10/16/2024, 08:33 AM UTC
2024年百度谷歌比较研究：中美“远古AI龙头”的现状与趋势Comparison Study of Baidu and Google in 2024: The Current Status and Trends of China-US 'Ancient AI Leaders'
<p>➀ 百度自2020年Q1以来，营收增长了51%，2024年中报调整EBITDA利润率为27%。</p><p>➁ 百度核心业务包括在线营销和智能云、自动驾驶、移动生态等其他核心业务。</p><p>➂ 谷歌广告业务过去五年的增速约为128%，显著领先于百度的50%。</p><p>➃ 谷歌云业务增长超过272%，其次是YouTube广告，谷歌搜索广告增长最慢。</p><p>➄ 百度的研发投入率高于大多数中国互联网公司，但其收入增长率落后。</p><p>➅ 市场对古老AI巨头不乐观，原因是‘技术金叉’不明确和‘王冠’的诅咒。</p><p>➆ 百度作为传统领导者，在移动时代失去了流量壁垒，其技术路线尚未突破周期封锁。</p><p>➀ Baidu's revenue has grown by 51% from 2020Q1 to 2024, with a profit margin of 27% in the second half of 2024.</p><p>➁ Baidu's core business includes online marketing and other core businesses such as intelligent cloud, autonomous driving, and mobile ecology.</p><p>➂ Google's revenue growth rate in advertising business over five years is about 128%, significantly ahead of Baidu's 50%.</p><p>➃ Google's cloud business grew by more than 272%, followed by YouTube advertising and Google search advertising.</p><p>➄ Baidu's research and development investment rate is higher than most Chinese Internet companies, but its revenue growth rate has fallen behind.</p><p>➅ The market is not optimistic about the ancient AI giants due to unclear 'technology gold cross' and the curse of 'crown'.</p><p>➆ Baidu's search as a traditional leader lost traffic barriers in the mobile era, and its technology route has not yet broken through the cycle blockade.</p>
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