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theverge ai · 2026年11月4日

谷歌的AI增強搜尋未能帶來廣告收入增長

谷歌搜索查詢增長率創五年新高,但廣告收入增長率卻放緩至8%。投資者開始質疑AI的成本和回報。

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google's search queries grew at their fastest rate in five years, but the company's search revenue growth slowed to 12 percent year over year in the third quarter. paid clicks growth slowed from 13 percent to 8 percent. google's ai makeover contributed to the slowdown, with ai mode queries growing strongly but monetizing at a lower rate than traditional searches. chief business officer philipp schindler said currency effects and changes in advertiser spending also drove the slowdown. alphabet shares have fallen 14 percent since the earnings report, as investors question the costs and returns of the company's ai ambitions.

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