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《大行報告》華泰證券升百度(BIDU.US)目標價至209.4美元 看好人工智能技術為長期增長奠基礎
華泰證券發表報告表示,料百度-SW(09888.HK)(BIDU.US)今年基本面有望穩步修復,雖然去年12月疫情期間線下活動受限,令百度去年第四季的收入復甦帶來一定短期壓力,但該行認為公司基甦面復甦自1月中旬以來或已回到正軌。 該行指看好百度成熟的商業模式和在人工智能等領域所具備的尖端技術能力,這有望為公司業績的長期穩健增長奠定基礎。該行將百度2022年、2023年及2024年非通用會計準則(non-GAAP)口徑下淨利潤預測調整至194億、210億及246億人民幣 (前值為198億、208億及242億人民幣),對應non-GAAP口徑下淨利率為15.9%、15.4%及16.5%。 華泰證券認為百度旗下在線廣告需求復甦以及非廣告業務的效率優化,有望支持其利潤改善。該行上調百度美股目標價至209.4美元(前值200.4 美元),維持「買入」評級。(wl/s) ~
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