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百度(09888.HK)升幅擴至5.5% 上季轉賺66.81億人幣遠勝預期
百度-SW(09888.HK)(BIDU.US)第三季扭虧轉賺66.81億元人民幣遠勝預期,該股今早高開2%報109.6元,升幅擴大,最高見113.5元創逾一個月高,現報113.3元,續升5.5%,為表現最好藍籌及科指成份股,成交290萬股,涉資3.26億元。 百度公布,今年第三季業績扭虧轉賺66.81億元人民幣(下同),優於本網綜合4間券商預測範圍(47.73-50.32億元),去年同期蝕1.46億元。期內,經調整淨利潤按年升23%至72.67億元,高於本網綜合9間券商預測範圍(57.49-72.29億元)上限。 美銀證券指百度季績優預期因其成本控制理,管理層指AI投入成本影響可控、並指正在利用生成式人工智慧升級廣告業務,推出新的行銷平台、嘗試使用人工智慧聊天機械人作為登陸頁面的替代品,以提高用戶參與度和轉換率,預計第四季度這些舉措的增量收入將達到數億元人民幣,該行預計至明年規模可能會達到數十億元人民幣的水平。
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