《大行》大和降百度(09888.HK)目标价至92元 料下半年广告收入逊预期

阿斯达克财经
Aug 22, 2025

大和发表报告指,百度-SW(09888.HK) 第二季核心营运利润超出市场预期9%。线上营销收入按年下降15%,而非线上营销收入按年增长34%至100亿元人民币,主要受AI云业务推动。Apollo Go近期与Uber和Lyft建立战略合作伙伴关系,扩大了其在亚洲、中东和欧洲的无人驾驶出租车业务版图。报告指,百度AI云业务收入增长放缓但保持稳健。未来,管理层目标是保持云业务增长速度领先于同行,并将云...

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