智通财经APP获悉，百度集团-SW(09888)早盘涨近5%，截至发稿，涨3.31%，报84.25港元，成交额2.79亿港元。
消息面上，AI产品榜官方发布“全球AI产品2024付费用户规模”榜单。数据显示，百度文库付费用户达4000万，位列国内第一、全球第二，仅次于微软Copilot。百度文库由此成为唯一商业化的中国AI应用。百度文库AI MAU已突破9000万，AI DAU年同比增长230%。同时，百度文库总付费率年同比增长60%，这一增长几乎完全由AI功能带动。
东吴证券指出，百度文库及网盘AI进展亮眼。该行指出，百度文库推出了智能PPT制作、智能写作助手、全网AI搜索、智能有声画本及智能漫画生成等上百项AI功能，广泛覆盖学习办公、家庭教育及兼职创收等多个领域。AI改造后的百度网盘则加入了扫描、涂鸦、语音转写、会议纪要等AI相关功能。此外，百度文库和百度网盘联合打造的“自由画布”已开启公测，提高创作效率，有望进一步推动活跃用户及付费率提升。
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