百度股价下挫10%！因文心大模型被引用，市场担忧被美国制裁

雷递网01-15

1月15日，百度集团-SW今日在港股股价大跌10%；以午盘计算，百度股价为102.1港元，市值为2855.51亿港元（约365亿美元）。事情的起因是，国内某研究实验室在百度文心大模型和科大讯飞的星火大模型上测试AI系统，进而引申出美国政府可能会据此报道而针对百度采取制裁措施。从基本盘看，百度业绩很稳固。财报显示，百度2023年第三季度营收达344.47亿元，归属于百度的净利润（non-GAAP）达...

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superkjp
01-15
superkjp
美国制裁你百度的模型？噗就你那模型难道有国外的人用[笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭]

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Because the Wenxin model is quoted, the market is worried about being sanctioned by the United States","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09888":1.1,"BIDU":1},"content_text":"1月15日，百度集团-SW今日在港股股价大跌10%；以午盘计算，百度股价为102.1港元，市值为2855.51亿港元（约365亿美元）。事情的起因是，国内某研究实验室在百度文心大模型和科大讯飞的星火大模型上测试AI系统，进而引申出美国政府可能会据此报道而针对百度采取制裁措施。从基本盘看，百度业绩很稳固。财报显示，百度2023年第三季度营收达344.47亿元，归属于百度的净利润（non-GAAP）达73亿元，同比增长23%。2023年11月，百度创始人、董事长兼首席执行官李彦宏在电话会议上表示，百度正在用文心大模型重构广告系统，包括生成式创意、生成式定向等服务，这些举措有望在四季度带来数亿元人民币的增量收入。自2023年第三季度起，百度股份回购金额为1.26亿美元，目前股份回购计划项下的累计回购额达3.51亿美元。截至2023年9月30日，百度持有的现金、现金等价物、受限制资金及短期投资为2027亿元（277.8亿美元），及现金、现金等价物、受限制资金及短期投资（不包括爱奇艺）为1974亿元（270.6亿美元）。一位业内人士指出，百度大概率是被“错杀”了。但百度过往的回购执行率不高，2020年的回购计划最后提高至45亿美元，但到2022年底只回购了32亿美元，回购执行率71%。百度最新的回购计划50亿美元，计划截止日为2025年底，目前已执行3.51亿美元，剩余的46.5亿美元，按照71%的执行率，再按两年分摊，一年回购占当前市值约4.4%。如果能有100%执行率，那一年就是市值6.2%的回购，对投资者就会更有吸引力。另一位业内人士指出，美国能制裁百度什么？市场在国内，技术自主，显卡也可以采购国产。“一帮喝食洋不化的金融从业者，美佬发个话，这边马上Ican'tbreath!”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":263290324025680,"gmtCreate":1705311309347,"gmtModify":1705311311033,"author":{"id":"3578447804066361","authorId":"3578447804066361","name":"superkjp","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578447804066361","authorIdStr":"3578447804066361"},"htmlText":"美国制裁你百度的模型？噗就你那模型难道有国外的人用[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;&nbsp;","listText":"美国制裁你百度的模型？噗就你那模型难道有国外的人用[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;&nbsp;","text":"美国制裁你百度的模型？噗就你那模型难道有国外的人用[笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263290324025680","repostId":2403405278,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2403405278"}