《大行》麦格理升百度(09888.HK)目标价至181元 料昆仑芯IPO可释放显著价值

阿斯达克财经
Jul 06

麦格理发表研报指,近日为百度(09888.HK) 在美国及加拿大举行非交易路演,活动期间投资者主要关注该公司的全栈AI布局,百度管理层重申透过提供涵盖芯片、云基础设施、大语言模型及应用的整合方案,在国内互联网同业中日益展现差异化。目前AI相关业务已贡献集团逾半收入,管理层对长远AI价值充满信心,预期快速增长的基础设施业务将逐渐抵销传统搜索业务的压力。麦格理又指,百度旗下昆仑芯(KLX)2026财年...

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