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《大行报告》高盛轻微下调百度-SW(09888.HK)收入预测 目标价降至171元
高盛发表报告指,百度-SW(09888.HK)(BIDU.US)第三季利润超预期,收入符合预期。管理层首次提供人工智能对广告和云计算货币化贡献的量化指标,提高收入能见度,同时人工智能的增量成本亦在可控范围。 报告指,第四季百度广告业务有望稳步恢复,云计算亦将加速发展,同时,由于广告业务经营杠杆改善、云计算具盈利能力、以及人工智能相关费用可控,百度全年利润率将保持稳定。文心一言4.0货币化的快速进展仍是重点。 高盛将百度2023至2025三个财年的营收预期小幅下调0至3%,同时将净利润预期分别上调4%、下调1%、下调3%,以反映第三季业绩超出预期以及广告恢复速度低于预期。美股目标价由181美元降至174美元,港股目标价由177港元降至171港元。
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