中银国际:百度集团-SW(09888)需求激增带动AI云业务强劲增长 重申“买入”评级

智通财经
23 May

智通财经APP获悉,中银国际发布研报称,百度集团-SW(09888)今年第一季度业绩好于预期,得益于自主研发算力支撑的AI云业务强劲增长,抵消了疲软的传统搜索业务。该行对海外Robotaxi的扩张持乐观态度,得益于公司在超过15个城市的全自动驾驶规模化扩张,以及商业化进程的不断提升。重申“买入”评级,目标价大致保持不变,为107港元。

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