【交银国际：建议关注云及自动驾驶进程 维持“买入”评级】金十数据6月5日讯，交银国际发报告指，预计百度(09888.HK)今年搜索广告收入受AI影响仍承压，并预计第二、三季该收入将同比下降分别11%及12%，虽在第四季下降幅度有所缓和，但仍有不确定性。同时预计今年全年广告收入同比降9%至660亿元人民币。报告表示，百度利润端或受广告不确定影响下降，预计第二季百度核心业务运营利润率或降至14.8%，且全年运营利润率或较先前预测下降1.4个百分点至17.8%。基于SOTP估值，维持百度集团目标价96港元。该行认为，集团云及自动驾驶仍领先，并有机会扭转集团估值，故建议关注云收入增长的持续性及Robotaxi全球化推广的进程。维持“买入”评级。
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