李彦宏“推翻过去”背后：百度业绩承压，智能云成增长亮点

第一财经2025-02-18

当一家成立仅一年半的企业以开源大模型的颠覆性姿态直击大模型与搜索市场腹地，作为传统搜索巨头和国内大模型赛道先行者的百度，护城河正遭遇前所未有的渗透与挑战，但这也倒逼它快速调整方向做出改变。　　从过去评价开源模型是智商税、不需要那么多基础大模型，到近日百度接连宣布文心一言将全部免费、上线深度搜索功能，下一代文心大模型开源，并在今日百度搜索全量上线DeepSeek满血版，动作频频“推翻过去”的原因，在...

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的研发投入备受关注。该季度，百度的研发费用为人民币55亿元，同比减少12%，主要是由于人员相关费用减少，部分被支持生成式人工智能研发投入的服务器折旧费和服务器机架费所抵消。　　百度还公布了一系列业务数据。2024年12月，文心大模型日均调用量达16.5亿；比起去年的5000万次增长33倍。百度将在未来数月内推出文心大模型4.5系列，并计划于6月30日正式开源。　　在AI产品方面，12月百度APP月活用户达6.79亿，相比去年同期6.67亿增长了1.8%，但相比上一季度的7.04亿减少了3.55%。去年 12月百度文库AI MAU达到9400万，同比增长216%，环比增长83%。公开信息显示，百度文库付费用户超4000万。　　自动驾驶方面，截至2025年1月，百度自动驾驶出行服务在全国累计提供超900万次的乘车服务；四季度内提供的乘车服务达110万次，同比增长36%。百度已在香港展开自动驾驶测试。　　从业务数据看，尽管有文库等亮点AI业务，但人口红利不再后，百度核心产品月活增长乏力，过去一年营收承压。其生成式AI的C端产品文小言也面临增速放缓的挑战。此前研究机构QuestMobile数据，截至2024年11月底，中国AIGC APP整体月活用户数量超过1亿。字节跳动旗下的豆包走出陡峭的向上曲线，月之暗面的Kimi智能助手月活千万以上，百度的文小言增长放缓屈居第三。　　尤其在搜索已经成为AI工具标配的当下，夸克、纳米、秘塔等AI搜索产品崛起，加上DeepSeek开源大模型破圈，无疑刺激了百度加快一系列动作的发布，同时也折射百度AI战略考量的转变与市场焦虑。　　一位接近人士对第一财经记者说，现在各个业务都迫切地想要实现用户增长。对百度而言，要想始终站在AI牌桌上，也早已必须做出改变。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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