百度：四季度智能云增速或达 15% 买入评级

和讯网11-22 15:15

【11 月 22 日，百度发布第三季度财报后引发关注】高盛在其研报中指出，百度展现出以人工智能驱动业务转型的坚定决心，重视搜索等 ToC 业务的用户体验。目前，受 AI 驱动，百度智能云加速增长，预计四季度增速扩至 15%，AI 收入占比持续上升，2025 年将保持强劲增长势头。高盛称，从财务看，百度现金流稳定、现金储备充裕；业务上，AI 云、自动驾驶和搜索等领域有潜在长期机会，当前估值影响不合理...

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