百度21亿美元收购JOYY在华直播业务 - 老虎社区

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- 热点追踪热点追踪
  ·2025-02-26
  $百度集团-SW(09888)$ 港股科技股狂欢，百度涨得最怂，AI大佬变‘跟班小弟’？$百度(BIDU)$
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- Patrick波波Patrick波波
  ·2025-02-25
  $百度(BIDU)$ 36亿美金变成了21亿，百度完成了收购YY这笔拖了好几年的交易。这结果对百度明显利好。首先是这21亿美元，原来其实已经付了差不多19亿，现在再付2亿，就可以把YY给彻底拿过来了。产权干净，还能财务并表，有个1-2年就赚回来了，百度不亏。另外，YY作为直播平台，上千万的月活，多么好的AI+直播场景，反正大模型这波，百度有的AI主播已经做的比真人主播还诱人了哈哈。更有想象空间的其实是短剧，毕竟YY是个内容平台，各家大厂这两年都在疯狂发力搞短剧，这是个贼上瘾和来钱的生意，大厂们都还在跑马圈地中，没花多少新增成本，就可以直接拿YY快速推进，百度这明显划算啊。最最重要的，其实还是省了100多亿人民币！这啥概念？10万张英伟达的H20卡啊！大模型市场卷的风生水起，国内有万卡以上的企业本来就是个位数。百度这一下子腾出来10万张卡的预算，妥妥的要飞起啦！我说怎么最近都说DeepSeek自己卡的不行，反倒是接了DeepSeek的百度搜索用起来很丝滑，合着是资源充足了@爱发红包的虎妞
  5,657 评论
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