《大行报告》摩通首予百度(09888.HK)「增持」评级 目标价350元
摩通发表研究报告,首予百度(09888.HK)「增持」评级,目标价350元。
该行指,相信公司的价值被低估,认为以保守估计,百度的广告业务及其持有之爱奇艺股份已值每股181元,而目前股价只有约183元,故相信有以下元素目前未被反映,包括於携程、快手(01024.HK)和联通(00762.HK)的股权、自动驾驶的相关业务、百度云,以及DuerOS。
该行认为,未来公司股价的主要催化剂包括上半年广告增长、百度云的表现数字公布、自动驾驶方案的采纳度。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.