一、核心观点大和证券发布研报，重申对百度集团-SW(09888)的“买入”评级，并上调目标价至175港元。报告指出，百度2023年第四季度收入符合预期，盈利表现优于预期，主要得益于成本控制带来的毛利率改善。此外，管理层透露分拆昆仑芯的计划仍在推进中，这被视为短期内推动估值的重要催化剂。二、昆仑芯分拆的潜在影响大和证券认为，昆仑芯的分拆将成为百度估值重估的关键因素。根据其估算，昆仑芯的隐含股权价值已...
Source Link一、核心观点大和证券发布研报，重申对百度集团-SW(09888)的“买入”评级，并上调目标价至175港元。报告指出，百度2023年第四季度收入符合预期，盈利表现优于预期，主要得益于成本控制带来的毛利率改善。此外，管理层透露分拆昆仑芯的计划仍在推进中，这被视为短期内推动估值的重要催化剂。二、昆仑芯分拆的潜在影响大和证券认为，昆仑芯的分拆将成为百度估值重估的关键因素。根据其估算，昆仑芯的隐含股权价值已...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.