<p><strong>Alphabet</strong>(GOOGL -7.81%)(GOOG -7.98%) 的股票在周三下跌。截至东部时间下午 1:27，该公司的股票下跌了 7.8%，当天早些时候一度下跌了 9.5%。这一下跌发生在 <strong>标准普尔 500 指数</strong>(^GSPC 0.01%) 上涨 0.4% 而 <strong>纳斯达克综合指数</strong>(^IXIC -0.32%) 下跌 0.1% 的情况下。</p><p>一位 <strong>苹果</strong> 高管周三的法律证词在科技界引发了震动。</p><h2 id="6sori59au"><strong>苹果正在 “积极考虑” 增加人工智能搜索</strong></h2><p>彭博社报道，苹果服务高级副总裁 Eddy Cue 周三作证称，苹果正在 “积极考虑” 重新设计其设备上的 Safari 网页浏览器，以专注于人工智能（AI）驱动的搜索引擎。这一揭示是在 Cue 在美国司法部针对 Alphabet——谷歌母公司——的反垄断诉讼中的证词中提出的，该诉讼围绕着使谷歌成为苹果 Safari 浏览器默认搜索引擎的核心协议。</p><p>当 ChatGPT-3 在 2022 年底向公众发布时，投资者立即担心这一技术可能对谷歌搜索在用户搜索网络方面的近乎垄断地位构成真正威胁。确保谷歌在苹果设备上成为默认搜索引擎的 200 亿美元协议是维持其主导地位的关键。如果苹果选择在其设备上引入 AI 驱动的替代方案，谷歌搜索可能会失去大量流量，从而影响其对广告商的价值。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2025/ca43862dec1b4712375a4553d50fe564?x-oss-process=style/lg" alt="" width="700" height="466" original-src="https://pub.pbkrs.com/uploads/2025/ca43862dec1b4712375a4553d50fe564"/></figure><p>图片来源：Getty Images。</p><h2 id="z3apef8p">迹象已经显现</h2><p>Cue 还披露了一个特别令人担忧的细节，即上个月 Safari 的搜索量首次下降，他将其归因于人们使用 AI 替代品。这一具体数据表明，谷歌搜索垄断的威胁可能比许多人预期的更快地显现出来。</p><h2 id="gdq8alzob">市场影响超越 Alphabet</h2><p>谷歌搜索占 Alphabet 总收入的超过一半。失去对互联网搜索的控制将对公司的底线造成非常不利的影响。尽管证词令人担忧，但这家科技巨头对威胁有着极高的警觉，并正在努力减轻影响。Alphabet 自己的 AI 产品表现出色，我认为它最终会渡过这个难关。</p>

谷歌-A

谷歌-C

<p>谷歌母公司 Alphabet（GOOGL）的股价因人们对其搜索引擎主导地位的担忧而下跌 7.8%，因为苹果正在探索基于人工智能的搜索替代方案。这一下降紧随苹果高管 Eddy Cue 的证词，后者透露 Safari 搜索量首次出现下降，原因归因于人工智能的使用。这一潜在转变可能威胁到谷歌在苹果设备上作为默认搜索引擎的 200 亿美元交易，显著影响 Alphabet 的收入。尽管面临这些挑战，Alphabet 据报道正在努力增强其人工智能能力以应对竞争</p>

<p>Shares of <strong>Alphabet</strong>(GOOGL -7.81%)(GOOG -7.98%) are falling on Wednesday. The company's stock lost 7.8% as of 1:27 p.m. ET and as much as 9.5% earlier in the day. The leg down comes as the <strong>S&amp;P 500</strong>(^GSPC 0.01%) gained 0.4% and the <strong>Nasdaq Composite</strong>(^IXIC -0.32%) lost 0.1% on the day.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>(GOOGL -7.81%)(GOOG -7.98%) 的股票在周三下跌。截至东部时间下午 1:27，该公司的股票下跌了 7.8%，当天早些时候一度下跌了 9.5%。这一下跌发生在 <strong>标准普尔 500 指数</strong>(^GSPC 0.01%) 上涨 0.4% 而 <strong>纳斯达克综合指数</strong>(^IXIC -0.32%) 下跌 0.1% 的情况下。</p>
</div><p>An <strong>Apple</strong> executive's legal testimony Wednesday is sending shock waves through the tech community.</p>
<div class="lb-trans"><p>一位 <strong>苹果</strong> 高管周三的法律证词在科技界引发了震动。</p>
</div><h2><strong>Apple is &#34;actively looking&#34; at adding AI search</strong></h2>
<div class="lb-trans"><h2><strong>苹果正在 “积极考虑” 增加人工智能搜索</strong></h2>
</div><p>Bloomberg is reporting that Eddy Cue, Apple's senior vice president of services, testified Wednesday that Apple is &#34;actively looking at&#34; reshaping the Safari web browser on its devices to focus on artificial intelligence (AI)-powered search engines. The revelation came during Cue's testimony in the U.S. Justice Department's antitrust lawsuit against Alphabet -- Google's parent company -- which centers on the cornerstone deal that makes Google the default search engine in Apple's Safari browser.</p>
<div class="lb-trans"><p>彭博社报道，苹果服务高级副总裁 Eddy Cue 周三作证称，苹果正在 “积极考虑” 重新设计其设备上的 Safari 网页浏览器，以专注于人工智能（AI）驱动的搜索引擎。这一揭示是在 Cue 在美国司法部针对 Alphabet——谷歌母公司——的反垄断诉讼中的证词中提出的，该诉讼围绕着使谷歌成为苹果 Safari 浏览器默认搜索引擎的核心协议。</p>
</div><p>When ChatGPT-3 was released to the public in late 2022, investors immediately were concerned that the technology could prove a true threat to Google Search's near-stranglehold on how users search the web. The $20 billion deal that ensures Google is the default on Apple devices is a key aspect in maintaining its dominance. If Apple chooses to introduce AI-powered alternatives to Google on its devices, Google Search could lose a major chunk of its traffic, and therefore, value to advertisers.</p>
<div class="lb-trans"><p>当 ChatGPT-3 在 2022 年底向公众发布时，投资者立即担心这一技术可能对谷歌搜索在用户搜索网络方面的近乎垄断地位构成真正威胁。确保谷歌在苹果设备上成为默认搜索引擎的 200 亿美元协议是维持其主导地位的关键。如果苹果选择在其设备上引入 AI 驱动的替代方案，谷歌搜索可能会失去大量流量，从而影响其对广告商的价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTc1NDcvYWxwaGFiZXQtc2VhcmNoLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F817547%2Falphabet-search.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The signs are there</h2>
<div class="lb-trans"><h2>迹象已经显现</h2>
</div><p>Cue also disclosed the particularly concerning detail that searches on Safari dipped for the first time ever last month, which he attributed to people using AI alternatives. This concrete data suggests the threat to Google's search monopoly may be materializing faster than many had anticipated.</p>
<div class="lb-trans"><p>Cue 还披露了一个特别令人担忧的细节，即上个月 Safari 的搜索量首次下降，他将其归因于人们使用 AI 替代品。这一具体数据表明，谷歌搜索垄断的威胁可能比许多人预期的更快地显现出来。</p>
</div><h2>Market impact extends beyond Alphabet</h2>
<div class="lb-trans"><h2>市场影响超越 Alphabet</h2>
</div><p>Google Search is responsible for more than half of Alphabet's total revenue. Losing its grip on internet searches would be very bad news for the company's bottom line. Still, as much as the testimony is concerning, the tech giant is supremely aware of the threat and is working to mitigate it. Alphabet's own AI offering is excellent, and I think it will ultimately weather this storm.</p>
<div class="lb-trans"><p>谷歌搜索占 Alphabet 总收入的超过一半。失去对互联网搜索的控制将对公司的底线造成非常不利的影响。尽管证词令人担忧，但这家科技巨头对威胁有着极高的警觉，并正在努力减轻影响。Alphabet 自己的 AI 产品表现出色，我认为它最终会渡过这个难关。</p>
</div>

Why Alphabet Stock Is Plummeting Today -- Could the Tech Giant's Search Fears Finally Be Coming True?

- Alphabet 股价下跌，周三跌幅达 7.8%。  
- Apple 高管证实正在考虑将 AI 搜索引入 Safari 浏览器。  
- Google 搜索占 Alphabet 收入的一半，失去市场份额将影响公司盈利。  

为什么 Alphabet 的股票今天暴跌——科技巨头的搜索担忧是否终于成为现实？