智通财经网·2025-08-22 10:41Core Viewpoint - Baidu's Q2 2025 financial report shows that AI new business revenue has exceeded 10 billion, marking a 34% year-on-year growth, indicating strong momentum in AI-driven revenue streams [1] Group 1: Financial Performance - Baidu's AI new business revenue for Q2 2025 reached over 10 billion, reflecting a 34% increase compared to the previous year [1] - The report highlights that the transition to AI in Baidu's search business has led to increased user engagement and usage duration [1] Group 2: Market Outlook - CMB International's research report indicates that AI new businesses like "Luobo Kuaipao" and Baidu Smart Cloud are progressing well and are expected to be long-term drivers of revenue growth, setting a target price of $132 [1] - Multiple institutions express optimism about Baidu's AI business development, with Guosen Securities highlighting the potential impact of AI technology on Baidu's search and smart cloud businesses [1] - Benchmark and Seeking Alpha analysts maintain a positive outlook on Baidu's long-term investment value due to its leading position in AI and autonomous driving markets [1] - CMB International's research team is optimistic about the long-term AI products accelerated by large model iterations and commercialization opportunities, including Robotaxi [1]