金十数据4月28日讯, 中金公司 发报告指,百度(09888.HK)全场景重构,推动AI应用平民化及商业化,同时基于多模态、强推理、低成本以建构普惠技术,以及全面推MCP服务,构建标准化生态工具。该行维持“跑赢行业”评级及目标价96港元。仍有10%的上行空间,对应2025-2026年分别25及26倍的经调整市盈率。风险包括仍有新业务拓展、降本增效不及预期及监管等风险。
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