百度(09888.HK):若疫情不再惡化 首季廣告增速應見今年最低位
百度(09888.HK)董事長兼CEO李彥宏在投資者會議上表示,今年藉助政策方面的積極因素,將繼續拓展人工智能雲服務,並不斷在智能駕駛方面取得突破,認爲今年人工智能技術對於百度業務增長的驅動將更爲明顯。
關於回購,百度CFO羅戎指,目前百度股價以及業務的價值被市場低估,這也是公司過去回購的原因,截至去年底,百度已根據股份回購計劃回購約29億美元。
羅戎稱,近期廣告行業所遇到的增長挑戰,主要受宏觀環境,疫情反覆影響,今年首季的增速差過去年第四季。但若疫情在首季後不再惡化,首季表現應該是今年的最低點,相信百度的廣告業務會受益於宏觀環境的改善。
至於比亞迪(01211.HK)合作方面,李彥宏指,公司將爲其提供阿波羅自動駕駛解決方案,這些解決方案將在未來幾年服務於比亞迪的多款熱銷車型,爲公司帶來的營收也會在未來幾年得到確認,因此對未來比較樂觀,將繼續投資於人工智能驅動的業務,尤其是在智能駕駛人工智能雲方面,相信未來會有很大的增長潛力。
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