《大行報告》大摩上調百度(BIDU.US)目標價至150美元 評級「與大市同步」
大摩發表評級報告,預料百度(BIDU.US)今年核心收入按年升14%至1,104億元人民幣,主要是受非營銷按年增32%的帶動;隨着今年上半年雲項目復甦,該行預料來自工業相關垂直領域的需求具有韌性,百度能維持高於該行業的增長,按年增30%。
該行預料,百度今年非通用會計準則營運利潤按年升27%至268億元人民幣,同時非通用會計準則營運利潤率達24.3%。該行維持對集團今年核心收入預測大致上不變,並上調其非通用會計準則營運利潤預測3%;目標價由120美元上調至150美元,維持其評級爲「與大市同步」。(ca/u)
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