百度Q3总营收312亿元，AI业务收入增速超50%

Core Insights - Baidu reported Q3 2025 total revenue of 31.2 billion yuan, with core revenue of 24.7 billion yuan, marking a significant performance in AI business [1] - The company disclosed AI business revenue for the first time, showing over 50% year-on-year growth, with AI cloud revenue increasing by 33% [1][2] - Baidu's AI native marketing services revenue reached 2.8 billion yuan, reflecting a remarkable 262% year-on-year growth [3] Group 1: AI Business Performance - AI cloud revenue grew by 33%, with high-performance computing infrastructure subscription revenue increasing by 128% [2] - AI applications generated 2.6 billion yuan in revenue, focusing on flagship products like Baidu Wenku and Baidu Wangpan, utilizing a subscription model for sustainable high-quality income [2] - The launch of the upgraded GenFlow 3.0 and the no-code development tool "Miao Da" 2.0, which has facilitated the development of over 400,000 AI applications [2] Group 2: AI Native Marketing and Autonomous Driving - AI native marketing services revenue reached 2.8 billion yuan, driven by increasing demand for AI solutions among clients [3] - The "Luo Bo Kua Pao" service recorded 3.1 million global rides in Q3, a 212% year-on-year increase, with a total of over 17 million rides to date [3] - The service has expanded globally, obtaining autonomous driving licenses in Dubai and Abu Dhabi, and plans to launch "AmiGo" in Switzerland [3]