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《大行報告》野村升百度(BIDU.US)評級至「買入」 目標價上調至145美元
阿思達克 11-23 09:58
野村發表報告指,將百度(BIDU.US)美股評級由「中性」升至「買入」,目標價由135美元上調至145美元。該行不算看好百度的生成式AI文心一言前景,認為其執行記錄不理想,並持續憂慮會削弱公司在其他有前景的領域中的競爭力。 不過,報告提到,百度的ADR在過去三個月累跌14%,而大部分大型中國互聯網同業ADR同期則升介乎1%至5%。該行相信低廉的估值加上公司擬積極回購股票,料進一步下行風險有限。該行認為,集團的文心一言的整體表現仍在中國同行中處於領先地位,料有助集團在競爭日益激烈的市場中佔據先機。
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