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百度(09888.HK)績後曾跌逾6% 美銀證券指宏觀經濟弱構成風險
百度集團-SW(09888.HK)今日低開4.69%,最低見99.65元一度跌6.5%。現報101.6元,跌4.69%,成交393.88萬股,涉資3.99億元。美銀證券指百度上季經調整盈利優於預期,但管理層指宏觀經濟面臨不確定性及構成風險,廣告收入成長將超過GDP,該行基於宏觀經濟疲軟,決定降公司今年營收預測從11%下調至9%,下調目標價由165元降至153元,維持「買入」評級。 百度公布截至去年底止年度業績,非公認會計準則下歸屬百度的淨利潤錄287.47億元人民幣,按年增長39%;歸屬百度的淨利潤為203.15億元人民幣,按年增長近169%。 匯豐環球研究在百度業績後發表研究發表報告,下調百度目標價至153.1元,但認為生成AI變現仍處於正軌。(cy/w) ~
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