You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛微降百度-SW(09888.HK)目標價至183元 評級「買入」
高盛發表報告指,百度-SW(09888.HK)上季收入及利潤均勝於該行及市場預期,並料其廣告收入將由今年首季回復正增長,預計次季按年進一步加速上升,主要是績效廣告預算恢復以及低基數效應所推動。該行又指,即使成本削減舉措已實施一年,以及因削成本措施致廣告收入按年下跌,但上季利潤率按年有所改善,預計今年首季利潤率將繼續好轉。 該行認為,百度有望成為內地大型語言模型的領導者之一,其產品涵蓋從AI 雲端,即將推出的文心一言(ERNIE bot)和搜索等各種應用。重要的是,該行注意到文心一言的變現能力將在To-B(面向企業客戶)產品上開始,即AI雲端,因為百度正在推出聊天機械人,為400多個合作夥伴提供額外服務,及逐步發展至面向普通用戶(To-C),百度將在3月份完成文心一言的內部測試。 該行分別上調公司今年及明年收入預測2.8%,純利預測亦分別上升4.6%及2.6%,目標價則由184元下調至183元,維持其評級為「買入」。(ca/k) ~
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.
uSMART
Wealth Growth Made Easy
Open Account