智通财经APP获悉,建银国际发布研报称,将百度集团-SW(09888)港股目标价由97.25港元,调高64%至159.49港元,同时亦将百度(BIDU.US)美股目标价由100美元,调高64%至164美元,投资评级维持“跑赢大市”。
建银国际预期,百度2025财年第三财季业绩可能与该行的预期/机构共识基本一致。尽管GenAI搜寻业务持续转型,云端业务的稳健增长(年增长22%)和非广告业务的27%成长部分抵销了这一影响。建银国际对百度2027-2028年盈利预测基本维持不变。
智通财经APP获悉,建银国际发布研报称,将百度集团-SW(09888)港股目标价由97.25港元,调高64%至159.49港元,同时亦将百度(BIDU.US)美股目标价由100美元,调高64%至164美元,投资评级维持“跑赢大市”。
建银国际预期,百度2025财年第三财季业绩可能与该行的预期/机构共识基本一致。尽管GenAI搜寻业务持续转型,云端业务的稳健增长(年增长22%)和非广告业务的27%成长部分抵销了这一影响。建银国际对百度2027-2028年盈利预测基本维持不变。
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