百度文心一言正式亮相！能否成爲股價催化劑？機構這樣看
來源：光大證券研究，原研報標題《百度文心一言發佈：能力尚不完善，戰略意義仍具》
光大證券指出，文心一言的技術尚未發展完善，特別是圖像、視頻生成等跨模態領域，與ChatGPT表現客觀存在代差，CEO李彥宏相對謹慎的表述或降低大衆對文心一言能力的預期。
3月16日，$百度集團-SW(09888.HK)$在北京召開新聞發佈會，宣佈正式推出基於百度新一代大語言模型的生成式AI產品——文心一言，對標ChatGPT。
姍姍來遲的文心一言表現如何？和 ChatGPT 的差距有多少？光大證券發表研報表示，百度文心一言較ChatGPT存在差距，中長期技術有望實現升級。
該機構指出，百度率先推出中國類ChatGPT產品，融合百度知識圖譜能力，具備文學創作、商業文案創作、數理推算、中文理解、多模態生成等能力。文心一言的技術尚未發展完善，特別是圖像、視頻生成等跨模態領域，與ChatGPT表現客觀存在代差，CEO李彥宏相對謹慎的表述或降低大衆對文心一言能力的預期。
但同時，百度憑藉其“算力+算法+數據”的全棧式AI佈局，AI技術仍處於國內前列，並擁有更多中文語料資源，相比ChatGPT在中文處理和文化理解上具備一定優勢。商湯科技“書生（INTERN）2.5”針對自動駕駛和機器人等場景，利用AIGC能力爲B端任務提供高效精準的感知和理解能力支持。
光大證券認爲，文心一言的發佈具備戰略意義，整合現有業務、實現商業落地有望提升百度整體競爭力。文心一言承接國內較多市場需求，B端以API調用形式賦能自有業務和生態夥伴；迭代性能後將陸續開放功能給C端用戶。
文心一言對於百度意義在於：
1）首個國產生成式AI大模型，先發優勢利好百度獲得大量訓練數據，通過接收用戶反饋實現訓練閉環和快速優化；
2）引領搜索代際變革，維護國內龍頭地位。AIGC提升搜索互動性和內容豐富性，百度率先探索這一技術革命以防禦其他廠商挑戰；
3）優化行業定製化解決方案。利用百度行業化數據庫優勢，使用AIGC賦能百度行業大模型進行模型精調，降低B端客戶AI開發門檻和成本；
4）AIGC能力整合入百度智能雲，用戶可在雲端調用文本、圖片、視頻和代碼生成能力，實現AI和雲計算業務的相互協同，文心大模型應用提升百度智能雲的市場競爭力，有望縮小與國內頭部雲廠商的差距。
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