《大行報告》高盛首予百度(09888.HK)「買入」評級 目標價373元
高盛發表研究報告,首予百度(09888.HK)H股「買入」評級,目標價373元。該行稱,百度擁有多個增長引擎,疫情對百度核心廣告業務最壞時刻已過,並料未來三至五年,其非核心雲業務及智能駕駛業務的進展可觀,將釋放重大價值。
報告稱,支持「買入」評級的三大理據,包括雲業務獨特價值;Apollo開放平台及電動車業務增長前景;以及疫情後廣告收入復甦,及與YY(歡聚時代)合併後協同效應為百度流量帶來進一步變現。
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