《大行報告》中金:百度-SW(09888.HK)「文心一言」先發優勢明顯 迎來嶄新機遇
中金發表報告指,百度-SW(09888.HK)「文心一言」有望客戶端融合搜索引擎,業務端搭載在雲上對外輸出,並持續關注文心一言推出後用戶增長的情況以及企業客戶的反饋;若效果顯著,由於先發優勢明顯,該行認為對於百度而言,是一次嶄新的機遇。該行維持對百度盈利預測,其美股目標價172.5美元及港股目標價167.1元不變,維持評級「跑贏行業」。
該行表示,看好Chat GPT引領的通用人工智能AGI是一個長期、革命性的趨勢;出於監管、安全等因素考慮,中金認為內地核心AI技術自研是大勢所趨;在內地同行中,百度在大模型技術、數據積累和算力方面都相對領先,較高的競爭門檻和百度快速的反應有助於公司把握關鍵時間窗口。(ca/k)
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