巴克莱:百度芯片部门的IPO似乎步入正轨

环球市场播报
Apr 15

  巴克莱分析师在一份报告中称,百度旗下芯片部门昆仑芯的IPO似乎已步入正轨。这些分析师称,IPO最早可能在第二季度末或第三季度初进行。巴克莱最近的行业核实表明,该芯片部门表现稳健,该行预计其大部分收入将来自外部客户。尽管百度AI业务的强劲增长令人鼓舞,但这些分析师仍然对百度的核心传统广告业务感到担忧,因为聊天机器人正在取代传统的搜索使用场景,而且通过聊天机器人实现广告变现的机会仍不明朗。巴克莱维持对百度美国存托凭证(ADR)的中性评级,并将其目标价维持在128.00美元。

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责任编辑:王永生

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