New Narrative of Hong Kong Stocks AI: Technology Giants "Hunt" Large Models.
① What signals are there as the four major Technology giants collectively push forward in the large model track? ② What highlights are there as Institutions are Bullish about the new developments in domestic large AI products?
Jianyin International: Baidu Group-SW (09888) lays the groundwork for monetization with its large model, maintaining a Target Price of 101.04 HKD.
The bank has a positive attitude towards Baidu's Global Strategy and recent achievements.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
【Brokerage Focus】Jianyin International maintains Baidu (09888) "outperform Large Cap" rating. The company's AI model has a significant cost advantage.
Jinwu Financial News | Jianyin International Research Reports indicate that at Baidu's 2025 Innovators Conference, Baidu (09888) announced nine important new releases. Highlights include Baidu's latest foundational and local multimodal model ERNIE 4.5 Turbo, as well as its reasoning model ERNIE 4.5 X1 Turbo. According to Baidu, both models perform comparably to leading global and domestic competitors such as DS-V3-0324, GPT-4.5, DS-R1, and OpenAI o1. Like its competitors, Baidu's latest models excel in image detection, video
Baidu Launches ERNIE 4.5 Turbo, ERNIE X1 Turbo and New Suite of AI Tools to Empower Developers and Supercharge AI Innovation
Baidu Rolls Out AI Upgrades at Lower Prices as Competition Heats Up
103648678 : isn't it good? at least retains value compared to many us stocks