《大行報告》大和:百度-SW(09888.HK)股價過度調整
大和發表報告指出,市傳百度-SW(09888.HK)文心一言大模型及科大訊飛(002230.SZ)的星火涉及內地軍事用途,導致百度美股(BIDU.US)股價於上周五(12日)急挫9%。百度其後澄清,與研究室沒有任何合作及隸屬關係。
該行認為,Questmobile數據顯示百度的文心一言及科大訊飛的星火擁有最多的日均用戶,相信商業大模型很可能會被各方使用。鑑於沒有證據證明百度文心一言與軍事力量有直接聯繫,該行指市場過分憂慮美國政府或將制裁文心一言,且百度股價過度調整。該行對百度港股評級「買入」。
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