《大行報告》大摩料百度(BIDU.US)上季核心收入增6% 受廣告推動
摩根士丹利發表報告指,預料在廣告推動下,百度(BIDU.US)今年首季核心收入按年升6%;雲業務增長維持穩健,並隨著重啟項目部署,料次季起加速,而「文心一言」專注推動於應用方面,料其財務影響或最早明年出現。
該行預料,百度今年首季非通用會計準則利潤達47億元人民幣,按年升27%;而非通用會計準則核心營運利潤率為20.6%,按年增3.4個百分點。
大摩表示,維持百度在2023年至24年收入預測不變,惟將其非通用會計準則核心營運利潤預測上調5%至6%,維持目標價160美元及「與大市同步」評級。(ca/s)
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