《大行報告》中金:百度(BIDU.US)堅定投入AI原生 關注產品變化
中金近日發表報告指,百度(BIDU.US)第三季收入按年增6%至344億元人民幣,基本符合市場預期;百度核心收入按年增5%至266億元人民幣,基本符合市場預期。非通用準則淨利潤73億元人民幣,超市場預期15.8%,主要因成本費用管控良好,經營槓桿優化。
公司年初宣布3年期回購50億美元股份計劃,截至三季度末累計回購額達3.51億美元,進展緩慢。該行基本維持2023和2024年收入、2024年非通用準則淨利潤預測不變,考慮到公司利潤超預期釋放,上調2023年非通用準則淨利潤預測1%至268億元人民幣,維持「跑贏行業」評級,維持百度(BIDU.US)目標價172.5美元,維持百度(09888.HK)167.1港元目標價。
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