德银:百度广告收入面临由搜索行为改变带来的压力 下调公司2025年收入预测

金融界
Aug 06

由于搜索行为的转变快于预期,百度第二季广告收入可能低于德意志银行此前的预期。德银分析师Leo Chiang报告写道,在从传统搜索转向生成式AI搜索的过程中,商业化方面受到冲击。不过,百度正在为新的AI生成搜索流量探索商业化策略,但广告收入情况可能需要一些时间才能出现改善。他补充说,受对生成式AI及其基础模型的持续强劲需求支撑,百度的云业务部门应会保持强劲势头。该行将其2025年收入预测下调4%以...

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