Core Viewpoint - Jefferies' research report highlights Baidu's recent advancements in AI, including significant partnerships, market share in AI cloud revenue, and the development of Kunlun chips [1] Group 1: AI Developments - Baidu has signed multiple large AI collaboration agreements, attracting market attention [1] - The company is recognized as a key player in AI cloud revenue market share and large customer penetration [1] - The growth of Baidu's AI agents and digital human business is accelerating [1] Group 2: Autonomous Driving and Expansion - Baidu's Apollo Go autonomous driving platform is expanding internationally [1] - The stock price reflects Baidu's focus on user experience during its AI search transformation [1] Group 3: Stock Ratings and Price Targets - Jefferies maintains a "Buy" rating for Baidu, raising the US stock target price from $108 to $157 [1] - The Hong Kong stock target price has been increased from HKD 104 to HKD 152 [1]
大行评级丨杰富瑞：升百度目标价至152港元 反映近期AI发展
Ge Long Hui·2025-09-17 08:30