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.
大行評級 | 摩通:料百度股價短期內將在當前水平整固 予目標價180港元
格隆匯4月17日丨摩通發報吿指,百度(9888.HK)今年以來股價表現明顯好過同行,主要是由於推出大語言模型生成式AI產品“文心一言”所推動。不過在3月16日產品發佈後,對股價推動出用減弱,在過去一個月中,百度股價與行業平均水平大致一致。摩通預計,百度最快要到第三季才會出現文心一言採用和變現的積極消息,因此預計近期股價將在現水平整固,以反映收入和利潤前景喜憂參半的情況。對於第一季業績,該行預計收入符合預期,在利潤率和利潤方面可能會有積極的驚喜。由12個月角度出發,該行預計股價上升動力來自於百度核心業務和愛奇藝的正面盈利修正,以及文心一言的採用和變現。摩通下調百度今年經調整每股盈利預測3%,目標價180港元,相當於今年預測市盈率18倍,予評級“增持”。該股現報129港元,總市值3566億港元。

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