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百度(09888.HK):美國晶片管制影響有限 長遠對AI業務發展有利
百度(09888.HK)(BIDU.US)執行副總裁、百度智能雲事業群總裁沈抖表示,美國針對晶片的相關出口管制措施對公司短期影響有限,同時認為長遠而言,旗下人工智能業務將從中受惠。 沈抖解釋,百度大部分人工智能及雲計算業務都不是嚴重依賴先進製程晶片,而且目前已為旗下需要高端晶片的業務,儲備足夠庫存。
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