02/02/2025, 09:03 AM UTC
百度：我等待已久的AI催化剂终于来了（评级上调）Baidu: The AI Catalyst I've Been Waiting For Is Finally Here (Rating Upgrade)
1、百度预计将在2025年从AI的可负担性转向AI的货币化，这为将百度评级上调至买入提供了依据。2、百度的AI云和智能驾驶业务，以及ERNIE机器人，都准备进行货币化，利用强大的用户获取和市场份额。3、尽管预计2024年将出现收入收缩，但百度以9倍2025年收益的估值看起来很有吸引力，具有收入和收益增长潜力。1. Baidu's expected shift from AI affordability to AI monetization in 2025 justifies upgrading Baidu to a Buy rating. 2. Baidu's AI Cloud and Intelligent Driving businesses, along with the ERNIE bot, are poised for monetization, leveraging strong user acquisition and market share. 3. Despite expected revenue contraction in 2024, Baidu's valuation at 9x 2025 earnings looks attractive, with potential for revenue and earnings growth.---
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