《大行报告》野村升百度(BIDU.US)评级至「买入」 目标价上调至145美元
野村发表报告指,将百度(BIDU.US)美股评级由「中性」升至「买入」,目标价由135美元上调至145美元。该行不算看好百度的生成式AI文心一言前景,认为其执行记录不理想,并持续忧虑会削弱公司在其他有前景的领域中的竞争力。
不过,报告提到,百度的ADR在过去三个月累跌14%,而大部分大型中国互联网同业ADR同期则升介乎1%至5%。该行相信低廉的估值加上公司拟积极回购股票,料进一步下行风险有限。该行认为,集团的文心一言的整体表现仍在中国同行中处于领先地位,料有助集团在竞争日益激烈的市场中占据先机。
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