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《大行報告》野村下調百度(BIDU.US)目標價至135美元 料第三季業績遜市場預期
野村發表研究報告,預期百度(09888.HK)(BIDU.US)今年第三季廣告及雲端業務收入表現疲軟,拖累整體業績遜於市場預期,預測季度收入將按年增長4%至340億元人民幣,較市場普遍預測低4%。 當中野村預測百度核心廣告收入將按年增長3%,低於市場最新預期的按年增長8%。該行指出,宏觀環境表現疲軟,令兩大主要廣告垂直行業電商及商業服務的廣告支出均較預期弱,而來自醫療保健的廣告支出則穩固。 至於第三季非廣告業務發展,該行預測百度雲端業務收入維持疲軟,主要由於智慧交通領域需求較弱,令收入或按年下跌2%。 野村維持對百度美股的「中性」評級,目標價則從147美元降至135美元。
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