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《大行報告》花旗升百度(BIDU.US)目標價至181美元 上季盈利勝預期
阿思達克 02-29 10:36
花旗發表研究報告指,百度(BIDU.US)去年第四季整體收入按年增長6%,符合市場預期,其中百度核心營收按年增長7%,主要來自於核心廣告收入增長6%及雲業務收入恢復增長11%的推動。非通用會計準則下淨利潤按年增長44%至77.6億元人民幣,較花旗及市場預期高出27%及21%。 報告提到,管理層透露去年第四季人工智能(AI)相關收入佔雲業務收入約4.8%,另外亦為廣告業務貢獻數以億元計人民幣的收入,預計今年AI相關收入可增長至數十億元人民幣的規模。 該行認為,雖然百度近年致力投資AI技術,但支出仍在可控範圍內,利潤率仍有逐步提升空間,調整預測後將美股目標價由171美元上調至181美元,並維持「買入」評級。
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