《大行報告》匯豐研究微升百度-SW(09888.HK)目標價至156.8元 評級「買入」
匯豐環球研究發表報告指,百度-SW(09888.HK)發布生成式人工智能產品「文心一言」,主要有五種功能包括多模態生成、中文理解、文學創作、商業文案創作及數理邏輯推算,認為集團的雲計算和客戶群將獲得先發優勢,估計未來行業機會包括行業不斷變化的雲環境和偏好,及新應用程序開發。
該行表示,百度發布「文心一言」後昨日(16日)港股股價下跌6%,認為GPT4推出後,市場對「文心一言」的預期可能過高,預先錄製的演示也引發質疑。
匯豐研究微升百度港股目標價,由156.1元升至156.8元,評級維持「買入」,認為未來要觀察的是「文心一言」用戶群/查詢數量的里程碑和用戶反饋,以及推出新功能並提高準確性和有效性。
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