中信证券：维持百度集团-SW“买入”评级收入、利润均有望逐步迎来拐点

新浪港股2025-04-21

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　中信证券发布研报称，预计1Q25百度集团-SW（09888）云计算业务同比+20.0%，得益于GPU和AI需求维持强劲增长。展望未来，该行预期随着宏观回暖、AI搜索商业化、基数效应弱化，公司收入、利润均有望逐步迎来拐点。中期来看，伴随AI导入旗下多条业务线赋能，该行预计商业化进程进展顺利，云业务聚焦场景和成本优化，AI...

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中信证券：维持百度集团-SW“买入”评级 收入、利润均有望逐步迎来拐点

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中信证券：维持百度集团-SW“买入”评级收入、利润均有望逐步迎来拐点