AI浪潮下百度转型显成效 估值逻辑重塑正当时

ITBEAR科技资讯
Mar 06

百度近日发布的2026年第四季度及全年财务报告引发市场关注。财报显示,受传统业务收缩与AI业务扩张的双重影响,公司全年营收结构发生显著变化,但核心AI业务的高速增长成为最大亮点。尽管财报发布后股价在美、港市场分别下跌8.41%和4.11%,但市场分析人士认为,若以AI赛道标准重新审视估值体系,百度价值可能被严重低估。从营收构成看,百度集团业务已形成"核心AI业务+传统业务"的双轨格局。2025年...

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