《大行》美銀證券降百度(BIDU.US)次季核心收入預測 續予「買入」評級
美銀證券發表研究報告指,下調百度(09888.HK)(BIDU.US)第二季核心收入預測,料經調整經營溢利為40億元人民幣。由於預期雲業務的客戶需求穩固,維持次季雲收入預測。該行又預期,人工智能滲透率將在第三季達到70至80%,並在第四季變得更為穩定。因此,預計百度的廣告業務將在第三季加快下滑,並在第四季收窄。
該行表示,由於預期高利潤的廣告收入減少,下調百度今年經調整淨利潤預測14%,並大致維持2026至2027的利潤展望,維持,百度(BIDU.US)目標價100美元及「買入」評級。另外,該行預期百度的股價會對有關無人駕駛和AI的新聞和事件作出反應。
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