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《大行報告》東方証券首予百度(09888.HK)「買入」評級 目標價195.27元
東方証券發表評級報告指,百度(09888.HK)在預訓練數據基礎、基礎模型框架和算力能力積累多年,率先發布文心一言產品。截止5月23日,已有15萬企業申請參與內測,其中有超過300間生態夥伴在400多個具體場景已取得測試成效,並推出了文本創作,文生圖等大語言模型的標準化產品,快速響應市場需求。 東方証券指,在今年經濟復甦助力下,在線營銷業務持續修覆。大語言模型用戶和企業兩端應用逐步落地,公司在AI 領域的長期投入有望今年起體現,文心一言率先面世展現了技術儲備、工業化研發和消費者服務的綜合能力。 東方証券預計,百度在2023年至25年的各年收入分別為1,385億元人民幣、1,518億元人民幣以及1,653億元人民幣,而調整後歸母淨利潤則分別為239億元、265億元以及287億元人民幣。東方証券首予百度的目標價為195.27港元,投資評級「買入」。(ca/u) ~
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