中信證券：維持百度集團-SW“買入”評級收入、利潤均有望逐步迎來拐點

新浪港股

04-21

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　中信證券發佈研報稱，預計1Q25百度集團-SW（09888）雲計算業務同比+20.0%，得益於GPU和AI需求維持強勁增長。展望未來，該行預期隨着宏觀回暖、AI搜索商業化、基數效應弱化，公司收入、利潤均有望逐步迎來拐點。中期來看，伴隨AI導入旗下多條業務線賦能，該行預計商業化進程進展順利，雲業務聚焦場景和成本優化，AI業績貢獻持續提升。考慮到後續潛在的業績修復與新業務重估的可能，該行維持公司“買入”評級。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：史麗君

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