《大行報告》富瑞升百度-SW(09888.HK)目標價至264元 料未來數年非廣告業務貢獻將快速增長
富瑞發表報告表示,百度-SW(09888.HK)去年第四季收入及非公認會計準則下淨利潤優於市場及該行原預期,該行料公司今年首季可按進度推進原先預期計劃,指若內地新冠疫情沒有惡化,估計公司核心廣告業務將可觸底。
該行重申對百度「買入」評級,上調對其目標價由262元升至264元。
富瑞指百度旗下AI零業務、智能駕駛、「極度」汽車(智能汽車公司)、小度(智能生活事業群組業務)上佈局清晰,料未來數年來自非廣告業務貢獻會錄快速增長。
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