据报道，百度集团 旗下无人驾驶网约车平台「萝卜快跑」拟于香港地区试营运，最快今年底前在机场进行首阶段测试。集团最新业绩显示，2024年三季度萝卜快跑的自动驾驶订单为98.8万单，同比增长20%。另外，2024年第三季度，萝卜快跑的全无人驾驶单量占全国总量超过70%。2024年10月，全无人驾驶单量的比例进一步增加至80%。近年来，受生成式人工智能和基础模型发展的推动，中国云产业正加速向人工智能计算转型，越来越多的客户选择百度的人工智能云基础设施和基础模型。继续看好AI技术对于搜索广告和智能云业务的潜在拉动作用。Jinwu Financial News | The Hang Seng Index closed at 19159 on Tuesday (26th), up 8 points or 0.04%. The market turnover was 122.2 billion yuan. The national index fell 0.2% to close at 6851. The stock index fell 0.3% to 4221. The iPhone 17's ultra-thin body abandoned the physical SIM card. According to reports, lenses, speakers, communication antennas, and battery capacity may also have to be “sacrificed,” and Apple's stock market declined. Shunyu (02382) fell 2.5%; Bitcoin prices fell, and related ETFs and concept stocks rebounded. Huaxia Bitcoin (03042) inserted 5.5%; Southern Bitcoin (03066) fell 4.8%;
The Dow closed at 4,860 points on Tuesday (26th), up 123 points, or 0.28%. The index rose 0.57% to 6021 points; the NASDAQ rose 0.63% to 19,174 points; among blockbuster stocks, Nvidia (Nvidia) stock closed up 0.7%, Netflix rose 0.8%, and Amazon jumped 3.2%, making it the strongest performing Dow component. General Motors (GM) and Ford stock prices plummeted 9% and 2.6% respectively, mainly due to concerns that imported cars from Canadian and Mexican plants would be affected by tariffs. The test results of the diet pills being developed by Amgen (Amgen) were poor, which dragged down the stock price by 4.8%, making it the biggest decline in the Dow. Electronics retailer Best Buy (Best Buy) lowered its full-year results guidance, and its stock price dropped 4.9%. The Asia-Pacific stock market moved individually this morning (27th). The Nikkei 225 Index now reports 38,283 points, down 158 points, or 0.41%. The South Korea Composite Index is currently at 2,518 points, down 1 point or 0.07%. Trump is imposing tariffs on China, and the market is now worried.
Market Focus: Baidu Group-SW (09888)
According to reports, Baidu Group's driverless online car-hailing platform “Radish Run” is scheduled to be put into trial operation in Hong Kong, and the first phase of testing will be carried out at the airport as soon as the end of this year. According to the Group's latest results, the number of autonomous driving orders for Radish Express in the third quarter of 2024 was 0.988 million, an increase of 20% over the previous year. Furthermore, in the third quarter of 2024, Radish Express accounted for more than 70% of the total number of driverless units in the country. In October 2024, the proportion of fully driverless units increased further to 80%. In recent years, driven by the development of generative artificial intelligence and basic models, China's cloud industry is accelerating its transformation to artificial intelligence computing, and more and more customers are choosing Baidu's artificial intelligence cloud infrastructure and basic models. Continue to be optimistic about the potential driving effect of AI technology on search advertising and intelligent cloud services.
Target price $96, stop loss price $74
(The author is a licensed person of the Securities Regulatory Commission and the author does not hold the above shares)
Author: Dr. Tang Sheng-hing, Chairman of the Hong Kong Association of Equities Analysts
