《大行報告》花旗:對百度-SW(09888.HK)「文心一言」生成能力感放心
花旗發表報告指,參加了百度-SW(09888.HK)(BIDU.US)在北京舉行的「文心一言」發布會,在簡報上,雖然首席執行官等對「文心一言」的評論謙虛,且預先錄製的演示或令讓投資者及傳媒失望,但活動結束後該行與首席財務官等會面時的現場演示,令該行對「文心一言」的生成能力感到放心。
該行表示,雖然並不完美,但「文心一言」具有相當能力回答大多數複雜/奇怪問題。另一方面,超過650個業務合作夥伴在「文心一言」發布前加入其生態系統,表明企業強烈希望整合生成式AI功能,以加強其營運/產品/服務。
花旗認為,「文心一言」的變現機會或包括每次查詢/使用成本、每次銷售成本、許可和雲服務等,最初關注的為企業客戶。 而管理層亦表示,現時決定推出「文心一言」是為促進真實的客戶反饋。
該行相信,百度發布「文心一言」後股價下跌是市場反應過度,維持對其股份「買入」評級,美股目標價191美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.