金吾财讯 | 花旗研报称，百度(09888)下半年的广告收入可能继续承压。花旗认为，在百度快速提升AI搜索能力以及广告支出情绪低迷的情况下，广告收入的拖累可能比花旗之前的预期更大。花旗将百度第二季度和第三季度的核心广告收入预测分别下调了6.1%和8.9%。鉴于利润率较高的广告收入带来的负面影响更大，花旗还将百度第二季度和第三季度的核心营业利润预期分别下调了21%和24%。花旗维持对百度的买入评级，并将其ADR目标价从138.00美元上调至140.00美元。
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