里昂发表研究报告指,百度(09888.HK) (BIDU.US) 今年首季持续受到AI搜寻转型和疲弱的宏观经济影响,预期百度核心业务总收入将按年增长0.8%至240亿元人民币(下同),经调整EBIT按年跌21%至44亿元。百度核心的线上营销收入可能按年跌6%,因占22%的AI搜寻并没有实际收入。然而,云业务收入预计将按年增长26%,因为公共和私人云的生成AI需求激增;广告收入的下降亦对毛利构成...
Source Link里昂发表研究报告指,百度(09888.HK) (BIDU.US) 今年首季持续受到AI搜寻转型和疲弱的宏观经济影响,预期百度核心业务总收入将按年增长0.8%至240亿元人民币(下同),经调整EBIT按年跌21%至44亿元。百度核心的线上营销收入可能按年跌6%,因占22%的AI搜寻并没有实际收入。然而,云业务收入预计将按年增长26%,因为公共和私人云的生成AI需求激增;广告收入的下降亦对毛利构成...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.