美股异动 | 百度(BIDU.US)涨近5% 文心大模型5.1取得突破性进展

智通财经
May 11

智通财经APP获悉,周一,百度(BIDU.US)涨近5%,报147.97美元。消息面上,百度近日正式推出其最新一代基础大模型——文心大模型5.1,凭借自主研发的“多维弹性预训练”技术,该模型在预训练成本与性能表现上均取得突破性进展。

据测试数据显示,文心5.1仅需业界同规模模型约6%的预训练成本,便实现了基础效果的全面领先,并在国际权威榜单LMArena搜索榜中以1223分登顶国内第一、全球第四,成为该榜单中唯一入围的国产大模型。

花旗最新发布研报称,百度旗下昆仑芯在申请香港上市的同时,正筹划于上海科创板上市,该行预期管理层将在5月18日的首季度业绩电话会议上披露更多上市相关信息,同时预计5月13日至14日的百度AI开发者大会将公布全栈式AI产品最新进展。

据介绍,花旗预测百度一季度AI云基础设施收入将同比增长45%,该板块将占百度AI驱动总收入的56%,该行维持百度“买入”评级及186美元目标价,认为尽管百度股价反弹但估值仍不高,昆仑芯潜在上市及百度提议的年内派息为上行催化剂。

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