摩根士丹利发表报告指,百度(09888.HK) 次季核心广告收入按年跌19%,反映线下垂直行业复苏慢于预期,人工智能变现仍处早期阶段。该行预期下半年广告业务复苏有限,第三季核心广告收入按年料跌18.5%。核心经营溢利将进一步按季下跌,并于第三季见底,因下半年加大人才招聘、文心大模型升级及算力扩展的投资。报告指,百度核心非通用会计准则经营溢利按年跌13%至38亿元人民币,大致符合预期。受AI投资急升...
Source Link摩根士丹利发表报告指,百度(09888.HK) 次季核心广告收入按年跌19%,反映线下垂直行业复苏慢于预期,人工智能变现仍处早期阶段。该行预期下半年广告业务复苏有限,第三季核心广告收入按年料跌18.5%。核心经营溢利将进一步按季下跌,并于第三季见底,因下半年加大人才招聘、文心大模型升级及算力扩展的投资。报告指,百度核心非通用会计准则经营溢利按年跌13%至38亿元人民币,大致符合预期。受AI投资急升...
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