You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》大和降百度(09888.HK)目標價至92元 重申「跑贏大市」評級
阿思達克 08-22 14:22
大和發表研究報告指,百度(09888.HK)(BIDU.US)次季核心經營溢利較市場預測高出9%,線上營銷收入按年跌15%,另外,受智能雲收入帶動,非線上營銷收入增長34%。 該行表示,第二季百度智能雲收入升27%,經營溢利率維持在低雙位數水平。訂閱服務佔企業雲收入逾一半,其中人工智能基礎設施收入按年增超過50%。由於企業項目交付可能受到干擾,預期下半年的收入將按年有所放緩。展望未來,管理層的目標是維持雲端業務較同業更快的增長速度,並在未來將雲端收入對百度核心的貢獻提升至30%以上,同時在短期內致力於減少企業雲項目造成的收入波動。另外,該行預計公司第三季的廣告業務收入進一步下滑,AI搜尋變現仍將保持審慎。 該行下調百度今明兩年的每股盈測1%至3%,重申「跑贏大市」評級,目標價由93元下調至92元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account