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大行評級|瑞銀:予百度“買入”評級 上季收入增長超出預期歸功於雲業務
格隆匯 02-19 14:38

瑞銀髮表報告指,百度管理層有信心其策略性AI投資將促進長期的成功。該行預期投資者對於公司上季核心營收增長會有正面的反應,但人工智能搜尋市場日益激烈的競爭對該股仍然是一個懸念。瑞銀對該股評級爲“買入”,目標價115美元。該行指,百度上季營收341億元,較該行和市場預測分別高出2.9%和2.3%,歸功於雲業務;Non-GAAP營運利潤爲50億元,較該行預測高8.3%,符合市場預期,Non-GAAP營運利潤率爲14.8%;Non-GAAP淨利潤爲67億元,較該行和市場預測分別高出55%和37.2%。

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