《藍籌業績》百度(09888.HK)李彥宏:在線營銷業務穩步復甦帶動第三季核心收入恢復正增長
百度-SW(09888.HK)公布截至9月底止第三季業績,集團創始人、董事長兼CEO李彥宏表示,雖然疫情帶來持續挑戰,但百度核心業務在第三季仍取得穩健表現,在線營銷業務逐步復甦及智能雲收入穩步增長的推動下,令百度核心收入恢復正增長。
第三季百度錄得收入325.4億元人民幣(下同),按年升1.9%。百度核心收入達到252億元,按年升2%,當中在線營銷收入為187億元,按年跌4%;在智能雲及其他人工智能驅動業務的增長帶動下,非在線營銷收入按年增長25%至65億元。
百度指,Apollo自動駕駛解決方案獲得領先汽車製造商的認可。目前市場對百度Apollo汽車智能化解決方案的需求日益增長,近期累計定點及簽約金額預計達到114億元。
另外,百度自動駕駛出行服務平台蘿蔔快跑運營規模持續擴大,第三季蘿蔔快跑共提供47.4萬次乘車服務,按年增長311%,按季增長65%。截至9月底蘿蔔快跑向公眾提供的乘車服務次數累計達到140萬次。
李彥宏預期,未來移動生態將繼續產生強勁現金流,為智能雲及智能駕駛業務提供投入資金,從而鞏固百度在AI業務的領先地位,推動未來增長。
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