百度将公布财报,聚焦AI及Apollo为看点

周四,科技巨头百度 (HKEX:9888) 将发布最新的业绩报告,成为人们关注的焦点。

BIDU – Daily Chart

百度-日图

在政府宣布经济刺激计划后,百度公司的股价就像坐过山车一样起伏不定。价格从80附近的低点飙升至116的阻力位。如今,股价又回跌,几乎再次试探低点。

华尔街预计百度的每股收益为2.47美元,而该季度的营收预计将增长近1.5%,达到46.5亿美元。

今年8月,百度的营收低于预期,但利润超过了华尔街的预期。该公司面临严峻的宏观环境和竞争带来的强劲阻力。然而,该公司对其人工智能能力持积极态度,称这将提振其广告业务。

百度的人工智能创新一直给人们带来希望,但其核心业务一直停滞不前,人工智能对收入的影响仍然微乎其微。在过去的两年里,百度100%的时间都超过了每股收益预期,88%的时间都超过了收入预期。

华尔街分析师看好该公司,但由于对政府刺激计划的预期降低,该公司股价暴跌。投资者将关注人工智能云的收入增长、生成式人工智能扩张的最新进展,以及该公司的Apollo机器人出租车业务。

据说Apollo Go机器人出租车部门正在与几家公司谈判,以拓展海外市场。百度本周表示,它已将阿波罗RT6自动驾驶汽车的生产成本降至每辆25万元人民币(合34,525美元)。

在武汉的一次贸易活动中,比亚迪联合创始人、董事长兼首席执行官李彦宏表示,RT6是目前世界上唯一量产的L4级自动驾驶汽车。这可能会让该公司在面向中国客户的自动驾驶领域占据重要的领先地位。

李彦宏表示,“特斯拉代表了另一张技术路线图……(它)想从L2到L4,而且还在努力。”

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