Baidu released its fourth quarter 2023 financial report on February 28. The financial report showed that the scale of AI revenue will expand, but the revenue increase brought by the optimization of the advertising system is not yet clear. The market is full of expectations for Baidu's future development in the field of AI, and is particularly concerned about the competitiveness of its self-developed Chinese large models. Baidu needs to speed up the update and iteration of large models to cope with increasingly fierce market competition and give full play to the role of AI as an important growth driver. This is crucial to the repair of Baidu's valuation. The release of this financial report provides investors with a further understanding of Baidu's future development direction and strategic planning, and also triggered heated discussions in the market about Baidu's AI development prospects.
All in all, Baidu needs to continue to work hard in the field of AI to maintain its leading position in the fiercely competitive market, achieve sustainable development, and ultimately meet the expectations of the market and investors. Baidu’s future trends in the AI field deserve continued attention.