百度:云受AI拉动增长持续 核心广告承压

中金公司
19 Feb

4Q 收入好于市场预期公司公布4Q24 业绩:公司收入同比降低2%至341 亿元,好于市场预期2%;百度核心收入同比提升1%至277 亿元,好于市场预期4%,系云收入驱动;百度核心非通用准则经营利润小幅好于市场预期,系费用管控;非通用准则净利润67 亿元(非通用准则净利润率20%),大幅好于市场预期,系汇率波动导致汇兑收益。发展趋势云增长态势强劲,利润率持续优化。4Q24 AI 云收入同增26%,...

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