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Cramer's Mad Dash: Microsoft
Youtube· 2025-09-22 22:19
All right, we got three minutes before we get started with an opening bell here at the New York Stock Exchange. First of the week. What do we got for the men.>> First, congratulations on getting those two gentlemen. That's a fantastic uh opportunity to see that handoff. It's been a legendary move by really by actually John Pleasure to start and then my >> Yeah.No, it is an interesting approach and one that many companies do not take which is >> kind of five six years in things are good have the successor an ...
Ahead of Apple's WWDC, BrightEdge Data Reveals Mobile AI Web Search Remains Open Frontier
GlobeNewswire News Room· 2025-06-06 21:00
AI搜索的桌面与移动设备差异 - AI搜索引擎的推荐流量中超过90%来自桌面用户 显示桌面设备是AI搜索的主要使用场景 [1] - 主要AI和传统搜索引擎的流量分布显示桌面占比显著高于移动端:Google 44%桌面 vs 53%移动 Bing 95%桌面 vs 4%移动 ChatGPT 94%桌面 vs 6%移动 Perplexity 96%桌面 vs 3%移动 Google Gemini 94%桌面 vs 5%移动 [7] - 尽管AI工具如ChatGPT在移动应用中广泛采用 但移动网页搜索领域仍未被AI显著改变 谷歌仍占据主导地位 [2] 苹果在移动搜索中的关键地位 - 苹果手机占谷歌移动流量的58% 涉及美国和欧洲品牌网站 [3] - Safari作为约10亿用户的默认浏览器 其默认搜索引擎的任何改变都可能迅速重新分配大量搜索查询 [3] - 苹果对Safari的控制使其成为移动搜索领域最具价值的资产 可能引发行业重大变革 [4] 行业格局与潜在变化 - 谷歌在整体搜索市场占有89%份额 在移动搜索中占比更高达93% [3] - 生成式AI工具通过iOS应用获得流行 但大多数搜索仍发生在移动网页搜索领域 目前由谷歌通过Safari默认设置控制 [4] - 苹果的"Apple Intelligence"技术表明存在引发网页搜索领域重大变革的机会 [4]