异动解读 | 百度股价夜盘大涨5.03%,本地生活服务战略显成效

异动解读
Oct 13

百度(BIDU)股价在夜盘交易中大涨5.03%,引发市场关注。这一涨幅很可能与百度在本地生活服务领域的最新战略布局有关。

据报道,百度地图于9月21日推出了"AI去·榜中榜"服务,这是对阿里巴巴旗下高德地图earlier推出"扫街榜"的直接回应。百度采取了一种轻量化的"开放联盟"策略,与美团和携程等行业巨头合作,整合了大众点评的"必吃榜"和携程的"口碑榜"等知名榜单。这种模式使百度能够利用其地图工具的流量优势,同时借助合作伙伴的内容和服务能力,快速构建起竞争力。

投资者似乎对百度这一战略举措反应积极。与高德地图"永不商业化"的承诺不同,百度的模式有着更清晰的商业化路径,可能通过交易佣金和广告服务费等方式实现收入。这种合作模式不仅资本效率高,还能让百度在激烈的本地生活服务市场中迅速站稳脚跟。

然而,市场分析师也指出,百度在这一领域面临的竞争依然激烈。除了阿里巴巴的高德地图外,字节跳动旗下的抖音也凭借其强大的内容生态和"心动榜",从另一个维度切入本地生活服务市场。百度能否在这场"三国杀"中胜出,仍有待观察。

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