花旗发表报告指,尽管百度(09888.HK) 2025年第四季收入符合预期且盈利胜预期,但其股价在美国市场仍下跌逾6%,可能是因为未有宣派首次股息,即使管理层重申预计年底前将派息;AI云端基础设施收入实现稳健按季增长,市场仍担忧撇除昆仑芯后的收入增长可能已放缓;人工智能带动的收入披露良好,但被缺乏对传统搜索业务的披露所抵销。展望2026年,该行预期昆仑芯收入将达132亿元人民币(下同),占AI云...
Source Link花旗发表报告指,尽管百度(09888.HK) 2025年第四季收入符合预期且盈利胜预期,但其股价在美国市场仍下跌逾6%,可能是因为未有宣派首次股息,即使管理层重申预计年底前将派息;AI云端基础设施收入实现稳健按季增长,市场仍担忧撇除昆仑芯后的收入增长可能已放缓;人工智能带动的收入披露良好,但被缺乏对传统搜索业务的披露所抵销。展望2026年,该行预期昆仑芯收入将达132亿元人民币(下同),占AI云...
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