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《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 --------------------------------------------------- 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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