智通财经APP获悉，百度集团-SW(09888)盘中涨超4%，截至发稿，涨3.43%，报81.35港元，成交额2.75亿港元。
消息面上，华泰证券近期指出，公司仍在积极探索AI赋能下的用户体验优化与商业化节奏，该行认为这是其在中国互联网生态中重塑长期心智定位的关键。后续公司估值的正向催化将来自于：1）搜索广告的AI 改造取得进一步成果，在用户体验改善的前提下商业化节奏逐步回升，带动广告收入增速触底回升；2）国内AI云相关需求持续快速释放，推动百度AI云收入延续强劲增长；3）萝卜快跑业务扩城快于预期；4）股东回报举措力度超预期加大。维持“买入”评级。
百度官方在去年12月26日晒出AI成绩单，展示其2024年在AI方面的取得的成就，涵盖大模型技术研发、AI应用发开、产业落地等方面信息。数据显示，截止至11月初，百度文心大模型的日均调用量已经超过15亿次，相较一年前首次披露的5000万次，增长30倍。此外，百度还将于2025年推出文心大模型新版本。
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