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大行評級 | 摩通:維持百度(9888.HK)增持評級 目標價250港元
格隆匯10月21日丨摩根大通發表報告指,由於廣告業務受到監管、新冠疫情反覆等因素影響,該行對百度(9888.HK)第三季廣告前景轉爲更加謹慎,下調目標價由255港元降至250港元,維持“增持”評級。該行估計百度今年第三季度收入爲310億元人民幣,按年增長11%,並較市場預測低2%;經調整淨利潤預計爲39億元人民幣,亦比共識低13%。因降低收入預測和對用戶獲取成本、研發和雲計算人員的投資增加。該股現報175.1港元,總市值4875.6億港元。
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