《大行報告》大和下調百度(09888.HK)目標價至200元 評級「買入」
大和發表報告,預料百度(09888.HK)今年首季核心總收入按年升4.7%至224億元人民幣,其中網絡營銷收入按年升4%至162億元人民幣,以及雲收入按年升6%至41億元人民幣;該行並展望次季核心營銷收入按年升10%。
該行預料,「文心一言」對百度雲今年收入貢獻並不重要,同時公司或因而產生額外成本,包括用於芯片的折舊費用、以及負責數據處理和合規等人手成本,估計由今年次季起,為每個季度額外增加10億至20億元人民幣成本,令其今年次季非通用會計準則營運利潤率跌至21%。
該行表示,將公司在2023年至24年盈利預測分別下調1%至5%,同時將其目標價由210元下調至200元,維持其評級為「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.