u6a21\u5f0f\u4e3b\u8981\u662f\u4ed8\u8d39\uff0c\u5e7f\u544a\u4e3b\u5546\u4e1a\u751f\u6001\u8fd8\u672a\u642d\u5efa\u5b8c\u6210\uff0c\u76f4\u63a5\u83b7\u5f97\u7684\u5e7f\u544a\u9884\u7b97\u4e5f\u4e0d\u591a\uff0c\u4f46\u79ef\u6781\u505a\u5e73\u53f0\u5185 AI \u641c\u7d22\u4e60\u60ef\u7684\u793e\u4ea4\u5e73\u53f0\u5219\u6709\u671b\u4ee5\u66f4\u5feb\u7684\u901f\u5ea6\u635e\u5230\u4e00\u4e9b\u597d\u5904\u3002<\/strong><\/p>\n

<\/p>\n

<\/p>\n

<\/p>\n

b. YouTube \u5e7f\u544a<\/strong><\/p>\n

YouTube \u56e0\u4e3a\u6709\u54c1\u724c\u5e7f\u544a\uff0c\u56e0\u6b64\u5bf9\u5b8f\u89c2\u627f\u538b\u671f\u7684\u654f\u611f\u5ea6\u76f8\u6bd4\u641c\u7d22\u7565\u5f3a\u4e00\u4e9b\u3002\u4e00\u5b63\u5ea6\u5b9e\u73b0\u5e7f\u544a\u6536\u5165 89 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 10.3%\uff0c\u73af\u6bd4\u653e\u7f13 3.5ppt\u3002<\/p>\n

\u4ece\u4e0d\u540c\u5e7f\u544a\u4e3b\u7684\u6536\u5165\u8d21\u732e\u6765\u770b\uff0cYouTube \u4e2d\u7684\u96f6\u552e\u3001\u91d1\u878d\u670d\u52a1\u3001\u5feb\u6d88\u54c1\u5360\u6bd4\u4e3a\u6700\u9ad8\u7684\u4e09\u9879\uff0c\u8fd9\u4e09\u9879\u90fd\u662f\u8d38\u6613\u6218\u4e2d\u5f71\u54cd\u4e0d\u4f4e\u7684\u7c7b\u522b\u3002<\/p>\n

<\/p>\n

\u4e0d\u8fc7 YouTube \u6d41\u91cf\u5927\uff0c\u4e14\u6709 Shorts\uff0c\u56e0\u6b64\u4e5f\u80fd\u5bf9\u51b2\u6389\u4e00\u4e9b\u5f71\u54cd\u3002\u518d\u52a0\u4e0a YouTube \u5728 CTV \u4e0a\u7684\u6536\u89c6\u65f6\u957f\u4efd\u989d\u4e00\u76f4\u4e0d\u9519\uff0c\u7528\u6237\u9700\u6c42\u9ad8\uff0c\u8981\u4e48\u8f6c\u5316\u4e3a\u4f1a\u5458\u4ed8\u8d39\uff0c\u8981\u4e48\u5c31\u5e26\u6765\u66f4\u9ad8\u7684\u5e7f\u544a\u6536\u5165\u3002<\/p>\n

<\/p>\n

c. \u7f51\u7edc\u8054\u76df\u5e7f\u544a<\/strong><\/p>\n

\u8054\u76df\u5e7f\u544a\u6536\u5165\u4e00\u5b63\u5ea6\u540c\u6bd4\u4e0b\u6ed1 2%\uff0c\u5728\u884c\u4e1a\u627f\u538b\u671f\u5e02\u6700\u5148\u88ab\u5546\u5bb6\u524a\u51cf\u7684\u6e20\u9053\uff0c\u5c24\u5176\u662f AI Overview \u4e0a\u91cf\u4e4b\u540e\u3002<\/p>\n

\u5bf9\u4e8e\u4f9d\u8d56\u8c37\u6b4c\u505a\u5e7f\u544a\u5206\u9500\u7684\u5e73\u53f0\u6765\u8bf4\uff0cAI \u641c\u7d22\u95ee\u7b54\u63d0\u4f9b\u7684\u662f\u7b5b\u9009\u6c47\u603b\u7248\u7684\u6700\u4f18\u7b54\u6848\uff0c\u7701\u53bb\u4e86\u7528\u6237\u70b9\u51fb\u8df3\u8f6c\u94fe\u63a5\u7684\u8fc7\u7a0b\uff0c\u56e0\u6b64\u5bf9\u4e8e\u5206\u9500\u5546\u6765\u8bf4\uff0c\u83b7\u53d6\u5230\u7684\u6709\u6548\u7528\u6237\u70b9\u51fb\u548c\u884c\u4e3a\u6570\u636e\u4e5f\u5728\u5927\u5e45\u51cf\u5c11\uff0c\u4ece\u800c\u5f71\u54cd\u5206\u9500\u5546\u7684\u5e7f\u544a\u6295\u653e\u6548\u679c\u3002<\/strong><\/p>\n

\uff082\uff09Cloud\uff1a\u4fdd\u6301\u9ad8\u589e\u957f\uff0c\u8c28\u614e\u5168\u5e74\u9884\u671f\u8fc7\u4e8e\u79ef\u6781<\/strong><\/p>\n

\u4e91\u4e1a\u52a1\u56e0\u4e3a\u9884\u671f\u6bd4\u8f83\u8db3\uff0c\u4e00\u5b63\u5ea6\u6ca1\u6709\u60ca\u559c\uff0c\u540c\u6bd4\u589e\u901f 28%\uff0c\u4fdd\u6301\u9ad8\u589e\u957f\u3002\u4e91\u4e1a\u52a1\u7ecf\u8425\u5229\u6da6\u7387\u7ee7\u7eed\u63d0\u5347\uff0c\u8fd9\u4e00\u70b9\u6bd4\u8f83\u96be\u5f97\u3002<\/p>\n

\u4e0a\u5b63\u5ea6\u8c37\u6b4c\u79ef\u538b\u5408\u540c\u89c4\u6a21\u540c\u6bd4\u589e\u957f\u4e86 26%\uff0c\u589e\u901f\u6709\u6240\u653e\u7f13\u3002\u653e\u7f13\u539f\u56e0\uff0c\u77ed\u671f\u53ef\u80fd\u4e0e\u4f9b\u7ed9\u6709\u5173\u3002Q4 \u7535\u8bdd\u4f1a\u7ba1\u7406\u5c42\u63d0\u53ca\u56e0\u7b97\u529b\u7b49\u670d\u52a1\u5668\u4f9b\u5e94\u4e0d\u8db3\uff0c\u5ba2\u6237\u7684\u9700\u6c42\u672a\u88ab\u5145\u5206\u6ee1\u8db3\u800c\u88ab\u8feb\u538b\u5236\u3002<\/p>\n

\u56e0\u4e3a AI\uff0c\u5e02\u573a\u5bf9\u5176\u589e\u52bf\u6bd4\u8f83\u6709\u4fe1\u5fc3\uff0c\u8fd1\u4e00\u4e2a\u6708\u673a\u6784\u5bf9\u4e91\u4e1a\u52a1\u589e\u957f\u9884\u671f\u5e76\u672a\u505a\u4ec0\u4e48\u8c03\u6574\u3002\u4f46 4 \u6708\u4e2d\u65ec\u7684 GCP Next \u5927\u4f1a\u4e0a\uff0c\u4e5f\u63d0\u5230\u4e86\u56e0\u4e3a\u5927\u73af\u5883\uff0c\u51fa\u73b0\u4e86\u90e8\u5206\u5ba2\u6237\u9700\u6c42\u964d\u6e29\uff0c\u9700\u8981\u7559\u4e2a\u5fc3\u773c\u3002<\/p>\n

<\/p>\n

\u4e91\u4e1a\u52a1\u662f To B \u7684\uff0c\u56e0\u6b64\u53ef\u80fd\u957f\u671f\u8d8b\u52bf\u4e0a\u4e0e\u672c\u8eab\u7684\u4ea7\u54c1\u7ade\u4e89\u529b\u6709\u5173\u7cfb\uff0c\u4f46\u77ed\u671f\u7684\u53d8\u5316\u66f4\u5bb9\u6613\u53d7\u5230\u5f53\u524d\u6216\u8005\u4e0a\u671f\u65b0\u7b7e\u5408\u540c\u89c4\u6a21\u7684\u53d8\u52a8\u3002<\/strong><\/p>\n

\u56e0\u6b64\u6d77\u8c5a\u541b\u4e00\u822c\u8fd8\u662f\u4f1a\u901a\u8fc7\u8c37\u6b4c\u7684 Revenue Backlog \u6307\u6807\u6765\u5224\u65ad\u77ed\u671f\u8d8b\u52bf\u3002\u8fd9\u4e2a\u6307\u6807\u4e2d\u5927\u90e8\u5206\u662f\u6765\u81ea\u4e91\u4e1a\u52a1\uff0c\u56e0\u6b64\u5b83\u7684\u53d8\u5316\u8d8b\u52bf\u4e5f\u53ef\u4ee5\u89c6\u4f5c\u4e91\u4e1a\u52a1\u7684\u672a\u5c65\u7ea6\u5408\u540c\u91cf\u7684\u53d8\u5316\u8d8b\u52bf\u3002<\/strong><\/p>\n

\u901a\u8fc7\u5408\u540c\u89c4\u6a21\u60c5\u51b5\uff0c\u4e00\u5b63\u5ea6\u4e91\u4e1a\u52a1\u7684\u666f\u6c14\u5ea6\u4fdd\u6301\u9ad8\u4f4d\u7684\u540c\u65f6\uff0c\u73af\u6bd4\u7565\u6709\u653e\u7f13\u3002\u622a\u81f3\u5230\u56db\u5b63\u5ea6\uff08\u4e00\u5b63\u5ea6\u6570\u636e\u9700\u8981\u7b49\u5f85\u4e0a\u4ea4 SEC \u7684\u5b8c\u6574\u5e74\u62a5\u4e2d\u67e5\u627e\uff0c\u6570\u636e\u867d\u7136\u6ede\u540e\uff0c\u4f46\u5927\u8d8b\u52bf\u8fd8\u662f\u80fd\u770b\u51fa\u6765\uff09\uff0c\u8c37\u6b4c\u4e91\u7684\u79ef\u538b\u5408\u540c\u89c4\u6a21\u8fbe\u5230 932 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 26%\uff0c\u8f83\u4e0a\u5b63\u5ea6\u653e\u7f13\u3002\u6d77\u8c5a\u541b\u8ba1\u7b97\u9884\u4f30\u5f97\u7684\u5408\u540c\u51c0\u589e\u989d 184 \u4ebf\uff0c\u4e5f\u76f8\u6bd4\u4e09\u5b63\u5ea6\u7684 194 \u4ebf\u7565\u4f4e\u3002<\/p>\n

\u5bf9\u4e8e\u4e00\u5b63\u5ea6\u7684\u5408\u540c\u79ef\u538b\u60c5\u51b5\uff0c\u6d77\u8c5a\u541b\u4f1a\u5728\u5b8c\u6574\u5e74\u62a5\u62ab\u9732\u540e\u53ca\u65f6\u66f4\u65b0\u5230\u957f\u6865 app \u6df1\u5ea6\u6570\u636e\u6a21\u5757\uff0c\u611f\u5174\u8da3\u53ef\u4ee5\u5173\u6ce8\u3002<\/p>\n

<\/p>\n

\uff083\uff09\u5176\u4ed6\u4e1a\u52a1\uff1a\u589e\u901f\u5feb\u901f\u653e\u7f13\uff0c\u4e3b\u8981\u7cfb Pixel \u9500\u552e\u5468\u671f\u9519\u4f4d<\/strong><\/p>\n

\u4e00\u5b63\u5ea6\u5176\u4ed6\u6536\u5165\u5b9e\u73b0\u6536\u5165 104 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 18%\uff0c\u589e\u901f\u53cd\u5f39\uff0c\u4e00\u65b9\u9762 Pixel \u9500\u552e\u5468\u671f\u5f71\u54cd\u5df2\u7ecf\u8d70\u8fc7\uff0c\u53e6\u4e00\u65b9\u9762 YouTube \u548c Google one \u7684\u8ba2\u9605\u6536\u5165\u589e\u957f\u8d21\u732e\u4e86\u4e3b\u8981\u52a8\u529b\u3002\u8fd9\u90e8\u5206\u6536\u5165\u4e3b\u8981\u7531 YouTube \u8ba2\u9605\uff08TV\u3001\u97f3\u4e50\u7b49\uff09\u3001Google Play\u3001Google\u3001One\u3001\u786c\u4ef6\uff08\u624b\u673a Pixel \u548c\u667a\u80fd\u5bb6\u7535 Nest\uff09\u7b49\u7ec4\u6210\u3002<\/p>\n

<\/p>\n

\u4e09\u3001\u76c8\u5229\uff1a\u5927\u8d85\u9884\u671f\uff0c\u4f46\u4eca\u5e74\u7ee7\u7eed\u63d0\u5347\u96be\u5ea6\u8f83\u5927<\/strong><\/p>\n

\u4e00\u5b63\u5ea6\u6838\u5fc3\u4e3b\u4e1a\u7684\u7ecf\u8425\u5229\u6da6 306 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 20%\uff0c\u5229\u6da6\u7387\u63d0\u5347\u81f3 34%\uff0c\u8d85\u51fa\u5e02\u573a\u9884\u671f\uff0c\u4f3c\u4e4e\u8fd8\u6ca1\u6709\u4f53\u73b0\u51fa\u56e0\u652f\u51fa\u589e\u957f\u800c\u627f\u538b\u7684\u60c5\u51b5\u3002<\/p>\n

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