《大行報告》麥格理:百度-SW(09888.HK)發布文心一言被低估
麥格理發表報告指,參加了百度-SW(09888.HK)「文心一言」發布會,由於發布活動是分階段進行,所以市場感到失望。該行認為百度通過播放預先錄製好的演示和有限的發布規模,是降低了自身。該行演示了「文心一言」,認為它的速度、準確性和跨模式能力都超出預期。商業化是中國人工智能生成內容的下一個重點。
麥格理相信內地的生成性人工智能已經發展到3個階段發展路線圖的上升階段。相信更快的上市時間將是鞏固「文心一言」商業化競爭護城河的關鍵。目標價170元,評級「跑嬴大市」。
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