You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究升百度-SW(09888.HK)目標價至157.9元 AI變現潛力更清晰
匯豐研究發表研報指,百度-SW(09888.HK)(BIDU.US)的生成式人工智能開始商業化進程,變現前景變得更清晰,因此將明年雲端業務及核心廣告業務收入增長預測上調至16%及5%,但目前對2025年增長預測基本維持不變,預期變現加快需要一段時間。 該行指出,百度GAI生成式人工智能佔第三季雲端收入百分比僅低單位數,考慮到生成式人工智能相關雲端業務的利潤率是傳統雲端業務的兩至三倍,將在未來帶來龐大增長動力。 匯豐研究又指,預期與AI相關的廣告平台升級,也可能在第四季為百度帶來數億元人民幣的增量收入,對該業務帶來低單位數的收入貢獻,將百度目標價由156元提升至157.9元,認為其現有估值水平似乎不高,維持「買入」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account