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港股異動 | 百度漲5% 大行稱推出類似ChatGPT AI工具為可見的上行驚喜
格隆匯2月1日丨百度(9888.HK)漲5.66%,報139.9港元,總市值3867億港元。麥格理髮評級指,可見的上行驚喜將會是公司有機會在中國推出類似ChatGPT的人工智能(AI)聊天機械人。 該行表示,將公司今年及明年經調整每股盈測上調13%及4%,並預料今年經調整經營利潤率將提高2.4個百分點至18.3%,同時將其目標價由166港元上調至169港元,維持其評級為“跑贏大市”。方正證券研報稱,AIGC即人工智能自動生成內容,而ChatGPT則屬於AIGC的一個典型應用。目前我國在自然語言理解及相關AI技術領域處於全球領先水平,國內AI大廠百度、騰訊優圖、科大訊飛等都在加大AIGC領域的投入。隨着AI技術的快速發展,人工智能技術提供商,特別是NLP頭部廠商將率先受益,其中既包括了科大訊飛等獨立技術提供商,也包括百度、騰訊、字節等互聯網廠商。

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