《大行》美银证券料百度(09888.HK)核心业务总收入明年第二季转正

阿斯达克财经
Dec 02, 2025

美银证券发表报告指,百度-SW(09888.HK) 已自主打造了完整的AI全栈基础设施与服务,包括具备吸引第三方客户能力的自研AI芯片、全球领先的无人驾驶计程车、快速增长的云业务、先进的大模型、多场景应用落地。报告指,百度在投资者会议上提到,认为AI将带来实质性收益,主要体现在公司拥有真实世界场景与应用,能够切实从AI中创造增量商业价值;在GPU时代,百度云凭借全栈服务能力及自研AI芯片,取得明显...

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