港股异动 | 百度集团-SW(09888)现涨超5% 萝卜快跑近期落地瑞士 机构称核心估值逻辑转向AI加持
智通财经网·2025-10-27 02:37

Core Viewpoint - Baidu Group's stock has risen over 5% following the announcement of a strategic partnership between its subsidiary,萝卜快跑, and Swiss PostBus to launch autonomous driving services in Switzerland [1] Group 1: Company Developments - Baidu's subsidiary, 萝卜快跑, will introduce the autonomous driving service "AmiGo" in Switzerland, with initial fleet testing set to begin in December in the St. Gallen, Appenzell Outer, and Appenzell Inner regions [1] - The plan includes transitioning to regular, fully autonomous operations as soon as possible [1] Group 2: Financial Insights - According to a report from交银国际, Baidu's core valuation logic is shifting towards AI integration [1] - The valuation range for cloud, AI applications, and the autonomous driving industry is estimated at 6-10 times sales [1] - The current stock price reflects a valuation of less than 1 times earnings for Baidu's search business, corresponding to approximately 60 billion yuan in revenue and 10 billion yuan in profit [1] - Baidu's overall transition towards AI is expected to lead to a long-term revaluation based on AI technology enhancements [1]