《大行報告》里昂上調百度(BIDU.US)目標價至184美元 評級「買入」
里昂發表報告指,廣告市場的復甦將滯後於電子商務,預計百度(BIDU.US)上季核心收入按年下降6.7%至240億元人民幣,主要受網絡營銷收入按年下降8.5%拖累。由於項目交付延遲,雲計算收入可能按年下降8.5%。經調整息稅前利潤率可能按季下跌。但百度搜索因其高投資回報率而享有獨特的廣告需求,其營銷收入在今年第二季有望增長。
里昂將集團去年經調整淨利潤預測調整為下跌8%,今年預測增長2%,並將目標價由143美元提高到184美元,重申評級「買入」。
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