《大行》野村降百度(BIDU.US)目標價至95美元 評級「中性」
野村發表研究報告指,百度-SW(09888.HK)(BIDU.US)最終決定應戰AI搜尋市場競爭加劇,其加快推進AI搜尋的同時,亦犧牲了自家的搜索廣告業務,該行料AI搜尋或因高效和便利的特質而成爲未來主流搜索方式。由於長遠前景可觀,AI搜尋仍成爲AI應用中競爭最激烈領域,主要科網巨擘都將焦點轉移至AI搜尋。
該行提到,百度在第一季電話會議中透露,已準備更積極地將AI整合到傳統搜索平臺。截至今年首季,百度人工智能搜索產生的內容佔搜索結果的比例從一年前的11%上升到35%,並預計短期內將這個比例提高到50%以上。該行將集團美股目標價由98美元降至95美元,評級「中性」。
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