This evolution mirrors what happened with featured snippets and knowledge panels over the past decade. Google gradually introduced elements that answered questions directly on the search page rather than requiring clicks to external sites. AI Mode represents the next iteration of this trend—more comprehensive answers, synthesized from multiple sources, delivered conversationally rather than as extracted snippets.
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资本市场一边因为“AI恐慌论”,担心AI Agent的大规模应用会彻底替代传统软件,因而抛售传统企业软件公司的股票,导致Salesforce、Adobe,ServiceNow等公司的市值持续蒸发;另一方面又对黄仁勋“AI Agent经济学”的增长逻辑抱有疑虑,担心AI应用不及预期,而卖出英伟达股票,导致其在业绩高涨时出现股价暴跌。