异动解读 | 百度夜盘大跌5.02%,一季度传统营销收入大幅下滑拖累整体业绩

异动解读
2 hours ago

百度(BIDU)今日夜盘股价大跌5.02%,引起了市场的广泛关注。

消息面上,百度最新公布的一季度财报显示,其核心业务收入约为248亿元,按年下跌2.5%。其中,传统的营销收入按年大幅下降21%,经调整息税前盈利按年下跌32%,短期业绩承压明显。

尽管财报也显示其AI云收入同比增长45%,AI驱动收入占比已超过50%,但传统广告业务的加速萎缩仍对市场信心构成显著压制。有机构指出,AI业务的高增长与传统核心业务的快速下滑形成对冲,股价或呈现震荡整理走势。

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