异动解读 | 百度集团-SW(09888)绩后股价大跌背后:广告业务承压文心大模型助力云业务增长

异动解读08-23 16:30

今日,百度集团-SW(09888)盘中大跌5.67%,引起市场广泛关注。公司此前公布的2024年第二季度财报显示,营收同比基本持平,但归属于百度的净利润同比下滑。

分析人士指出,百度核心广告收入同比下滑2%,这或许与宏观经济疲软和AI改造对商业化带来的短期负面影响有关。不过,百度正在加快向AI原生产品转型的步伐,其中,公司推出的文心大模型日均调用量超过6亿次,持续带动AI云收入增长,同比增长14%,业绩表现喜人。

未来,百度计划将在第三季度继续推进AI化改造,而考虑到生成式AI短期变现压力以及低利润率业务占比提升,公司核心经营利润率可能存在一定压力。但从长远来看,文心大模型调用量持续增长,有助于百度实现盈利,并最终在AI行业中脱颖而出。

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异动解读 | 百度集团-SW(09888)绩后股价大跌背后:广告业务承压 文心大模型助力云业务增长

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异动解读 | 百度集团-SW(09888)绩后股价大跌背后:广告业务承压文心大模型助力云业务增长