大行評級|大摩:百度宣佈AI時代來臨並強調智能體是其主要應用形式 維持“與大市同步”評級
摩根士丹利發報吿指,在稍前參加百度舉辦的Baidu World 2024活動中,百度展示了其人工智能技術的最新進展,即不需要寫代碼的人工智能工具秒噠,並將智能體定位為人工智能應用的主要形式。百度在活動中宣佈了人工智能應用時代的到來,並強調智能體是主要的應用形式。它致力於支援創建數百萬個“超級有用”的應用程序,而不是創建單個“超級應用”。百度指出,其目標是在全球範圍內建立一個以LLM 和生成式AI 為基礎的應用系統。百度文心大模型日均調用量超過15億次,自2023年12月首次亮相以來增近30倍。在Ernie LLM不斷提升效率、降低成本的同時,百度還在Ernie LLM 的基礎上推出了兩項新的AI 技術,分別為Ernie iRAG及秒噠以將智能體定位為人工智能時代內容、資訊和服務的主要介面。該行維持百度美股目標價105美元及“與大市同步”評級不變。
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