百度集团涨超5%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持

智通财经
Oct 27, 2025

智通财经APP获悉,百度集团-SW(09888)现涨超5%,截至发稿,涨5.01%,报123.7港元,成交额6.92亿港元。

消息面上,百度近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。

交银国际此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。

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