高盛:維持百度(9888.HK)買入評級 目標價262港元
高盛研報指,百度(9888.HK)第3季業績大致符預期,第4季收入指引遜該行預期,將公司目標價由263港元降至262港元,維持“買入”評級。
該行下調2021-23年百度收入預測1%-2%,同期非通用會計準則純利分別下調4%、7%、8%,因來自核心搜尋收入較低,來自愛奇藝的廣吿收入較低,但2022-23年將有較高的雲端業務收入以抵銷部份影響。
該行料,今年第4季百度總收入按年升8.5%至328億元人民幣,百度核心收入則料按年升11.3%至257億元人民幣,主要受核心搜尋收入料按年升3%推動,以及因低基數效應下,雲業務按年料升39%。

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