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大行評級|招銀國際:微升百度目標價至132美元 Robotaxi有機會成股價催化劑

招銀國際發表研報指,受惠於業務轉型,百度第二季業績優於預期,核心業務收入爲263億元,較市場預測高出1.6%,核心非GAAP經營溢利超出預測12%。該行指,Apollo Go和百度雲等正在推進,料將成爲公司收入和盈利增長的長期驅動因素,而公司加強股東回報亦可爲支撐估值。

考慮到回購股份影響,該行將其目標價由130.3美元輕微上調至132美元,當前估值不高,Robotaxi有機會成爲股價催化劑,維持“買入”評級。

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