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《大行報告》百度(9888.HK)投資評級及目標價(表)
百度-SW(09888.HK)將於下週一(26日)舉行董事會會議批準上季未經審計業績,並將於下週三(28日)收市後公佈去年第四季業績,在內地宏觀經濟面臨挑戰下,電商消費需求走弱影響廣告投入及智能交通行業下滑影響,本網綜合8間券商預測,百度非公認會計準則淨利潤料介乎60.4億至73.37億元人民幣,對比對上年度同期53.71億元人民幣,按年上升12.5%至36.6%。中位數62.71億元人民幣,按年增加16.8%。 綜合4間券商預測,百度2023年第四季淨利潤料介乎45.82億至53.54億元人民幣,對比2022年第四季49.53億元人民幣,按年下跌7.5%至上升8.1%。中位數49.33億元人民幣,按年增加0.4%。投資者將關注百度管理層最新營運指引,包括對人工智能相關研發投入、廣告收入復甦的情況及人工智能產品、相關貨幣化進展等。 下表列出13間券商對百度-SW(9888.HK)評級及目標價: 券商│投資評級│目標價 摩根大通│增持│210港元 中銀國際│買入│190港元 星展│買入│186港元 法國巴黎銀行│買入│180港元 瑞銀│買入│172港元 高盛│買入│170港元 美銀證券│買入│165港元 大和│買入│165港元 匯豐環球研究│買入│157.9港元 中金│跑贏行業│146.9港元 建銀國際│跑贏大市│141.99港元 工銀國際│跑贏大市│139.9港元 大華繼顯│買入│135港元 下表列出19間券商對百度(BIDU.US)評級及目標價: 券商│投資評級│目標價 摩根大通│增持│215美元 招銀國際│買入│195.7美元 中銀國際│買入│195美元 星展│買入│188美元 法國巴黎銀行│買入│183美元 花旗│買入│178美元 瑞銀│買入│175美元 高盛│買入│173美元 美銀證券│買入│168美元 華泰證券│買入│167.5美元 匯豐環球研究│買入│162美元 里昂│買入│158美元 中金│跑贏行業│151.6美元 建銀國際│跑贏大市│146美元 野村│買入│145美元 摩根士丹利│增持│140美元 大華繼顯│買入│138美元 工銀國際│跑贏大市│136.8美元 海通國際│優於大市│121美元
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