高盛发表报告,指百度-SW(09888.HK) (BIDU.US) 去年末季业绩符预期,留意到公司持续业务转型,AI举措正对集团各主要业务线(搜寻、云计算、自动驾驶)带来重大影响。该行料在AI相关培训/推理需求及企业更广泛应用驱动下,百度快速增长而可盈利的AI云业务正在成型。考虑Deepseek-R1登场及首季起增加应用场景,该行相信百度云需求今年将维持强劲,增长料逾20%。另边厢,该行认为百度...
Source Link高盛发表报告,指百度-SW(09888.HK) (BIDU.US) 去年末季业绩符预期,留意到公司持续业务转型,AI举措正对集团各主要业务线(搜寻、云计算、自动驾驶)带来重大影响。该行料在AI相关培训/推理需求及企业更广泛应用驱动下,百度快速增长而可盈利的AI云业务正在成型。考虑Deepseek-R1登场及首季起增加应用场景,该行相信百度云需求今年将维持强劲,增长料逾20%。另边厢,该行认为百度...
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