《大行報告》百度(09888.HK)最新評級及目標價(表)
百度-SW(09888.HK)將於下周二(21日)港股收市後公布今年第三季業績,在內地宏觀經濟面臨挑戰下,電商消費需求走弱影響廣告投入及智能交通行業下滑影響,本網綜合9間券商預測,百度2023年第三季非公認會計準則歸屬淨利潤介乎57.49億元至72.29億元人民幣,較2022年同期的58.89億元人民幣,按年下跌2.4%至上升22.8%。中位數61.44億元人民幣,按年升4.3%。
綜合間4券商預測,百度2023年第三季錄得虧轉盈,料淨利潤分別為47.73億元至50.32億元人民幣,中位數49.1億元人民幣,對比2022年同期淨虧損為1.46億人民幣。投資者將關注百度管理層最新營運指引包括對人工智能相關研發投入、廣告收入復甦的情況及人工智能產品(如文心一言)是否吸引新的需求、相關貨幣化進展等。
下表列出11間券商給予百度-SW(09888.HK)評級及目標價:
券商│評級│目標價
富瑞│買入│205港元
美銀證券│買入│196港元
中銀國際│買入│188.7港元
星展│買入│186港元
大華繼顯│買入│183港元
摩根大通│增持│180港元
高盛│買入(「確信買入」名單)│177港元
廣發証券│買入│170港元
中金│跑贏大市│167港元
大和│買入│163港元
建銀國際│優於大市│150.45港元
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下表列出19間券商給予百度(BIDU.US)評級及目標價:
券商│評級│目標價
富瑞│買入│212美元
美銀證券│買入│200美元
中銀國際│買入│193美元
大華繼顯│買入│189美元
星展│買入│188美元
摩根大通│增持│185美元
法國巴黎銀行│買入│183美元
花旗│買入│182美元
華泰証券│買入│181.3美元
高盛│買入(「確信買入」名單)│181美元
瑞銀│買入│175美元
廣發証券│買入│174美元
中金│跑贏大市│172.5美元
摩根士丹利│增持│170美元
里昂│買入│170美元
交銀國際│買入│166美元
海通國際│優於大市│166美元
匯豐環球研究│買入│160美元
建銀國際│優於大市│154.7美元
野村│中性│135元
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