华泰证券认为,百度作为国内少数拥有全栈AI能力的互联网公司,其多个业务资产被显著低估。随着AI大模型能力渗透,百度AI广告变现、自动驾驶、昆仑芯以及AI工具型应用(如文库、网盘)的价值正逐步显现。鉴于此,华泰证券上调百度港股目标价至236.0港元。华泰证券研究认为,作为国内为数不多集自研芯片、AI基础设施服务与AI应用场景于一身的互联网公司,百度体系内存在数个被显著低估的业务资产。随着AI大模型...
Source Link华泰证券认为,百度作为国内少数拥有全栈AI能力的互联网公司,其多个业务资产被显著低估。随着AI大模型能力渗透,百度AI广告变现、自动驾驶、昆仑芯以及AI工具型应用(如文库、网盘)的价值正逐步显现。鉴于此,华泰证券上调百度港股目标价至236.0港元。华泰证券研究认为,作为国内为数不多集自研芯片、AI基础设施服务与AI应用场景于一身的互联网公司,百度体系内存在数个被显著低估的业务资产。随着AI大模型...
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