《大行報告》花旗下調百度(BIDU.US)目標價至186美元 評級「買入」
花旗發表報告表示,料百度(BIDU.US)將於下月中旬公布首季業績,預期整體淨收入達304億元人民幣,按年升6.9%,按季則跌8.2%;非公認會計準則下每股美國存託股稀釋收益為11.62元人民幣,相對於市場預期為12.868元人民幣。
報告補充,預計市場將焦點放在宏觀復甦步伐、廣告預算情緒和客戶及用戶對「文心一言」的最新反饋和未來收益預期等,該行輕微下調百度第二季及全年業績預測,且將其2023至2025年度整體收入及非公認會計準則下純利預測分別下調1%/7.8%、1.7%/2.8%及2.3%/2.2%,美股目標價由191美元降至186美元,維持「買入」評級。
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