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《大行報告》瑞信料百度(BIDU.US)上季核心收入增4% 核心經調整經營利潤率升至19.6%
阿思達克 04-14 10:17
瑞信發表報告指,預料百度(BIDU.US)上季核心收入按年升4%,核心經調整經營利潤率升至19.6%,大致上符合市場預測。 該行認爲,管理層對下半年推動因素展望是股價關鍵,又指公司必須額外增加算法訓練的工作,以滿足政府對AIGC內容的監管,同時料「文心一言」開支費用由次季起上升,令其利潤率稍微受壓。 瑞信下調百度今明兩年經調整後每股盈測分別8%及2%,同時維持其H股目標價171港元,以及其評級爲「跑贏大市」。
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