(原标题:【券商聚焦】东方证券指百度广告业务有望企稳,云业务成新增长点)金吾财讯|东方证券发布研报指,百度集团-SW(09888.HK)广告业务降幅收窄,AI商业化加速或推动拐点显现。25Q4广告收入150亿元(同比-16%),其中AI原生营销占比达18%。云业务表现亮眼,25Q4智能云收入58亿元(环比+38%),受益于大模型升级及推理需求扩张。Robotaxi全球覆盖26城,25年订单超...
Source Link(原标题:【券商聚焦】东方证券指百度广告业务有望企稳,云业务成新增长点)金吾财讯|东方证券发布研报指,百度集团-SW(09888.HK)广告业务降幅收窄,AI商业化加速或推动拐点显现。25Q4广告收入150亿元(同比-16%),其中AI原生营销占比达18%。云业务表现亮眼,25Q4智能云收入58亿元(环比+38%),受益于大模型升级及推理需求扩张。Robotaxi全球覆盖26城,25年订单超...
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