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《大行報告》百度(09888.HK)投資評級及目標價(表)
百度-SW(09888.HK)將下周二(22日)公布今年中期業績,料受惠於線下醫療、旅遊、本地服務及電商行業廣告持續恢復,抵銷了雲計算收入承壓的影響,本網綜合18間券商,預期百度2023年中期非公認會計準則淨利潤介乎108.65億元至120.91億元,較2022年中期94.2億元,按年上升15.3%至28.4%;中位數117.71億元,按年升25%。 本網綜合5間券商,預期百度2023年中期純利介乎94.62億元至113.25億人民幣,較2022年中期27.52億人民幣,按年上升2.44倍至3.11倍;中位數104.34億人民幣,按年升2.8倍。 投資者將關注百度管理層對不同業務(包括廣告搜尋、雲服務和自動駕駛)最新指引,隨著內地宏觀經濟前景面臨挑戰,關注廣告業務前景、以及AI業務策略及進展包括文心大模型對商業及客戶端的應用及推廣等,不同場景應用效果及相關資本開支等。 本網最新綜合17間券商對百度-SW(09888.HK)投資評級及目標價: 券商│投資評級│目標價 美銀證券│買入│224港元 富瑞│買入│207港元 中銀國際│買入│195.6港元 東方証券│買入│193.54港元 高盛│買入(「確信買入」名單)│193港元 大華繼顯│買入│187港元 摩根大通│增持│186港元 國泰君安│增持│184.7港元 星展│買入│174港元 廣發証券│買入│174港元 建銀國際│跑贏大市│170.19港元 中信建投│買入│169港元 中金│跑贏大市│167.1港元 光大証券│買入│165港元 中信証券│買入│162港元 第一上海│買入│161港元 德銀│持有│141港元 --------------------------------------------- 本網最新綜合23間券商對百度(BIDU.US)投資評級及目標價: 券商│投資評級│目標價 美銀證券│買入│228美元 富瑞│買入│214美元 中銀國際│買入│200美元 高盛│買入(「確信買入」名單)│197美元 招銀國際│買入│195美元 華泰證券│買入│190.5美元 摩根大通│增持│190美元 摩根士丹利│增持│190美元 大和│買入│188美元 里昂│買入│184美元 法巴│買入│183美元 花旗│買入│181美元 瑞銀│買入│180美元 星展│買入│178美元 廣發証券│買入│178美元 建銀國際│跑贏大市│175美元 瑞信│跑贏大市│175美元 中信建投証│買入│173美元 中金│跑贏大市│172.5美元 交銀國際│買入│170美元 匯豐研究│買入│168美元 中信証券│買入│165美元 野村│中性│149美元
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