《大行報告》大摩相信百度(BIDU.US)未來60日股價將上升 估值具吸引力
百度-SW(09888.HK)半日股價上揚近3.1%收99.8港元。摩根士丹利發表技術意見報告,相信百度(BIDU.US)未來60日股價將上升,料發生概率介乎70%至80%,予其「增持」評級及目標價140美元(按每一股美國存托股代表8股港股股份計,港股目標價約136.85港元)。
該行認為,百度近期股價遭到拋售後,短期估值吸引力上升,相信股價調整是市場關注文心一言近期相關新聞事件所致。該行估計百度去年第四季及今年基本面可持續改善,廣告業務增長可快於GDP表現;而受到人工智慧的貢獻驅動,料旗下雲業務增長於去年第四季迎來轉折點。(wl/u)
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