$百度(BIDU)$_老虎社区_美港股上老虎

2020-10-15

$百度(BIDU)$ 昨天猛拉的肉没赶上，今天空的汤喝到了。秘诀就是：每逢PR，必先高涨，再而猛摔，来回刮油

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WernerKarl
2020-10-15
WernerKarl
百度容易拉稀是因为它的盈利状况一直不好，而且百度产品能力较弱（比如直播、新上的购物频道）；而PR虽然是很好的故事但离变现一直很远（无人车、AI）。什么时候能不再拉稀呢？个人认为可以看两点：百度核心增长动力恢复强劲，或AI业务落地对财报贡献比例显著增大。只要出现这两种情况，就不太敢空它了

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