4Q24 百度集团总收入341 亿元，同比-2.4%（VA 一致预期：-4.8%，口径下同）。非GAAP 净利润67 亿元，非GAAP 净利率19.7%（预期：14.7%），同比下降2.5pp，主因汇兑收益好于预期。4Q24 云业务收入提速，阶段性映证国内AI 需求的强劲表现，后续建议关注核心广告业务的收入增速修复节奏及搜索广告市场的竞争格局演变趋势。“买入”。百度核心：AI 云业务加速增长，或...
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