金吾财讯05-18
金吾财讯 | 百度(BIDU)绩后盘初上涨，现报140美元，涨3.45%。
消息面上，百度披露 2026 年第一季度业绩，整体表现符合市场预期，盈利小幅超出预期。期内非 GAAP 每股收益 1.75 美元，超出预期 0.07 美元；营收 46.5 亿美元，同比增长 4.0%，与市场预期持平。
分业务来看，百度一般业务营收 37.7 亿美元（约合人民币 260 亿元），与上一季度持平，其中其他业务增长主要依托人工智能云业务的带动。爱奇艺营收 9.03 亿美元（约合人民币 62 亿元），环比下降 8%。此外，公司调整后 EBITDA 为 8.63 亿美元（约合人民币 60 亿元），调整后 EBITDA 利润率为 19%。
截至 3 月 31 日，百度现金及投资总额达 404.9 亿美元（约合人民币 2793 亿元），资金储备充足；经营活动现金流 3.87 亿美元（约合人民币 27 亿元），现金流状况稳健。用户端，百度 App3 月月活跃用户数达 6.55 亿，用户基础保持稳固。
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