购物搜索被两头分流：ChatGPT 管调研，Amazon 管下单，Google 夹在中间
这条值得点开看看，谷歌最赚钱的购物搜索正在被 ChatGPT 和 Amazon 两头分食。做电商、投广告的朋友可以想想自己的预算该往哪里挪，单纯押注 Google Ads 的思路可能要改改了。
The Information 数字广告记者 Alix Coutures 提出了一个正在发生的格局变化：消费者用 ChatGPT 做产品调研，用 Amazon 完成购买，Google 在购物搜索上的位置被两头挤压。她的原话是“Google is really squeezed between now Amazon and OpenAI”，即 OpenAI 抢走了深度研究环节，Amazon 抢走了商品成交环节。这意味着传统上以购物搜索为核心广告收入的 Google，正在失去最值钱的那部分流量入口。
背后的机制是：ChatGPT 的深度研究类功能已经能代替用户比较产品、看评测、整理参数，用户不必再输入 Google 搜索框；而下单环节用户习惯直奔 Amazon，因为那里有价格、物流和评价体系。广告主也随之重新分配预算，广告曝光点从 Google 的搜索结果页转移到了 ChatGPT 对话和 Amazon 站内。
对广告行业来说，这是搜索广告入口被拆分的信号：调研和购买变成两个平台、两个购买点。对开发者和企业而言，需要重新评估在 Google Ads 之外的渠道布局，包括 ChatGPT 内的购物推荐曝光和 Amazon 站内广告。
ChatGPT for product research. Amazon for purchases. Where does that leave Google?
The Information’s digital advertising reporter @alix_coutures explains the growing competition for shopping searches:
“Google is really squeezed between now Amazon and OpenAI, OpenAI for the deep research and then Amazon for the products.”
Full story: https://t.co/bcRhX0XLD9
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include ChatGPT, Google, Amazon, OpenAI.
Source attribution: curated from The Information (@theinformation). Cross-source corroboration: 11 independent sources have covered this development (including OpenAI Blog, TestingCatalog, Andrew Curran), confirming industry-wide signal strength.
