摩根大通发表研究报告，维持百度-SW(09888.HK) “增持”评级，目标价195港元；百度(BIDU.US) 美股目标价200美元。该行预计首季业绩整体与市场共识相若，但核心广告将再录得疲弱季度，被强劲的AI云基础设施及推理增长所抵销。该行预测百度核心广告收入按年跌19%，较去年第三及第四季的18%及16%跌幅扩大，同时预测总体云收入增长28%，AI云基础设施增长85%。该行认为，市场焦点已...
Source Link摩根大通发表研究报告，维持百度-SW(09888.HK) “增持”评级，目标价195港元；百度(BIDU.US) 美股目标价200美元。该行预计首季业绩整体与市场共识相若，但核心广告将再录得疲弱季度，被强劲的AI云基础设施及推理增长所抵销。该行预测百度核心广告收入按年跌19%，较去年第三及第四季的18%及16%跌幅扩大，同时预测总体云收入增长28%，AI云基础设施增长85%。该行认为，市场焦点已...
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