精选理由
你看看百度这AI业务，今年二季度营收占了整体一半呢，从芯片到模型再到各种应用都搞起来了，比之前投资的时候发展得好太多啦
百度2026年第二季度营收达313亿元，其中AI业务营收125亿元，占整体营收50%，这是连续第二个月达到这一比例。从Kunlun芯片到ERNIE系列模型，再到agent应用与Apollo Go，百度AI业务从投资阶段转向集中收获。该业务同比增长25%，展现出强劲发展态势。
原文 · Pandaily
AI Now Makes Up Half of Baidu's Revenue: A 'New Baidu' Is Taking Shape
Baidu reported 31.3 billion yuan in Q2 2026 revenue, with AI business revenue of 12.5 billion yuan, up 25%, accounting for 50% of general business revenue for a second straight quarter. From the Kunlun chip and ERNIE models to agent applications and Apollo Go, Baidu's AI story is shifting from investment to a concentrated harvest.