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》匯豐研究降百度-SW(09888.HK)目標價至153.1元 生成AI變現仍處於正軌
匯豐研究發表報告指,百度-SW(09888.HK)去年第四季業績大致符合預期,生成式AI變現仍於正軌,基礎模型貢獻逐步提升,但宏觀環境仍屬影響增長的主要因素,維持其「買入」評級,將目標價由157.9元下調至153.1元。 該行將百度今明兩年的收入預測下調3%,反映小度智能家居的變現並不屬優先任務,但廣告及雲業務的增長假設大致不變。據百度管理層的指引,相信生成式AI變現需要時間進行。在宏觀經濟不明朗下,估計核心廣告收入今年增長2.1%(撇除生成式AI及基礎模型)或5.6%(計及生成式AI及基礎模型)。(cy/w) ~
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