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《大行報告》高盛輕微下調百度-SW(09888.HK)收入預測 目標價降至171元
高盛發表報告指,百度-SW(09888.HK)(BIDU.US)第三季利潤超預期,收入符合預期。管理層首次提供人工智能對廣告和雲計算貨幣化貢獻的量化指標,提高收入能見度,同時人工智能的增量成本亦在可控範圍。 報告指,第四季百度廣告業務有望穩步恢復,雲計算亦將加速發展,同時,由於廣告業務經營槓桿改善、雲計算具盈利能力、以及人工智能相關費用可控,百度全年利潤率將保持穩定。文心一言4.0貨幣化的快速進展仍是重點。 高盛將百度2023至2025三個財年的營收預期小幅下調0至3%,同時將淨利潤預期分別上調4%、下調1%、下調3%,以反映第三季業績超出預期以及廣告恢復速度低於預期。美股目標價由181美元降至174美元,港股目標價由177港元降至171港元。
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