交銀國際：百度集團-SW(09888.HK)近期股價隨指數回調是較好買入機會

智通財經

06/25

【交銀國際：百度集團-SW(09888.HK)近期股價隨指數回調是較好買入機會】智通財經APP獲悉，交銀國際發布研報稱，百度(09888,BIDU.US)AI轉型深化未得到充份價值重估,但預計2026年下半年將出現盈利拐點,2026-28年AI新業務佔比將持續提升。交銀國際以百度3倍2026年市銷率作為AI業務的估值標準，傳統廣告業務以1倍市銷率估值,崑崙芯約58%的持股以20倍2026年市銷率估值,加上該公司的淨現金及短期投資，以分部估價法得出百度目標價為175.0美元/171.7港元,投資評級維持「買入」。

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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11:42</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<div>\n<b>【交銀國際：百度集團-SW(09888.HK)近期股價隨指數回調是較好買入機會】</b>智通財經APP獲悉，交銀國際發布研報稱，百度(09888,BIDU.US)AI轉型深化未得到充份價值重估,但預計2026年下半年將出現盈利拐點,2026-28年AI新業務佔比將持續提升。交銀國際以百度3倍2026年市銷率作為AI業務的估值標準，傳統廣告業務以1倍市銷率估值,崑崙芯約58%的持股以20倍2026年市銷率估值,加上該公司的淨現金及短期投資，以分部估價法得出百度目標價為175.0美元/171.7港元,投資評級維持「買入」。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0359201885.HKD","symbol_name":"BGF CHINA \"A2\" (HKD) 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