百度(09888.HK)李彥宏料疫情緩解後廣告收入將快速反彈
百度(09888.HK)(BIDU.US)創始人、董事長兼CEO李彥宏於業績電話會議上表示,百度核心業務收入於今年8月恢復增長,但受疫情影響,9月份再錄得按年下跌,但整體而言第三季表現仍按季改善。展望第四季,他指出,11月初起市況變得不明朗,各地出現零星疫情爆發,而百度營收對疫情管控措施的反應比較敏感,因此相信短期經營仍不穩定。
他又指,不少廣告客戶所處的行業都受到疫情及宏觀環境的影響,相信一旦疫情緩解及宏觀經濟改善,來自旅遊、連鎖及本地服務等行業的廣告收入將反彈,強調百度會努力實現全年按年增長。
首席財務官羅戎補充,短期內最關鍵的任務是持續優化核心業務開支,以提升營運效率,同時亦會持續在人工智能業務方面投資,期望實現未來的增長。
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