“双引擎”撬动投行10倍增持,百度估值重构进行时

全天候科技
06 Jun

一条务实的路。5月21日,百度发布2025年第一季度财报,总营收325亿元,高于分析师预期的309亿元。百度核心营收255亿元,净利润76.33亿元,同比增长48%;智能云增速达42%,经营利润持续为正。这份成绩单背后,是桥水基金10倍增持、富达投资近10倍加仓,以及“木头姐”旗下ARKQ和ARKW在短短一个半月内6次增持百度股票,持仓数量翻倍。资本市场的疯狂,是对百度“云+无人驾驶”AI应用...

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