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《大行報告》招銀國際下調百度(BIDU.US)目標價至195.6美元 評級「買入」
招銀國際上周三(22日)發表報告指出,百度-SW(09888.HK)(BIDU.US)第三季收入按年增長6%至344億元人民幣,高過市場預期1%;非通用會計準則(non-GAAP)淨利潤達73億元人民幣,較市場預期的63億元人民幣為高,主要由於公司非核心業務成本控制好過預期,令non-GAAP核心經營溢利超預期。 該行引述百度管理層指出,生成式人工智能相關雲收入於第三季佔雲總收入的貢獻為低單位數,預期第四季人工智能支援的新舉措將帶來數億元的增量廣告收入。 該行指出,儘管百度的廣告收入增長依然與整體宏觀環境高度相關,但生成式人工智能相關收入的增長,或推動公司有更好的收入增長前景。該行將百度(BIDU.US)目標價由199.4美元下調至195.6美元,維持「買入」評級。
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