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美股異動丨AI發展突破促潛在價值重估 多重利好刺激百度盤前續漲超2%
昨日收漲4.36%的百度(BIDU.US)今日美股盤前續漲2.53%,報95.7美元。消息面上,文心一言宣佈自4月1日起全面免費開放,PC端和APP端用戶均可體驗其最新模型。同時,文心一言上線了深度搜索功能,並將於4月1日起免費開放使用。另外,有媒體稱百度正討論在阿聯酋運營機器人出租車,百度ROBOTAXI最早可能於上半年開始在迪拜進行測試。還有消息稱百度計劃在今年下半年發佈下一代人工智能大模型文心一言5.0。據悉,該模型在多模態能力方面將有重大增強。景順(Invesco)投資官Raymond Ma認爲,在人工智能取得突破後,當市場重新評估中國的創新能力和企業盈利增長時,重新評級的機會就會出現。有充分的理由進行潛在的重估,尤其是在香港上市的中國內地股票,因爲它們的估值要誘人得多。此外,DeepSeek在AI發展突破方面的潛在受益者方面,高盛也點名了包括百度在內的20只受惠DeepSeek港股。(格隆匯)

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