交银国际发表研究报告指,百度-SW(09888.HK) (BIDU.US) AI变现探索拖累广告收入,料其今年的百度核心收入基本持平,营运利润按年下降29%,另外其广告收入仍有压力,将持续关注商业化进展。该行指出,百度的云端业务受惠于AI和大模型需求拉动,预计全年收入按年增25%。而利润端受广告影响同步承压,自动驾驶UE持续改善,并与Uber(UBER.US) 达成合作计划,部署数千辆萝卜快跑...
Source Link交银国际发表研究报告指,百度-SW(09888.HK) (BIDU.US) AI变现探索拖累广告收入,料其今年的百度核心收入基本持平,营运利润按年下降29%,另外其广告收入仍有压力,将持续关注商业化进展。该行指出,百度的云端业务受惠于AI和大模型需求拉动,预计全年收入按年增25%。而利润端受广告影响同步承压,自动驾驶UE持续改善,并与Uber(UBER.US) 达成合作计划,部署数千辆萝卜快跑...
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