大和发表研究报告，下调百度(09888.HK) 今年首季的广告业务收入预测，以反映竞争压力加剧及持续的AI转型和季节性因素。不过，该行上调公司的人工智能云端基础设施首季收入预测，以反映外部需求强劲、昆仑芯的优势及公司成本效益。该行大致维持百度今年首季的收入增长预测，下调其2026至28年每股盈测6至21%，以反映业务结构转变。不过，该行维持公司目标价175元，续予“买入”评级。(sl/u)(港股...
Source Link大和发表研究报告，下调百度(09888.HK) 今年首季的广告业务收入预测，以反映竞争压力加剧及持续的AI转型和季节性因素。不过，该行上调公司的人工智能云端基础设施首季收入预测，以反映外部需求强劲、昆仑芯的优势及公司成本效益。该行大致维持百度今年首季的收入增长预测，下调其2026至28年每股盈测6至21%，以反映业务结构转变。不过，该行维持公司目标价175元，续予“买入”评级。(sl/u)(港股...
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