《大行報告》富瑞:百度(09888.HK)終止與JOYY股份購買協議非完全出乎意料
富瑞發表報告指出,百度(09888.HK)終止收購歡聚集團(YY.US)內地視頻娛樂直播業務YY Live,歡聚集團指就百度關聯方終止收購YY Live尋求法律建議。該行認為有關交易終止並非完全出乎意料,因為過去幾年投資者一直在等待交易的更多細節,而網絡產業一直經歷產業和監管環境的變化。
百度方面,該行指文心一言在用戶基礎上實現里程碑,並用人工智能重構集團旗下所有產品。對於娛樂直播而言,去年出現行業營運調整。該行料市場將關注上述交易終止後將如何解決。
該行對百度評級為「買入」,百度(09888.HK)目標價205港元及予百度(BIDU.US)目標價212美元。對歡聚集團目標價為44.4美元,評級「買入」。
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