《大行報告》百度(09888.HK)投資評級及目標價(表)
百度集團-SW(09888.HK)將於下周三(22日)公布去年業績。受去年第四季新冠疫情影響廣告收入及雲服務交付影響,本網綜合17間券商預測,百度2022年非公認會計準則純利料介乎195.53億至210.51億元人民幣,較2021年的188.3億元人民幣,按年增加3.8%至11.8%;中位數200億元人民幣,按年升6.2%。
本網綜合13間券商預測,百度2022年純利料介乎49.27億至77.86億元人民幣,較2021年純利102.26億元人民幣,按年下跌23.9%至51.8%;中位數57.75億元人民幣,按年跌43.5%。市場將關注新冠疫後廣告及雲交付復甦情況。百度近期公布將於下月完成測試人工智能聊天機械人「文心一言」,並已公布將整合在其多項服務中,投資者亦將注視管理層交代有關進展。
下表列出14間券商對百度(09888.HK)投資評級及目標價:
券商│投資評級│目標價(港元)
美銀證券│買入│230元
富瑞│買入│204元
大和│買入│195元
高盛│買入│184元
中銀國際│買入│182元
法國巴黎銀行│買入│180元
大華繼顯│買入│179元
瑞銀│買入│178元
中金│跑贏行業│167.1元
瑞信│跑贏大市│165元
摩根大通│增持│165元
中信証券│買入│153元
建銀國際│跑贏大市│164.26元
匯豐環球研究│買入│156.1元
(fc/w)
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