港股異動丨百度升近5%,Q3業績超預期獲多家大行看好
百度集團(9888.HK)盤初升4.72%報117.5港元。隔夜美股市場百度收升5.91%報120.12美元,折算成港股市場價格為117.26港元/股百度日前公佈第三季度業績顯示,營收344.47億元,同比增長5.8%,預估342.1億元;歸屬於百度的淨利潤(non-GAAP)達73億元,同比增長23%;經調整每ADS利潤20.40元,預估17.61元。大和發表報吿指,百度第三季收入符合市場預期,盈利能力則因嚴謹的成本控制勝該行預期,料生成式AI及大型語言模型將成為集團明年市場營銷及雲業務的主要推動力,進一步的上行空間則在於更強的宏觀環境復甦。將百度目標價由163港元上調至170港元,維持“買入”評級。德邦證券稱百度Q3收入符合預期,利潤大超預期。在線營銷業務穩步復甦,展現韌性;非在線營銷業務文心4.0發佈,應用側落地持續推進;維持公司“買入”評級。美銀證券維持百度目標價200美元,評級“買入”。富瑞重申對百度的“買入”評級及目標價205港元。

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