《大行報告》中金:百度-SW(09888.HK)AIGC業務有所突破 目標價上調至167.1元
中金發表報告指,百度-SW(09888.HK)宣布大模型新項目「文心一言」。公司預計將在3月完成內測並面向公眾開放,目前該產品在做上線前的衝刺準備工作。
中金認為,該模型的推出有望對公司核心產品搜索引擎帶來全面升級,根據早前百度架構師在溝通會上的交流,百度搜索今年在技術上重要的工作就是要把整個檢索系統變成檢索+生成雙模系統。
該行維持收入和盈利預測不變,維持「跑贏行業」評級,鑒於公司AIGC業務有所突破,分別上調美股和港股目標價9.5%和8.7%,至分別172.5美元和167.1港元。
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