2月17日早盘,百度集团(09888)港股股价出现大幅下跌,跌幅一度达到7%。此前一天晚间,微信"搜一搜"正式灰度测试接入DeepSeek-R1。而就在前一天,百度搜索和文心智能体平台也宣布将全面接入DeepSeek和文心大模型最新的深度搜索功能。
业内分析认为,DeepSeek的横空出世引发了全球资本重估中国科技资产。百度、腾讯等巨头在AI搜索领域展开激烈竞争,不但引入第三方DeepSeek,还同时加码自研大模型,意图抢占未来AI搜索入口。
知名券商预测,未来五年AI搜索市场仍将保持20%以上增长,预计2029年市场规模将达到3472亿元。在此背景下,百度集团有可能加大投入力度以确保在AI搜索领域保持领先优势,短期内可能影响公司利润表现,从而引发股价回调。
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