AI收入撑起半壁江山,广告基本盘持续承压:百度直面增长变局

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AI业务成为重要增长引擎,百度新旧动能转换仍存多重挑战。8月18日,百度交出2026年第二季度成绩单:总营收313亿元,同比下降4%;归属于百度的净利润23亿元,同比下滑68%。  但让外界更为关注的是这些数字背后的结构变化:当期百度剔除爱奇艺后的一般性业务收入252亿元,其中百度核心AI新业务收入占比达到50%,连续第二个季度占比过半。  不过在百度跨过“AI收入撑起半边天”的门槛的同时,另一边...

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