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《大行報告》瑞銀上調百度(BIDU.US)目標價至185美元 評級「買入」
瑞銀發表研究報告,對百度(09888.HK)(BIDU.US)首季收入及利潤均超出預期感到鼓舞,期內核心廣告業務扭轉跌勢,主要是受醫療保健、旅遊、商業服務和本地服務等垂直領域強勁復甦所推動,預計百度廣告業務將繼續保持復甦勢頭,用戶流量健康增長,料將推動第二季及2023年核心廣告收入增長10%以上。 該行預計,隨著項目簽約和交付正常化,雲端業務收入增長將加快。隨著「文心一言」Ernie Bot的發布,瑞銀預期百度會將其LLM/AI能力集成到不同的產品中,包括搜索、文庫、地圖等,雖然獲得政府批准的時間尚未確定,但相信百度憑藉其技術優勢和與監管機構的密切溝通,目前處於有利發展位置。 該行將第二季核心業務收入預測上調1.6%至264億元人民幣,料全年核心收入增長1.2%,同時將第二季及全年核心非公認會計準則下經營利潤率預測提高3及2個百分點至23.2%及21.9%,美股目標價由180美元提升至185美元,維持評級「買入」。
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