百度-SW(09888.HK) (BIDU.US) 在财报电话会披露，2024年，百度智能云AI相关收入按年增长近三倍。受AI驱动，百度智能云业务在第四季度增长强劲，季度营业收入按年增长26%。目前百度智能云拥有内地最大的大模型产业落地规模，为超过60%央企和大量民营企业提供AI服务。百度管理层还透露，百度正成为中腰部客户的首选。
就围绕目前AI新贵Deepseek，百度如何在市场中保持领先地位，百度董事长李彦宏表示，市场仍处于起步阶段，行业速度发展必将加快基础模型的采用率。随着基础模型变得愈来愈容易获得和负担，相信公司正在进入一个真正的变革阶段，会看到新的人工智能应用程序和用例的爆炸式增长。
他强调，无论是开源还是闭源模型，只要能够大规模有效地解决现实世界的问题，就变得真正有价值。未来，百度将加速推动文心大模型的性能升级与成本降低。李彦宏还透露，文心大模型4.5将开源，4.5将是百度有史以来最强大的大模型，希望客户和用户能比之前更方便地体验该模型。(ta/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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