《大行報告》中銀國際降百度(09888.HK)目標價至190元 AI廣告競爭中明顯領先
中銀國際發表報告指,在中國人工智能廣告市場中,百度-SW(09888.HK)不論在基礎模型、還是人工智能能驅動的應用程式方面均明顯領先,並相信人工智能將在各個方面徹底改變在線廣告行業。
該行表示,調整百度在2023年至2025年的收入預測及匯率,並重申對百度的中國互聯網行業首選「買入」建議,將其百度(BIDU.US)目標價由198美元下調至195美元,將百度(09888.HK)目標價由193.2港元降至190港元,並認為其低於3年交易範圍內一倍標準的股價很有吸引力。(ca/w)
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