《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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