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港股异动 | 百度集团-SW(09888)绩前涨超5% 盘后将发业绩 机构称大模型正逐渐渗透百度全产品线

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百度集团-SW(09888)绩前股价强跑,盘中涨超5%,截至发稿,涨4.11%,报108.8港元,成交额4.87亿港元。

消息面上,11月21日盘前,百度将发布2023年第三季度业绩。天风证券预计今年三季度百度核心收入为259亿元,同比增加2.5%;其中在线营销收入193亿元,同比增加3%;非在线营销收入66亿元,同比增加1%;爱奇艺收入80亿元,同比增加7%。

天风证券指出,百度的AI 原生应用是对百度现有应用的重构,在搜索、网盘、文库、地图等传统应用场景下的数据积累,同时将AI大模型持续迭代升级后的各项能力镶嵌在原有应用中,并伴随生成新的AI应用,已推出GBI、如流等。

中金公司则指出,大模型正逐渐渗透百度全产品线,加速吸纳终端用户的反馈,促进模型性能的优化,并提升不同场景适配的能力;同时,重构的产品线也有望提升业务基本盘的竞争壁垒。

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