03/28/2025, 07:14 AM UTC
百度：AI雄心与广告现实之比 - 为什么股票仍然被高估Baidu: AI Ambitions Vs. Advertising Reality - Why The Stock Remains Overvalued
1、百度的AI进步面临DeepSeek和阿里巴巴的竞争；2、百度的核心广告业务受用户体验和竞价排名系统所阻碍；3、与同业相比，百度在1.5倍的前瞻EV/收入比上显得被高估；4、由于AI领导力的不确定性，投资者应避免百度，并关注海外收入的高质量中国股票。1. Baidu's AI advancements face competition from DeepSeek and Alibaba; 2. Baidu's core advertising business is hindered by user experience and bid-ranking systems; 3. Baidu appears overvalued at 1.5x forward EV/Revenue compared to peers; 4. Investors should avoid Baidu due to uncertain AI leadership and focus on higher-quality Chinese stocks.---
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