《大行報告》花旗上調百度(BIDU.US)目標價至191美元 評級「買入」
花旗發表報告指,百度(09888.HK)(BIDU.US)去年第四季總收入按季增長2%至331億元人民幣,按年比較則持平,分別超過該行及市場原預期各7%和3%,純利則超出預期約14%及12%。
期內線上營銷收入按年跌6%至195.7億元人民幣,展望今年首季,百度管理層透露農曆新年過後線上廣告呈現出較良好復甦趨勢,預計廣告需求將在第二季進一步回升,又重申早在2019年便在AI方面投資及及研發文心大模型,認為具有先發優勢,目前有不少企業表達出合作意向。
花旗指,雖然百度管理層未有分享文心一言對收入的貢獻目標,但考慮到技術將為很多行業帶來變革,將百度(BIDU.US)目標價由176美元上調至191美元,維持「買入」評級,並將今明兩年收入預測各上調3.2%及3.5%,非通用會計準則下純利預測分別上調12.4%及11.4%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.