<p>百度公司（BIDU）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
<ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
<p>百度最近的财报电话会议呈现出复杂的情绪，突显了在人工智能技术方面的重大进展以及在 AI 云和 Apollo Go 等领域的增长。然而，这些积极因素被整体收入下降和大额资产减值所掩盖，导致经营亏损。会议反映了对技术进步的乐观态度，同时也因财务挑战而保持谨慎。</p>
<h2>AI 云收入增长</h2>
<p>百度的 AI 云部门展示了令人印象深刻的增长，收入达到 62 亿元人民币，同比增长 21%。这种持续的势头凸显了公司在 AI 云市场的强大地位，得益于人工智能技术的持续进步。</p>
<h2>Apollo Go 扩展</h2>
<p>Apollo Go 是百度的自动驾驶叫车服务，在第三季度提供了超过 300 万次完全无人驾驶的乘车服务，同比增长 212%。该服务已扩展到 22 个城市，展示了百度在自动驾驶技术领域的领导承诺。</p>
<h2>强劲的 AI 原生营销服务增长</h2>
<p>AI 原生营销服务实现了显著增长，收入达到 28 亿元人民币，同比增长 262%。该部门现在占百度核心在线营销收入的 18%，突显了 AI 驱动的营销解决方案日益重要。</p>
<h2>AI 应用收入</h2>
<p>AI 应用部门贡献了 26 亿元人民币的收入，反映出对 AI 驱动产品日益增长的需求。这一增长表明百度在 AI 应用领域的成功扩展，满足了多样化的客户需求。</p>
<h2>ERNIE 5.0 开发</h2>
<p>百度推出了 ERNIE 5.0，这是一款尖端的全模态基础模型。该开发展示了在全模态理解、创意写作和指令跟随方面的世界级能力，使百度处于人工智能创新的前沿。</p>
<h2>总体收入下降</h2>
<p>尽管某些领域实现了增长，百度的总收入同比下降 7%，降至 312 亿元人民币。这一下降突显了公司在竞争激烈的市场中维持整体收入增长所面临的挑战。</p>
<h2>百度核心在线营销收入下降</h2>
<p>百度核心的在线营销收入同比下降 18%，总计 153 亿元人民币。这一下降表明传统在线营销渠道面临的挑战环境。</p>
<h2>iQIYI 收入下降</h2>
<p>百度的视频流媒体服务 iQIYI 的收入同比下降 8%，降至 67 亿元人民币。这一下降反映了竞争激烈的流媒体市场中持续面临的挑战。</p>
<h2>长期资产减值</h2>
<p>长期资产减值金额达到 162 亿元人民币，显著影响了百度的财务结果。这一减值凸显了公司必须克服的财务障碍。</p>
<h2>经营亏损</h2>
<p>百度报告经营亏损 151 亿元人民币，主要由于资产减值。百度核心的经营亏损为 150 亿元人民币，突显了这些减值带来的财务压力。</p>
<h2>前瞻性指导</h2>
<p>展望未来，百度仍专注于扩展其人工智能能力和全球足迹。尽管面临资产减值，公司报告的非 GAAP 经营收入为 22 亿元人民币。百度的 AI 云和 Apollo Go 部门继续显示出强劲增长，计划将 Apollo Go 的运营扩展到包括瑞士和中东在内的新国际市场。</p>
<p>总之，百度的财报电话会议描绘了机遇与挑战并存的局面。尽管公司在人工智能和自动驾驶领域取得了重大进展，但收入下降和资产减值等财务障碍仍然是持续的挑战。投资者将密切关注百度在未来几个季度如何应对这些动态。</p>

K3SD

百度

百度-SW

<p>百度第三季度的财报电话会议强调了人工智能在人工智能云和 Apollo Go 等领域的增长，但面临收入下降和资产减值，导致经营亏损。人工智能云的收入同比增长 21%，Apollo Go 在全球范围内扩展。尽管取得了进展，总收入同比下降 7%，显著的资产减值影响了财务结果。尽管面临财务挑战，百度仍然专注于扩展人工智能能力和全球影响力</p>

<p>Baidu Inc ((BIDU)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>百度公司（BIDU）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
</div><p>Baidu’s recent earnings call presented a mixed sentiment, highlighting significant advancements in AI technology and growth in sectors like AI Cloud and Apollo Go. However, these positives were overshadowed by declines in overall revenue and substantial asset impairments, leading to operating losses. The call reflected both optimism in technological progress and caution due to financial challenges.</p>
<div class="lb-trans"><p>百度最近的财报电话会议呈现出复杂的情绪，突显了在人工智能技术方面的重大进展以及在 AI 云和 Apollo Go 等领域的增长。然而，这些积极因素被整体收入下降和大额资产减值所掩盖，导致经营亏损。会议反映了对技术进步的乐观态度，同时也因财务挑战而保持谨慎。</p>
</div><h2>AI Cloud Revenue Growth</h2>
<div class="lb-trans"><h2>AI 云收入增长</h2>
</div><p>Baidu’s AI Cloud segment showcased impressive growth, with revenue reaching RMB 6.2 billion, marking a 21% increase year-over-year. This sustained momentum underscores the company’s strong position in the AI Cloud market, driven by continuous advancements in AI technology.</p>
<div class="lb-trans"><p>百度的 AI 云部门展示了令人印象深刻的增长，收入达到 62 亿元人民币，同比增长 21%。这种持续的势头凸显了公司在 AI 云市场的强大地位，得益于人工智能技术的持续进步。</p>
</div><h2>Apollo Go Expansion</h2>
<div class="lb-trans"><h2>Apollo Go 扩展</h2>
</div><p>Apollo Go, Baidu’s autonomous ride-hailing service, delivered over 3 million fully driverless rides in Q3, a remarkable 212% increase from the previous year. The service has expanded its global presence to 22 cities, demonstrating Baidu’s commitment to leading in autonomous driving technology.</p>
<div class="lb-trans"><p>Apollo Go 是百度的自动驾驶叫车服务，在第三季度提供了超过 300 万次完全无人驾驶的乘车服务，同比增长 212%。该服务已扩展到 22 个城市，展示了百度在自动驾驶技术领域的领导承诺。</p>
</div><h2>Strong AI Native Marketing Services Growth</h2>
<div class="lb-trans"><h2>强劲的 AI 原生营销服务增长</h2>
</div><p>AI native marketing services have seen substantial growth, generating RMB 2.8 billion in revenue, a 262% increase year-over-year. This segment now accounts for 18% of Baidu Core’s online marketing revenue, highlighting the growing importance of AI-driven marketing solutions.</p>
<div class="lb-trans"><p>AI 原生营销服务实现了显著增长，收入达到 28 亿元人民币，同比增长 262%。该部门现在占百度核心在线营销收入的 18%，突显了 AI 驱动的营销解决方案日益重要。</p>
</div><h2>AI Applications Revenue</h2>
<div class="lb-trans"><h2>AI 应用收入</h2>
</div><p>The AI Applications segment contributed RMB 2.6 billion in revenue, reflecting the increasing demand for AI-powered products. This growth indicates Baidu’s successful expansion into AI applications, catering to diverse customer needs.</p>
<div class="lb-trans"><p>AI 应用部门贡献了 26 亿元人民币的收入，反映出对 AI 驱动产品日益增长的需求。这一增长表明百度在 AI 应用领域的成功扩展，满足了多样化的客户需求。</p>
</div><h2>ERNIE 5.0 Development</h2>
<div class="lb-trans"><h2>ERNIE 5.0 开发</h2>
</div><p>Baidu unveiled ERNIE 5.0, a cutting-edge omni-model foundation model. This development showcases world-class capabilities in omni-model understanding, creative writing, and instruction following, positioning Baidu at the forefront of AI innovation.</p>
<div class="lb-trans"><p>百度推出了 ERNIE 5.0，这是一款尖端的全模态基础模型。该开发展示了在全模态理解、创意写作和指令跟随方面的世界级能力，使百度处于人工智能创新的前沿。</p>
</div><h2>Overall Revenue Decline</h2>
<div class="lb-trans"><h2>总体收入下降</h2>
</div><p>Despite growth in certain areas, Baidu’s total revenues declined by 7% year-over-year to RMB 31.2 billion. This decline highlights the challenges the company faces in maintaining overall revenue growth amidst a competitive market.</p>
<div class="lb-trans"><p>尽管某些领域实现了增长，百度的总收入同比下降 7%，降至 312 亿元人民币。这一下降突显了公司在竞争激烈的市场中维持整体收入增长所面临的挑战。</p>
</div><h2>Baidu Core Online Marketing Revenue Decline</h2>
<div class="lb-trans"><h2>百度核心在线营销收入下降</h2>
</div><p>Baidu Core’s online marketing revenue decreased by 18% year-over-year, totaling RMB 15.3 billion. This decline indicates a challenging environment for traditional online marketing channels.</p>
<div class="lb-trans"><p>百度核心的在线营销收入同比下降 18%，总计 153 亿元人民币。这一下降表明传统在线营销渠道面临的挑战环境。</p>
</div><h2>iQIYI Revenue Decline</h2>
<div class="lb-trans"><h2>iQIYI 收入下降</h2>
</div><p>Revenue from iQIYI, Baidu’s video streaming service, fell by 8% year-over-year to RMB 6.7 billion. This decline reflects the ongoing challenges in the competitive streaming market.</p>
<div class="lb-trans"><p>百度的视频流媒体服务 iQIYI 的收入同比下降 8%，降至 67 亿元人民币。这一下降反映了竞争激烈的流媒体市场中持续面临的挑战。</p>
</div><h2>Impairment of Long-Lived Assets</h2>
<div class="lb-trans"><h2>长期资产减值</h2>
</div><p>The impairment of long-lived assets amounted to RMB 16.2 billion, significantly impacting Baidu’s financial results. This impairment underscores the financial hurdles the company must overcome.</p>
<div class="lb-trans"><p>长期资产减值金额达到 162 亿元人民币，显著影响了百度的财务结果。这一减值凸显了公司必须克服的财务障碍。</p>
</div><h2>Operating Loss</h2>
<div class="lb-trans"><h2>经营亏损</h2>
</div><p>Baidu reported an operating loss of RMB 15.1 billion, primarily due to asset impairments. Baidu Core’s operating loss was RMB 15.0 billion, highlighting the financial strain from these impairments.</p>
<div class="lb-trans"><p>百度报告经营亏损 151 亿元人民币，主要由于资产减值。百度核心的经营亏损为 150 亿元人民币，突显了这些减值带来的财务压力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Baidu remains focused on expanding its AI capabilities and global footprint. The company reported a non-GAAP operating income of RMB 2.2 billion, despite the asset impairments. Baidu’s AI Cloud and Apollo Go segments continue to show strong growth, with plans to expand Apollo Go’s operations into new international markets, including Switzerland and the Middle East.</p>
<div class="lb-trans"><p>展望未来，百度仍专注于扩展其人工智能能力和全球足迹。尽管面临资产减值，公司报告的非 GAAP 经营收入为 22 亿元人民币。百度的 AI 云和 Apollo Go 部门继续显示出强劲增长，计划将 Apollo Go 的运营扩展到包括瑞士和中东在内的新国际市场。</p>
</div><p>In summary, Baidu’s earnings call painted a picture of both opportunity and challenge. While the company is making significant strides in AI and autonomous driving, financial hurdles such as revenue declines and asset impairments present ongoing challenges. Investors will be keenly watching how Baidu navigates these dynamics in the coming quarters.</p>
<div class="lb-trans"><p>总之，百度的财报电话会议描绘了机遇与挑战并存的局面。尽管公司在人工智能和自动驾驶领域取得了重大进展，但收入下降和资产减值等财务障碍仍然是持续的挑战。投资者将密切关注百度在未来几个季度如何应对这些动态。</p>
</div>

Baidu’s Earnings Call: AI Growth Amid Revenue Challenges

- 百度第三季度财报显示，AI 云收入增长 21% 至 62 亿元人民币。  
- 尽管 AI 领域表现强劲，总收入同比下降 7% 至 312 亿元人民币。  
- 资产减值达 162 亿元，导致运营亏损 151 亿元，财务压力显著。  

百度的财报电话会议：在收入挑战中实现人工智能增长