《大行報告》百度(09888.HK)投資評級及目標價(表)
阿思達克 05-10 12:25
百度-SW(09888.HK)將於下周二(16日)收市後公布今年首季業績,受惠內地線下活動恢復如常,刺激旅遊及本地服務需求,料可令公司廣告業務收入重回正增長,兼且企業數字化需求逐漸恢復,本網綜合13間券商預料百度2023年首季非公認會計準則純利介乎40.73億至49.26億元人民幣,較2022年首季38.79億人民幣,按年上升5%至27%;中位數44.35億人民幣,按年升14.3%。 綜合4間券商預測百度2023年首季錄得虧轉盈,錄純利介乎24.96億元至41.46億人民幣;中位數31.55億人民幣,對比2022年同期錄得虧損8.85億人民幣。本網綜合11間券商預料京東2023年首季收入介乎293.77億元至304.67億人民幣,較2022年首季收入284.11億人民幣,按年升3.4%至7.2%;中位數301.48億人民幣按年升6.1%。投資者將關注百度管理層最新營運表現指引,關注旗下雲業務及廣告業務的復甦及涉人工智能業務發展(客戶數量及變現計劃),並關注公司投入自動駕駛及「文心一言」對毛利率的影響。 本網最新綜合10間券商對百度-SW(09888.HK)投資評級及目標價: 券商│投資評級│目標價((港元) 美銀證券│買入│230港元 富瑞│買入│207港元 大和│買入│200港元 大華繼顯│買入│187港元 高盛│買入│182港元 摩根大通│增持│180港元 建銀國際│跑贏大市│171.65港元 瑞信│跑贏大市│171港元 麥格理│跑贏大市│170港元 中金│跑贏行業│167.1港元 -------------------------------------------------------- 本網最新綜合17間券商對百度(BIDU.US)投資評級及目標價: 券商│投資評級│目標價 美銀證券│買入│234美元 富瑞│買入│214美元 華泰証券│買入│194.1美元 大華繼顯│買入│193美元 高盛│買入│186美元 花旗│買入│186美元 摩根大通│增持│185美元 里昂│買入│184美元 法巴│買入│183美元 麥格理│跑贏大市│180美元 瑞銀│買入│180美元 建銀國際│跑贏大市│176.5美元 瑞信│跑贏大市│176美元 海通國際│跑贏大市│173美元 中金│跑贏行業│172.5美元 匯豐環球研究│買入│165美元 摩根士丹利│與大市同步│160美元
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