摩根士丹利发表研报,更新对百度(09888.HK) (BIDU.US) 2025年首季业绩展望,目前预测宏观经济疲弱、AI广告搜索转型以及季节性因素下,第一季广告收入将按年下降5%,虽然搜寻业务应用生成式AI可推高用户使用率,但相信变现要较迟才可实现。另外大摩预测百度云计算业务首季将按年增长20%,认为百度云盈利能力和利润率自2024年第四季起有所改善,趋势应可持续。大摩估计百度核心今年首季...
Source Link摩根士丹利发表研报,更新对百度(09888.HK) (BIDU.US) 2025年首季业绩展望,目前预测宏观经济疲弱、AI广告搜索转型以及季节性因素下,第一季广告收入将按年下降5%,虽然搜寻业务应用生成式AI可推高用户使用率,但相信变现要较迟才可实现。另外大摩预测百度云计算业务首季将按年增长20%,认为百度云盈利能力和利润率自2024年第四季起有所改善,趋势应可持续。大摩估计百度核心今年首季...
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